Monday.com Setup, Workflow and Automation
Starting at
$
700
About this service
Summary
FAQs
How long does the setup take?
10-14 business days depending on workflow complexity and number of boards required.
Will I need to learn anything technical?
No, your system will be built user-friendly with clear navigation and training on how to use it.
Can this integrate with other tools I use?
AYes l,Monday can connect with Google Drive, Slack, Outlook, HoneyBook (via Zapier), and more.
What's included
Workflow and Board Structure
Customized Monday boards for task management, client work, and delivery cycles.
Automation Setup
Automations for reminders, due dates, assignments, email triggers, and status updates.
Dashboard & Reporting Widgets
Visual analytics for tasks, deadlines, capacity, revenue, and deliverables.
Forms + Request Intake
Public form to collect client info, tasks, or submissions directly into Monday boards.
Custom Views
Calendar view, board filters, and saved perspectives for day-to-day management.
Training & Handover Call
Live walkthrough to teach you how to operate and scale the system.
Example projects
Duration
2 weeks
Skills and tools
Email Automation
AI Automation
Business Operations
monday.com
Industries