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Automation Center on monday.com: How to Use It Effectively

While there are key differences between automations and integrations , both concepts can be accessed and defined in the Automation Center. Read on to learn more about the unified Automation Center!

How to find it

To navigate to the Automation Center, click the Integration or Automation buttons in the top right corner of your dashboard. Clicking either button will take you to the Automation Center: Group 64 - 2024-08-20T124353.493.png

Templates

The main page in the Automation Center is for automation templates.Group 64 - 2024-08-20T124612.418.png

You can navigate to Integration Templates at the bottom of the menu on the left side of the Automation Center:Group 64 - 2024-08-20T124732.989.png

To learn all about automations and integrations, check out the articles on monday.com automations and monday.com integrations.

Automation work on the board

When you click on the Automations tab in the Automation Center dashboard , you’ll see a complete list of all your automations and integrations:Group 64 - 2024-08-20T125040.229.png

Switching between views

On the Automations page in the dashboard , you have the option to view your automations or integrations in a convenient or compact view. You can switch between the views in the upper right corner of the page by clicking the relevant icon.

  • Convenient display

Group 64 - 2024-08-20T125333.385.png

  • Compact display

Group 64 - 2024-08-20T125534.141.png

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Interesting fact: Automations can be used not only to manage routine tasks, but also to create personalized reminders for important events, such as employee birthdays or important project deadlines.
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Connections tab

When you open the Connections tab, you will see every integration connection that exists in your account:

Group 64 - 2024-08-20T125736.619.png

You can learn more about the Connections tab by checking out monday.com’s article on managing integration connections.

Usage tab

When you open the Usage tab, you will see your usage data for automations and integrations:Group 64 - 2024-08-20T125939.193.png

To learn more about what you can see on the Usage page and how to filter it, check out the article about the Account Usage page.

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