Monday and Make.com Automation Use Cases

In the fast-paced world of modern business, efficiency and automation are key to staying ahead of the competition.

One powerful tool that can significantly enhance your productivity is the Monday Integration app for Make.com. This integration allows you to seamlessly connect Monday with any of your favorite apps in just a few clicks. Whether you’re looking to streamline data entry, automate reporting, or synchronize information across multiple platforms, the possibilities are virtually endless. With the Monday automation integration on Make.com, you can design, build, and automate workflows tailored to your unique business needs.

Example Use Cases

Monday Use Case #1

This tool helps you keep your information updated between Monday and Google Sheets without having to do it all by hand. Imagine you have a board in Monday where you track important tasks, and it has columns to mark status, add notes, email addresses, phone numbers, and due dates. With this setup, every 15 minutes, the tool will check Monday for any new updates or changes and automatically copy those details into your Google Sheets spreadsheet. No more worries about missing something or spending hours copying data. You can even adjust the timing if you need it to check more or less frequently. It’s one of those Monday and Make.com Automation Use Cases that can save you lots of time and effort!

Monday Use Case #2

Imagine you have a big project, and you need to remember all the important deadlines. You have everything on a board with the names of people and the due dates for their tasks. Now, picture a magical helper that sends an email reminder to each person exactly 24 hours before their task is due. This way, no one forgets what they need to do, and everything runs smoothly. With Monday and Make.com Automation Use Cases, tasks get finished on time, and there are fewer last-minute rushes. So, everyone knows what’s coming up and stays on track with their work.

Monday Use Case #3

Imagine you’re using a digital notebook called Notion to keep track of all your ideas and projects. Now, let’s say you also have a task board on another program called Monday to manage your daily to-dos. With Monday and Make.com Automation Use Cases, whenever you create a new page in your Notion notebook, a task can automatically pop up on your Monday board. If you want to keep track of the task’s progress, you can add a special label in Notion that matches your Monday labels. This makes sure both programs know what’s happening with your tasks. And if you want everything to sync back and forth, set up a unique ID for each Notion page so Make knows which tasks came from where, making it easier to keep things organized.

Monday Use Case #4

Imagine you have a Monday board where you track all your projects and tasks, and you want to keep your Notion database up to date with this information without having to do it manually. By using this automation, every time you add a new item on your Monday board, a matching page is created in your Notion database automatically. This way, you always have the latest information in both places without any extra effort. For instance, you can create a special text field in Monday to store the IDs of each item. This helps make sure that only new items are added and not duplicated when they sync. Such awesome Monday and Make.com Automation Use Cases can make your life a lot simpler by keeping everything organized without you even lifting a finger!

Monday Use Case #5

Imagine you have a list of tasks and notes in Monday, and you want to create PDFs of these tasks easily. With Monday and Make.com Automation Use Cases, a special tool can help you do just that. This tool looks at your Monday board to find new tasks or items you’ve added. When it finds new items, it takes the details like the note, email, and phone number, and puts them into a new PDF document in Google Drive. This happens every 15 minutes, but you can change how often it checks for new tasks. To make this work, your Monday board needs to have columns for Note, Email, and Phone number. If your Monday board is set up differently, you might need to adjust some settings. It’s a good idea to practice with a test board first to make sure everything works. Once you’re comfortable, you can switch to your real board and create useful PDFs with real data. This will save you a lot of time and keep your information organized.

Monday Use Case #6

A company wants to stay on top of tasks and messages, so they use Monday and Make.com Automation Use Cases. When a team member sends a message in Slack, it might be important for the project. Instead of copying and pasting the message into Monday (a work management tool), they can set up this cool automation. When a specific person sends a message in Slack, Make.com will automatically create a new item, called a pulse, in the Monday tool. This way, nothing gets lost, and the team can keep track of everything easily without extra work.

Monday Use Case #7

Imagine you get lots of invoices through Gmail and need a quick way to organize them. By using Monday and Make.com Automation Use Cases, you can easily extract important information from these invoices and send it right into Monday. Eden AI helps with this task by reading the details on each invoice, such as the amount due, date, and vendor name. Then, this information is transferred to Monday, where you can see it all in one place. This way, you save time and keep everything tidy without having to read each invoice yourself.

Monday Use Case #8

Imagine you have a team using Monday to manage projects and you want to make sure everyone gets the right information when a new member joins. With Monday and Make.com Automation Use Cases, as soon as a new user is added to your Monday account, Make will automatically send an email using Outlook (Office 365 Email). This email will contain important details and help the new user get settled in quickly. The person who is set to handle new users won’t have to write and send the email themselves; Make does it for them, saving time and making things run smoother.

Monday Use Case #9

Imagine you have a bunch of tasks to complete, and it’s hard to remember all of them. Using Monday and Make.com, there’s a way to help you out. Every day at 10:00 a.m., an automated system can check your Monday account for any tasks due the next day. It then sends reminders to the people responsible for those tasks through Gmail. This makes sure everyone knows what they need to finish on time. This is just one of the many Monday and Make.com Automation Use Cases that help keep you and your team organized and on track.

Conclusion

The Monday and Make.com automation integration is a game-changer for modern businesses, offering seamless connections to your favorite apps with just a few clicks.

This powerful tool enables you to streamline data entry, automate reporting, and synchronize information across platforms, significantly enhancing productivity.

By leveraging this integration, you can create tailored workflows that keep your operations running smoothly and efficiently. Embrace the power of automation with Make.com and transform the way you work.

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