Turn monday.com into a self-running operating system

We design monday.com automations for Sales, Marketing, Operations, Finance, HR, Customer Success, Project Delivery, and other business functions. From task routing and approvals to reminders, notifications, escalations, recurring tasks, and cross-team handoffs, we build automation around how your teams work.

Yes, and we recommend starting here rather than automating everything at once. We audit your existing boards and workflows to identify repetitive, high-friction tasks that consume time, create errors, or slow down handoffs. We then prioritize the automations with the greatest potential impact, so your team sees value quickly without adding unnecessary complexity.

Built-in monday.com automations work well for common workflows using predefined triggers, conditions, and actions. Custom automation is better suited to more complex requirements involving advanced business rules, conditional logic, multi-step processes, external systems, or functionality. We assess your needs first and recommend the simplest approach that will support the workflow.

Yes! We can automate deadline tracking, reminders, overdue alerts, and escalation rules based on your SLAs and operational needs. For example, a task can trigger reminders before a deadline, notify a manager when an SLA is at risk, and escalate automatically when an item remains unresolved. Dashboards can then give teams and managers visibility into what needs attention.

Yes. We use monday AI where it can add meaningful value to your workflows. For example, summarizing update threads, extracting information from text, generating first drafts, categorizing requests, or finding potential risks.

We design automations with appropriate access controls, least-privilege permissions, and clear ownership of workflows and administrative access. We also document key automation logic and dependencies so your team understands what is running, who manages it, and how it can be maintained over time.

The timeline depends on the number of workflows, complexity of automation logic, integrations involved, and business objectives. Simple automations can be configured within days, while cross-functional automation programs may require a phased rollout. We establish clear milestones and scope upfront, so you have visibility throughout the engagement.

Yes! We can automate workflows such as routing items based on category, value, owner, or status, which triggers sequential approvals, assigns work automatically, and escalates items that remain unactioned. When requirements go beyond native monday.com capabilities, we can extend the workflow through integrations, APIs, or custom applications.

Yes! Launching automation is only the beginning. We can monitor how workflows perform in real-world use, identify challenges or unnecessary steps, refine automation logic, and introduce new improvements as your processes change. This helps keep your monday.com environment efficient instead of allowing automations to become outdated or difficult to manage.

Automation works best when it starts with a clear understanding of the business process behind it. TransFunnel combines monday.com consulting, implementation, workflow optimization, integrations, and custom development to design automation around your operating model. We assess your existing workflows, identify the opportunities to automate, implement and test the solution, and help your team manage it after launch.