Automation Recipes
48 custom triggers and actions that plug straight into your monday.com workflow builder. New recipes added regularly — driven by the community.
Try the Recipe Playground →Triggers
12Start automations when something happens — status changes, formula thresholds, subitem milestones, and more.
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.
View detailsTriggerFormula 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.
View detailsTriggerFormula Column Change Trigger
“When a formula column's calculated value changes”
React to any change in a calculated field — scores, ratings, totals, anything.
View detailsTriggerAll 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.
View detailsTriggerMirror 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.
View detailsTriggerNumber 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.
View detailsTriggerDropdown 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.
View detailsTriggerCheckbox 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.
View detailsTriggerConnected 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.
View detailsTriggerSubitem 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.
View detailsTriggerSubitem 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.
View detailsTriggerUser @-Mentioned in Update Trigger
“When a user is @-mentioned in an update or reply”
Fire an automation the moment someone is @-mentioned in an update or threaded reply on a board. Pairs perfectly with the Out-of-Office Auto-Reply action so mentions never get missed when teammates are away.
View detailsActions
36Do something when a trigger fires — update columns, sync boards, manage subitems, calculate values, and more.
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.
View detailsActionUpdate 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.
View detailsActionSync 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.
View detailsActionCopy 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.
View detailsActionCopy 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.
View detailsActionWrite 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.
View detailsActionExtract 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.
View detailsActionCopy 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.
View detailsActionClear 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.
View detailsActionOut-of-Office Auto-Reply on @-Mention
“If the @-mentioned user is out of office, post a threaded reply and notify the author”
Tired of @-mentioning a teammate on monday.com only to find out three days later they were on holiday the whole time? This recipe watches every update and reply on a board and instantly checks the @-mentioned user's Working Status. If they're out of office, it posts a threaded reply right under the original message and pings the author with a heads-up — all within seconds.
View detailsActionCopy 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.
View detailsActionSet 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.
View detailsActionSet 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.
View detailsActionCopy 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.
View detailsActionClear 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.
View detailsActionCopy 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.
View detailsActionDuplicate 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.
View detailsActionIncrement 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.
View detailsActionDecrement 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.
View detailsActionSet 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.
View detailsActionSet 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.
View detailsActionCopy 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.
View detailsActionSet 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.
View detailsActionDelete 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.
View detailsActionArchive 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.
View detailsActionChange 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.
View detailsActionCopy 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.
View detailsActionCopy 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.
View detailsActionExport Board to Excel
“Generate an Excel file from your board data”
Export your monday.com board — including items, column values, and subitems — into a downloadable .xlsx Excel file. Perfect for reporting, sharing with external stakeholders, or offline analysis.
View detailsActionAssign People from Mirror Column
“Assign people or teams from a mirror column to a people column”
Read a mirrored people or team value from a connected board and assign it to a local people column. Choose to replace the current assignment or add to it. Solves the limitation that mirror columns can't be used to drive people assignments natively.
View detailsActionRun Code (Code Lab Snippet)
“Run a saved Code Lab snippet against item data and write the result back”
Pair any saved Code Lab snippet with an automation. The trigger fires, your JavaScript runs in a safe sandbox with up to 3 inputs from item columns, and up to 3 outputs land back on the board. Replaces a whole stack of micro-purpose automations with one block.
View detailsActionSet Status for All Items in a Group
“Set a status column to a specific value for every item in a group”
Bulk-update a status column across every item in a group in one action. Perfect for phase transitions, batch approvals, and group-wide state changes.
View detailsActionCopy Column Value to All Items in a Group
“Copy a column value to every item in a group”
Push the same value into a chosen column for every item in a group at once. Use for mass-assigning owners, dates, tags, or any shared attribute.
View detailsActionClear a Column for All Items in a Group
“Clear a column value for every item in a group”
Empty a chosen column across every item in a group in one action. Use for weekly resets, phase resets, and group-wide cleanups.
View detailsActionArchive All Items in a Group
“Archive every item in a group at once”
Bulk-archive every item in a group in one action. Data is preserved and recoverable, but items are cleared from the active board view.
View detailsActionMove All Items Between Groups
“Move every item from one group to another group”
Transfer every item from a source group into a target group in a single action. Perfect for phase transitions, sprint rollovers, and batch promotions.
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