Specialist Needed: Creative Agency: Workflow Audit, Brief Creation & Time Tracking

Hi all,

We’ve been using Monday.com at the agency (based in Montreal, Canada) for about 2 years, but we’re finding pain-points in dealing with: time tracking, employee time spent, managing timelines and having 1 source of “truth” for all data.

I’m looking for a specialist to audit our workflow and to provide guidance on the best practices for a creative agency. Could you please reach out to me? Thanks!




Super happy to help. We are a certified monday partner based in Mexico City with several years of experience and with more than 200 monday projects under our belt including several agencies worldwide… Please drop an email at info@cinapsys.com so we can coordinate a discovery call.

Hey @jasonmtl, welcom to the monday community forums.

I’d be happy to work with you to optimize your workflows and provide guidance on how best to setup and use monday.com. I’ve worked with dozens of companies, many in the creative & marketing agency worlds and have some great use-cases we can use to discuss your processes.

Feel free to book some time here if you are interested in working together:

I’ll PM you as well!

Best Regards,

Hi @jasonmtl :wave:

Welcome to the Community!

At upstream, we are experts in team time tracking and management within the monday.com platform. We have helped clients across a multitude of use cases and have a wealth of experience to draw on.

We’re Platinum Partners and a multi-award winning team but also have an in-house development team which has enabled us to be creative and make our own integrations as well as custom client requirements.

There are a few approaches and tools to consider and I would love to help you figure out the best path for your needs. Please feel free to reach me via the below details or just book a meeting straight into my calendar so we can connect and get the ball rolling.

Peta | upstream
+613 9067 5611

Hi @jasonmtl

Welcome to the community. There a lot of experts. I’m the founder of Kick Consulting, Australian Silver Partner. We work with a lot of creative agencies in Aus, Canada and US. One of our focuses has been streamlining the time tracking and creating ‘one-source-of-truth’ using monday time tracking and workloads.

You can schedule a 60-min complimentary call using this link.

Elena Korolkova
Kick Consulting

Hi Jason,
If you are still on the lookout to for someone, I would be glad to help you out as I am an experienced Monday consultant
You can reach out to me on my email here

Hey @jasonmtl,

I think our team would be perfect to help you out. We actually got started in the web design and creative agency space years ago and transitioned to primarily providing workflow services to the monday community since 2020. Now we’re an Advanced Delivery Partner, Channel Partner, and have been actively using the platform since 2018!

We’ve spent a lot of time crafting these elements into our own workflows and built countless systems for others. Time tracking, employee spent time, project timelines and streamlined reporting of these metrics are our bread and butter.

I think taking advantage of our free monday.com health check would be a great step in the right direction for you! Here’s a little info about it:

  • Assess current plan, account seats and usage to see if there’s a better plan for you.
  • Review current workflows to locate shortfalls or areas for improvement.
  • Discuss the current wants and needs of your team and begin a plan to address them.

Get started with a free monday.com health check →

Hi @jasonmtl!

We are certified Gold Monday Partner. We have more than 7 years of experience and we’ve helped more than 250 clients over the world. We have worked with several creative agencies and would love to help you achieve your goals with monday.com

Feel free to book a session with our Monday Experts:
Calendly - Monday Inteli-K

Looking forward to working together!


Hello @jasonmtl

Welcome to the monday community :slight_smile: !

I am sure our team at thespelas.com can help you out! At thespelas.com we’re an Official and Authorized monday partner with over 5 years of individual experience on the platform and extensive experience in designing and implementing customized solutions that are tailored to each business’ goals.

We have a wealth of experience in creating specialized solutions , have worked with creative agencies in the past, and can certainly create a well-run and easy to use workflow for you according to monday and business best practices.

Please do schedule a Free Consulting Session with us here so we can better discuss your vision and requirements! Alternatively, if none of the available time slots work out for you, please contact us at info@thespelas.com so we can do our best to accommodate you.

I sincerely hope our services can be of use to you!

Best Regards,
Giannis Koukounas, Implementation Consultant at thespelas.com


We are Certified Monday & Integromat (Make) Expert/Partner.

Thank you for reaching out! We completely understand the challenges you’re facing with time tracking, employee time management, and maintaining a centralized source of truth for data on Monday.com.

we pride ourselves on being Monday.com experts with a specialization in addressing the unique needs of creative agencies. Our team has successfully navigated similar challenges, optimizing workflows and enhancing efficiency for agencies like yours.

See the tutorial of some Monday automations we did here: https://www.youtube.com/playlist?list=PL7a9gULpu7pZ3OAwhxP_8i_zXia9nI-o-

See our blog here on Monday Automations:


Feel free to book a slot from Calendly to discuss the further steps:

Visit our website for more details:

Hey @jasonmtl

Thanks for reaching out to the community! The time tracking widget that comes intuitively with the monday.com software offers you the ability to track how long your employees are spending on tasks. You can obtain a time report for separate workers or the entire team, so you can monitor performance on multiple levels. Once you have the widget enabled, you can personalize the settings for your requirements.

If you’re looking to set up time tracking, hire specialists from a monday.com consulting company. These experts can suggest third-party tools based on your workflow needs and implement them for seamless monitoring.

Hey Jason,
MY name is Hezi, I’m an official partner of monday.com

I dealt with your challenges several times and solved them to my client.
I have lots of experience from the marketing and creative industry.

Feel free to contact me at

Hi @jasonmtl ,

I am a certified monday.com consultant and would love to connect to understand your use case in a better way and suggest you the best possible solution.

You can reach out to me at aquibcs@outlook.com

Best Regards,
Aquib Zafar