Monday.com Workflow & Automation Setup
Starting at
$
1,000
About this service
Summary
FAQs
Will you train my team?
Yes, I provide Loom videos and can offer a live session as an add-on.
Can you integrate with other tools?
Absolutely. I can configure native integrations or Zapier where needed.
What if I need ongoing help?
You can book ongoing monthly support through a retainer.
What's included
Board Structure & Custom Columns
Setup of a tailored Monday.com board with columns for task tracking, assignees, due dates, priorities, dependencies, and status stages (To Do → In Progress → Done).
Automations
Automated workflows for task movement, deadline reminders, and status updates to streamline project flow and save manual work.
Dashboards & Views
Creation of project or team dashboards with progress bars, time tracking, workload visualizations, and goal charts.
SOPs + Loom Walkthroughs
Documentation (PDF/Google Doc/Notion) of workspace structure and usage instructions, plus 2 Loom videos walking through the setup for async team training.
7-Day Post-Delivery Support
Support for minor changes, clarifications, or troubleshooting after final delivery to ensure smooth onboarding.
Duration
1 week
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