Adding OR & NOT to the custom automations "Builder"

Hi Folks,

I’m creating a mock PTO management system. I’ve found it reasonably repetitive to do specific tasks using the custom automations builder (for lack of a better word). I think AND is a handy bitwise operator to have when building automations. Still, I believe having the OR and NOT bitwise operators can improve user experience tremendously.

In my use case, I have two status columns, one for status and one for decision. It would be great if I can set up an automation that looks something like this:

When status (decision) changes to something (approved) OR When status (decision) changes to something (rejected), change status (status) to something (processed) AND move item to group (processed).

The workaround would be to create two separate automations, which is somewhat tedious and time-consuming.

Automation 1:

When status (decision) changes to something (approved), change status (status) to something (processed) AND move item to group (processed).

Automation 2:

When status (decision) changes to something (rejected), change status (status) to something (processed) AND move item to group (processed).

In the example above, you can see how things could get really time consuming for complex boards and automations. Having the OR bitwise operator would be great for such situations.

Another Important bitwise operator would be the NOT operator; if I can choose when the status is not something, I don’t have to repeat the same logic in cases where there are more than two potential statuses.

An example use case is where monday.com is used as a CRM to reach out to everyone who is not a customer at a specified date (Just an example):

When a Date arrives (next scheduled interaction) AND Status is NOT something (customer) then send an email (example email) to someone (email column).

The current workaround is:

Automation 1:

When a Date arrives (next scheduled interaction) AND Status is something (lead) then send an email (example email) to someone (email column).

Automation 2:

When a Date arrives (next scheduled interaction) AND Status is something (vendor) then send an email (example email) to someone (email column).

Automation 3:

When a Date arrives (next scheduled interaction) AND Status is something (partner) then send an email (example email) to someone (email column).

…and if there are more categories in that status, there would be more automations needed…

The other bitwise operators would make the automations platform incredibly flexible and powerful. Still, the NOT, OR and AND (lol) operators are the most important as they underpin all logic systems. In my opinion, this is a must-have for monday.com automations.

Kind Regards,

Ahmed

Agreed on the “OR” option! I just set up 15 automations that could have been 3, if I had an “or.”

Biggest use case: I want the same action to be triggered by three status options - just need that “and” to be an “or.”

Alternate option: let me select multiple status options.

4 Likes

Hey @Julia-monday.com, is this feature being considered for a future launch? It would really be a HUGE timesaver if we could use OR or NOT while creating custom automations. Can you please provide an update?

1 Like

Upvote, especially given there is no way to organize your automations into groups/folders. It’s very challenging to have many automations and no OR or NOT forces you into a lot of automations.

Absolutely in agreement with this. I have automations that are failing because the “trigger” is the same, ie when a status changes to something, move it somewhere. It’s the ‘somewhere’ that is different based on the status chosen. About 15 automations when it should only be 1. Is there any feedback on this?

100% agreed with all the comments above. Monday is regularly adding new tweaks and changes, but this small but incredibly crucial feature continues to be ignored. Why?

Please add the OR operator if nothing else.

Not having simply an OR operator makes for a HUGE pain point for my company when using automations. We have to resort to creating many slightly different automations that could be accomplished with just a fraction of the number of automations. This is made worse when attempting to modify, test and organize these automations… absolute nightmare.

All of this makes for brittle solutions with Monday automations, is frustrating for all involved and does do not build confidence in the Monday platform as a whole.

I absolutely agree with this. I have a project board that contains 600 automations, if this feature is included, it would cut down the automation by 50% more or less.

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How do you keep 600 automations straight? I want to implement some routing on our board and I’m afraid it will take our ~80 automations and turn it into over 200. It’s already hard enough to find the automation that I’m trying to adjust, turn off, delete. It’s also painful to misclick and have it exit where you were scrolled and take you all the way to the top of the automations again.

How has there been no response to this from Monday? @Julia-monday.com This seems pretty basic.

Was using Airtable for something different and just checked…they have the ability to use OR within the automations…as well as grouping automations to better manage them.