Running an agency can get messy fast—especially when you’re managing multiple projects, clients, and teams all at once. It can feel like you’re constantly juggling tasks, trying to stay on top of emails, client requests, and project deadlines. On top of that, using different tools for different tasks can lead to confusion, errors, and a lot of wasted time.

What if you could bring everything together in one place, automate the repetitive stuff, and make sure your team is always working with the right information? That’s where monday.com and make.com come in. By combining these two platforms, agencies can work smarter, not harder, and get things done faster and more accurately.

In this article, we’ll look at how integrating monday.com and make.com can completely transform the way agencies work, making it easier to manage projects, track tasks, and keep everyone on the same page.

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Table of Content

• Why monday.com is a Game-Changer for Agencies
• How Make.com Supercharges Automation
• What Happens When You Combine monday.com and Make.com
• Real-Life Examples of Automation in Action
• Using Custom Dashboards to Track Success
• The Competitive Advantage of Using Both Tools
• Step-by-Step: How to Set Up monday.com and Make.com for Your Agency
• Conclusion

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Why monday.com is a Game-Changer for Agencies

monday.com is like a one-stop shop for everything you need to manage your agency. It keeps all your projects, tasks, and communication in one place, so you don’t have to jump from one tool to another. No more searching through emails, spreadsheets, or chat threads to find out what’s going on with a project.

Key Features That Help Agencies:

• Easy Visual Tracking: You can see all your projects laid out in a way that makes sense—whether that’s a list, calendar, or board view. It’s super customizable.
• Workflows That Fit Your Needs: You can tweak the way tasks move through your team, making sure everyone knows what to do next without needing constant reminders.
• Team Collaboration Made Simple: Whether you’re sharing files or tagging someone in a comment, monday.com keeps everyone in the loop and helps cut down on confusion.
• Basic Automation: Even without make.com, monday.com can send automatic reminders when tasks are due or notify team members when someone makes an update.

By using monday.com as your central hub, you keep things simple. Everything is where you need it, and your team can focus on getting the work done.

How Make.com Supercharges Automation

While monday.com is great on its own, pairing it with make.com takes things to a whole new level. Make.com connects over 1,200 apps, automating tasks that would usually take up a lot of your time. It’s like having a personal assistant that handles all the boring, repetitive stuff for you.

Here’s Why Make.com is So Useful:

• App Integration: Make.com links all the tools you already use—like your CRM, email, or accounting software—so they talk to each other and share data without you having to do anything.
• Automating Tasks: Imagine not having to copy-paste data or manually send emails. Make.com can automatically create a new task in monday.com when you get a new client in your CRM or send updates to the team when something changes.
• Avoiding Mistakes: Automating data entry reduces the risk of mistakes that happen when humans are involved. No more missed details or wrong numbers.
• Real-Time Updates: Changes happen in real-time across all apps, meaning your team is always working with the latest information.

With make.com, you don’t have to worry about the small, time-consuming tasks, so you and your team can focus on bigger, more important things.

What Happens When You Combine monday.com and Make.com

When you bring monday.com and make.com together, magic happens. You get a system that not only helps you organize your work but also automates the repetitive parts of it. Here’s how this integration transforms your workflow:

1. Everything Flows Together

Instead of bouncing between apps and entering the same information multiple times, make.com ensures everything syncs automatically. Got a new client? Their information can flow from your CRM directly into monday.com, and tasks can be created for your team without lifting a finger.

2. Communication is Instant

Your team will get real-time updates, so no one is left in the dark. Say a client makes a change to their project or signs off on a deliverable—your team gets notified instantly through monday.com. No more digging through email chains.

3. Custom Workflows to Fit Your Agency

Every agency is different, and this setup lets you customize your workflows to suit your needs. Whether that’s automatically assigning tasks when a project hits a certain stage or sending automated reports to clients, the possibilities are endless.

Real-Life Examples of Automation in Action

Let’s look at some real-world ways that monday.com and make.com can work together to make your life easier:

1. Assigning Tasks Automatically

As your project moves through different stages, monday.com can automatically assign tasks to the right team members based on what needs to be done next. No one has to manually follow up or figure out who’s responsible for what.

For example:

• Once a design is approved, monday.com can automatically assign the next task to your development team.
• As soon as a client submits feedback through a form, a task can be created for your team in monday.com.

2. Automated Client Communication

Instead of manually sending out progress updates, you can set up an automated system that keeps your clients in the loop. For example:

• Every Friday, clients receive an email with a summary of what’s been done that week.
• When a project reaches a new stage, make.com triggers an email to update the client on the next steps.

3. Organizing Documents and Files

Handling files can be a nightmare, especially if they’re spread across different tools. With make.com, you can automatically upload contracts, invoices, or creative assets into the right folder in monday.com as soon as they’re ready.

Using Custom Dashboards to Track Success

monday.com comes with some great built-in reporting tools, but when paired with make.com, you can create custom dashboards that show you exactly what’s happening with your projects in real-time.

Benefits of Custom Dashboards:

• Real-Time Progress Tracking: See all your projects and how close they are to completion at any given moment.
• Spot Issues Early: With dashboards showing you where tasks are lagging behind, you can spot potential problems and solve them before they derail your project.
• Client Dashboards: Share dashboards with clients so they can see project progress themselves without having to ask for updates, making things more transparent and professional.

The Competitive Advantage of Using Both Tools

Using both monday.com and make.com together doesn’t just make your agency run smoother—it can actually help you stand out from the competition.

Here’s How:

• Faster Deliverables: With tasks being assigned and updated automatically, you can move projects along faster without missing deadlines.
• Scaling Made Easy: As your agency grows, you don’t have to worry about getting bogged down in manual tasks. Your automated workflows can easily expand to handle more clients and projects.
• Better Collaboration: With all your tools talking to each other, your team will work together better and avoid the confusion that usually comes with disconnected systems.

Step-by-Step: How to Set Up monday.com and Make.com for Your Agency

Ready to dive in? Here’s a simple way to get started with monday.com and make.com:

1. Identify Repetitive Tasks

Start by looking at your agency’s current workflow. What are the tasks that take up too much time or cause frustration? These are the tasks you’ll want to automate.

2. Choose Your Apps

Make.com can connect with more than 1,200 apps. Pick the ones your team already uses (like your CRM, email marketing tool, or accounting software) and link them up.

3. Set Up Your Automations

Use make.com to create workflows that automatically transfer data or create tasks in monday.com. For example, when a new client signs a contract in your CRM, make.com can automatically create a new project in monday.com and assign tasks to your team.

Conclusion

By integrating monday.com and make.com, agencies can dramatically improve the way they operate. You’ll spend less time managing tasks and more time delivering great work for your clients. Whether you’re automating client communication, keeping your team updated in real-time, or customizing workflows, this powerful combo helps you work smarter, stay organized, and stand out in a crowded market.

Ready to automate your way to success? Contact us to learn on to combine the power of monday.com and Make.com to enhance collaboration and productivity for agencies.

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