About the Hire an Expert category

I am looking for someone based in South Africa to help me set up my projects on Mondays in the way that makes the most sense.

Please contact me urgently.

Hello,

My company is interested in hiring a Monday.com expert to help build an automated revenue recognition board that links to our project-specific boards. If there is anyone that has experience with financial reporting / is an expert at building automations, please let me know.

Thanks!
Rebecca

Hi @RebeccaS - Thanks for reaching out on the community. We have worked with several different financial companies at Polished Geek, and I personally worked for many years at Fidelity Investments. I’d love to chat with you to learn more about your reporting needs and see how we can help. Please use the link below to schedule a time to meet.

~ Deb Cinkus, PMP
Certified monday․com Partner
CEO & Principal Consultant, Polished Geek

Book a Consultation with a monday․com expert: Book Polished Geek: more with monday.com

Hey there @RebeccaS and welcome to the monday.com community!

The team at CarbonWeb works with users to tailor their solution component-by-components. We have a ton of experience around automations and are familiar with setting up completely custom systems.

I’d be interested in learning more about your use case and discuss how our team might be able to help. Please schedule with me here if you would like: Consultation - Ricky

Good luck!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co

Hi Jack,

We are a small property development company based in New Zealand.

I am looking for an automation to make changes (Changes - assign person, change status and set date) to an existing item when a status is changed.

I am using the following two boards:

Automation test - Master
Automation test - Project 1

Please see attached screenshot of each board.

The Master board shows the high level stage of each project whilst the Project board shows the tasks required for each stage.

As each project progresses the Master board stage status is updated to the next stage and then automatically assign the tasks for the next stage to a person within the Project board (as well as change the Project board status to ‘Not started’ and set a date for completion of the task).

Is there an automation that is able to do this? Or a potential work around that is able to achieve the same result?

Thanks so much!

Callum


Hi @Callum - Yes, I have multiple ideas of how this could be done. I see that you’ve already scheduled a call with us at Polished Geek, so I’m looking forward to exploring this with you soon.

~ Deb Cinkus, PMP
Certified monday․com Partner
CEO & Principal Consultant, Polished Geek

Book a Consultation with a monday․com expert: Book Polished Geek: more with monday.com

Hi @Callum,

Just replying here on behalf of @Jack-JTsCloud, I work with Jack to provide solutions with monday.com.

As polish Greek said there are a few ways to achieve this and we can certainly help you out.

Feel free to book in a time with myself here

Look forward to meeting you and resolving this with you.

1 Like

Uh oh… that pesky auto-correct turned “Polished Geek” into something vaguely European again, oops!

Fantastic - Thanks Deb.

Looking forward to it.

1 Like

Hi Alex,

Thank you for touching base.

I have a meeting with Polished Geek on Wednesday.

If this is unsuccessful I will be in touch.

1 Like