All Team Automations

Which Automation to Use?

When thinking about which automation to use, you should tailor that to your board structure, use case & workflow. There are a few categories of automations and here's a good way to think about it ->
  • Assignment Type – Some automations assign events to the person already selected in the People column, while others assign events dynamically to a team (using existing teams in your account) using predefined logic, such as workload or availability.
  • Items or Subitems – Decide whether the automation should apply to items or subitems in your board.
  • Trigger Event – Define what should trigger the automation, such as a status change, date update, or other column modification.


All Available Team Automations

The number to the left represents the location of the automation within the store starting from the top left corner.

monday → Outlook - People column-based

    When person is assigned, create or update an event in their calendar.
    When status changes to something, create or update an event in the calendar of the person assigned in people column.
    When date changes, create or update an event in the calendar of the person assigned in people column.
     When column changes, create or update an event in the calendar of the person assigned in people column

monday → Outlook - Team & Smart Assignment based

     When status changes to something, create or update an event in the calendar of a person from this team, using this assignment logic and this update logic and assign them in people column.
     When column changes, create or update an event in the calendar of a person from this team, using this assignment logic and this update logic and assign them in people column.