Automation Recipes

38 custom triggers and actions that plug straight into your monday.com workflow builder. New recipes added regularly — driven by the community.

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Triggers

11

Start automations when something happens — status changes, formula thresholds, subitem milestones, and more.

Trigger

OR Status Trigger

When a column matches any of these values

Fire one automation when a status matches any of up to 3 values. No more duplicate automations.

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Trigger

Formula Column Threshold Trigger

When a numeric formula column goes above or below a number

Watch any formula column and trigger when the calculated value crosses a threshold you set.

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Trigger

Formula Column Change Trigger

When a formula column's calculated value changes

React to any change in a calculated field — scores, ratings, totals, anything.

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Trigger

All Subitems Reach a Status Trigger

When ALL subitems reach a specific status

Works with any custom status label, not just 'Done'. Fire on the parent item when every subitem hits your target.

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Trigger

Mirror Column Change Trigger

When a mirror column's reflected value changes

Fire an automation whenever a mirrored value updates. Mirror columns are invisible to monday.com's native automation builder — this trigger makes them actionable.

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Trigger

Number vs Column Trigger

When a number column compared to another column crosses a threshold

Compare two numeric columns and trigger when the difference or ratio crosses a boundary you set. Perfect for budget vs actual, target vs achieved, and capacity monitoring.

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Trigger

Dropdown Change Trigger

When a dropdown column selection changes

Fire an automation whenever a dropdown column value is changed. monday.com's native builder can't trigger on dropdown changes — this trigger fills that gap.

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Trigger

Checkbox Trigger

When a checkbox column is checked or unchecked

Trigger automations when a checkbox is toggled on or off. Use it for sign-offs, approvals, confirmation steps, or any binary toggle in your workflow.

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Trigger

Connected Item Status Trigger

When a connected item's status changes on another board

Watch a status column on a connected board and trigger when it changes. React to cross-board status updates without relying on mirror columns or manual checks.

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Trigger

Subitem Count Threshold Trigger

When the number of subitems goes above or below a threshold

Trigger when the total count of subitems on a parent item crosses a number you set. Use for workload monitoring, scope tracking, and capacity alerts.

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Trigger

Subitem Status Percentage Trigger

When a percentage of subitems reach a specific status

Trigger when a certain percentage of subitems on a parent reach your target status. More flexible than 'all subitems done' — fire at 50%, 75%, or any threshold.

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Actions

27

Do something when a trigger fires — update columns, sync boards, manage subitems, calculate values, and more.

Action

Sync Parent Dates from Subitem Timelines

Roll up subitem timelines to the parent item

Automatically sync timeline, start date, and end date columns on the parent from all subitem date ranges.

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Action

Update Status in Connected Board

When a status changes here, update the matching item in a connected board

Keep statuses in sync across connected boards without manual updates.

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Action

Sync Status Bidirectionally

Keep a status in sync between this board and a connected board in both directions

Two-way status sync with built-in loop prevention. Both boards always reflect the same state.

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Action

Copy Mirror Column Value to Editable Column

Read a mirror column and write its value to a real column

Unlock mirror column data for formulas, filters, and automations by copying it to an editable column.

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Action

Copy Formula Result to Column

Copy a formula column's calculated result into an editable column

Write formula outputs to real columns so they can trigger automations, appear in reports, and be used in filters.

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Action

Write Value to Connected Board Column

Push a column value from this board into a column on a connected board

Write data back through Connect Boards columns — update text, numbers, dates, or status on linked items in other boards.

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Action

Extract Timeline Dates to Date Columns

Split a timeline column into separate start date and end date columns

Automatically extract the start and end dates from a timeline column and write them to individual Date columns for use in automations, formulas, and calendar views.

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Action

Copy Column Value on Status Change

When a status changes, snapshot a column's current value into another column

Freeze a column value at a point in time by copying it when a status changes. Perfect for locking in rates, recording approval dates, or capturing snapshots.

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Action

Clear Column Value

Reset a column to empty when a condition is met

Automatically clear or reset column values — dates, text, numbers, people, or status — when a trigger fires. Essential for recurring workflows and board cleanup.

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Action

Copy Item Name to Text Column

Copy the item's name into a text column

Write the item name into a text column so it can be used in formulas, automations, and cross-board references that can't read item names directly.

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Action

Set Checkbox Column

Set a checkbox column to checked or unchecked

Automatically check or uncheck a checkbox column when a trigger fires. Use for sign-off tracking, step completion, and boolean flags in your workflows.

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Action

Set People Column

Set a people column to a specific person or team

Automatically assign a person or team to a people column when a trigger fires. Route work based on status, category, or any condition.

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Action

Copy Connected Column Value

Copy a column value from a connected item to this board

Pull data from a connected item on another board into a column on this board. Like a mirror column but editable — use the data in formulas, automations, and filters.

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Action

Clear Multiple Columns

Clear several column values at once in a single action

Reset multiple columns to empty in one automation — no need to create separate automations for each column. Perfect for weekly resets, phase transitions, and item recycling.

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Action

Copy Subitem Value to Parent

Copy a column value from a subitem up to the parent item

Push data from a subitem column up to the parent item. Useful for surfacing the latest update, key deliverable data, or most recent subitem status at the parent level.

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Action

Duplicate Item to Group

Duplicate an item to another group on the same board

Create a copy of an item in a different group when a trigger fires. Column values are preserved, making it easy to clone items across workflow stages.

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Action

Increment Number Column

Add a value to a number column

Increase a number column by a fixed amount or by the value from another column each time a trigger fires. Build counters, running totals, and cumulative scores.

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Action

Decrement Number Column

Subtract a value from a number column

Decrease a number column by a fixed amount or by the value from another column. Use for inventory drawdowns, budget consumption, and remaining capacity tracking.

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Action

Set Number to Subitem Count

Set a number column to the count of subitems

Automatically write the total number of subitems into a number column on the parent item. Updates whenever subitems are added or removed.

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Action

Set Date to Today Plus N Days

Set a date column to today's date plus or minus N days

Automatically calculate and set a date relative to today. Create dynamic deadlines, follow-up dates, and SLA timelines that adjust based on when a trigger fires.

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Action

Copy Date Plus N Days

Copy a date column and add or subtract N days

Read a date from one column, offset it by N days, and write the result to another date column. Build cascading deadlines and buffer periods from a single anchor date.

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Action

Set Number from Calculation

Set a number column from a calculation between two columns

Perform arithmetic between two numeric columns (add, subtract, multiply, divide) and write the result to a third column. Like a formula column, but editable and automation-friendly.

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Action

Delete All Subitems

Delete all subitems on the parent item

Remove all subitems from a parent item when a trigger fires. Use for resetting recurring items, cleaning up completed phases, or starting fresh.

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Action

Archive All Subitems

Archive all subitems on the parent item

Archive all subitems under a parent item instead of deleting them. Data is preserved and recoverable, but subitems are cleared from the active view.

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Action

Change All Subitem Statuses

Change all subitem statuses to a specific value

Set every subitem's status column to the same value in one action. Use for batch resets, phase transitions, and cascading status updates from parent to children.

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Action

Copy Parent Value to All Subitems

Copy a column value from the parent down to all subitems

Push a value from the parent item into the same column on every subitem. Keep subitems in sync with parent-level data like priority, client, or category.

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Action

Copy People Column to All Subitems

Copy the parent's people column to all subitems

Assign the same person or team from the parent item to every subitem. When the parent's assignment changes, all subitems update to match.

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