Automated monthly items with consecutive month names

I have monthly inspections that need to take place within my warehouse. In a perfect world I would like, on 1st of each month to create a group of “to do” items but here is the catch. I would like each month the items to auto populate with the relevant months name. ie on 1 Jan all the Jan inspections populate. On 1 Feb all the Feb inspections populate.

I can get the automations to work, just not the month names. Any help would be much appreciated

Hi @michaelwoodland,

Welcome to the community! :waving_hand:

A couple of ways you can handle this in monday.com:

Option 1: Date column + Formula (most reliable)Use a Formula column to display the month name (January, February, etc.) based on that date. This avoids needing to dynamically rename items or groups and works consistently.

Option 2: AI Smart Condition - Workflow (Pro / Enterprise plans)If you’re on a Pro or Enterprise plan, you can also explore the AI Smart Condition block in Workflow. I haven’t tried it with this exact scenario, but it may help infer or label the month from the date - worth testing.

Hope this helps!

Hi @michaelwoodland

This can be done using Make.

You can trigger a Make scenario when an item is created on the board. When that trigger runs, Make can automatically detect the current month and update the newly created item (either the item name or a dedicated column) with the correct month name like Jan, Feb, etc.

This way, every time items are created—no matter when—the month is filled in automatically without manual effort.

As a complimentary, here is our magic link to get 1 Month Pro plan free (10,000 operations)
https://www.make.com/en/register?pc=msquare

If you need any implementation support kindly contact us

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Hey Yogesh

Thanks for the time taken to reply. Much appreciated.

Im buys playing with your Option 1 and its working. Thanks. My follow up question. Will the date change as we progress through the year? I want it to populate with “February 2026” and stay like that forever there after. Any ideas

Hello @michaelwoodland
If your Date column is storing real dates (not just the month name as text), you can have the board keep rolling forward automatically by using an automation that sets the date to “today” (or “today + X days”) and then displaying the month name via a Formula column.

That way, when you hit Feb 2028, it’ll naturally move to Mar 2028, Apr 2028, etc without you ever needing to hardcode month names.

If you’d like hands-on help or want us to walk through this live, you can book a 1:1 paid 60-minute strategy session with our team here:
:backhand_index_pointing_right: Calendly

Glad to hear Option 1 is working for you — happy to help!

To answer your question: no, it won’t change on its own. Since the value is coming directly from the Date column, it will only ever change if the date in that column is updated. So if it’s currently showing something like “February 2026”, it’ll stay that way forever unless someone edits the date itself.