Getting Started Guide | Automation Scheduler

Automation Scheduler: Scheduled Bulk Automation for monday.com

Automation Scheduler extends monday.com's native automations with time-based bulk processing, enabling you to run automation sequences across multiple items simultaneously on a schedule.

How It Works

Two-Part Recipe System:

• Action Sequences: Create reusable, named automation sequences using monday.com's standard automation actions: notifications, status changes, item moves, plus any third-party app actions.
• Filter Recipes: Choose from pre-built templates that scan your board periodically and execute your Action Sequences on matching items.

📥 Installing the App

1. Go to Apps (App Marketplace) in your monday.com sidebar.
2. Search for Automation Scheduler and click Install.
3. Choose your board and grant permissions.

🛠️ Setting Up Your First Automation

1. Navigate to your board and click "Automation" at the top.
2. Search "Automation Scheduler" to create your action.
   
3. Set your "Identifier(s)" and click "Create Automation".
   
4. Click "Integrate" and search "Automation Scheduler" again for the trigger.
5. Choose your integration and match the "Identifier(s)" from Step 3.
   
   

That's all! Watch the automation do its work!