I am currently managing the process of reviewing and clearing clients who have either terminated our services or been struck off. In our company, we categorize clients by Year Assessment (YA), so for each YA we complete, the active clients are moved to the next YA. As a result, the same client may appear multiple times under different YAs, leading to redundant entries.
Here’s the challenge I am facing:
When a client terminates our service, I need to update their status to “Resigned”, but I have to do this manually for each instance across different YAs, one by one. This is quite time consuming.
Are there any ways, automations, integrations or third-party apps that could help simplify this process?
Yes, the items are connected via a connected column that’s linked to the main board (Customer board). For this setup, I am using the Work Management with the Pro plan.
Bulk updating status columns across multiple boards (YAs) for redundant client items can definitely save time and reduce manual work. Here are some approaches you can try in monday. com to achieve this efficiently:
1. Use the monday. com API with Batch Requests
The API allows you to update multiple items programmatically.
You can write a script (Node.js, Python, etc.) that:
Queries all relevant boards/YAs for the client items.
Identifies redundant items by client ID or another unique field.
Sends batch GraphQL mutations to update the status columns in one go.
If your boards are connected via mirroring columns or connected boards, you can set automations that trigger status changes when the main item’s status changes.
However, this requires some setup and may not cover all use cases if the boards are unrelated.
3. Third-party Integration Tools
Tools like Integromat/Make or Zapier can help automate bulk updates by connecting monday. com with other platforms or even within monday. com.
They allow scheduling or triggered workflows that perform bulk updates based on filters.
4. Consider Data Model Optimization
If redundant items exist because of the way data is structured, consolidating clients into fewer boards or using linked items might simplify status management.
Summary:
Method
Pros
Cons
API Batch Updates
Highly flexible, scalable
Requires scripting skills
monday. com Automations
Easy to set up
Limited to connected boards
Third-party Tools (Zapier)
No coding, visual workflows
May incur additional costs
If you want, I can help you draft a sample script or automation setup based on your environment. Feel free to share more details like:
How many boards/YAs are involved?
How is “redundant” defined in your context?
Do you have scripting experience or prefer no-code tools?
Perfect! You can use the ‘mirror/connected’ automation templates. You’ll need to use the templates as these aren’t available yet in the ‘build your own’
