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Monday.com Automation Recipes for Status Changes

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Write automation recipes in plain words for a workflow.

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Suggest automation recipes for a monday.com board. Statuses and their meanings: [STATUSES]. People and roles: [PEOPLE]. Manual follow-ups people forget: [FORGOTTEN_STEPS]. Notifications that are too noisy or too quiet: [NOTIFICATION_ISSUES].

Write up to eight recipes in the form 'When [trigger], then [action]' with any condition, ordered by value, including at least one that sets a date, one that notifies a person and one that moves an item between groups. For each give the benefit, how often it would fire per week (state your assumption), the risk of confusing people, and who would notice if it stopped working and how. Avoid recipes that notify a whole team when one person needs to know. Show the expected effect on a sample board of 40 items with 5 status changes a day. Keep the count low and say which recipes can wait; warn about two recipes that might trigger each other and how to avoid that.

Mark recipes whose trigger or action wording you are unsure of [VERIFY in the automation centre], and do not claim the platform offers a recipe I have not seen. Test plan: a sample item and the order of status changes, and a monthly check of automation usage.

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Invented board of 40 items with 5 status changes a day. Recipe 1: when status changes to Done, set the completed date; saves about 30 seconds per item, 2.5 minutes a day. Recipe 2: when status changes to Waiting, notify the owner after 3 days (reduces chasing). Recipe 3: when a date arrives and status is not Done, notify the assignee.
Risk: recipe 3 can send many messages in a busy week; limit to the assignee only. Test with one sample item: move it through Working, Waiting, Done and check the dates and messages.

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