Automation Setup

Automation Setup

Everything you need to know about setting up your automation and understanding its basic behaviour & logic.

Outlook Calendar Automations - General

The Outlook Calendar Integration Plus app offers two primary automation types:
    Create a  monday.com  item/subitem based on a Google Forms response.
    Update a  monday.com  item/subitem based on a Google Forms response.

Create item based on a Google Form response ->

Update item based on a Google Form response ->

Create Subitem based on a Google Form response ->

Update Subitem based on a Google Form response ->

Important Note

  • During automation setup, you'll need to map fields between  monday.com  and Mailchimp to determine how information is shared between the two systems.


Google Forms Automations - Logic & Configuration

Understanding  monday.com  Automations

Automation in  monday.com  follow a general structure - "When something happens, perform an action".
  • Trigger, "When something happens" - defines what event or action in  monday.com  will activate the automation.
  • Action, "perform an action" - defines what the automation will do once it's activated.

Understanding Google Forms Automations

Automatons follow this general structure: "When a form is submitted, create an item in this group or update existing item using this logic."
This means that when the trigger happens (form submitted) and the automation starts to work it will either create a new item/subitem or update an existing.

Automation Configuration - Key Components

  • Google Forms Logo - Selects the connected Google account that will be used.
  • This Form – Choose the Google Form that will trigger the automation when a response is submitted.
  • Column - Defines how responses are mapped to  monday.com  items/subitems. More on that here -  Mapping fields⁠ 
  • This response - Lists all available form questions that will be used to create or update items/subitems in  monday.com .
  • This logic - Defines how updates are applied to existing items or subitems:
  • Update First – Updates only the first matching item/subitem based on the defined logic.
  • Update All – Updates all matching items/subitems that meet the specified conditions.

Let's Continue, Mapping Fields →