Hand-drawn ink illustration of downtown Calgary, with the Calgary Tower, the Bow River, the Peace Bridge, the Saddledome and the Rocky Mountains
Hand-drawn ink illustration of downtown Calgary, with the Calgary Tower, the Bow River, the Peace Bridge, the Saddledome and the Rocky Mountains
Hand-drawn ink illustration of downtown Calgary, with the Calgary Tower, the Bow River, the Peace Bridge, the Saddledome and the Rocky Mountains

Resources

Articles

Articles

Articles

AI, automations and monday.com resources

AI, automations and monday.com resources

Nov 9, 2026

AI Governance for Small Businesses: Simple Rules That Keep You Safe

AI governance for small business: five simple rules that keep your team’s AI use safe, legal and useful.

AI

AI Adoption

Small business team around a table agreeing on simple AI governance rules

Nov 9, 2026

AI Governance for Small Businesses: Simple Rules That Keep You Safe

AI governance for small business: five simple rules that keep your team’s AI use safe, legal and useful.

AI

AI Adoption

Small business team around a table agreeing on simple AI governance rules

Nov 9, 2026

AI Governance for Small Businesses: Simple Rules That Keep You Safe

AI governance for small business: five simple rules that keep your team’s AI use safe, legal and useful.

AI

AI Adoption

Small business team around a table agreeing on simple AI governance rules

Nov 2, 2026

10 AI Automation Ideas for Small Business: Things Worth Automating Right Now

Looking for AI automation ideas for small business? Here are 10 everyday tasks you can hand to AI this month, with simple examples and where to start.

AI Automations

Use Cases

Small business owner working on her laptop in a bright studio

Nov 2, 2026

10 AI Automation Ideas for Small Business: Things Worth Automating Right Now

Looking for AI automation ideas for small business? Here are 10 everyday tasks you can hand to AI this month, with simple examples and where to start.

AI Automations

Use Cases

Small business owner working on her laptop in a bright studio

Oct 26, 2026

Where Should a Small Business Start with AI? A No-Jargon Roadmap

A no-jargon roadmap to AI adoption for small business. Where to start, what to try first, and simple steps your team can take this week.

AI

AI Adoption

Two small business owners smiling behind their shop counter, ready to take their first steps with AI

Oct 26, 2026

Where Should a Small Business Start with AI? A No-Jargon Roadmap

A no-jargon roadmap to AI adoption for small business. Where to start, what to try first, and simple steps your team can take this week.

AI

AI Adoption

Two small business owners smiling behind their shop counter, ready to take their first steps with AI

Sep 9, 2026

Build vs. Buy: How to Decide When to Commission Custom Software

A practical build vs buy software framework for mid-sized companies: when to license, when to extend a platform, and when to commission a custom build.

AI

Software Development

Operations leaders working through a build vs buy software decision at a whiteboard

Sep 9, 2026

Build vs. Buy: How to Decide When to Commission Custom Software

A practical build vs buy software framework for mid-sized companies: when to license, when to extend a platform, and when to commission a custom build.

AI

Software Development

Operations leaders working through a build vs buy software decision at a whiteboard

Sep 1, 2026

How to Choose AI Tools for Your Team Without Wasting Budget

How to choose AI tools for your team without wasting budget: a practical framework for evaluating, piloting, and standardizing on the right tools.

AI

Resources

Manager comparing AI tool options on a laptop with a simple evaluation checklist.

Sep 1, 2026

How to Choose AI Tools for Your Team Without Wasting Budget

How to choose AI tools for your team without wasting budget: a practical framework for evaluating, piloting, and standardizing on the right tools.

AI

Resources

Manager comparing AI tool options on a laptop with a simple evaluation checklist.

Aug 26, 2026

How to Use AI to Qualify and Route Leads in Your monday CRM

Learn how to use AI to qualify and route leads in your monday CRM so the right rep gets the right lead in minutes, not days.

monday.com

Resources

Operations leader reviewing an AI-scored lead pipeline in monday CRM.

Aug 26, 2026

How to Use AI to Qualify and Route Leads in Your monday CRM

Learn how to use AI to qualify and route leads in your monday CRM so the right rep gets the right lead in minutes, not days.

monday.com

Resources

Operations leader reviewing an AI-scored lead pipeline in monday CRM.

Aug 11, 2026

What Operations Leaders Should Know About AI Data Security and Privacy

AI data security explained for operations leaders: what vendors do with your data, the questions to ask, and the controls worth setting up first.

AI

Resources

Operations leader reviewing AI data security settings and vendor retention policies on a laptop

Aug 11, 2026

What Operations Leaders Should Know About AI Data Security and Privacy

AI data security explained for operations leaders: what vendors do with your data, the questions to ask, and the controls worth setting up first.

AI

Resources

Operations leader reviewing AI data security settings and vendor retention policies on a laptop

Aug 4, 2026

8 Repetitive Tasks Mid-Sized Companies Can Automate with AI Today

Eight repetitive tasks to automate with AI in a mid-sized company, with the build pattern I use in Make and what to watch for.

AI Automations

Resources

8 Repetitive Tasks Mid-Sized Companies Can Automate with AI Today Most of the automation conversations I have start in the wrong place. Someone asks me which AI platform they should buy. The better question is which specific tasks to automate with AI, because the answer changes what you buy, what it costs, and whether anyone on your team actually uses it. So this article skips the platform debate. Below are eight tasks I have automated for clients in the 100 to 1,500 employee range. For each one I have described what it looks like by hand, what the automation actually does, and the shape of the build in Make.com. None of these are speculative. They are all running in production somewhere right now. One note before we get into it: I am deliberately not covering anything that needs a data science team or a six-month project. Every item here is a two to six week build. The 8 Tasks to Automate With AI First 1. Pulling fields out of inbound documents By hand: An AP clerk opens a PDF invoice, reads the vendor name, invoice number, PO reference, line items, and total, then keys them into the ERP. Repeat 400 times a month. Automated: A Make scenario watches the AP mailbox, sends each attachment to a vision-capable model with a strict output schema, and writes the result into your accounting system. Field-level extraction on clean invoices is now running in the 95 to 99 percent range, and unstructured or handwritten documents land closer to 88 to 93 percent. That last number matters. Build a confidence threshold into the scenario and route anything below it to a human review queue instead of pretending the model is perfect. Watch for: Duplicate detection. I always add a lookup against existing invoice numbers before writing a new record. 2. Triaging the shared inbox By hand: Someone opens info@, support@, or orders@ every morning and forwards each message to whoever should own it. Automated: A scenario reads each new message, classifies it into your actual categories (billing question, RMA, new opportunity, vendor, recruiter spam), assigns a priority, and routes it to the right queue or person. The model gets your category definitions in the prompt, not generic ones. For one distribution client this cut the morning sort from roughly 45 minutes to a five minute exception review. The trick is a fallback category. When the model is not confident, it says so, and the message goes to a human rather than to the wrong department. 3. Turning meeting recordings into decisions and owners By hand: Someone volunteers to take notes, does a mediocre job because they are also participating, and sends a summary two days later that nobody reads. Automated: The recording transcript comes in via webhook, an AI module extracts decisions, action items, owners, and dates against a fixed schema, and each action item becomes a task in your project tool with the owner already assigned. The quality difference here comes from the prompt. "Summarize this meeting" gives you a wall of text. "Return only commitments where a specific person agreed to do a specific thing, with the person's name and any stated deadline" gives you something you can act on. 4. Enriching and scoring inbound leads By hand: A rep receives a form fill, opens LinkedIn and the company website, guesses at company size and fit, and decides whether to bother. Automated: Form submission hits a webhook, the scenario calls an enrichment source for firmographics, then an AI module scores fit against your written ICP definition and produces a two sentence rationale. High scores go straight to a rep with the rationale attached. Low scores go to nurture. The rationale is the part people skip and the part that earns trust. A number alone gets argued with. A number plus "manufacturer, 340 employees, hiring an operations analyst, matches your mid-market ICP" gets acted on. 5. Drafting responses to RFPs and security questionnaires By hand: A 180-question security questionnaire lands, and three people spend a week digging through old submissions to find how you answered last time. Automated: Questions are parsed into rows, each one is matched against a vector store of your previously approved answers, and an AI module drafts a response grounded only in that retrieved content. Every draft carries a source reference and a confidence flag. This one is a draft accelerator, not a send-it automation. Your subject matter experts still approve every answer. But they are editing instead of starting from a blank page, and the turnaround usually drops from days to hours. 6. Categorizing and tagging support tickets By hand: Agents pick a category from a dropdown, mostly wrong, mostly the first option, and your reporting is useless as a result. Automated: On ticket creation, an AI module reads the subject and body and assigns product area, issue type, and sentiment. It runs on every ticket, consistently, with the same definitions. The payoff is not agent time. It is that six months later you can actually answer "what are our top five failure modes by volume" without a manual audit. I have had clients discover a recurring integration defect this way that had been invisible in their old tagging. 7. Reconciling two systems that disagree By hand: Someone exports from the CRM, exports from the billing system, drops both into Excel, and hunts for mismatches on the first Tuesday of the month. Automated: A scheduled Make scenario pulls both datasets, matches records on a shared key, and flags differences in status, amount, or owner. An AI module then classifies each mismatch into a likely cause (renewal not yet booked, currency mismatch, duplicate account) so the finance team triages a categorized list rather than a raw diff. Watch for: Start read-only. Report the mismatches for a month before you let anything write corrections back. 8. Producing the weekly roll-up By hand: A manager spends Friday afternoon reading status updates and rewriting them into an email nobody responds to. Automated: A scheduled scenario collects the week's changes from your project tool, ticketing system, and CRM, and an AI module writes a summary in your house format: what moved, what slipped, what needs a decision. Keep this one honest. I tell the model explicitly to state when data is missing rather than smoothing over it. A roll-up that quietly omits a stalled project is worse than no roll-up. How to sequence these Pick the task where the cost of a mistake is low and the volume is high. Ticket tagging and inbox triage are ideal first builds for exactly that reason. Document extraction and reconciliation are higher value but need review queues and a longer proving period. Whatever you pick, measure the before state first. Time a person doing the task ten times. Without that baseline you will have no defensible answer when your CFO asks what the automation returned. FAQ How much does an automation like this cost to run? The Make.com subscription is usually the smaller line item. Model API usage is the variable cost and depends on volume and document size. For most of the builds above, clients land somewhere between $50 and $400 a month in combined platform and model costs. The build itself is the larger investment. Do we need to replace our existing systems? No. Every scenario above sits on top of what you already run. That is the point of an integration platform. Your ERP, CRM, and ticketing tools stay where they are. What happens when the AI gets something wrong? You design for it. Confidence thresholds, human review queues for anything uncertain, and error handling that routes failures to a person rather than silently dropping records. Any build that assumes the model is always right will fail in month two. Which of these should a 300-person company do first? Usually inbox triage or ticket categorization. Both are high volume, low risk, and produce a visible result within days, which makes the next project much easier to get approved. Ready to pick your first one? If you can name two or three tasks on this list that your team does every week, that is enough to start a conversation. Get in touch and we will look at your actual volumes and figure out which build pays for itself fastest.

Aug 4, 2026

8 Repetitive Tasks Mid-Sized Companies Can Automate with AI Today

Eight repetitive tasks to automate with AI in a mid-sized company, with the build pattern I use in Make and what to watch for.

AI Automations

Resources

8 Repetitive Tasks Mid-Sized Companies Can Automate with AI Today Most of the automation conversations I have start in the wrong place. Someone asks me which AI platform they should buy. The better question is which specific tasks to automate with AI, because the answer changes what you buy, what it costs, and whether anyone on your team actually uses it. So this article skips the platform debate. Below are eight tasks I have automated for clients in the 100 to 1,500 employee range. For each one I have described what it looks like by hand, what the automation actually does, and the shape of the build in Make.com. None of these are speculative. They are all running in production somewhere right now. One note before we get into it: I am deliberately not covering anything that needs a data science team or a six-month project. Every item here is a two to six week build. The 8 Tasks to Automate With AI First 1. Pulling fields out of inbound documents By hand: An AP clerk opens a PDF invoice, reads the vendor name, invoice number, PO reference, line items, and total, then keys them into the ERP. Repeat 400 times a month. Automated: A Make scenario watches the AP mailbox, sends each attachment to a vision-capable model with a strict output schema, and writes the result into your accounting system. Field-level extraction on clean invoices is now running in the 95 to 99 percent range, and unstructured or handwritten documents land closer to 88 to 93 percent. That last number matters. Build a confidence threshold into the scenario and route anything below it to a human review queue instead of pretending the model is perfect. Watch for: Duplicate detection. I always add a lookup against existing invoice numbers before writing a new record. 2. Triaging the shared inbox By hand: Someone opens info@, support@, or orders@ every morning and forwards each message to whoever should own it. Automated: A scenario reads each new message, classifies it into your actual categories (billing question, RMA, new opportunity, vendor, recruiter spam), assigns a priority, and routes it to the right queue or person. The model gets your category definitions in the prompt, not generic ones. For one distribution client this cut the morning sort from roughly 45 minutes to a five minute exception review. The trick is a fallback category. When the model is not confident, it says so, and the message goes to a human rather than to the wrong department. 3. Turning meeting recordings into decisions and owners By hand: Someone volunteers to take notes, does a mediocre job because they are also participating, and sends a summary two days later that nobody reads. Automated: The recording transcript comes in via webhook, an AI module extracts decisions, action items, owners, and dates against a fixed schema, and each action item becomes a task in your project tool with the owner already assigned. The quality difference here comes from the prompt. "Summarize this meeting" gives you a wall of text. "Return only commitments where a specific person agreed to do a specific thing, with the person's name and any stated deadline" gives you something you can act on. 4. Enriching and scoring inbound leads By hand: A rep receives a form fill, opens LinkedIn and the company website, guesses at company size and fit, and decides whether to bother. Automated: Form submission hits a webhook, the scenario calls an enrichment source for firmographics, then an AI module scores fit against your written ICP definition and produces a two sentence rationale. High scores go straight to a rep with the rationale attached. Low scores go to nurture. The rationale is the part people skip and the part that earns trust. A number alone gets argued with. A number plus "manufacturer, 340 employees, hiring an operations analyst, matches your mid-market ICP" gets acted on. 5. Drafting responses to RFPs and security questionnaires By hand: A 180-question security questionnaire lands, and three people spend a week digging through old submissions to find how you answered last time. Automated: Questions are parsed into rows, each one is matched against a vector store of your previously approved answers, and an AI module drafts a response grounded only in that retrieved content. Every draft carries a source reference and a confidence flag. This one is a draft accelerator, not a send-it automation. Your subject matter experts still approve every answer. But they are editing instead of starting from a blank page, and the turnaround usually drops from days to hours. 6. Categorizing and tagging support tickets By hand: Agents pick a category from a dropdown, mostly wrong, mostly the first option, and your reporting is useless as a result. Automated: On ticket creation, an AI module reads the subject and body and assigns product area, issue type, and sentiment. It runs on every ticket, consistently, with the same definitions. The payoff is not agent time. It is that six months later you can actually answer "what are our top five failure modes by volume" without a manual audit. I have had clients discover a recurring integration defect this way that had been invisible in their old tagging. 7. Reconciling two systems that disagree By hand: Someone exports from the CRM, exports from the billing system, drops both into Excel, and hunts for mismatches on the first Tuesday of the month. Automated: A scheduled Make scenario pulls both datasets, matches records on a shared key, and flags differences in status, amount, or owner. An AI module then classifies each mismatch into a likely cause (renewal not yet booked, currency mismatch, duplicate account) so the finance team triages a categorized list rather than a raw diff. Watch for: Start read-only. Report the mismatches for a month before you let anything write corrections back. 8. Producing the weekly roll-up By hand: A manager spends Friday afternoon reading status updates and rewriting them into an email nobody responds to. Automated: A scheduled scenario collects the week's changes from your project tool, ticketing system, and CRM, and an AI module writes a summary in your house format: what moved, what slipped, what needs a decision. Keep this one honest. I tell the model explicitly to state when data is missing rather than smoothing over it. A roll-up that quietly omits a stalled project is worse than no roll-up. How to sequence these Pick the task where the cost of a mistake is low and the volume is high. Ticket tagging and inbox triage are ideal first builds for exactly that reason. Document extraction and reconciliation are higher value but need review queues and a longer proving period. Whatever you pick, measure the before state first. Time a person doing the task ten times. Without that baseline you will have no defensible answer when your CFO asks what the automation returned. FAQ How much does an automation like this cost to run? The Make.com subscription is usually the smaller line item. Model API usage is the variable cost and depends on volume and document size. For most of the builds above, clients land somewhere between $50 and $400 a month in combined platform and model costs. The build itself is the larger investment. Do we need to replace our existing systems? No. Every scenario above sits on top of what you already run. That is the point of an integration platform. Your ERP, CRM, and ticketing tools stay where they are. What happens when the AI gets something wrong? You design for it. Confidence thresholds, human review queues for anything uncertain, and error handling that routes failures to a person rather than silently dropping records. Any build that assumes the model is always right will fail in month two. Which of these should a 300-person company do first? Usually inbox triage or ticket categorization. Both are high volume, low risk, and produce a visible result within days, which makes the next project much easier to get approved. Ready to pick your first one? If you can name two or three tasks on this list that your team does every week, that is enough to start a conversation. Get in touch and we will look at your actual volumes and figure out which build pays for itself fastest.

Jul 29, 2026

When Off-the-Shelf Software Stops Fitting: A Guide to Custom Software for Growing Companies

Custom software development for growing companies: how to know when off-the-shelf tools stop fitting, and what to do about it.

Custom Software

Resources

Operations leader reviewing a custom software dashboard built for a growing company.

Jul 29, 2026

When Off-the-Shelf Software Stops Fitting: A Guide to Custom Software for Growing Companies

Custom software development for growing companies: how to know when off-the-shelf tools stop fitting, and what to do about it.

Custom Software

Resources

Operations leader reviewing a custom software dashboard built for a growing company.

Jul 9, 2026

How to Write AI Prompts for Business That Actually Work, With Examples

Learn how to write AI prompts for business with a simple four-part structure and copy-paste examples your whole team can reuse.

AI

Resources

Manager writing a structured AI prompt on a laptop

Jul 9, 2026

How to Write AI Prompts for Business That Actually Work, With Examples

Learn how to write AI prompts for business with a simple four-part structure and copy-paste examples your whole team can reuse.

AI

Resources

Manager writing a structured AI prompt on a laptop

Jul 2, 2026

7 monday.com Automation Ideas Every Company Should Set Up With AI

7 monday.com automation ideas every growing company should set up with AI, from a certified partner. Practical recipes to cut manual work across your team.

monday.com

Resources

monday.com automation ideas shown in the automations center of a board

Jul 2, 2026

7 monday.com Automation Ideas Every Company Should Set Up With AI

7 monday.com automation ideas every growing company should set up with AI, from a certified partner. Practical recipes to cut manual work across your team.

monday.com

Resources

monday.com automation ideas shown in the automations center of a board

Jun 23, 2026

7 AI Automations Every Growing Company Should Set Up in monday.com

Seven practical monday.com automation ideas using AI that growing companies can set up to cut manual work across sales, service, and operations.

monday.com

Resources

AI-powered monday.com automation ideas.

Jun 23, 2026

7 AI Automations Every Growing Company Should Set Up in monday.com

Seven practical monday.com automation ideas using AI that growing companies can set up to cut manual work across sales, service, and operations.

monday.com

Resources

AI-powered monday.com automation ideas.

Jun 15, 2026

The monday.com Setup Checklist for a New Small Business

A monday.com setup checklist for new small businesses, from a certified partner. Set up workspaces, boards, columns, and your first automation the right way.

monday.com

Resources

monday.com board showing groups, status columns, and a small team's project tasks

Jun 15, 2026

The monday.com Setup Checklist for a New Small Business

A monday.com setup checklist for new small businesses, from a certified partner. Set up workspaces, boards, columns, and your first automation the right way.

monday.com

Resources

monday.com board showing groups, status columns, and a small team's project tasks

Jun 8, 2026

AI Automations: What to Automate First

AI automation for small business, explained simply. Learn what to automate first, how to pick tasks, and avoid common mistakes. A practical owner's guide.

AI Automations

Resources

Small business owner reviewing an AI automation plan on a laptop at a tidy desk

Jun 8, 2026

AI Automations: What to Automate First

AI automation for small business, explained simply. Learn what to automate first, how to pick tasks, and avoid common mistakes. A practical owner's guide.

AI Automations

Resources

Small business owner reviewing an AI automation plan on a laptop at a tidy desk

Jun 2, 2026

How to Add AI Automations to monday.com: A Small Business Guide

A certified monday.com partner explains how to add AI automations to monday.com step by step, so your small business saves hours of manual work each week.

monday.com

Resources

small business owner setting up AI automation in monday.com on a laptop

Jun 2, 2026

How to Add AI Automations to monday.com: A Small Business Guide

A certified monday.com partner explains how to add AI automations to monday.com step by step, so your small business saves hours of manual work each week.

monday.com

Resources

small business owner setting up AI automation in monday.com on a laptop

Jan 8, 2025

How to Automatically Connect the Dependency Column in monday.com to the Previous Item or Task Using Make.com

Use Make.com to link every new monday.com item to the one above it in the Dependency column. Includes a free Make blueprint and step-by-step setup.

Make

Resources

Automatically Connect Dependency Columns

Jan 8, 2025

How to Automatically Connect the Dependency Column in monday.com to the Previous Item or Task Using Make.com

Use Make.com to link every new monday.com item to the one above it in the Dependency column. Includes a free Make blueprint and step-by-step setup.

Make

Resources

Automatically Connect Dependency Columns

Jun 25, 2024

How to Work Around the Connected Board Limit in monday.com Using Make.com

Hit the connected board limit in monday.com? Here is how to sync high-level and low-level boards with Make.com instead, step by step.

Make

Resources

monday.com Portfolio board used to show the connected board limit workaround with Make.com

Jun 25, 2024

How to Work Around the Connected Board Limit in monday.com Using Make.com

Hit the connected board limit in monday.com? Here is how to sync high-level and low-level boards with Make.com instead, step by step.

Make

Resources

monday.com Portfolio board used to show the connected board limit workaround with Make.com

Apr 4, 2024

Mastering Views and Filters in monday.com

A practical tour of monday.com views and filters: Table, Kanban, Gantt, Workload and more, plus filter examples that keep busy boards readable.

monday.com

Resources

Jason Keenan beside a monday.com Gantt view, cover for the views and filters guide

Apr 4, 2024

Mastering Views and Filters in monday.com

A practical tour of monday.com views and filters: Table, Kanban, Gantt, Workload and more, plus filter examples that keep busy boards readable.

monday.com

Resources

Jason Keenan beside a monday.com Gantt view, cover for the views and filters guide

Feb 26, 2024

Automation Inspiration: Streamline Meetings with Google Meet, Make, and ChatGPT

Turn Google Meet transcripts into summaries and task lists automatically with Make and ChatGPT, so nobody has to take notes during the call.

Make

Automations

Automatic Meeting Note Taking with Make

Feb 26, 2024

Automation Inspiration: Streamline Meetings with Google Meet, Make, and ChatGPT

Turn Google Meet transcripts into summaries and task lists automatically with Make and ChatGPT, so nobody has to take notes during the call.

Make

Automations

Automatic Meeting Note Taking with Make

Feb 1, 2024

Why Hiring a monday.com Consultant Can Transform Your Business

How a monday.com consultant helps new and experienced teams set up solid foundations, automate manual work and get more out of the platform.

monday.com

Resources

monday.com Team projects board with status and timeline views

Feb 1, 2024

Why Hiring a monday.com Consultant Can Transform Your Business

How a monday.com consultant helps new and experienced teams set up solid foundations, automate manual work and get more out of the platform.

monday.com

Resources

monday.com Team projects board with status and timeline views

Jan 25, 2024

How to Create and Connect High-Level / Low-Level Boards in monday.com

Learn the difference between high-level and low-level boards in monday.com and how to connect them with Connect boards and mirror columns.

monday.com

Resources

Jason Keenan beside a monday.com high-level board connected to low-level boards

Jan 25, 2024

How to Create and Connect High-Level / Low-Level Boards in monday.com

Learn the difference between high-level and low-level boards in monday.com and how to connect them with Connect boards and mirror columns.

monday.com

Resources

Jason Keenan beside a monday.com high-level board connected to low-level boards

Dec 12, 2023

My Experience at the monday.com Advanced Workflow Workshop in NYC

Inside the monday.com Advanced Workflow Workshop in New York: the 6-step method the implementation team uses to map workflows and build blueprints.

monday.com

MAKEITFLOW

Entrance of the monday.com office at 111 East 18th Street in New York City

Dec 12, 2023

My Experience at the monday.com Advanced Workflow Workshop in NYC

Inside the monday.com Advanced Workflow Workshop in New York: the 6-step method the implementation team uses to map workflows and build blueprints.

monday.com

MAKEITFLOW

Entrance of the monday.com office at 111 East 18th Street in New York City

Nov 29, 2023

The MAKEITFLOW Approach to monday.com Workflow Optimization

The five phases MAKEITFLOW uses to improve monday.com workflows: assessment, design, implementation, training and support.

monday.com

MAKEITFLOW

Illustration of a monday.com team planning board for the MAKEITFLOW workflow approach

Nov 29, 2023

The MAKEITFLOW Approach to monday.com Workflow Optimization

The five phases MAKEITFLOW uses to improve monday.com workflows: assessment, design, implementation, training and support.

monday.com

MAKEITFLOW

Illustration of a monday.com team planning board for the MAKEITFLOW workflow approach

Nov 27, 2023

How to Set Up High-Level/Low-Level Boards in monday.com

Learn how to set up high-level and low-level boards in monday.com to follow your whole project portfolio at a glance while teams manage the details.

monday.com

Resources

Blog Card Image

Nov 27, 2023

How to Set Up High-Level/Low-Level Boards in monday.com

Learn how to set up high-level and low-level boards in monday.com to follow your whole project portfolio at a glance while teams manage the details.

monday.com

Resources

Blog Card Image

Oct 5, 2023

One step further: how to keep a history of recurring tasks in monday.com

Take recurring tasks in monday.com one step further: this video shows how to keep a history of each occurrence so completed work is never lost.

monday.com

Resources

Blog Card Image

Oct 5, 2023

One step further: how to keep a history of recurring tasks in monday.com

Take recurring tasks in monday.com one step further: this video shows how to keep a history of each occurrence so completed work is never lost.

monday.com

Resources

Blog Card Image

Sep 22, 2023

How to easily create recurring tasks in monday.com

Stop recreating the same tasks by hand. See how to easily set up recurring tasks in monday.com so routine work shows up automatically, on schedule.

monday.com

Resources

Blog Card Image

Sep 22, 2023

How to easily create recurring tasks in monday.com

Stop recreating the same tasks by hand. See how to easily set up recurring tasks in monday.com so routine work shows up automatically, on schedule.

monday.com

Resources

Blog Card Image

Sep 12, 2023

3 Ways to Hide Columns in monday.com

Not everyone needs to see every column. Discover 3 ways to hide columns in monday.com and keep sensitive information visible only to the right people.

monday.com

Resources

Blog Card Image

Sep 12, 2023

3 Ways to Hide Columns in monday.com

Not everyone needs to see every column. Discover 3 ways to hide columns in monday.com and keep sensitive information visible only to the right people.

monday.com

Resources

Blog Card Image

Apr 1, 2023

Working Remotely in the D.R.

What four weeks of working remotely from the Dominican Republic with a kid in tow really looked like: the pros, the cons and practical tips.

Entrepreneurship

Travel

Working on the Beach

Apr 1, 2023

Working Remotely in the D.R.

What four weeks of working remotely from the Dominican Republic with a kid in tow really looked like: the pros, the cons and practical tips.

Entrepreneurship

Travel

Working on the Beach
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Hand-drawn ink illustration of Plateau Montreal streets with spiral staircases and a café awning

Ready to put AI to work for your team?

Schedule a free call with our team and get started on your project today

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Hand-drawn ink illustration of Plateau Montreal streets with spiral staircases and a café awning

Based near Montreal, Quebec, MAKEITFLOW is an AI consulting firm offering custom automations, AI agents, AI training and governance, along with monday.com AI workspace implementation.

monday.com Partner
Make Partner
English

Services

AI & Automation Consulting

Custom Software Development

monday.com Implementation

Company

About

Articles

Contact

Contact

Located near Montreal, QC, Canada

Mon–Thu, 8:30 AM – 4:30 PM

Fri, 8:30 AM - 12:00 PM

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LinkedIn ↗

© 2026 MAKEITFLOW. All rights reserved.

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Based near Montreal, Quebec, MAKEITFLOW is an AI consulting firm offering custom automations, AI agents, AI training and governance, along with monday.com AI workspace implementation.

monday.com Partner
Make Partner
English

Services

AI & Automation Consulting

Custom Software Development

monday.com Implementation

Company

About

Articles

Contact

Contact

Located near Montreal, QC, Canada

Mon–Thu, 8:30 AM – 4:30 PM

Fri, 8:30 AM - 12:00 PM

YouTube ↗

LinkedIn ↗

© 2026 MAKEITFLOW. All rights reserved.

Privacy Policy

Terms & Conditions

Based near Montreal, Quebec, MAKEITFLOW is an AI consulting firm offering custom automations, AI agents, AI training and governance, along with monday.com AI workspace implementation.

monday.com Partner
Make Partner
English

Services

AI & Automation Consulting

Custom Software Development

monday.com Implementation

Company

About

Articles

Contact

Contact

Located near Montreal, QC, Canada

Mon–Thu, 8:30 AM – 4:30 PM

Fri, 8:30 AM - 12:00 PM

YouTube ↗

LinkedIn ↗

© 2026 MAKEITFLOW. All rights reserved.

Privacy Policy

Terms & Conditions