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Introduction to Monday.com

• Overview of Monday.com
• Key features and modules (WorkManagement, CRM, and WorkForms)
• Customizing Monday for various operational areas (sales, marketing, HR, project management, etc.)
• Understanding Monday’s interface: boards, items, and columns

Automating Databases and Workflows

• Transitioning from manual to automated databases
  • Building boards for tracking data across different departments
  • Customizing columns for specific business needs (sales, project tracking, HR)
• Automating data input and updates
  • Using automation to handle repetitive tasks (e.g., email follow-ups, task assignments)
• Practical exercise: setting up a board for department-specific tracking (e.g., project management, sales pipeline)

Integrating WhatsApp via External API

• Introduction to external APIs for WhatsApp
  • Overview of WhatsApp API integration capabilities for various business functions
• Connecting WhatsApp to Monday
  • Maintaining communication with customers, team members, or leads in real time
  • Automating responses and follow-ups using triggers
• Practical exercise: setting up a WhatsApp API workflow for customer or internal team communication

Managing Customer or Project Statuses

• Defining custom statuses for different areas (e.g., sales, HR, marketing, projects)
  • Creating custom status columns for workflows (e.g., lead status, project progress, task completion)
• Automating status updates
  • Setting alerts and notifications based on status changes
• Practical exercise: implementing a status update flow for managing customer relationships or project progress

Utilizing the Full Monday Package

• WorkManagement for cross-department teams
  • Assigning tasks and timelines, tracking progress across departments
  • Creating automation for deadline reminders and task updates
• CRM: managing leads and relationships
  • Organizing lead/customer information and interaction history for any business area
  • Creating automation for customer nurturing, sales tracking, or service updates
• WorkForms: automating data collection
  • Building custom forms for gathering internal or customer data
  • Integrating forms with workflows to update databases automatically
• Practical exercise: using WorkForms to create a data collection form and connect it to a department-specific workflow

Best Practices for Multi-Area Automation

• Optimizing Monday.com workflows for various business functions
  • Sales, marketing, HR, project management, and more
• Tips for effective automation and integration
• Common challenges and troubleshooting
• Q&A session

Summary and Next Steps