How to create custom automation recipes in Monday.com

How to Create Custom Automation Recipes in Monday.com

Monday.com provides 200+ pre-built automation recipes and a custom recipe builder for creating tailored automations. As of April 2026, automations are available on Standard ($12/seat/month) and above, with usage limits per plan.

Step 1: Access the Automation Center

Open any board and click "Automate" in the top toolbar (lightning bolt icon). The Automation Center shows pre-built recipes organized by category (notifications, status changes, due dates, integrations).

Step 2: Create a Custom Recipe

Click "Add custom automation" at the top. A recipe follows the pattern: "When [trigger], if [condition], then [action]."

Available Triggers

• Status changes to a specific value
• Date arrives or passes
• Item is created
• Column value changes
• Person is assigned
• Subitem is created or completed
• Button is clicked (manual trigger)

Available Actions

• Notify someone via email or Monday notification
• Assign a person to an item
• Change status, date, or column values
• Create an item in another board
• Move item to a group
• Create a subitem
• Send a webhook to an external URL
• Push to external apps (Slack, Gmail, Jira, etc.)

Step 3: Add Conditions

Click "Add condition" between the trigger and action. Conditions filter when the automation runs. Example: "When status changes to Done AND priority is High, then notify the team lead." Multiple conditions can be combined with AND logic.

Step 4: Multi-Step Recipes

Click "+ Add action" to chain multiple actions on a single trigger. Example: When a deal status changes to "Won," simultaneously update the revenue column, notify the sales manager, create a project item in the Operations board, and send a Slack message to #wins.

Step 5: Test and Activate

Toggle the automation to "Active." Test by creating a test item and triggering the condition. Check the Automation Activity Log (accessible from the Automation Center) to see execution history and debug failures.

Practical Example: Client Onboarding

1. Trigger: When Status changes to "New Client"
2. Action 1: Create a subitem "Send welcome email" (assigned to Account Manager)
3. Action 2: Create a subitem "Schedule kickoff call" (due in 2 days)
4. Action 3: Create an item in "Projects" board with client name
5. Action 4: Notify #onboarding channel in Slack

Usage Limits (April 2026)

• Standard ($12/seat/month): 250 actions/month per seat
• Pro ($20/seat/month): 25,000 actions/month per seat
• Enterprise: 250,000 actions/month per seat