Скачать или смотреть The #1 Cross Board Automation Technique You Need to Know Now - Monday.com Tutorial

🔥 Monday.com is amazing at creating new items and connecting them automatically…

…but what if the items you want to connect already exist? 🤔

And there are thousands of them, across dozens of boards in different workspaces? 😱

👉 Trust me, you do NOT want to connect those manually.

The solution = Match Automation Recipes in monday.com ⚡️

These are pre-built automations (not custom-made ones) that let you:

✅ Automatically find existing items across boards

✅ Instantly connect them when a match is found

✅ Save yourself from hours (or weeks!) of mind-numbing manual work

In this video, I’ll show you exactly how to set up the first of these 3 Match Automations — so when a new item is created, monday will automatically look for a match in another board and connect them for you 🎯

💡 When I first discovered Match Automations, I was totally confused 🤯 … but once you understand how they work, they’re actually super simple AND absolutely essential. Don’t put it off — let’s get you mastering this automation today!

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*IN THIS VIDEO YOU'LL LEARN*

How to set up a pre-built Match Automation recipe that will automatically connect new items in one board to items in another board if they both have the same email address.

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*WHO THIS IS FOR*

EVERY Monday.com user on any product who wants to be able to connect matching existing items without (a) a ridiculous amount of manual busy work and (b) going insane.

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*TOOLS & INTEGRATIONS MENTIONED*
Monday Work Management, Monday CRM or in fact any Monday Work SO Product (eg Dev, Service)

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*CLICKABLE & SEARCHABLE TRANSCRIPT VERSION*

Check out this video over on the free MondayWiki community to access a clickable/searchable transcript + video - so you can easily find and watch/re-watch the exact bits you want.
Link to community post with clickable transcript below;

https://www.patreon.com/posts/1-cross...

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*TIMESTAMPED CHAPTERS*

00:00 Introduction to Match Automations in Monday.com
01:32 Setting Up Your Boards for Match Automations
02:17 Creating a Two-Way Connect Boards Column
03:44 Finding and Using Pre-Built Match Automation Recipes
07:00 Testing Your Match Automation Setup
09:09 Advanced Tips and Variations
09:56 Conclusion and Next Steps

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*CONNECT WITH ME*

Patreon community: \   / mondaywiki