Mastering monday

Want to send customer surveys from monday.com and automatically track every response?

In this video, I walk through a custom survey system we built for a client using monday.com and Make. With the click of a button, the client can send a simple survey by email, capture the customer’s rating and comments, and automatically add the response back into monday.com.

This gives your team an easy way to monitor client satisfaction, catch unhappy customers earlier, and keep a history of feedback directly inside monday.com.

18 hours ago | [YT] | 0

Mastering monday

If you’re new to the monday.com admin section, this video walks through the key settings and controls you should know about. You’ll see how to manage users, billing, security, AI usage, integrations, permissions, automations, and more from one place.

I also cover some of the newer admin features, including AI governance, departments, content cleanup, app management, and Enterprise-level permissions.

1 week ago | [YT] | 1

Mastering monday

New feature: Set a default automation owner. Found in the admin section of your account. What do you think of this new feature?

3 weeks ago | [YT] | 0

Mastering monday

In this video, I walk through the exact four-phase process I use when reviewing monday.com accounts.

You’ll learn how to identify the real problems in your setup, define what monday.com should actually be doing for your business, compare that goal to what’s happening today, and create a clear plan for fixing it.

4 weeks ago | [YT] | 0

Mastering monday

If your monday.com boards feel messy, confusing, or difficult for your team to use, the problem could be the way they were set up.

In this video, I share four signs that your monday.com setup isn’t working properly and, more importantly, how to fix each one. You’ll learn how to make priorities clearer, simplify status columns, create useful views and reports, and build a system your team will actually want to use.

1 month ago | [YT] | 1

Mastering monday

Learn how to use monday.com automations and workflows to cut down on repetitive admin work and build more efficient business processes.

In this video, I walk through a practical four-step process for identifying what should be automated, including double data entry, repetitive tasks, workflow gaps, and disconnected tools. You’ll also see real client examples, including a case study showing how monday.com automations helped cut admin work by 50%, plus examples of automating client onboarding, project creation, handoffs, reporting, dashboards, and more.

Whether you're using monday.com for CRM, project management, operations, or a combination of all three, these examples will help you spot opportunities to save time and reduce manual work.

1 month ago | [YT] | 1

Mastering monday

Here are 9 reasons businesses use monday.com to stay organized, improve accountability, automate repetitive work, and keep everything in one place.

From dashboards and templates to automations and integrations, monday.com can replace scattered spreadsheets, emails, and disconnected tools with a system that grows with your business.

But there’s a catch: monday.com is only worth it if it’s set up properly for the way your business actually works.

Watch the video to see if monday.com is the right fit for your business.

1 month ago | [YT] | 1

Mastering monday

If your team manages work in monday.com but still relies on Microsoft tools for templates, documents, updates, or reporting, this is a great example of how the two can work together.

In this video, I show how monday.com can trigger a Microsoft Power Automate flow that takes information from a board and uses it in the tools your team already relies on.

1 month ago | [YT] | 0

Mastering monday

Struggling to set up monday.com or fix a specific issue? I recorded this video to walk you through the different places you can turn to for monday.com support. You'll also find out which type of help is best for different problems.

I cover four main support options: online tutorials and social media, AI tools such as Claude or ChatGPT, monday.com’s own support resources, and working with an experienced monday.com consultant.

1 month ago (edited) | [YT] | 1

Mastering monday

monday.com is much more than just a place to list tasks. When it’s set up well, it can give your company better visibility, clearer accountability, stronger reporting, and easier access to business data.

In this video, I walk through how monday.com can create more transparency across projects, clients, and teams. I also show how clear owners, deadlines, and dashboards can help your team stay on track while giving leaders better information for decision-making.

Lastly, I share how AI can take this even further. By connecting monday.com data to AI tools through MCP, you can ask questions, get reports, and access business insights faster.

So if you’re trying to understand what monday.com can really do for your business, or you need to explain the value to someone else on your team, this is a good one to watch.

1 month ago | [YT] | 0