Automation Planning · Free Tool

monday.com Automation Health Check

Answer 12 quick questions about how your team runs monday.com to get a 0-100 health score, a plain-English diagnosis, and the three fixes that will save the most manual work.

1. When an automation or integration fails, how do you find out?
2. When the same item lives on more than one board, do the copies stay in sync?
3. How does a won deal or new client get from your CRM or sales tool into monday.com?
4. How reliable are your Zapier, Make, or n8n connections to monday.com?
5. How do item statuses get updated?
6. How do you get a view across boards (workload, pipeline, delivery)?
7. What happens to action items from client and team meetings?
8. How close are you to your monday.com automation and integration limits?
9. Is there a written list of your automations, with a named owner?
10. When a new client or project starts, how is it set up in monday.com?
11. How much is left over from earlier tools or migrations (Trello, Asana, spreadsheets, old boards)?
12. Roughly how much team time goes into keeping monday.com up to date each week?

About this tool

Most agencies on monday.com do not have one big problem. They have a dozen small ones: copies of the same item drifting between boards, statuses that only change when someone remembers, a weekly export to build the report nobody trusts, a zap that quietly stopped running last month. Each one costs a few minutes; together they cost a person.

This health check scores your setup on the twelve areas where that manual work usually hides: board sync, status updates, cross-board reporting, meeting follow-ups, the handoff from your CRM, automation limits, failure alerts, documentation and ownership, Zapier/Make/n8n reliability, project setup, leftovers from earlier migrations, and the hours spent keeping it all current.

You get a score out of 100, one of three bands (Healthy, Leaking time, At risk) with a plain-English diagnosis, and your top three fixes, picked from your weakest answers and ordered by how much they tend to matter.

Common uses

  • Find out where your team is still doing monday.com work by hand, and which fix to start with
  • Get a baseline before a cleanup, a migration, or hiring someone to build automations
  • Give an ops lead or agency owner a short, shareable summary of what is fragile in the setup

Frequently asked questions

How is the score calculated?

Each of the 12 answers scores 0, 1, or 2 points, and the total is scaled to 100. 75 and above is Healthy, 45 to 74 is Leaking time, and below 45 is At risk. Your top fixes come from your lowest-scoring answers, with failure alerting, board sync, CRM handoffs, and integration reliability ranked first because they cause the most silent damage.

Why do monday.com automations stop running or hit limits?

monday.com plans include a monthly allowance of automation and integration actions, and high-volume recipes use it up. Other common causes are renamed columns or status labels that a recipe or integration depended on, expired connections, and third-party tools that fail without alerting anyone.

What is the difference between the free review and the $500 Automation Audit?

The free 30-minute automation review is a call where we go through your results and I tell you honestly what is worth fixing. The $500 Automation Audit is a fixed-price deep dive delivered in 5 business days: I review up to 3 workflows or 1 process and give you a prioritized build plan with an ROI estimate. The fee is credited in full if you go ahead with a build.

Is my data uploaded to a server?

No. This tool runs entirely in your browser using JavaScript, so nothing you type is transmitted, logged, or stored anywhere. You can even use it offline once the page has loaded.