How to Cut Admin Time in Half With monday.com Automations

Learn how to use monday.com automations and workflows to cut down on repetitive admin work and build more efficient business processes. | 🔴 Need help with monday.com? Book a free call: https://simpledaysolutions.short.gy/z... In this video, Tara walks through a practical four-step process for identifying what should be automated, including double data entry, repetitive tasks, workflow gaps, and disconnected tools. You’ll also see real client examples, including a case study showing how monday.com automations helped cut admin work by 50%, plus examples of automating client onboarding, project creation, handoffs, reporting, dashboards, and more. Whether you're using monday.com for CRM, project management, operations, or a combination of all three, these examples will help you spot opportunities to save time and reduce manual work. *Chapters:* 00:00 Introduction 01:38 What should you automate? 03:40 The 4-step automation process 04:13 Review your tools and integrations 06:26 Find repetitive tasks 08:16 Identify workflow gaps 09:32 Calculate how much time you're losing 10:09 Plan your ideal automated workflow 11:55 Real-world automation examples 12:16 Crane rental company automation 15:45 Construction company case study 18:36 Automating dashboards and reporting 20:45 Ways monday.com can reduce admin work 21:09 Recurring task automations 21:45 monday.com Workflows and AI Workflows 22:17 Automating handoffs and recurring projects 23:20 Thinking beyond basic automations 25:05 Q&A: CRM vs. Work Management 26:11 Q&A: Automations vs. Workflows 28:39 Final thoughts ================================================================================ 💥 Welcome to Simpleday! 💥 💡 Hit SUBSCRIBE to stay updated on more productivity and monday.com tips! ================================================================================ FREE RESOURCES 🎁 Newsletter: Get the latest intel, updates, and pro-tips on monday.com weekly -- straight to your inbox for free! Subscribe here: https://tinyurl.com/3hbf8czn 🎁 Free Consultation: Claim your free 30-minute consultation with me: https://simpledaysolutions.short.gy/z... 🎁 Free Workflow Checklist: Simplify your projects with the High Level & Low Level Workflow Setup Checklist. Download it here: https://simpledaysolutions.com/monday... ================================================================================ WORK WITH ME 💪 Let’s Chat: Book a free 30-minute consultation to discuss your needs and get personalized support. Schedule here: https://simpledaysolutions.short.gy/z... 💪 Start with monday.com: Begin your journey and unlock the full potential of monday.com. Get started here: https://tinyurl.com/monday-com 💪 Build better boards, faster, with our custom templates. We've built 10+ monday.com templates to help businesses like yours get up and running faster. Get started now! https://simpledaysolutions.com/templa... ================================================================================ KEEP IN TOUCH 🔗 LinkedIn: Connect with me on LinkedIn:   / tara-horn-571858a   🔗 Website: Explore more resources on our website: https://simpledaysolutions.com/ ================================================================================ OTHER MASTERING MONDAY.COM VIDEOS ►►    • A Step-By-Step Guide To Building High-Leve...   ►►    • Manage Multiple Projects with Time Trackin...   ►►    • How To Build A KPI Dashboard In monday.com...   ►►    • Track Tasks Or Overall Project Progress Us...   ►►    • How to Automate Time Tracking in monday.co...   ►►    • Automating Cross-Board Information Matchin...   ►►    • The Ultimate monday.com Hack: Showing Subi...   ►►    • Leads Management In Minutes with monday.co...   ►►    • Connect Multiple Boards in monday.com #mon...   ►►    • How to Use a Mirror Column in Automations ...   ================================================================================ RELATED SEARCHES monday.com tutorial monday.com monday.com quick tutorial monday.com tutorial for beginners