How to Set Up Your First Automation

How to Set Up Your First Automation

Welcome! Waving Hand
Multi-Level Subitem Automations is the first app built for  monday.com 's new multi-level board type — so you can run real automations across every level of your subitem hierarchy.
Even if you're new to automations, this step-by-step guide will walk you through setting up your first one in just a few minutes.
Warning Important: This app only works on  monday.com 's multi-level board type. If you're not sure whether your board is multi-level, check the board type in your board settings before continuing.


Puzzle Piece Step 1: Open the Automations or Integrations Center

To create your first automation, you'll start right from your multi-level board.
    Go to the multi-level board where you want to add an automation.
    Click Automate → Create Alternatively, you can click Integrate → Create:
    Make sure you're on the "Create" tab — this is where all available apps and recipes appear.
    In the search bar at the top, type "Multi-Level" (or just "Multi").
    Under the "Apps" section, you'll see Multi-Level Subitem Automations from Fantasy Media.
    Click it to see all 6 recipes available in the app.


Glowing Star Step 2: Pick the Recipe That Fits Your Workflow

Multi-Level Subitem Automations comes with 6 recipes covering the most common multi-level workflows:
  • Sync values across all 5 subitem levels — push parent column changes down to every child subitem
  • Set default subitem values — inherit owner, status, dates, or priority from the parent on creation
  • Create subitems from a template — copy a whole subitem tree on item creation or status change
  • Convert subitems to items — promote any subitem into a standalone item on any board
  • Auto-name subitems with a parent prefix or suffix — keep nested work readable in lists, exports, and dashboards
Backhand Index Pointing Right If you're new to the app, start with the recipe that solves your most painful manual task today.


Gear Step 3: Set Up Your Automation

Once you've picked a recipe:
    Click "Use Template" to start setting it up.
    You'll see a setup screen where you'll fill out a few fields to tell the app how to apply this automation on your multi-level board.

Brain Example:

When a subitem is created, set the value of its column to match the value of the column in its parent item.
In this recipe, you’ll be asked to fill in two dropdown fields:
  • Field 1: Choose the column of the subitem that will receive the value.
  • Field 2: Choose the column of the parent item that the value will be copied from.
Once both fields are set, click Create automation — and your automation is live!


Check Mark Button Step 4: Test Your Automation

After saving your automation:
    Create or update a subitem to trigger it.
    Check the related parent item (or subitem) to confirm the change happened automatically.
Light Bulb If the automation doesn’t work immediately:
  • Make sure you're on a multi-level board — this app only works there
  • Ensure both the parent and subitem columns exist and are the same type (e.g. both are "Status" or "Date")
  • Edit the automation and double-check your selections


Bullseye Step 5: Explore More Automations

With only 6 recipes total, exploring the rest takes minutes. Each one solves a different multi-level workflow:
  • Already syncing parent values down? Try template copies for new projects.
  • Already inheriting owner/status? Try auto-naming with a parent prefix to keep your hierarchy readable.
  • Combine 2 or 3 recipes on the same board to build powerful multi-level logic.

Need help? Reach out anytime — we'll set up your first automation with you on a free 15-minute call.