# Productivity

## The Automations That Work

### 1. The Daily Nudge

```sql
When: Date column "Due Date" is Today
Then: Notify item's Owner
```

That's it. People forget. A daily notification surfaces what needs attention.

### 2. The Stale Item Alert

```sql
When: Item hasn't been updated for 14 days
And: Status is not "Complete"
Then: Notify item's Owner
And: Change Priority to "High"
```

Projects don't fail at once. They die slowly through neglect.

### 3. Status-Based Handoffs

```sql
When: Status changes to "Ready for Review"
Then: Notify [Reviewer]
And: Assign [Reviewer]
```

Handoffs are where things fall through cracks.

### 4. Won Deal Processing

```sql
When: Status changes to "Won"
Then: Create item in "Onboarding" board
And: Notify [Success Team]
And: Set "Won Date" to Today
```

### 5. Lost Deal Documentation

```sql
When: Status changes to "Lost"
Then: Show popup asking "Lost Reason" (required)
And: Move to "Lost Deals" group
```

Without forced documentation, nobody records why deals are lost.

## The Automations That Don't Work

### Over-Notification

```sql
When: Status changes
Then: Notify everyone
```

People start ignoring notifications. Then they ignore the important ones too.

### Complex Conditional Chains

```sql
When: Status is "X"
And: Priority is "High"
And: Owner is not "John"
Then: Do 5 different things
```

Nobody remembers what it does. Nobody can debug it.

### Automating Bad Processes

Before automating, ask: "Should we even be doing this?" Automation amplifies whatever process you have — good or bad.

## The Meta-Advice

**Start with 3-5 automations.** Pick the highest-impact, simplest ones. Run them for a month.

**Document your automations.** When you need to debug later, this saves hours.

**Review quarterly.** Processes change. Disable unused automations.

**Resist the urge to automate everything.** The goal isn't maximum automation. It's minimum friction.

## Need Monday.com Automation Help?

We can help you build automations that actually get used.

Written by

#### Eyal Gantz

Founder & Lead Developer

Expert in e-commerce development and business automation with 10+ years of experience building custom technology solutions.

Tags: [monday.com](https://teamwil.co/blog/tag/monday.com) [automation](https://teamwil.co/blog/tag/automation) [productivity](https://teamwil.co/blog/tag/productivity)