Essential automation recipes for marketing teams using monday.com
Our marketing team (content, social, paid ads) wants to automate repetitive tasks in monday.com. What are your best automation recipes for marketing workflows?
3 Answers
Here are our top marketing automations: 1) Content Pipeline: When Status changes to 'Published', automatically move item to 'Promote' group and create subitems for social posts. 2) Campaign Launch: When campaign status changes to 'Live', automatically notify the team via Slack and create a 'Post-Campaign Analysis' item due in 7 days. 3) Social Media Scheduling: When a content item is marked 'Approved', create tasks for each social platform with specific due dates for posting. 4) Lead Assignment: When a new lead comes through a form integration, automatically assign to the right account manager based on territory or industry. 5) Weekly Recurring: Every Monday, automatically create 'Weekly Social Planning' and 'Content Review' tasks. These five automations alone saved us 15+ hours per week.
For paid ad campaigns, we use: When Status changes to 'Approved Creative', automatically create items in our 'Ad Copy' board with due dates based on the campaign launch date. We also set up automations to archive campaigns 30 days after end date to keep boards clean. The 'When any column changes' trigger is powerful for marketing because it catches all status updates.
One underused automation: Connect monday.com forms to your CRM. When someone fills out a 'Request Marketing Support' form, it automatically creates an item, assigns it to the marketing lead, and sends them a notification with all the details. This has eliminated our 'lost request' problem completely. Use the 'Create Item from Form' automation for this.