Automations

In this tutorial, we’ll walk through creating an example automation that posts new tweets to X (formerly Twitter) based on a schedule you set. Along the way, we’ll explore how automations work and cover the key concepts of Monkedo. Each section introduces a new concept, helping you gradually build your automation. By the end of the tutorial, you’ll be equipped to apply what you've learned to create automations across various apps for your specific needs.

While this tutorial covers a wide range of Monkedo’s features, don’t worry! In most cases, your automations will be much simpler, and you won’t need to deal with every detail presented here. We’ve chosen this example to show you the full potential of Monkedo, but you’ll often only need a few steps to create effective automations for your needs.

Let's get started!

Automations allow you to automate your tasks without any coding knowledge. An automation is a set of actions that run automatically to perform tasks for you. Imagine having a personal assistant that handles routine work—like sending emails, updating records, or transferring data between apps. Whether you're looking to save time on repetitive tasks or integrate your favorite apps seamlessly, automations make it simple and efficient.

Below you can see a simple automation with 2 action steps. First action (left) listens for events in Intercom. Second action (right) sends a message to a Slack channel to notify you or your team when that event happens.

You can continue reading this document to learn more about automations and watch our video for a short and fast intro.

Once you create a free account and log in to the application, you will see the Automations page. Here, you can see your existing automations and create new ones. When you create a new account you will see an empty page as you have no automations yet. Click the Create Automation button to open the automation editor and start creating your first automation.

Monkedo’s visual drag-and-drop Automation Editor makes building automations a breeze. Below you can see the editor.

At the left side, you will see the Component Panel. Each action step of your automation is created by placing Components to the editor. Monkedo provides thousands of components to be used in automations and the number of available components is growing every day. You use components to perform actions on the apps you use such as getting data from a Google Sheets file, sending mails, creating a new task in Trello, creating a file, doing math, etc. We will go into their details in the following articles. Components are grouped into categories which are listed in the Component Panel. To add a component to the editor, you can click the related category and select the component you want to use.

In the center, you will see the components added to the editor. Components are connected to each other to create an automation flow. This flow is similar to a flow chart and it indicates the order of components to be run when the automation runs. You can drag and drop components, you can connect them to each other and test them directly on the editor.

At the top, you will see the Action Bar. Here you can give your automation a name and save it. Action bar also holds buttons to run your automation step by step to test your automation flow before saving it. We will learn about them later.

Automations can handle a wide range of tasks, from simple to complex. The simplest automations have 2 components as shown in the above examples. One of them tells when the automation should run and the other one performs an action. Together this creates a simple automation in the form of "When X happens, do Y." For example, "when an email is received, upload attachments to Google Drive".

For more complex use cases, you can add as many components as you need. By connecting components to each other, you can determine the order of each action in the workflow. Monkedo allows complex workflows with branches. You can can also perform actions depending on a condition and also repeat some actions as much as needed.

• Simple Automation Examples:

  • Send a notification email when an important event occurs.

  • Import data from a spreadsheet to your CRM.

• Complex Automations Examples:

  • Sync tasks between multiple project management apps.

  • Create comprehensive reports by analyzing data from various sources.

With over 400+ app integrations and thousands of components, what you can do is limited by your imagination.

In addition to creating your own automations from scratch, you can also search for prebuilt automation templates. Checkout Monkedo Automation Templates. These templates cover common use cases. You can copy them to your account and either use them as-is or customize them to suit your needs.

If you need assistance creating your automation, our team is here to help. You can ask your questions in our Community Forum or send an email to support@monkedo.com for custom requests such as creating an automation for you, adding new components and integrating new apps. Don’t hesitate to reach out to our support team. We’re here to ensure your experience with Monkedo is smooth and successful.