In today’s fast-paced business world, automation isn’t just a buzzword, it’s a competitive advantage. Especially in project management, the ability to automate repetitive tasks can save countless hours and eliminate human error.But here’s the catch: Not all automation is unlimited. Platforms like Monday.com, while powerful, come with specific automation limits that can affect how you scale your workflows.
This guide dives into how business process automation works in Monday.com, what limits to watch out for, and how tools like ReadyLogic, Zapier, and Make.com can help you make the most of every automation action.
Understanding Monday.com Automations
Monday.com automations are pre-set triggers and actions that simplify your workflows by handling repetitive tasks for you. They keep teams on track, minimize manual work, and make sure every detail is accounted for.
What Are Monday.com Automations?
Monday.com automations are rule-based workflows that let you automate actions within your boards like moving tasks, sending notifications, or updating statuses. Think of them as your virtual assistants that take care of repetitive work while you focus on what matters.
Key Benefits of Using Monday Automations
- Save time on manual updates
- Improve accuracy in task tracking
- Streamline communication across teams
- Boost productivity with less effort
How Automations Help Automate Tasks in Workflows
From auto-assigning team members to notifying stakeholders when a project status changes, automations eliminate bottlenecks and ensure tasks move forward without delays.
Monday.com Automation Limits Explained
Automation Actions vs. Integration Actions
Monday.com separates automations into two categories:
- Automation actions: Internal to Monday.com (e.g., changing a status or moving an item).
- Integration actions: Use integrations to perform actions in external tools like Slack, Gmail, and Make.com.
Both count toward your monthly quota, so tracking usage is key.
Limits Based on Plan (Free, Basic, Standard, Pro, Enterprise)
Here’s a quick breakdown of Monday.com’s automation limits per plan:
- Free: No automations
- Basic: 250 actions/month
- Standard: 250–500 actions/month
- Pro: 25,000 actions/month
- Enterprise: Custom limits
If you’re a fast-scaling team, the Pro plan is where things start getting serious.
How to Check Your Automation Usage in Monday.com Dashboard
Go to your account settings → Admin → Usage → Automations. There, you’ll see how many actions you’ve used and how many remain for the month.
How Monday.com Compares to Other Task Automation Tools
Monday.com vs. ClickUp Automation
ClickUp offers similar automation features, but Monday.com wins when it comes to UI simplicity and easier automation setup. However, ClickUp allows for more complex logic in some scenarios.
Comparing Task Automation Software for Scalability
Monday.com is great for teams who prefer plug-and-play automation. For companies needing deeper customization, pairing it with Make.com or Zapier is a smart move.
Use Case Scenarios: Project Management Automation vs CRM Automation
- Project management: Automate timeline updates, task assignments, and reminders.
- CRM: Trigger actions when a lead status changes, send follow-up emails, or update sales pipelines.
Using Monday.com Features to Maximize Automations
Building Custom Workflows with Monday.com CRM
The Monday CRM lets you create workflows specifically for sales, marketing, and customer service. Automate lead status changes, follow-ups, and hand-offs between teams.
Automate Tasks for Sales Forecasting and Lead Tracking
Set up rules that automatically adjust sales projections or notify managers when leads reach specific milestones.
Creating Automation Recipes for Repetitive Work
Use Monday.com’s pre-built automation “recipes” or build your own using “When this happens, do that” logic. Simple but powerful.
How ReadyLogic Helps You Automate Smarter
Streamlining Processes Using Monday.com + Make.com
At ReadyLogic, we integrate Make.com with Monday.com to automate cross-platform workflows. Consider automatically syncing client information across platforms or generating reports with ease.
Zapier Integrations for Cross-Platform Automation
Zapier connects Monday.com with 5,000+ other apps. Automate everything from email marketing to calendar invites without touching a line of code.
Tailoring Automation for Sales Teams with AI-Powered CRM Tools
We help businesses design AI-enhanced automation workflows that reduce sales cycle friction and improve lead conversion using custom CRM builds inside Monday.com.
Enhancing Project Management Automation
Automating Project Timelines, Reminders, and Notifications
Don’t manually remind your team to automate it. Set rules to send updates when deadlines are near or when statuses change.
Task Dependencies and Status Updates Made Easy
Use automations to trigger follow-up tasks only when predecessors are marked “Done.” No more manual check-ins.
Project Templates That Include Automation Recipes
Create project templates that already include automation flows perfect for recurring projects like client onboarding or campaign launches.
Tips for Staying Within Your Monday.com Automation Limits
Reviewing and Optimizing Active Automations
Regularly audit which automations are being used and which are wasting actions. Clean house monthly.
Merging Multiple Automations into Efficient Flows
Instead of multiple single-action automations, combine them using multi-step logic. One action, many results.
Deleting Unused Automations to Reclaim Quota
Unused automations still count toward your limit. Delete unnecessary items to free up more storage space.
Conclusion
Monday.com automations are a powerful way to streamline your project management, sales, and operations. But hitting automation limits can create bottlenecks if you’re not paying attention. With smart planning and the help of tools like Make.com, Zapier, and expert support from ReadyLogic, you can go beyond basic automation and build workflows that truly scale.
Partner with ReadyLogic to get the most out of Monday.com, because smart automation isn’t just about doing more, it’s about doing it better.
