This Workflow helps us to plan whole events for our customers.
Once a client hire us for the event there’s an automation that creates a new element in this board with the exact name of the event. For example, “Martha & Tony 's Wedding”.
Then we have another columns for the date, the location, the type of event, the main producer and etc.
We also have some columns that tell us some “musts” we have to do for the event as the booking of a DJ, asigning staff, flights or truck tickets, reserving hotels or airbnb, etc .
There are around 20 automations that keeps us aware of this duties. For example. 30 days before the event, if the DJ isn’t booked, Monday notifies us that we must book as soon as possible. Another Automation we have is for our operations area to know when the staff is asigned. They receive a notification telling them the staff for the specific event is ready. They also receive notifications when the music order is done, when the DJ equipment is ready to pick up, etc.
We have also make an integration with dropbox through Zapier. When a new event is created, Zapier makes a new folder in Drop Box and then makes a new documents that is called “Working Order” and puts it in that folder and then writes a link to that document in a column for monday. That way, we have acces through monday to edit things that also are backed up in our business dropbox. Is just so amazing! Is an integration to our non monday workflow for the warehouse and etc.
We are implementing little by little monday in all our business. I want all our business areas (sales, marketing, admin, finance, planning, operations, warehouse, client support) to be in monday one day.
I almost forgot!!
We sometimes use the map view in a cast mode for all our workers to know where we are having events around méxico, is just the happiest thing to see our next trips