monday.com automation

仓库: claude-office-skills/skills
安装量: 156
排名: #5549

安装

npx skills add https://github.com/claude-office-skills/skills --skill 'Monday.com Automation'
Monday.com Automation
Comprehensive skill for automating Monday.com work management and team workflows.
Core Concepts
Board Structure
BOARD ANATOMY:
┌─────────────────────────────────────────────────┐
│ 📋 Project Board │
├─────────────────────────────────────────────────┤
│ Group: Sprint 1 │
│ ┌─────────┬────────┬────────┬────────┬────────┐│
│ │ Item │ Status │ Person │ Date │ Budget ││
│ ├─────────┼────────┼────────┼────────┼────────┤│
│ │ Task 1 │ 🟢 Done│ Sarah │ Jan 15 │ $500 ││
│ │ Task 2 │ 🟡 WIP │ Mike │ Jan 20 │ $800 ││
│ │ Task 3 │ 🔴 Stuck│ Lisa │ Jan 18 │ $300 ││
│ └─────────┴────────┴────────┴────────┴────────┘│
│ │
│ Group: Sprint 2 │
│ ┌─────────┬────────┬────────┬────────┬────────┐│
│ │ Task 4 │ ⚪ New │ │ Jan 25 │ $600 ││
│ │ Task 5 │ ⚪ New │ │ Jan 28 │ $400 ││
│ └─────────┴────────┴────────┴────────┴────────┘│
└─────────────────────────────────────────────────┘
Column Types
column_types
:
status
:
labels
:
-
label
:
"Done"
color
:
green
-
label
:
"Working on it"
color
:
yellow
-
label
:
"Stuck"
color
:
red
-
label
:
"Not Started"
color
:
grey
person
:
allow_multiple
:
true
date
:
include_time
:
false
timeline
:
show_weeks
:
true
numbers
:
unit
:
"$"
text
:
multiline
:
false
dropdown
:
options
:
[
"Option A"
,
"Option B"
,
"Option C"
]
formula
:
expression
:
"{Numbers} * 1.1"
Automation Recipes
Built-in Automations
automations
:
-
name
:
"Status Change Notification"
trigger
:
type
:
status_change
column
:
"Status"
to
:
"Done"
action
:
type
:
notify
target
:
item_subscribers
message
:
"✅ {{item.name}} has been completed!"
-
name
:
"Due Date Assignment"
trigger
:
type
:
date_arrived
column
:
"Due Date"
action
:
type
:
change_status
column
:
"Status"
to
:
"Overdue"
-
name
:
"Auto-Assign New Items"
trigger
:
type
:
item_created
group
:
"Incoming"
action
:
type
:
assign_person
column
:
"Owner"
value
:
"team_lead"
-
name
:
"Move When Status Changes"
trigger
:
type
:
status_change
column
:
"Status"
to
:
"Done"
action
:
type
:
move_to_group
target
:
"Completed"
-
name
:
"Create Dependent Task"
trigger
:
type
:
status_change
column
:
"Status"
to
:
"Ready for Review"
action
:
type
:
create_item
board
:
"Review Board"
values
:
Name
:
"Review: {{item.name}}"
Link
:
"{{item.link}}"
Custom Automations
custom_recipes
:
-
name
:
"SLA Warning"
trigger
:
type
:
every_time_period
interval
:
"1 hour"
condition
:
-
column
:
"Status"
not_equals
:
"Done"
-
column
:
"Due Date"
within
:
"24 hours"
action
:
-
type
:
change_status
column
:
"Priority"
to
:
"Urgent"
-
type
:
notify
channel
:
"#alerts"
message
:
"⚠️ SLA at risk: {{item.name}}"
-
name
:
"Budget Rollup"
trigger
:
type
:
column_change
column
:
"Budget"
action
:
type
:
update_parent
column
:
"Total Budget"
formula
:
"SUM(subitems.Budget)"
Board Templates
CRM Board
crm_board
:
name
:
"Sales CRM"
groups
:
-
"New Leads"
-
"Contacted"
-
"Qualified"
-
"Proposal"
-
"Negotiation"
-
"Won"
-
"Lost"
columns
:
-
name
:
"Company"
type
:
text
-
name
:
"Contact"
type
:
text
-
name
:
"Email"
type
:
email
-
name
:
"Phone"
type
:
phone
-
name
:
"Deal Value"
type
:
numbers
unit
:
"$"
-
name
:
"Stage"
type
:
status
-
name
:
"Owner"
type
:
person
-
name
:
"Next Action"
type
:
date
-
name
:
"Lead Source"
type
:
dropdown
-
name
:
"Notes"
type
:
long_text
Project Tracker
project_board
:
name
:
"Project Tracker"
groups
:
-
"Backlog"
-
"This Sprint"
-
"In Progress"
-
"In Review"
-
"Done"
columns
:
-
name
:
"Task"
type
:
text
-
name
:
"Status"
type
:
status
-
name
:
"Assignee"
type
:
person
-
name
:
"Priority"
type
:
status
labels
:
[
"Critical"
,
"High"
,
"Medium"
,
"Low"
]
-
name
:
"Timeline"
type
:
timeline
-
name
:
"Estimated Hours"
type
:
numbers
-
name
:
"Actual Hours"
type
:
numbers
-
name
:
"Tags"
type
:
tags
-
name
:
"Dependencies"
type
:
dependency
Views & Dashboards
View Types
views
:
main_table
:
type
:
table
default
:
true
columns
:
all
kanban
:
type
:
kanban
group_by
:
"Status"
card_fields
:
-
"Assignee"
-
"Due Date"
-
"Priority"
timeline
:
type
:
timeline
date_column
:
"Timeline"
color_by
:
"Status"
calendar
:
type
:
calendar
date_column
:
"Due Date"
color_by
:
"Priority"
chart
:
type
:
chart
chart_type
:
bar
x_axis
:
"Status"
y_axis
:
count
workload
:
type
:
workload
person_column
:
"Assignee"
effort_column
:
"Estimated Hours"
Dashboard Widgets
dashboard
:
name
:
"Project Overview"
widgets
:
-
type
:
numbers
title
:
"Total Tasks"
board
:
"Project Board"
column
:
count
-
type
:
chart
title
:
"Tasks by Status"
board
:
"Project Board"
chart_type
:
pie
group_by
:
"Status"
-
type
:
battery
title
:
"Sprint Progress"
board
:
"Project Board"
group
:
"This Sprint"
-
type
:
timeline
title
:
"Project Timeline"
boards
:
[
"Project Board"
]
-
type
:
workload
title
:
"Team Workload"
board
:
"Project Board"
person_column
:
"Assignee"
Integration Workflows
Slack Integration
slack_automations
:
-
trigger
:
status_change_to_done
action
:
post_to_channel
:
"#wins"
message
:
"🎉 {{person}} completed {{item}}!"
-
trigger
:
item_stuck
action
:
post_to_channel
:
"#blockers"
message
:
"🚧 {{item}} is stuck. Owner: {{person}}"
-
trigger
:
new_item_created
action
:
post_to_channel
:
"#tasks"
message
:
"📋 New task: {{item}} ({{board}})"
Email Integration
email_automations
:
-
trigger
:
due_date_approaching
days_before
:
3
action
:
send_email
:
to
:
"{{item.person.email}}"
subject
:
"Task Due Soon: {{item.name}}"
body
:
|
Hi {{item.person.name}},
Your task "
{
{
item.name
}
}
" is due on
{
{
item.due_date
}
}
.
Please update the status or reach out if you need help.
API Workflows
// Monday.com GraphQL API Examples
// Create Item
const
createItem
=
`
mutation {
create_item (
board_id: 123456789,
group_id: "new_group",
item_name: "New Task",
column_values: "{\"status\":\"Working on it\",\"person\":\"12345\"}"
) {
id
}
}
`
;
// Update Status
const
updateStatus
=
`
mutation {
change_column_value (
board_id: 123456789,
item_id: 987654321,
column_id: "status",
value: "{\"label\":\"Done\"}"
) {
id
}
}
`
;
// Query Items
const
queryItems
=
`
query {
boards (ids: 123456789) {
items_page (limit: 50) {
items {
id
name
column_values {
id
value
}
}
}
}
}
`
;
Best Practices
Group Organization
Use groups for workflow stages
Consistent Columns
Standardize across boards
Automation Rules
Reduce manual updates
Mirror Columns
Connect related boards
Dashboard Views
Provide executive visibility
Templates
Reuse board structures
Subitems
Break down complex tasks
Dependencies
Show task relationships
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