Installation & Set up
TL;DR: Open monday.com → Apps (puzzle icon) → search "Connected Boards Automations" → Install for all workspaces → add to a board → set up your first automation. Complete the full flow in one go to avoid an incomplete install.
Before you start
- You need to be a monday.com admin or have app-install permissions. Members and guests can't install Marketplace apps.
- Have a board ready where you want to use Connected Boards Automations — you'll add the app to one during install.
- Have at least two boards you want to connect, with a Connect Boards column already on the source board (or be ready to add one).
Install the app from the Marketplace
Log in to your monday.com account.
Click the puzzle icon in the top-right corner.
Search for Connected Boards Automations and select it.
Click Install app.
Choose installation scope
You'll be asked which workspaces the app should be available in.
- All workspaces — recommended. The app is available everywhere in your account.
- Specific workspaces — restrict the app to selected workspaces only.
If you install for specific workspaces, users in other workspaces may see the app as installed but be unable to use it. This causes confusion and creates extra admin work later. Pick All workspaces unless you have a clear reason not to.
Add the app to your first board
Pick a board to set up the app and click Add app. You can add Connected Boards Automations to additional boards later — there's no limit.
Complete your first automation (don't skip this)
Critical: finish the entire setup flow in one go, including creating your first automation. Stopping mid-flow can leave the app in an incomplete state, where it won't be saved properly to your integration store and you'll need to reinstall.
After installing, monday.com redirects you to All Automations in the Automation Center — every Connected Boards Automations recipe is available here (36 recipes across 5 categories).
Pick a recipe — browse All Automations for the full library — and click Use Template.
Configure the underlined fields (triggers and actions) to match your board.
Click Create automation.
Verify it worked
Open the integration center on your board.
Go to Board Automations and confirm your automation is listed and active.
If your automation reacts to a monday.com action (e.g. "When a new item is created, connect it and sync values"), you'll also see an associated webhook entry — that's expected and means the app is properly connected.
If you didn't complete setup
If you closed the install flow before creating your first automation:
Click the puzzle icon in the top-right corner.
Find Connected Boards Automations and click Use App.
Add it to a board and continue the flow.
If the app still doesn't appear correctly, uninstall and reinstall it.
Manage your automations after install
Once installed, you can manage your automations from Automate → Manage on any board. From there:
- Toggle automations on/off
- Edit triggers and actions
- Duplicate to other boards
- Transfer ownership
- Delete (note: deleted automations can't be restored — toggle off instead if you only want to pause)
Next up
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