The #1 Cross Board Automation Technique You Need to Know Now - Monday.com Tutorial скачать в хорошем качестве

The #1 Cross Board Automation Technique You Need to Know Now - Monday.com Tutorial

🔥 Monday.com is amazing at creating new items and connecting them automatically… …but what if the items you want to connect already exist? 🤔 And there are thousands of them, across dozens of boards in different workspaces? 😱 👉 Trust me, you do NOT want to connect those manually. The solution = Match Automation Recipes in monday.com ⚡️ These are pre-built automations (not custom-made ones) that let you: ✅ Automatically find existing items across boards ✅ Instantly connect them when a match is found ✅ Save yourself from hours (or weeks!) of mind-numbing manual work In this video, I’ll show you exactly how to set up the first of these 3 Match Automations — so when a new item is created, monday will automatically look for a match in another board and connect them for you 🎯 💡 When I first discovered Match Automations, I was totally confused 🤯 … but once you understand how they work, they’re actually super simple AND absolutely essential. Don’t put it off — let’s get you mastering this automation today! --- *IN THIS VIDEO YOU'LL LEARN* How to set up a pre-built Match Automation recipe that will automatically connect new items in one board to items in another board if they both have the same email address. --- *WHO THIS IS FOR* EVERY Monday.com user on any product who wants to be able to connect matching existing items without (a) a ridiculous amount of manual busy work and (b) going insane. --- *TOOLS & INTEGRATIONS MENTIONED* Monday Work Management, Monday CRM or in fact any Monday Work SO Product (eg Dev, Service) --- *CLICKABLE & SEARCHABLE TRANSCRIPT VERSION* Check out this video over on the free MondayWiki community to access a clickable/searchable transcript + video - so you can easily find and watch/re-watch the exact bits you want. Link to community post with clickable transcript below; https://www.patreon.com/posts/1-cross... --- *TIMESTAMPED CHAPTERS* 00:00 Introduction to Match Automations in Monday.com 01:32 Setting Up Your Boards for Match Automations 02:17 Creating a Two-Way Connect Boards Column 03:44 Finding and Using Pre-Built Match Automation Recipes 07:00 Testing Your Match Automation Setup 09:09 Advanced Tips and Variations 09:56 Conclusion and Next Steps --- 👍 If you found this video helpful, *please like, comment, and subscribe*. Your feedback helps me make even more content like this. 🔔 Want notifications? Hit the bell so you never miss a workflow hack. --- *CONNECT WITH ME* Patreon community: \   / mondaywiki