Description:
I am looking for an automation on Monday.com that allows for automatically changing the status of items at a specific time each month, particularly at the beginning of the month. This functionality is essential for managing invoices and other recurring processes in my company.
Use Case:
I have various system and service invoices that remain marked as “Paid” throughout the month. However, at the beginning of each month, I need all these invoices to have their status changed to “Pending.” This helps my finance department check which invoices have been paid and update the status back to “Paid” as necessary.
Benefits:
Efficiency: Automates a repetitive process, saving time and reducing manual errors.
Organization: Facilitates the visualization of the updated status of all invoices and other recurring items.
Flexibility: Can be applied to various situations beyond invoice management, such as managing recurring tasks, contract renewals, etc.
Implementation Suggestion: The automation could be configured to run once a month, on a date and time specified by the user, changing the status of all items in a specific column to a predefined status (e.g., from “Paid” to “Pending”).