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I need my [login to view URL] board to hand-off new tasks to the right people automatically as soon as a pulse is created. The goal is simple: whenever a new item appears, the system should look at predefined rules—team, project type, workload, or any other column I set—and assign the owner without manual intervention. Scope • Set up an automation (native recipe, integration, or custom API script) that triggers “Based on task creation.” • Map my existing columns to clear assignment logic so each new item immediately receives the correct owner. • Make sure the solution scales; I often add new team members and dropdown values, so modifying the rules later should be straightforward. • Provide a quick walkthrough or short Loom video so I can tweak the automation myself after hand-off. Acceptance criteria • Creating a new item instantly fills the People column with the correct assignee 100% of the time. • No unintended changes to my other automations or board structure. • Documentation (one-pager) outlining the rule logic and where to adjust it. You’re free to use Monday’s built-in automation builder, a [login to view URL] scenario, or a lightweight Node/Python script that hooks into the [login to view URL] API—whatever delivers the cleanest, most maintainable result.
Project ID: 40208933
26 proposals
Remote project
Active 3 mos ago
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