Monday.com Affiliate Link (what we call “Excel on steroids”): https://try.monday.com/nicollette
How many times a week do you have to tell someone on your team that a task is ready for them?
Every one of those moments is your attention spent on something a system could handle. When you're the one holding all the handoffs together, you're not just wasting time — you're building a business that can't run without you.
In this video, I'll show you exactly how to build a Monday.com automation that eliminates manual handoffs completely. When one task is marked done, the system automatically moves the next task to "Ready to Start" and sends the responsible team member a personalized notification — with your custom instructions already included. No email. No Slack message. No tap on the shoulder. The system becomes the handoff.
🔧 What You'll Learn:
How to build a custom automation in Monday.com from scratch
How to trigger a status change on a different column when a task is marked done
How to send a personalized notification to whoever is assigned to the next task
How to write notification messages that tell your team what to do — not just that something is ready
How to chain multiple actions so one trigger fires both a status change and a notification at the same time
💡 Why This Matters:
This single automation pattern is the building block of a fully self-running workflow. Stack enough of them together and your entire pipeline runs itself. My office currently runs over 260 automations — and I genuinely can't remember the last time I had to remind someone to do something. Not because my team is perfect. Because the system handles it.
This is one automation. Imagine 260 of them working for you every single day.
📌 Want help building Monday.com around your specific workflow? I offer private strategy sessions — link below.
👍 Like & subscribe for more content on building systems that let your business run without you.
⏱️ Chapter Timestamps
00:00 The Handoff Problem Most Offices Have
00:17 Why Manual Notifications Are Holding Your Team Back
01:45 Opening Monday.com and Navigating to Automations
01:47 Creating a Custom Automation From Scratch
02:00 Setting the Trigger: When a Status Changes to Done
02:30 Adding Action #1: Auto-Change the Next Task Status
03:04 Adding Action #2: Send a Custom Notification to the Right Person
04:29 Writing Notification Messages That Give Real Instructions
05:49 Live Demo: Watching the Automation Fire in Real Time
06:30 How to Scale This Pattern Across Your Entire Workflow
07:15 Running 260+ Automations in a Real Office
08:00 How to Get Help Building Monday.com for Your Business
I help business owners build businesses that don’t rely on them for everything.
If your business works — but only because you’re always “on” — this channel is for you.
👉 Apply to work with me: https://www.nicolletteharris.com/work...
🔗 The workflow system we use in my company:
Monday.com Affiliate Link (what we call “Excel on steroids”)
https://try.monday.com/nicollette
Affiliate Disclosure: Some of the links in this description are affiliate links, which means I may earn a commission if you choose to sign up — at no additional cost to you. I only recommend tools I personally use and genuinely believe help business owners save time and reduce overwhelm.