Does your workflow involve tasks that are repeated at regular intervals? Are you looking to remove manual steps from the item creation process? With item creation automation recipes, you can now have monday.com do the work for you!

How to add the automation

To add the appropriate item creation recipe to your workflow, you must first visit the Automation Store at the top of your dashboard:

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There you can choose from our various recipes and configure the automation to create items that support your workflow:

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Choose your favorite recipe and you’re done!

Item mapping

What is mapping? Here you can define column values ​​for the created items.

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For the recipe “Each period, create an item “The column fields that appear in the mapping are static. That is, any values ​​you enter in a mapped column will be reflected for each automatically created item. In our example, each item created will be given the status “In progress”.

How to automate the Item Creation Process on monday.com
Please note: When you create an item using automations, any updates in the Updates window will not be transferred to the new item. At this time, updates cannot be mapped when creating new items. If you want to keep your updates, try Item Migration Automations .

So let’s dive into an example!

Example of creating an item

When an item is created in this group, create an update

Use Case: A transportation team has a list of tasks related to each location added to the board. The automated recipe allows the team to automatically associate an update with the location item.

  • Board structure

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  • Update field

Item column values ​​can be added to the update. Select the “Supported Fields” in blue to add the column value from your item to the update.

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Supported columns

The column types below are not supported in the Automation “Update” field:

  • formula
  • Automatic number
  • progress
  • dependence
  • Link to item

Examples of item creation recipes

  • Every period , create an item
  • When a new item is created, assign a team as a beneficiary
  • When a new item is created, assign someone as a beneficiary
  • When an item is created, set a due date for the creation date plus a few days
  • When an item is created, notify someone
  • When a new item is created, set the status to something
How to automate the Item Creation Process on monday.com
Tip: If you’re using automation that creates new items on a regular basis, consider combining it with automation that updates status or assigns a responsible person. This can save you time and ensure that new items don’t go unattended.

Interested in learning more about our range of automations? Please check out this article.

How to automate the Item Creation Process on monday.com
Fun fact: Automations on monday.com not only save time, but also reduce the chance of human error. For example, many teams use automations to create new items for each new customer added to the system, ensuring that each customer receives the attention they deserve.

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