Monday.com Workflow & Automation Setup

Madhuri Konduru Hanumantharaju

Starting at

$

1,000

About this service

Summary

I’ll build or optimize your Monday.com workspace with custom boards, workflows, automations, and dashboards tailored to your team's needs. Perfect for founders and ops teams ready to eliminate chaos and scale smoothly.

Process

1. Discovery Call / Requirements Gathering Understand your workflow pain points, goals, and team structure.
2. Workspace Setup Board layout, statuses, columns, automations, views, and permissions.
3. Dashboard Design Custom dashboards for real-time visibility and team tracking.
4. SOPs + Loom Walkthroughs Recorded videos + written docs for async onboarding and clarity.
5. 7-Day Post Support Minor tweaks, edits, and Q&A for smooth handoff.

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

Skills and tools

Operations Manager

Project Manager

Online Business Manager

monday.com

monday.com

Industries

Computer Software

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