Advanced monday.com Automations: Streamline Workflows & Boost Productivity

welcome to the automation deep dive just to get a little bit uh know a little bit more about myself

my name is lisa i am a customer experience specialist here at monday.com and i live and breathe all things

automations i always like to introduce with a fun fact about myself and my fun fact is

that whenever am i i'm in a company team meeting uh one of my least

favorite pastimes is when someone asks me to tell a fun fact about myself so i like to include that for any other

like-minded individuals that may be joining on the webinar today so for the agenda let's just go ahead

and jump into it we are going to be talking about automations and the value that

automations bring to your workflow so with automations when you guys are working with any platform

we always want to make sure that we're working with a tool that is doing the work

for us not that we have to do the work for the tool and that's where automations come into

play so today i'm going to be talking about how you can streamline your workflow

through a combination of automation recipes uh so we want to be able to improve

transparency eliminate unnecessary clicks align cross teams and departments and ultimately

increase productivity and impact uh here for my agenda at a very high level

you can see that we'll be talking about recipes as building blocks to fully automate a

workflow we're going to be going into some specific advanced recipes we're going to show you at the end how

you can manage your automations better and i'm also going to give a sneak peek of our custom recipes that are on our

roadmap for any of those who stick with me through the end you'll get to see that

some features that we'll explore together again when we're automating workflows we're looking at those cross

board recipes time tracking dependencies and then also i'm going to go into some basic

monday.com features such as the activity log forms and link to item and then also that sneak peek with the

custom recipes at the end for just some housekeeping to get started

um we will have a recording of the webinar that we will automatically send to

everyone that attends within the next 48 to 72 hours so as this is an advanced walkthrough

um with the automations i will be talking about more advanced topics and moving through features a

little bit more quickly with the impression that you guys already have an idea of what a lot of

these features entail so if you might be newer to the platform and really just excited to learn as much

as possible we will have that recording so you can go back to it at a later time

um along with that please uh if you have any questions edit to our q and a section at the

bottom of the zoom and not into the chat we already have over 1 000 participants so

anything you hear uh you put in the chat will probably get lost um i have two amazing colleagues on with

me i have eric and becaul and they will be answering your questions throughout the

webinar today and then at the end we'll have around 15 to 20 minutes

where i'm going to go over some questions live as well also if at any point because i see a

couple people might have some issues with hearing me if you can't hear or see me

see my screen just let us know in the chat as we are all working where a lot of us

are working from home um there might be some network issues you know you can never control everything

so i do recommend if you're having any issues always just log out of the zoom and then rejoin and

that usually solves any sort of audio or visual issues that you may be experiencing

okay so now that we've gone over the boring housekeeping stuff let's go ahead and jump

into it okay a quick heads up can someone let me know if they can see my screen

awesome oh my god i'm seeing everyone raising their hand uh give me just one second here

perfect okay so in front of me i have uh my creative request board so for my use case today i am

going to say that i am the head of a creative team um and as a

head of a creative team through automations i want to be able to disseminate out pertinent data on time i

want to be able to notify my internal stakeholders seamlessly manage cross-department

project work and manage my deadlines all while having a completely

automated workflow so i do just want to point out that even though for my workflow i am using a

creative industry i want to let you know that regardless of your industry

you can elevate your productivity by using what i'm going to be discussing today now for a quick board

structure background this will help give some insight into the automations that i am discussing

i'm just going to go over my board structure very quickly here in front of me i have a creative request

board now this is a high level board where through the use of a monday.com form

we are pulling in and in taking client requests on this board whenever a new request

comes in from a client being a monday.com form it's going to go ahead and be added

here to my new request group and then as we go ahead and green light any one of these client creative

requests it will move accordingly through the groups on my particular board

now the next board i have here is my creative process board and this is a low level

iteration board and here is where those requests that get green lighted

are going to be added and when they're added here it's going to get worked on by my creative team and we can see a

breakout of where a particular uh creative request is in regards to its phase

and then lastly here we have this recurring tasks overview board and this is

a great board that you can use if you have a project or a client in which the tasks recur

on a specific time frame so either weekly monthly and you want to be able to create

dependencies and we will touch upon these dependencies at the end okay so let's go ahead and jump into it

i do see in the chat that some people may be having connection issues but once they

exited and rejoined it worked so i recommend if you are having any connection issues please do the same as

that should resolve it for you okay so let's jump into this creative intake board

so for the structure of the webinar today for each board what i'll first do is

show you the completely automated workflow process and then what from there i'll actually

go ahead and reverse engineer to show you how we got to this automated state

um this this way you can see what it looks like and then how we built it so for my

creative request board like i said we have a form we'll pretend like this form is embedded on my

creative website that i didn't have time to put together a website today and

i am a client and i'm filling out this monday.com form here for the form we can see it's

pulling in the creator request who crea requested the information what platform and content type will have

and the amount of time designated to it now once i go ahead and submit this form it's then going to go

ahead and pull this information directly into mymonday.com account so we can see the

item right here so this was the information that was filled out via our form

now when this item got created there was already three automated actions that happened on

the back end that allows us to more seamlessly control our workflow

so first being when a new creative request comes in we need to make sure that the relevant

stakeholders were notified so this sent out a notification to all of our relevant stakeholders

the second being that we need the relevant lead assigned so we can see here in my people column

that my lead was assigned here next we also want to make sure that the relevant status is assigned

so we know where this particular creative request is in regards to its phase so we can see here

it assigned the status of new so we had a lead assigned a new status and also a notification

that got sent out to let us know that a new uh item needs to be

uh greenlighted for us now because our team was notified right away they come in

they see the particular creative and they go ahead and they decide to greenlight this

father's day facebook ad because who does not want to support our fathers and so they go ahead and they change this

status now to active because they want the creative team to be kicking on this facebook ad

now once they go ahead and change the status to active there are two more automated

actions that are again occurring on the back end the first was really evident we can see that this particular

item so our creative move to the active request

group on by board so we're making sure that all of our requests are in line with their relevant phases

and the second automated action that happened is we can see

in this link to item column a value was automatically added now i am going to take

one small step back for those that may have not used the link to item field in the past the

link to item field allows you to very seamlessly connect items across different boards and this

is beneficial if you're working with say a high and low board structure or a parent child board structure

now the reason that it went ahead and actually assigned a value here is that along with this status value moving my

item to a particular group it also created an item across my relevant board to make sure that my

creative team can start working on it accordingly so if we go to that low level

creative process board that i showed earlier we can now see that here this father's day facebook ad

is now reflecting on my low level iteration board as well so we've had a couple of different

actions occur and we only had one manual action that occurred and that was a

changing of a status so let's go ahead and actually jump in now

to our recipes to show you guys how i built out this automated workflow for our creative

request intake board now before i do so i do want to align just on some basic terminology

just to make sure if you might be a little bit newer you understand the word choicing that i am using

throughout my webinar so if we go ahead and we click here this is our automation center

and you will see this icon on the top of every board that you work on when we click into the

automation center you will be redirected to your board automations

and here is where you'll be able to see all of the automations that you've already or a team member has

already created on this particular board now to the left if we

click on the automation center tab it then redirects us to our automation store

and here you can see a list of over 100 automated recipes that we offer within monday.com

it's a lot and i swear every day i go in there are new ones added so i love playing around in here

to see what may be new from the last time i checked now because there are a lot

we know that uh trying to locate one can be a little bit difficult but we've made that easier for you with two

searching features one you can always search up here so if you're trying to find an automation that's going to

notify if you just type in notify it will then bring up all the automations

associated with that particular trigger now also on the left hand side we have these different categories

and these just break up the different recipes that we offer based off the different triggers now

what i mean by trigger is a trigger is essentially anything that is going to

cause your particular automation to run within your monday.com account so if we're looking at this particular

recipe a status change is going to be the trigger

that's going to cause the action which is to notify someone so you will see this

across all of our recipes there's always going to be a trigger that you're going to

designate and then there is going to be an action that results and i will continue to use

this terminology throughout the webinar today but now that we've gone over that basic

terminology i'm going to go ahead and jump back in to my board automations

so with my board automations i actually used two trigger types across all seven

recipes um and these two trigger types are item creation

and status change so as we saw earlier with the workflow when my item was created we saw that it

won assigned the applicable lead it to notified the applicable stakeholders and

three it went ahead and it set the status to the applicable value which in this case

is a new status and then the other trigger i used was status changes so in this case we have three recipes

here so that when the status changes to a particular value it's going to move that item to

the correct group which is showing that the item is moving across the process in this particular workflow

and then the advanced webinar here advanced i'm sorry recipe here that i'll be going into more detail on

is this cross board recipe that i touched upon earlier now i know uh someone

some of you guys initial thought who may work with automation recipes a lot may going uh lisa these are not very

advanced recipes these are just you know a straightforward you change the status and it moves to a group

what am i missing uh but that is actually the point of this particular webinar it's to show you that

when you combine a lot of these more basic recipes together

you can really build out a fully automated workflow and you'll see that even more evidently

on the next board that i'm going to be talking to you guys about on this board while we do have some

basic ones i am going to dive deeper into the crossboard recipe here and show you guys how you would build

this out so let's go to our automation center and again for sorting i'm just going to

type in the word board because i want a recipe that's going to allow me to create an

item on another board so i'm just searching for a key word here we can see a list

of all of our crossboard recipes but we're not going to pay attention to any of them except for this guy

right here so with any recipe whenever you click in it you're always going to see values that are underlined

and these are your conditions that you are able to specify for your particular workflow

so in this case i'm just going to go ahead and specify that when a status changes to active i wanted to create an

item on my creative process board and i want it to link using my link to item column

now this specific process that we i just went through right now this would be the same regardless of the

recipe you're selecting it's just as easy as plugging and playing but for the crossboard recipe which

makes it a little bit more advanced is unlike on other recipes you have this item condition

here and when you click on it it brings up a mapping pop-up so you don't see this

when you're working with a lot of our other recipes within our automation center

but it may look intimidating but it's really easy to set up so all this does is it allows

you to dynamically map fields from your source board

in this case my high level intake board into my lower level iteration board and to do so all i have

to do is click into this plus sign and choose which fields

i want to be then pushed into these columns that are on my board that the item will

be created on so for this case i don't need the lead field to transfer over but i do

want the estimated time to pull through and it's really as simple as that you just click the plus sign

and choose the column type that you want to dynamically map now something i do want to point out

here because we get this question a lot is what are these gray fields down at the

bottom of the mapping section now all these gray fields are or just columns that are not yet supported in

our cross board automation we don't fully support every column type so for example here a due date column

you can't dynamically map into that particular column type so it's just going to be grayed out

letting you know that that's currently not an option but that really is all that means

there's nothing wrong with how you set up your automation recipe and then once i go ahead and click done

all i would need to do is then click add to board and i'm set but in this case i already have it so

i'm not going to apply it we can see that it is this recipe right here

so now let's take that step back so i remember when i showed you guys earlier when we went ahead and set that

status to active now we can see why it went ahead and linked the item here

because it actually was our crossboard recipe and here is the item on our creative process board so i'm now

going to move to the creative process workflow and discuss the automation setup here

just to recap the prior board really we just wanted to highlight that cross board recipe and show how you can take

a lot of very simple recipes and combine them to fully automate a process now for this

creative process board structure this is just a low level iteration board where we can see

we have designers that are working on a process and then with our horizontal workflow

we then have leads who then need to work on the process and these are all dependent

on when our creative team completes their work so what does this workflow look like

fully automated we'll start there again and then we will take that step

back to show you guys how we went ahead and built it out so for this board already when we went

ahead and had the item created we can see that the fields that we map so the name

of the item the estimated time the platform and the content type all pull through

from our cross board recipe but we also see that we have two other field types that are now also complete

and this is through the use of our automations so when this creative item got pushed to the board for our creative

team start working on it we want to make sure the creative team knows that they have a new project they

need to work on so we had it set up so it automatically assigned

the designing team to the item and this also notified the design team that there is a new item

they need to start working on along with that for every creative that gets pushed to the design team

they always have seven days to complete it so with our automations we also set it

up so that the design due date was automatically set up from seven days

from today's date which is the 17th i believe lose track sometimes working from home

and so this way we've already had two automation actions run and we haven't even touched this board

yet but say now i'm the creative team i was made aware and i'm gonna start working on

this creative so that i keep on top of my deadline what i'm gonna do is i'm gonna go to my

phase one which is the design of the creative and i'm gonna select that i'm working on

it now when i select that i'm working on it what it's automatically gonna do is it's

gonna trigger another automation on the backend which is going to start our time tracking column

and i see it didn't start so let me just do a quick refresh and that should go ahead and push it

through for me perfect there we go so when i went ahead and changed this to working on it

it started my time tracking column and this is great because it allows me to see how much time as a

lead was it estimated that this should be worked on versus how much time

it actually took the creative team to work on it but now say i'm working on it and i need to take a lunch break i need

to work on another project or i'm just going home for the day if i change the status to pause and we

might have the same issue so i'll just do a quick refresh let's see oh just give me a second

having some technical difficulties okay let's see if i can get this to work again

sorry about this guys sometimes when i'm sharing my screen via zoom it can cause there to be a little bit of

delay but that's okay this was working earlier before i shared on zoom but i will just pause it here

and set the expectation let's just take a look okay awesome

oh no that's okay so i am having some technical difficulties it looks to be a problem with my network

connection but either way it did go ahead and stop but what i wanted to show here is that

when you're using this you can also go ahead and use the same status column to pause the time tracking column um so

when it goes ahead and they pause it it will then pause it here as well and this way you can really see the true

resource allocation in regards to how much time versus the estimated time now when i go ahead

and i change this to done on my board what we'll see is there's going to be an additional couple of automation actions

that are going to occur as well and that's because we have a dependent workflow

and what i mean by a dependent workflow is that the lead the leads due date and the approval

phase is not going to be able to change until i go ahead and i change this to complete here

and i'm gonna click with this i'm gonna stick with the refresh that i'm doing right now my network connection is not

the greatest i apologize i am working from home but i did go ahead and do that refresh and

we can see once i did that it went ahead it assigned now my lead it is signed the next phase of approvals

to start working on it and it assigned my approval date to june 20th and this is because

once we go ahead and we complete the design date which it was completed today on the 17th

the lead is always going to have three days to go in and then approve it so we can see it was

approved here on june 20th and my lead will also get a notification

informing that now she needs to go in and approve this particular process so we can see so far we've only

had three clicks to a status column and in doing so

it is changed the time tracking column it has assigned the next person in the chain of

command it has assigned the phase to approval status to starting to work on it

and it assigned my due date awesome so now let me go ahead and now my lead she's been like she reviewed it

she's all good she changes this to done and then will be a go ahead and we'll be done with this particular

workflow now just like we did on the first board i'm now going to take that step back

and walk you guys through how i built out this automated structure on my creative

process board so i'm going to jump into my automation center

and very similar to what you saw on the prior board i used the same two triggers actually so

i guess i'm not too creative i use when an item is created and one a status is

changed and these two status triggers are going to go ahead and make all the changes that we saw automated on

this particular board so we can see here that when my item was created it assigned

my creative team which also notified them that there is a new item they need to work on

it went ahead and it assigned my due date for that as well because it always is seven days from the

date that the item is created and then i have a list of a whole bunch of status changes

and these status changes is what put in place the change in regards to the time tracking and also when i was

complete with phase one my dependent phase two in my horizontal process

started as well so the advanced recipes that we're looking at on this board is

for the time tracking and this is what i am going to go ahead and jump into right now so if we go back to the

automation center like we've done before i'm going to search by the keyword of time tracking

and when i do so it's going to bring up a list of all of my time tracking recipes

but the one i want to specifically focus on is this one right here so when i go here the same way that we

saw with our crossboard automation recipe we're just going to go ahead and plug

and play and fill in the relevant fields so in this case when phase one changes to working on it it's going to

start my time tracking column and when it changes to pause time tracking

it's going to pause my time tracking column so in doing so this is creating

that particular time tracking workflow i'm not going to add it because we already had it but i wanted to show you

guys how you can create it now the second set of recipes that i wanted to talk about really hones

into what i was discussing on the prior board and that is a lot of times you may be using very

simplistic recipes but when used in combination it's going to fully automate your

workflow so i saw a couple people saying like oh when you change the status to done

how did it change both the people column the corresponding dependent status and the corresponding dependent date and

it was actually three separate recipes that did so so the first recipe here we can see

is that when my phase one design status was changed to done it assigned then the next dependent

person in the chain of command as in the person column as the lead it also went ahead and when my phase one

design was changed let me just locate it here i have so many here we go when my phase one design was

changed to done it then went ahead and changed the phase to approvals

to start working on it so that's how we saw that dependent status change and lastly it went ahead and when it

changed my status to start working on it for my phase two it went ahead and also

changed my approval date to my due date so we can see that these are more basic recipes and if

anyone which i see some people in the chat may not be as familiar with our basic recipes

um these are more basic ones where when used in combination allow you to fully automate now if

anyone the chat is like hey even these basic recipes are looking foreign to me this is my first time

uh actually going into automations no worry we actually had a basic automation walkthrough that happened

last week and that really dives into the basics of automations the basic recipes how to configure and gives a little bit

more insight there so if you're a little bit newer no worry we have additional resources that i

recommend checking after okay so

now that we went ahead and on this board took a look at that time tracking recipe along with the combination of recipes

that we use to create this dependent workflow right here

i'm now going to go ahead and jump into our last board and this board is for recurring

tasks so this is a recurring task overview board and we hear a lot from a lot of

our users that they have a workflow with a lot of tasks that recur

within a weekly a monthly a yearly time frame or you maybe have a project or a client

process that has the same exact tasks and the same exact date structure for each project you work on

and you just want the ability to assign the first date for that particular project or

client and then all the applicable dates assigned accordingly

and we see this a lot when we're talking to project managers well here is an example of how you can

set that particular workflow so if we go here we can see here that i have a template we can see it's a

template because right here it has this little star icon and if you ever want to set a

board as a template if we just click here if you go to more actions it would say

addis template if it wasn't already one on this particular board

i set up all of my tasks that recur in this case these tasks recur for each new creative project that we undertake

and i set up the amount of time that each test would have between each other so for example the logo redesign task is

always going to start two days after the department and overall rebound budget

and that is the same process that you see going down it is a waterfall style in regards to how these dates are listed

now if i wanted so that when i set the first date it's automatically gonna set the rest

i'm gonna show you how you can do that with our dependency automation as you can see here though i changed the

first date and as you see going down it is editing the rest of these dates accordingly

so to do so if you go to your automation center if we go back here to our automations

and then if we go to our categories and we click on dependencies here you will see a list of all of our

dependency automations that we offer specifically the two types that we offer are adjust and ensure and we do get a

couple questions on this so i just want to make sure i clarify the terminology here

and adjust dependency means that whenever you change a date the dependent item

is going to change by the same amount of days so if my first test is pushed out three

days my dependent task is also going to push out three days ensure just means that whenever you go

ahead and set up your dates the dependent task always has to happen over the prior task

so if you push out a task by five days it's just gonna push out the dependent task to be one day

after that other task both were looking at that waterfall style in regards to the assigning of dates

but the one that i actually used is this guy right here and this is the one i'm going to go into

so we can see here again it's that same plug-and-play so if we click adjust this date we're

just choosing the relevant date column on the board this is important if you maybe have four

or five different date columns and then we're just going to go ahead and add our dependency column if you don't have one

already when you go to add a new column you'll just choose dependency here from the column center so you can't go wrong

when setting up the automation and then right from here you'll click add to board i already have it on the

board as you can see it right here now once you go ahead and actually add it you're gonna see

here that this dependency column is going to get added to your board and when it's initially added it's actually

blank so i will remove some so you can see what it would look like so it would look like this

if i don't add anything here my tasks are not going to become dependent there's not going to be any date change

so if i change this one the rest are not going to change with that said though

if i click here i can choose which task this one is dependent on so in this example it's dependent on the department

this one is dependent on the logo this one is dependent on the copyright and so on because we do just have

that waterfall style now once i go ahead and set up my dependency column we will have that structure i showed

earlier where when i change this say my new project is going to start on july 9th i change it to july 9th

it's then going to go ahead and change all of my applicable dates accordingly now what makes this really exciting is

that what you can do like i said earlier is you can template this board and this board will then go to your template

center the same place where you can access any of money.com's pre-made templates

and then when a new project starts or you get a new client or really any workflow you might be

working on from event management to education you can just go pull up this template

change the start date to whatever the start date is now relevant for that project

and it's going to set all your applicable dates there's no need to manually add

any dates and then for example if something comes up that you did not uh plan for like the coronavirus uh

if anything then gets pushed back or put on hold you just need to change one of these dates

and then anything dependent on that will update as well so we get this question a lot about how

you can have a recurring depending uh dependent setup and this is what we recommend right here

um so this is the last workflow that i'm going to show and then i'm just going to go into how

you can manage your automations very briefly before we start jumping into your

questions so i'm going to go back to this creative request board

that we have here and i'm actually going to jump into our activity log so the activity log uh is just shows you

all the board activity that you have for that particular board anytime a change is made we log it

right here for you what's great is that the automations get logged here as well so anytime you see any sort of

robot icon on your activity log that means that it was an automation that has been

triggered if you hover over the robot icon it will show you the exact recipe that was

triggered who created it when it was created and you can even edit it right from here

so in this case with this particular one this was that crossboard recipe so it added that link to item

that value of the father's day facebook ad it also shows you right here the exact time that this happened if i

then hover over and click on this little carrot icon

i can then see who triggered the action so it was myself by making this particular status change

this particular automation ran and i made that status change at 11 09 a.m

so this is really useful if you're seeing changes on the board and you just want to make sure that all of it is

logged and what's also great is this can be exported directly into

excel as well which is really nice just by clicking this excel button right here now the second place where

you can manage your automations is if we go back into our automation center and we hover

towards our account usage tab now when we come here what this does is it breaks out the

action usage that you had for your current cycle so automations always renew every 30

days and an action is anytime your particular automation is triggered and produces the

desired result so if your automation is set to move an item to a group when it moves that's going to set an

action so here for my plan i can see i have 25 000 actions available per month

i've used 3 100 actions and it's also going to tell me based off the automations i have set up in my

entire account how many i'm projected to use this month so i'm only projected to use

4500 out of the full 25 000 i have available so i definitely need to automate my process

more now along with that it also breaks down which boards are using the highest

number of automations and which creators so which users in your account

are producing the most actions that you have based off the automations created so as the automation lover myself i am

sitting here at the top where my automations have created 956 actions

and then we can see these two boards are currently leading at 677 actions each for this current month if you want

to know for your particular plan or subscription how many automation actions that you get

for the month we do offer that on the pricing page and also within

our support articles you can see how many actions you get based off of your subscription type

so that's what i have in regards to managing automations now the only thing left that i have to discuss

is going to be in regards to creating custom recipes so i know i gave a little bit of

a sneak peek in regards to that we'll be discussing this at the end and this is something

i am extremely excited about uh we have custom recipes that are currently in beta

and we are continuously building them out so right now they are very basic but they will be more

advanced with time so what is a custom recipe and what is the

value of a custom recipe well a custom recipe is going to allow you to build from scratch

using building blocks your own recipes that are completely custom to your particular workflow and

it's going to allow you to build out complex recipes so unlike in my case today where i may have needed to use

three status change automations to produce what i needed for my workflow you can have those three different

automations combined into one recipe so it's really exciting now right now again it is basic with our

roadmap we do plan to continuously enhance this feature all the way through quarter four of 2020

and into quarter one of 2021 but we do have it in beta and if you are checking it out and trying it please

give us feedback you can actually do so right here and this goes directly to our product team and we are really heavily

weighing this feedback but what does this look like so right now in the basic form

if i was to go ahead and click this when building block i can then choose what i want my trigger

to be so in this case i want it so that when a status

changes from something to something else i wanted to then go ahead and assign a person

so right now these are a little bit more simplistic but again as we continue to build out they'll become more complex

i can then go ahead and save my recipe and just like we showed when you were using the

natively built recipes that we have within the platform when you're working with the custom one

it's then just a plug and play so i can say when my status changes from new to active i'm going to assign

myself in the lead column so this will all go right here and then it's as simple as adding it right to

your board and you can always see a custom recipe because it's going to have a different

symbol here and what's really nice is you can just go in and also add a description

i don't have anything too creative so i'll just say lead assignment

and it would be right here for you um so again uh this is something we're really

excited about we've gotten a lot of feedback already and we're going to continue to build this out

but i hope you guys are as excited about this custom recipe as we are so i'm just going to go ahead now and

turn that off so as a really quick overview just to conclude everything that we discussed

today really what we reviewed is the combination of

three advanced web uh three advanced recipes those were your cross board recipes your

time tracking recipes and your dependency recipes along with taking

basic recipes and using them together to complete a more automated workflow when you're in your monday.com account

i really encourage you guys you will get a copy of this recording within 48 to 72 hours

to take a look back see the automations you can pause it and add them and test them within your

own account as well and see how these work for you because regardless of what your industry is

automations are going to help the platform do what you need it to do if you have any questions you can feel

free to reach out to support and also check out the basic walkthrough that we had last week along with the recording

that we will send from today's webinar um i thank you so much for joining me today

um this is something i am truly passionate about and been working on with money.com for a very long time

so i am excited to show it to others who love automations just as much as myself but

thank you so much and have a great rest of your day and stay safe out there