Getting Started

Getting Started

TL;DR: New to Connected Boards Automations? You're in the right place. In about 5 minutes you'll have the app installed, a connect column set up, and your first two automations running. Fastest Growing 2025 · 6,000+ teams · 5★ · 41 ratings · 36 recipes.

What you'll learn in this section

  • How to install Connected Boards Automations from the  monday.com  Marketplace and add it to your first board
  • How to set up a Connect Boards column — the prerequisite for every recipe
  • The two highest-impact automations to set up first — the ones most teams reach for
  • How to build any automation from scratch using the Automation Center
  • What permissions you need (and how to fix it if creation fails)

Recommended journey

Follow these in order — each one builds on the last:

1. Install the app (~3 minutes)

Get Connected Boards Automations installed in your  monday.com  account and add it to your first board.

2. Set up a Connect Boards column (~2 minutes)

Every Connected Boards Automations recipe needs a Connect Boards column on at least one of your boards. This guide walks through adding and configuring it.


3. Set up the two essential automations (~5 minutes)

The fastest path to value. Two recipes that solve the biggest cross-board pain — connect items and keep them synced two ways.

4. Learn how to set up any automation (~5 minutes)

Once you've tasted the magic, this is the general how-to for creating any of the 36 recipes available.

5. Bookmark this for later — permissions reference

You probably won't need this if you're an Admin or Member with edit access. Bookmark it for the rare case where automation creation fails — it walks through the three permission levels in  monday.com .

Where to go next

Once you're set up and have your first automations running, dive into the full library:

Still stuck?

If you hit any snag during installation or setup, email  hello@fantasymedia.io  — we'll help you get unblocked fast.