Mastering Monday: Streamlining Business Operations

Automate approvals, asset tracking, credit card spend, and manage inventory with smarter workflows in Monday

What you'll learn
- Learn how to use Monday Automations to increase efficiency
- Learn how to use Monday Workflows between multiple boards
- Learn how to setup up boards for Approval Request
- Learn how to use Monday for Credit Card Expense Management
- Learn how to use Monday for Multi-Level Approvals via form submission
- Learn how to use Monday for Asset Management
- Learn how to use Monday for Supplies Ordering & Inventory Management

Requirements
- Beginner level experience of how to use Monday Project Management Software
- Must have Monday Pro License
- Some features require Monday Enterprise License

Description
Managing business operations can feel overwhelming when processes are spread across emails, spreadsheets, and disconnected tools. That’s why this four-part training series is designed to help you harness the full power ofMondayto simplify and automate some of the most time-consuming workflows in any organization.

In this series, you’ll learn how to:

Streamline multi-step approvals(e.g., reimbursements, requests, compliance reviews) so nothing falls through the cracks.

Automate equipment requests and asset management, ensuring that new hire equipment, assignments, and offboarding are handled consistently and securely.

Improve credit card managementby centralizing receipts, transaction approvals, and vendor visibility so finance teams stop chasing employees for documentation.

Optimize supplies ordering and inventory managementby setting up multi-item request forms, automating reorders when stock drops below thresholds, and building dashboards for forecasting.

The skills taught in this course are easily transferrable to other parts of your organization. Each session goes beyond theory, showing you practical setups, automation recipes, and real-world use cases that can be adapted to fit any industry. By the end of this series, you’ll have the tools to create workflows that are faster, smarter, and fully transparent — helping your organization save time, reduce errors, and gain control over its most critical operational processes.

Students will gain hands-on knowledge of how to:

Build multi-step approval workflows across multiple boards.

Automate asset assignment and lifecycle management.

Create credit card receipt collection systems with approval checkpoints.

Automate reorder triggers based on real-time inventory levels.

Reduce manual handoffs and communication gaps with automated notifications.

Customize workflows to adapt to different industries and applications.

Improve accountability by linking requests, tasks, and assets to the right owners.

Create forms that allow users to enter multiple items

Who this course is for:
- Project Managers
- Business Operations Leaders
- Anyone looking to increase their team efficiency
- Anyone looking to expand their knowledge on Monday
- Any organization that wants to learn how to use Monday to build and manage workflows
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