Getting Set Up

To create a Monkedo account, please click on the link. No credit card required.

You can automate your workflows and connect the apps you use by building automations. On this page, you have two ways to get started:

• Create Automation: Start building a new workflow from scratch.

• Create From Template: Use a pre-built template shared by your team or the Monkedo community.

Below the creation options, you will find a list of your existing automations. From this dashboard, you can easily manage them:

• Search: Find specific automations quickly.

• Group: Organize your automations into logical groups.

• My Automations: View only the automations you have personally created.

• Ran This Month: Track which automations have executed during the current month.

• Filter: Sort your automations based on their current status.

Go to the Automations page and click the Create Automation button. This will open the Editor.

On the left panel of the Editor, you’ll see the component categories: Triggers, Actions, Flow Control, Data Actions, Browser Actions, and AI Actions. For more information about these types, please visit the Components docs.

To build your first flow:

1. Click on Actions and use the search bar to find the app you want to use.

2. Drag and drop your selected action component into the editor area.

3. Click on the component to open its info panel on the right side.

4. Click the Connect button and follow the steps to authorize access to your app.

How Components Work Together

When building an automation in the editor, each component uses the values it receives (inputs) and produces results (outputs). These outputs are transferred to other components via connections. This process continues sequentially until the automation flow is complete.

To set up your automation, start by entering the required details into each component's info panel. Then, add other app components to the editor as needed. Connect the output of one component to the input of the next to establish a clear data flow between your steps. While creating the automation, be sure to test your nodes to ensure the connections are working properly. For a step-by-step walkthrough, please visit the Guided Tutorial docs.

After you have created and saved your automation, you need to deploy it from the Automations page to make it active.

Once your automation is running, you can monitor its activity directly from the Automations page. Here, you can track performance statistics, troubleshoot any errors, and configure additional settings. To learn more, please visit the Automations docs.

When you authorize an app in an automation, Monkedo securely saves it to your Connections page. This allows Monkedo to automatically authenticate the app for future runs without needing your password again. For more info, please visit Connected Accounts docs.

For advanced permissions, stricter security controls, or higher usage limits, you can replace Monkedo's default OAuth credentials with your own custom client. Please note that custom clients are currently only supported for Google services. For more info, please visit Custom Clients docs.

Data Tables allow you to store and use data in your automations. You can create new tables for different kinds of data, such as clients, sales, etc., and edit them here. To learn more, please visit Data Tables docs.

The Value Store allows you to store and use data in your automations. You can create new values and edit them here. To learn more, please visit Value Store docs.

You can browse templates created for automations. Click on a template name to view its details and import it to your account.

• All Templates: Automation templates shared with you.

• My Templates: Automations shared by you.

To learn more, please visit Automation Templates docs.

On the profile page, you can manage your account settings, invite and manage team members, monitor credit usage, and switch the account to Developer Mode.

You can use the account individually without converting it to an organizational account. However, each account can be converted into an organizational account for your team. To invite your teammates:

• Go to your Profile page.

• Click the Team tab.

• Click the Invite button.

• Enter your teammates' email addresses.

• Click +Add and then Send Invitations.

You can assign other members as admins or remove their admin rights or remove from the team later.

Manage your billing and track your usage directly from your Profile Page:

• Payment: Add your credit card, update your billing details, and choose your preferred plan. Please note that Monkedo offers separate pricing structures for standard automations and embedded iPaaS.

• Credit Usage: View your available credits, check your complete usage history, and set a daily credit limit to easily control your account's activity.

Monkedo's embedded iPaaS allows software companies to build and manage code-free app integrations within dedicated workspaces called Projects. To access these features and start extending your platform's functionality, simply activate Developer Mode from your Profile page. To learn more, visit Embedded iPaaS docs.