‍Introduction

Automation serves as the lifeblood of organisations enhancing all aspects of workflows within monday.com and improving output, and hence, algorithmic teams. As teams swell in size and proliferate in workflows, there arises an ever-increasing need for solutions that are capable of operating across boards interoperably and provide conversions for the better interfacing of data.

This is where Autoboost enters the equation, with the promise of an advanced level of automation that builds seamlessly alongside the capabilities already existing on monday.com.

Here are some examples of how Autoboost is enabling teams and opening up fresh avenues for monday.com users in leveraging their automation workflows.
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Understanding Automation Challenges in monday.com
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Many teams appreciate the flexibility of using automations in monday.com, however, teams who want to manage complicated workflows will often run into limitations. Several common limitations teams feel the impact of in automations on monday.com include:

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• Mirror Columns Show Static Data: Mirror columns can easily display data from across your boards, however, they are not functional for automations or calculations. 
• Board Workflows in Isolation: Teams can meet limits when trying to trigger actions when relying on automations triggered within a single board, and keeping workflows isolated to the same board. 
• Limited Sub-items: The inclusion of Sub-items is useful for breaking down work, however sub-items can not rely on as much support and coordination for automations as main tasks. 
• Group Summaries are Read-only: For many an insight into summaries (e.g., what is the team's total workload? what is the team's budget?) is beneficial for understanding work. However, since summaries are read-only they are unable to be included in a calculation or be triggered to other actions.

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How does Autoboost solve these challenges?

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Autoboost was conceived to address these pain points. Here's how it enhances automation within monday.com and makes it into an integrated, data-driven project management tool:

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1. Making Mirror Columns Actionable

In a typical usage with monday.com, you may use mirror columns to show item information from one board to another. Unfortunately, mirror data is view-only content, so you can’t trigger notifications, perform calculations, or trigger automations based on change events. Autoboost allows you to do the following:

• Transform Mirror Data Into Standard Formulas: Autoboost pushes information from mirror columns into regular columns, making the information fully actionable.
• Use the Data in Calculations and Automations: Once converted to a standard column, mirrored data can trigger notifications, participate in budget calculations, and update statuses across boards.

The possibilities allow you to factor client updates or changes to the task boards and set up alerts, track budgets, and backfill resource management automations.

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2. Enhanced Sub-item Management

Sub-items in monday.com are a fantastic tool for organizing and breaking down tasks in projects. Autoboost builds on this functionality by giving teams the ability to: 

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• Assign Sub-items Automatically: Sub-items can inherit ownership or other properties from the main task, allowing for a streamlined task assignment process. 
• Trigger Notifications: Receive notifications based on the creation or alteration of sub-items, keeping all relevant team members in the loop.
• Calculate Parent Item Metrics: Parent tasks are able to calculate their metrics depending on the data of the child elements"like adding hours to give the real-time projection of a project".

With the sub-items functioning dynamically just like main items with the Autoboost, complete automation is available, hence saving your time versus manual tracking.

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3. Cross-Board Status Management

For larger teams who are working on related, but separate projects, being able to keep project updates across different boards is crucial. Autoboost makes it easier than ever to create sophisticated automation that spans boards: 

• Status Change Automations: When you change a status on one board (e.g. task complete) Autoboost will automatically change this status on any connected board to keep everyone in the loop.
• Cost Aggregation: When you need to know the complete budget you can aggregate costs across different boards to one high-level board for a current view.
• Managing Workloads Across Boards: You can easily track everyone's workload across multiple boards so you know if someone is over allocated, and you have an understanding of balanced assignments. 

These features turn monday.com into a fully connected workspace that enables project managers to supervise updates and workflows with ease.

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Best practices for implementing Autoboost

For the successful implementation of Autoboost, you are recommended to perform the following: 

• Map Your Workflow: Record your current business workflows and highlight important cross-board dependencies with your automation goals.  
• Start Small: Begin with and set up a small number of automations that are truly needed. Test those automations to ensure they work consistently before proceeding to more automations. Doing too many automations at once could make your workspace unusable.   
• Track Dependencies: Be cautious of having too many automations running at the same time. Be mindful of how frequently an automation is being triggered as too many triggers will slowdown the platform or hamper real-time functions. Determine the best level of real-time functionality vs batch-proceeding updates to determine if you should modify conditions.   
• Be Consistent: Use the same columns across boards, and check in often to ensure your data entry processes are accurate.  

By analyzing your workflows and establishing consistency in the way your data are processed, you will be able to create more effective and manageable automations at scale.

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Getting started with Autoboost

If you're a team ready to put monday.com automation capabilities to higher use, Autoboost is sitting in the monday.com marketplace, awaiting your call. With a free version to try out core features, Autoboost lets you manipulate data, automate your workflows, and circumvent the limitations of the native tools.

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Conclusion

As teams and organizations expand, sophisticated automations become more and more essential. Autoboost can do much more than standard automations, it can create highly effective, bespoke data-driven workflows that are unique to you. Autoboost introduces tools that will automate and minimize manual effort, improve data accuracy, and streamline cross-board actions, allowing teams to make the most of monday.com’s capabilities. 

Have you been considering advanced automation in your monday.com workspace? Take a look around Autoboost or talk to our team for tailored suggestions on improving your workflows.

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