---
id: claude-office-skills/skills/monday-automation
version: "f7fd98b0"
license: MIT
install: manual
updated: 2026-01-31
---

# Monday.com Automation — This skill connects Claude to Monday.com for intelligent workflow automation. Build custom automations that create items, update statuses, sync across boards, and trigger notifications—all without manual intervention. Includes templates for project tracking and CRM workflows.

Publisher: claude-office-skills · Stars: 338 · Updated: 2026-01-31

Install (manual): `git clone https://github.com/claude-office-skills/skills`

## SKILL.md

# Monday.com Automation

Comprehensive skill for automating Monday.com work management and team workflows.

## Core Concepts

### Board Structure

```
BOARD ANATOMY:
┌─────────────────────────────────────────────────┐
│ 📋 Project Board                                │
├─────────────────────────────────────────────────┤
│ Group: Sprint 1                                 │
│ ┌─────────┬────────┬────────┬────────┬────────┐│
│ │ Item    │ Status │ Person │ Date   │ Budget ││
│ ├─────────┼────────┼────────┼────────┼────────┤│
│ │ Task 1  │ 🟢 Done│ Sarah  │ Jan 15 │ $500   ││
│ │ Task 2  │ 🟡 WIP │ Mike   │ Jan 20 │ $800   ││
│ │ Task 3  │ 🔴 Stuck│ Lisa  │ Jan 18 │ $300   ││
│ └─────────┴────────┴────────┴────────┴────────┘│
│                                                 │
│ Group: Sprint 2                                 │
│ ┌─────────┬────────┬────────┬────────┬────────┐│
│ │ Task 4  │ ⚪ New │        │ Jan 25 │ $600   ││
│ │ Task 5  │ ⚪ New │        │ Jan 28 │ $400   ││
│ └─────────┴────────┴────────┴────────┴────────┘│
└─────────────────────────────────────────────────┘
```

### Column Types

```yaml
column_types:
  status:
    labels:
      - label: "Done"
        color: green
      - label: "Working on it"
        color: yellow
      - label: "Stuck"
        color: red
      - label: "Not Started"
        color: grey
  
  person:
    allow_multiple: true
    
  date:
    include_time: false
    
  timeline:
    show_weeks: true
    
  numbers:
    unit: "$"
    
  text:
    multiline: false
    
  dropdown:
    options: ["Option A", "Option B", "Option C"]
    
  formula:
    expression: "{Numbers} * 1.1"
```

## Automation Recipes

### Built-in Automations

```yaml
automations:
  - name: "Status Change Notification"
    trigger:
      type: status_change
      column: "Status"
      to: "Done"
    action:
      type: notify
      target: item_subscribers
      message: "✅ {{item.name}} has been completed!"

  - name: "Due Date Assignment"
    trigger:
      type: date_arrived
      column: "Due Date"
    action:
      type: change_status
      column: "Status"
      to: "Overdue"

  - name: "Auto-Assign New Items"
    trigger:
      type: item_created
      group: "Incoming"
    action:
      type: assign_person
      column: "Owner"
      value: "team_lead"

  - name: "Move When Status Changes"
    trigger:
      type: status_change
      column: "Status"
      to: "Done"
    action:
      type: move_to_group
      target: "Completed"

  - name: "Create Dependent Task"
    trigger:
      type: status_change
      column: "Status"
      to: "Ready for Review"
    action:
      type: create_item
      board: "Review Board"
      values:
        Name: "Review: {{item.name}}"
        Link: "{{item.link}}"
```

### Custom Automations

```yaml
custom_recipes:
  - name: "SLA Warning"
    trigger:
      type: every_time_period
      interval: "1 hour"
    condition:
      - column: "Status"
        not_equals: "Done"
      - column: "Due Date"
        within: "24 hours"
    action:
      - type: change_status
        column: "Priority"
        to: "Urgent"
      - type: notify
        channel: "#alerts"
        message: "⚠️ SLA at risk: {{item.name}}"

  - name: "Budget Rollup"
    trigger:
      type: column_change
      column: "Budget"
    action:
      type: update_parent
      column: "Total Budget"
      formula: "SUM(subitems.Budget)"
```

## Board Templates

### CRM Board

```yaml
crm_board:
  name: "Sales CRM"
  
  groups:
    - "New Leads"
    - "Contacted"
    - "Qualified"
    - "Proposal"
    - "Negotiation"
    - "Won"
    - "Lost"
    
  columns:
    - name: "Company"
      type: text
    - name: "Contact"
      type: text
    - name: "Email"
      type: email
    - name: "Phone"
      type: phone
    - name: "Deal Value"
      type: numbers
      unit: "$"
    - name: "Stage"
      type: status
    - name: "Owner"
      type: person
    - name: "Next Action"
      type: date
    - name: "Lead Source"
      type: dropdown
    - name: "Notes"
      type: long_text
```

### Project Tracker

```yaml
project_board:
  name: "Project Tracker"
  
  groups:
    - "Backlog"
    - "This Sprint"
    - "In Progress"
    - "In Review"
    - "Done"
    
  columns:
    - name: "Task"
      type: text
    - name: "Status"
      type: status
    - name: "Assignee"
      type: person
    - name: "Priority"
      type: status
      labels: ["Critical", "High", "Medium", "Low"]
    - name: "Timeline"
      type: timeline
    - name: "Estimated Hours"
      type: numbers
    - name: "Actual Hours"
      type: numbers
    - name: "Tags"
      type: tags
    - name: "Dependencies"
      type: dependency
```

## Views & Dashboards

### View Types

```yaml
views:
  main_table:
    type: table
    default: true
    columns: all
    
  kanban:
    type: kanban
    group_by: "Status"
    card_fields:
      - "Assignee"
      - "Due Date"
      - "Priority"
    
  timeline:
    type: timeline
    date_column: "Timeline"
    color_by: "Status"
    
  calendar:
    type: calendar
    date_column: "Due Date"
    color_by: "Priority"
    
  chart:
    type: chart
    chart_type: bar
    x_axis: "Status"
    y_axis: count
    
  workload:
    type: workload
    person_column: "Assignee"
    effort_column: "Estimated Hours"
```

### Dashboard Widgets

```yaml
dashboard:
  name: "Project Overview"
  
  widgets:
    - type: numbers
      title: "Total Tasks"
      board: "Project Board"
      column: count
      
    - type: chart
      title: "Tasks by Status"
      board: "Project Board"
      chart_type: pie
      group_by: "Status"
      
    - type: battery
      title: "Sprint Progress"
      board: "Project Board"
      group: "This Sprint"
      
    - type: timeline
      title: "Project Timeline"
      boards: ["Project Board"]
      
    - type: workload
      title: "Team Workload"
      board: "Project Board"
      person_column: "Assignee"
```

## Integration Workflows

### Slack Integration

```yaml
slack_automations:
  - trigger: status_change_to_done
    action:
      post_to_channel: "#wins"
      message: "🎉 {{person}} completed {{item}}!"
      
  - trigger: item_stuck
    action:
      post_to_channel: "#blockers"
      message: "🚧 {{item}} is stuck. Owner: {{person}}"
      
  - trigger: new_item_created
    action:
      post_to_channel: "#tasks"
      message: "📋 New task: {{item}} ({{board}})"
```

### Email Integration

```yaml
email_automations:
  - trigger: due_date_approaching
    days_before: 3
    action:
      send_email:
        to: "{{item.person.email}}"
        subject: "Task Due Soon: {{item.name}}"
        body: |
          Hi {{item.person.name}},
          
          Your task "{{item.name}}" is due on {{item.due_date}}.
          
          Please update the status or reach out if you need help.
```

### API Workflows

```javascript
// Monday.com GraphQL API Examples

// Create Item
const createItem = `
  mutation {
    create_item (
      board_id: 123456789,
      group_id: "new_group",
      item_name: "New Task",
      column_values: "{\"status\":\"Working on it\",\"person\":\"12345\"}"
    ) {
      id
    }
  }
`;

// Update Status
const updateStatus = `
  mutation {
    change_column_value (
      board_id: 123456789,
      item_id: 987654321,
      column_id: "status",
      value: "{\"label\":\"Done\"}"
    ) {
      id
    }
  }
`;

// Query Items
const queryItems = `
  query {
    boards (ids: 123456789) {
      items_page (limit: 50) {
        items {
          id
          name
          column_values {
            id
            value
          }
        }
      }
    }
  }
`;
```

## Best Practices

1. **Group Organization**: Use groups for workflow stages
2. **Consistent Columns**: Standardize across boards
3. **Automation Rules**: Reduce manual updates
4. **Mirror Columns**: Connect related boards
5. **Dashboard Views**: Provide executive visibility
6. **Templates**: Reuse board structures
7. **Subitems**: Break down complex tasks
8. **Dependencies**: Show task relationships


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