Copy Sum To New Item Column

Hello Monday Fam!

I am needing an automation to copy the sum of a column and place this sum into a column of a newly created item. Does anyone know how I can accomplish this?

Hello fellow Monday.com lover :slight_smile: :llama:

You can set up an automation in Monday.com to achieve this! You will need to use the “When a new item is created” trigger along with the “Set the value of a column” action. Here’s a step-by-step on how to do it:

  1. Create a new automation by going to Automations (the little robot icon).
  2. Choose the trigger “When a new item is created”.
  3. Add the action “Set the value of a column”.
  4. For the column to set, select the column where you want the sum to be placed.
  5. Unfortunately, Monday.com doesn’t directly support summing columns within the automation, but you can use Formulas to get the sum in a separate column, and then use that sum to set the value in the new item column.

Alternatively, if you have a set sum that you’re regularly calculating, you can use a Zapier integration or the Monday.com API to automate the process.

Let me know if you need more details!

Hope this helps!