Looking to increase our automation and consistency using Monday.com

Hi, we are a company who have been using Monday.com for the past year and want to improve our usage so that we can get more out of it. We would like to get an expert to help us set up our boards with the capacity to be scalable, so that we can bring our entire team onto the platform to increase efficiency and consistency. We are aiming to make this scalable as more member join the team. I have included notes below regarding our current ideas and requirements.

Who does this impact?

Whole Team (11-50 scalability)

What is the breakdown of the team?

Founder / CEO

Team Leader

Team Member

What do we want?

  • All Staff to have the same structured board, and a base template that can be used immediately for a new starter.
  • Additionally, we will have two boards for training and resources respectively, permissions are to be viewable, and editable by all users
  • We will want most staff member to not be able to view other team members’ boards, Founder / CEO to see all boards, Team Leader to see their boards and all members within that team. The boards in point 2 will be viewable regardless of position within the team
  • We want to use the “create items via email” to be able to generate an item on the relevant individual’s board when created within a specific group on that board
  • If possible, any amendments to a board in terms of structure to be immediately reflected on other applicable boards
  • Maximize automations

What columns are required on the individual people’s boards:

  • Item
  • Status – See Status Section
  • People
  • Date x2 – Working Date and Deadline Date
  • Last Updated
  • Numbers x2 – One to track the amount of time required for an item, so we can subtotal it at the bottom of the groups, and another to be used as an index for ordering the priority of an item within a group

Apps currently integrated:

  • Slack – Automation for notification of a specific status being triggered by an item, for more important / urgent matters that need to be seen immediately
  • Gmail – Incoming emails to our generic inboxes need to be set up on a specific dedicated board, broken down by a group per email
  • Google Drive – Ability to link to our private google drive to pull a given document into an item
  • Type form – Results from our marketing type forms to go into a specific board, with groups per type form

Automations currently used:

  • Updating the value of a ‘status’ column to a different status to move the item to a different group within that board.
  • When an item is created, assign the user assigned with that board as the owner
  • Alert when an item is created on a person’s board (by another Monday user via the create item via email route) for just that specific person
  • Alert to an owner if a due date has passed and a status is not a certain one
1 Like

I know of an expert, trusted and certified, who can help you with a solution to this, on Fiverr. He has been of great assistance to my business, you may want to reach out to him, I’m certain he will be ready and available to assist you - https://www.fiverr.com/s2/812d98e528

You can as well book a call with him.

Hi @James_M and welcome to the community. We can certainly of of assistance to get you up and running with your perfect solution. We are a certified monday.com consultant with years of expertise on the platform. All we do is monday!

Feel free to book in a complementary discovery session here: Book A Discovery Session - Green Llamas Consulting

Also, check us out online to learn more about what we do!

Thanks!
Mark

Hey @James_M ,

upstream can help. We are Platinum Partners, monday.com Preferred Partners and APAC Partner of the Year for 2020. Based in Australia, we have a global staff network encompassing dedicated teams.

You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialize in integrations and custom requirements. From your provided information, there are a few things that spring to mind I’d love to show you, as well as many questions to ask! Let’s connect.

Please feel free to return by email directly via peta@upstreamtech.io alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to meet with you and better understand your objectives at each level.

Meet with Peta

If you’re based in Europe/USA, please use this link for more accommodating meeting times: international clients - special hours

Kind regards,
Peta - upstream

Hey there @James_M and welcome to the monday.com community forums!

There are a lot of great partners out there and I would like to introduce the team at CarbonWeb. Based in Cleveland, OH we believe that monday.com is a flexible and creative platform. We try to mirror this reality through our component-by-component process and also through our end-to-end solutions.

We have worked with many companies to set up their monday environment from the ground up and I would appreciate the opportunity to discuss your needs in greater depth.

If you would like to have an initial consultation to discuss this process and your scenario further please schedule with me here: Consultation - Ricky

Good luck as you get started!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co

Hi James!

My team could handle this for you. We be happy to meet with you to dig into this and see if our team might be able to assist you.

A bit about us, our team has specialized in Monday.com for over three years now, and we love the software! Our team consists of Monday.com experts, project managers, and a developer/ Zapier expert, so you will never have to wait for answers. We provide an all-in-one system, where we dream up and implement the processes you need with ease and provide ongoing support.

We offer a complimentary 1-hour initial meeting to review your current setup, and I can show you options going forward. You can book a session through this link (Calendly - Kick Consulting)

I look forward to hearing from you.

Lauren
Kick Consulting
(https://www.kickconsulting.com.au/ )