Your team is doing

work that a machine

should be doing

We build the monday.com automations that take it off their plate: approvals, handoffs, status updates, alerts, and the chains monday does not ship. Fixed scope, fixed price.

What we automate

What we automate

monday ships ready-made recipes and you should switch those on yourself. We build the automations it does not ship.

Approvals and escalations

Requests that reassign after 24 hours, escalate after 48, and route to a delegate when the approver is away.

Cross-board chains

Statuses, subitems, and parent items kept in sync across boards, so the work moves without anyone chasing it.

Integrations that need an engineer

Two-way sync with NetSuite, QuickBooks, your ERP, or Slack. Where the native connectors stop, we build the rest.

The basics are free. This is the work.

The basics are free. This is the work.

monday ships ready-made recipes: status changes, date reminders, notifications. You can switch those on yourself in ten minutes, and you should. Nobody hires a consultant for that. You hire for the automations monday does not ship, and those are the ones we build.

Two ways to start

One automation, fixed scope

We build and ship a single automation you can watch working. $1,500 fixed. If it does not remove the manual work, you do not continue. This is the path for a team that wants proof before it funds a program.

The full automation build

We map where the work actually leaks, rank the automations by hours recovered, and build them in order. Fixed scope per automation, priced before you commit.

How a build runs

Week 1

We map the process as it actually runs, find where items stall, and name the automation that removes the most manual work.

Week 2

We build it in your monday account, wire the boards, and test the logic against real records before anything goes live.

Week 3 onward

The automation runs. We watch it for 30 days, fix what the real world breaks, and hand you the keys.

What we actually build

Not status changes and reminders. The automations that span boards, enforce rules, and survive contact with a real operation.

The build

What it does

What stays human

Retail deduction recovery

A deduction hits the ledger, routes by retailer and value, starts the dispute clock, and escalates at five days out.

Files the dispute

Order to cash

Orders move intake to fulfilment to invoice to payment across four boards, rolled into one aging view.

Chases the exception

Supplier follow-up

A PO is issued. No supplier confirmation at day two escalates to the buyer and logs the delay.

Calls the supplier

Hygiene guards

No duplicate items, required fields enforced on close, statuses kept honest so dashboards do not lie.

Fixes the record

Who owns what

The automation runs on its own.

It handles the routine work and raises only what needs human judgment.

You own the build.

The build fee purchases your production asset, and it keeps running even if our partnership ends.

We keep it running.

The monthly fee keeps it monitored, refined, and evolving as the business changes.

You own it. We keep it running.

Scale, once it is working

Each automation is $1,500 to build, fixed scope. Three or more in one engagement, $1,200 each. Ongoing monitoring and refinement from $500 a month. monday.com seats and credits are billed at cost and shown separately.

Who this is for

Mid-market and enterprise teams, typically 50 to 1,000+ people, whose AI work is scattered across tools, whose stack has grown faster than their process, or whose leaders need a credible plan before funding a rollout. Sponsors are usually the CEO, COO, VP Operations, Head of Digital Transformation, or RevOps.

Security-conscious deployment

Healthcare, finance, and other regulated teams can deploy inside their own tenant or fully self-hosted. Scope and controls are confirmed during the audit.

monday.com automation

monday.com automation

We are a monday.com channel partner. We build the automations that run your operation inside monday: the handoffs, the escalations, and the chains across boards. Fixed scope, fixed price, and we show you the hours it removes before you commit.

What a build includes

Mapped first

We watch the process run before we automate it, so we automate the work that actually happens.

Built in your account

Built in your monday account, on your boards, with your naming. Nothing lives in a tool you cannot see.

Tested against real records

Run against live records before it goes on, so it does not corrupt data the week you launch.

Monitored for 30 days

We watch it for 30 days, fix what the real world breaks, then hand you the keys.

What we do not do

We do not sell you the recipes monday gives away. If all you need is the built-in automations switched on, do that yourself today, for free. What we build is what monday does not ship.

Why it is not a template build

A template build copies someone else's process, and yours does not run that way. We map how the work actually moves, then build the automation around it, which is why it holds up after the first month.

What it costs

Automations start at $1,500 each, fixed scope.

Three or more in one engagement, $1,200 each.

monday.com seats are billed by monday.com directly, commonly around $50 per seat per month depending on plan.

Ongoing monitoring and refinement from $500 a month, only for the automations you keep.

What it returns

20% recovered on a $30M CPG supply chain.

Loan qualification and processing went from six people to two, with $500K+ deals moving through monday.com.

Transaction reconciliation went from hours a week to 30 minutes to review.

“Our company decided to switch from Salesforce to monday.com. William was instrumental in helping us create the hundreds of processes we needed in place to run our sales organization. Our timeline was tight but he managed to get us up and running within the allotted time. We now have a fully functioning Salesforce replacement and save several tens of thousands of dollars a year with our new setup.”

Tell us what you are trying to run on monday.com and we will tell you what the build takes.

Stop paying people to move data.

Start with a 30-minute review. We will tell you which automations are worth building, and which you should switch on yourself for free.

Your Business deserves a system

that works.


Stop feeling overwhelmed and start outsmarting the competition. Subscribe to our newsletter and never miss out on the latest AI tools that can boost your business.

Your Business deserves a system

that works.


Stop feeling overwhelmed and start outsmarting the competition. Subscribe to our newsletter and never miss out on the latest AI tools that can boost your business.

Your Business deserves a system

that works.


Stop feeling overwhelmed and start outsmarting the competition. Subscribe to our newsletter and never miss out on the latest AI tools that can boost your business.

Got Questions. We'd Love to Hear From You.

If you have any questions or just want to connect, please feel free to reach out.

Looking to migrate to Monday.com from a different CRM or Spreadsheets?

Visit migratetomonday.com to find out more.

© 2026 Get Efficient. All Rights Reserved.

Got Questions. We'd Love to Hear From You.

If you have any questions or just want to connect, please feel free to reach out.

Looking to migrate to Monday.com from a different CRM or Spreadsheets?

Visit migratetomonday.com to find out more.

© 2026 Get Efficient. All Rights Reserved.

Got Questions. We'd Love to Hear From You.

If you have any questions or just want to connect, please feel free to reach out.

Looking to migrate to Monday.com from a different CRM or Spreadsheets?

Visit migratetomonday.com to find out more.

© 2026 Get Efficient. All Rights Reserved.

Got Questions. We'd Love to Hear From You.

If you have any questions or just want to connect, please feel free to reach out.

Looking to migrate to Monday.com from a different CRM or Spreadsheets?

Visit migratetomonday.com to find out more.

© 2026 Get Efficient. All Rights Reserved.