5 Must-Try monday.com Automations for Small Businesses

Running a small business isn’t just about delivering great products or services; it’s about handling all the behind-the-scenes work that keeps things running smoothly. From managing tasks and staying on top of client follow-ups to tracking performance metrics, the list of to-dos can feel endless. But here's the good news, monday.com offers powerful automation tools to help you streamline these tasks, saving you both time and energy.

If you’re already using monday.com, then you’ve got a head start. But are you making the most of its automation features? Here are five time-saving monday.com automations that every small and medium-sized enterprise (SME) should have in their toolkit.

1. Simplify Recurring Tasks

• Problem: Managing regular tasks like weekly meetings, monthly reporting, or quarterly reviews can become a hassle when you have to manually set them up repeatedly.
• Solution: monday.com’s recurring task automation allows you to schedule these tasks so they automatically pop up when needed. Instead of manually setting up the same tasks over and over, you can configure automations to generate them on a regular basis.
• How It Works: Just set the task once, choose the interval, and let monday.com handle the rest. You’ll never miss a deadline or have to scramble for last-minute prep again. 

2. Make Invoicing Effortless with Automated Workflows

• Problem: Invoicing can be time-consuming, especially when business picks up and you're juggling multiple clients. Switching between programmes and copying information can lead to mistakes and missed invoices.
• Solution: With the Quotes & Invoices app integrated into monday.com, you can create and send invoices directly from your workflow. 
• How It Works: Set up your invoicing automation so that when a project reaches a certain status (like "Completed"), it triggers the creation of an invoice. This way, you can keep all your invoicing activity within monday.com.

3. Never Miss a Follow-Up Again with Automatic Reminders

• Problem: Timely follow-ups are crucial, whether it’s to check in with a client, remind a team member about a deadline, or push a project forward. But in the whirlwind of daily operations, it’s easy to let follow-ups slip.
• Solution: monday.com allows you to set up automated follow-up reminders so that no task or client conversation falls through the cracks.
• How It Works: Let’s say a client update is due every two weeks. You can set an automation that sends a nudge if no changes have been made to the task. It keeps everyone accountable and ensures nothing gets overlooked.

4. Generate Real-Time Reports Without the Manual Effort

• Problem: Tracking performance and keeping up with data analytics is essential, but manually compiling reports can eat up valuable hours.
• Solution: monday.com’s dashboards pull real-time data from your various boards and compile it into easy-to-read reports. You can customise these dashboards with widgets like charts, pivot tables, and timelines to get a complete overview.
• How It Works: Just set up a dashboard that pulls data from relevant boards, and voila! You’ve got a snapshot of your business’s performance whenever you need it. 

5. Keep Your Team Aligned with Automatic Status Updates

• Problem: Keeping everyone on the same page is challenging, especially if your team is remote or working on multiple projects at once.
• Solution: monday.com lets you automate status updates and notifications to ensure that the right people are informed as tasks progress. 
• How It Works: Configure automations so that key updates trigger notifications or status changes. This way, the whole team knows exactly what’s going on without needing constant check-ins. 

Why Small Businesses Need Automation in Their Toolkits

For small businesses, every minute counts and automation can be the game-changer that frees up your time to focus on growth, innovation, and client relationships.

These monday.com automations aren’t just about making things easier; they’re about creating a smarter workflow that aligns with your business goals.