Hi everyone,
I’m looking to see if anyone has built something similar in monday.com for managing equipment certifications and certification tracking.
We are a rigging company, and we are trying to create a system where we can track customer assets, inspection records, test/proof load information, certification dates, expiration dates, and related documents/PDF certificates.
Ideally, we would like the setup to include:
A customer asset board
A certification or inspection record board linked to each asset
Automated certificate numbers or unique IDs
Due date/expiration tracking with alerts
The ability to generate or attach PDF certificates
A customer-facing view or portal where each customer can only see their own assets and certificates
We are currently trying to avoid entering the same information multiple times and would like the data to flow from the asset record into the certificate/tracking process.
Has anyone created a board structure, workflow, dashboard, or customer portal setup like this? I’d appreciate any examples, screenshots, templates, or advice on the best way to build it.
I’m mainly trying to figure out the best board structure before we build too much and have to redo it later.
We're exploring chatbot app development to automate repetitive tasks like answering FAQs, collecting customer information, and routing support requests. For teams already using chatbot solutions, how have you integrated them into your daily workflows?
I'm particularly interested in:
Which tasks have you successfully automated?
Did you build a custom chatbot or use an existing platform?
How do you connect your chatbot with project management or CRM tools?
What challenges did you face during implementation?
I'd love to hear real-world experiences and best practices.
Hello, seems I am stuck trying to create my ideal budget board.
Where I work, I want to be able to setup a board that can show me how much money I have left on my budget for the year.
The ideal setup is to have 2 groups, one showing me the amounts I have for each category, and then have groups for each category and in there I keep adding the items purchased. Each item would have a label, and ideally I want to see the sum of all the items spend per category, and also see the amount of money I have left for each budget. This is what I've setup so far:
The numbers shown is just to show what Ideally I'd like to setup, it is not setup yet. I've been struggling to get the formulas working. I can't seem to find a way yo get the values from the Expenses group to show up in the top group.
I noticed in all the free templates and other tutorials I've been able to find, that people tend to organize their budgets by quarters, which is not applicable in my case.
I can set this up easily in Excel, but I am struggling to get this done on monday.com
Does anyone know of a good solution, or perhaps a better alternative to this?
monday Agents have been live for a bit now, and we want to know: what's actually changed for you?
Maybe you've automated something you used to do manually every single day. Maybe you built an agent that handles a task you didn't even think AI could touch. Or maybe you're still figuring out where to start, and that's okay too.
Tell us in the comments:
🤖 What you've built or are using monday Agents for
🔁 What your workflow looked like before, and what it looks like now
💡 One specific example or use case so others can see it in action
If you haven't tried building with Agents yet, this is a great place to get inspired by what others are doing. And if you're a pro already, we want to hear your story.
Elevate EMEA is coming to London on November 24, and we wanted you to be the first to know - and the first to save a seat.
As part of our community, you get 20% off with code earlyEMEA20 (discount code eligible for GA passes, valid until July 1, 2026).
The Why?
Elevate is monday.com's flagship annual event: a full day where community members and users come together to learn, grow, and connect.
Get clarity on AI today: hear what’s actually working from monday.com leadership, top teams executing with AI, and the experts building it every day.
Know exactly how monday can lift your role: with role-based tracks with actionable sessions and customized AI workflows. From Marketing & Ops to IT & Sales and more.
Were you at Elevate London last year? Share your experience below with our community!
Grab your ticket here.
This is how work starts to look different. People and agents working together.
From today - you can create your own agents inside monday, or connect your favorite AI tools to bring your existing agents into one place - all within a platform you already know and trust.
Your team sets the direction - goals, priorities, strategy.
Agents help you move faster on execution.
They can take on real work across workflows, reports, content, and more - working alongside your team, within the full context of your work, data, and tasks.
And like everything in monday - you stay in control, with full visibility and clear permissions.
Take your time to explore what this can look like for you.
We’ll be here for questions, ideas, and support along the way.
It’s time to get more done - with agents by your side.
If you want to explore what agents can do, get some inspiration, or just grab a ready-made template to import straight into your work - check this out.
Elevate NY is coming back - monday.com’s flagship event - and if you’ve been here a while, you already know what that means.
Two days of content, sessions, masterclasses - and mostly, where our community comes to life.
It’s where ideas turn into conversations, where you meet the people behind the product, and walk away with practical insights you can actually use the next day - from new features and workflows to better ways to collaborate.
It’s your chance to learn, grow, hear what’s coming next, and be part of shaping the future of AI at work.
Before tickets open to everyone, we wanted to give you early access to the early bird tickets.
Click here to get your tickets & enjoy an extra 15% off with code superearlybird15
*Valid for GA, certification, and VIP passes until May 1, 2026.
If you’ve been to Elevate before, share your experience in the comments!
And if you’re considering joining for the first time and have questions, feel free to drop them here, we're here to help.
Welcome to our new community home 👋
We’re excited to have you here.
Over time, we’ve heard your feedback, ideas, and requests - and built this space around what matters most to you.
Our goal is to create a place that works for everyone in the monday.com community, no matter your role, experience, or use case.
This is your space to get answers, connect with other monday users, find inspiration, and stay close to everything happening around monday.com.
You can now follow posts, feature requests, and topics that interest you, and choose the spaces most relevant to you — so you stay up to date on what matters most.
We recommend completing your profile to get the most out of the community. Add details like your role, industry, and even a LinkedIn profile if you’d like — it helps others get to know you, makes it easier to connect, and keeps the content you see more relevant.
You can take part in activities across the community and earn points along the way. You’ll find them under the Activities tab in the top bar.
We’ll be sharing more soon about what you can do with these points 👀
Here’s what you’ll find in our community spaces:
💬 Ask the community
Ask questions, share knowledge, and help others across different monday.com topics.
🤖 AI in action
Our space for everything AI. Ask questions and share how you’re using monday AI - including Vibe, Sidekick, Agents, Notetaker, and AI workflows.
⚙️ Workflows & best practices
Your place to explore how others build workflows and solve real challenges.
🛠️ Integrations & developments
Build integrations, develop apps, and discuss technical topics with other builders.
💡 Feature requests
A core part of our community.
Share ideas, vote on what matters most to you, and help shape how monday.com evolves — now with a smoother experience and more visibility into what our product teams are working on.
📢 Announcements
Stay up to date with the latest news and announcements from the monday.com team.
📅 Events
Discover upcoming events, both online and in person.
Our team is here to hear your feedback, thoughts, and answer any questions.
This is your place. Make yourself at home 💛
If you’re part of this community, you probably already know - Elevate is worth showing up for.
And this year, it’s going to hit differently.
Most people will spend 2026 reacting to how work is changing.
Some will spend two days deciding how it changes for them.
That’s this community.
And we really hope to see you there.
👉 Pre-register now for first access.
The road to Elevate starts now.
