monday.com and Make.com Integration for a Business Consulting Company
About The Company:
Our client is a leading business consulting firm that helps organizations streamline their operations through technology and process optimization.
Customer Challenges:
The client faced multiple challenges in managing their projects efficiently. The key concerns included:
- Project Management and Collaboration: The client needed a platform that allowed seamless task tracking, milestone setting, and automated reminders.
- Licensing and Cost Considerations: Determining the right plan and number of licenses was a challenge. The client required five user licenses and was considering the Professional edition.
- PDF Integration: The client needed a way to read and extract data from PDFs within Monday.com. However, Monday.com lacked native PDF reading and item creation features.
- Automation Requirements: The client wanted built-in automation for reminders, milestones, and task management. The need for an easy-to-configure automation system was crucial.
Solutions:
We assisted the client in implementing Monday.com. The approach included:
Licensing and Purchasing
The team recommended five user licenses of Monday.com for client, with the Professional edition offering 25,000 automation actions per month.
We also recommended to the client to start with three licenses initially or use the trial version to evaluate the platform’s features.
Implementation process
We offered post-license implementation services, including discovery, setup, and training.
The user training sessions (2-3 hours) covered workflow setup, automation configuration, and best practices.
While implementation was available at an additional cost, We provided free hours for clients with license purchases above $5,000-$6,000 USD.
Emphasized the importance of partner-led implementation over DIY approaches to avoid misconfiguration.
PDF Integration:
Since Monday.com does not have native PDF item creation, We explored two potential solutions:
- Make.com integration : A third-party tool for PDF reading and data extraction into Monday.com.
- Monday's "Extract with AI" feature : This was suggested as a potential solution but required testing due to its limited scope.
- The feasibility of integration depended on the PDF structure and format used by GoSource’s client.
Automation Capabilities:
CloudCache Consulting highlighted Monday.com’s built-in automation tools for task reminders, milestone tracking, and email notifications.
Demonstrated the user-friendly automation interface, which allowed configuring workflows in plain English without requiring coding skills.
Shared details on Monday.com’s automation limits:
- Standard plan: 250 automation actions per month.
- Professional plan: 25,000 automation actions per month.
Explained how automation could create sub-items, trigger actions based on milestones, and streamline project management.
Results:
This integration delivered very good results for the client, including:
- Workflow Automation Improvements : The client found Monday.com’s automation features intuitive and valuable in streamlining task management.
- PDF Feasibility: Make.com and AI extraction for PDF integration was positive resulting, helping the client evaluate the best option.
- Successful Training and Support :The training sessions ensured that the client was equipped to use Monday.com efficiently.
Technology and Tools Used:
monday.com, make.com
Final Words :
The implementation of monday.com for the client was a strategic move to enhance project management, automate workflows, and improve collaboration. CloudCache Consulting played a crucial role in guiding the client through the licensing, setup, and training process, ensuring a smooth transition to the new platform.
With monday.com’s professional plan offering advanced automation and integration capabilities, the client is now well-equipped to streamline operations and boost productivity. Read our other clients' reviews in Fiverr.
