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 Duration 7 hours

Course Outline

Introduction to Monday.com

  • Comprehensive overview of Monday.com
  • Core features and components (WorkManagement, CRM, and WorkForms)
  • Tailoring Monday.com for specific operational domains (sales, marketing, HR, project management, etc.)
  • Navigating Monday’s interface: boards, items, and columns

Automating Databases and Workflows

  • Shifting from manual to automated database management
    • Constructing boards for data tracking across departments
    • Configuring columns for distinct business needs (sales, project tracking, HR)
  • Automation of data entry and updates
    • Deploying automation for repetitive duties (e.g., email follow-ups, task allocation)
  • Practical exercise: Configuring a board for department-specific tracking (e.g., project management, sales pipeline)

WhatsApp Integration via External API

  • Foundations of external APIs for WhatsApp
    • Understanding WhatsApp API integration capabilities for various business functions
  • Linking WhatsApp to Monday
    • Real-time communication maintenance with clients, team members, or leads
    • Trigger-based automation for responses and follow-ups
  • Practical exercise: Configuring a WhatsApp API workflow for client or internal team communication

Managing Customer or Project Statuses

  • Defining custom statuses for different sectors (e.g., sales, HR, marketing, projects)
    • Creating bespoke status columns for workflows (e.g., lead status, project progress, task completion)
  • Automating status updates
    • Configuring alerts and notifications based on status changes
  • Practical exercise: Implementing a status update flow for managing customer relationships or project progress

Leveraging the Complete Monday Suite

  • WorkManagement for cross-departmental collaboration
    • Task and timeline assignment, with progress tracking across departments
    • Setting up automation for deadline reminders and task updates
  • CRM: Managing leads and relationships
    • Organizing lead/customer information and interaction history for any business area
    • Automation for customer nurturing, sales tracking, or service updates
  • WorkForms: Automating data collection
    • Building custom forms for gathering internal or customer data
    • Integrating forms with workflows to update databases automatically
  • Practical exercise: Using WorkForms to create a data collection form and connect it to a department-specific workflow

Best Practices for Multi-Area Automation

  • Optimizing Monday.com workflows for various business functions
    • Sales, marketing, HR, project management, and more
  • Strategies for effective automation and integration
  • Addressing common challenges and troubleshooting
  • Q&A session

Conclusion and Next Steps

Requirements

  • Proficiency with web-based applications
  • Foundational computer literacy

Target Audience

  • Managers
  • Team leaders
  • CRM administrators

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