Tips for organizing workflows and automations in monday.com

Hi everyone 👋

I’ve recently been exploring more advanced workflows in monday.com, especially around automations and board organization, and I’m curious how other teams structure their setups.

Currently, I’m trying to improve a few things:

  • Keeping boards organized when multiple teams are working in the same workspace

  • Avoiding automation overload (too many automations triggering at once)

  • Managing dependencies between boards without creating too much complexity

For example, I’ve experimented with:

  • Using separate boards for different processes and linking them with connect board columns

  • Automating status changes when tasks move between stages

  • Creating dashboards to track progress across several boards

It works to some extent, but as projects scale it becomes harder to keep everything clean and easy to manage.

So I’d love to hear from the community:

  1. How do you structure your boards when managing multiple projects or teams?

  2. Do you prefer fewer boards with more groups, or multiple specialized boards?

  3. Any best practices for automations that keep workflows efficient without creating conflicts?

If anyone has examples of workflows or board structures that worked well for them, I’d really appreciate your insights.

Thanks in advance! 🙌

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