Budget: 10000 UAH Deadline: 3 days
Good day!
I work with data structuring, CRM processes, and setting up logical accounting systems.
I know Monday.com at the level of building workboards, automations (when → do → whom), statuses, filters, and structuring tasks for each manager.
I am ready to set up a transparent and convenient accounting process for you:
create the correct table structure for your processes
set up statuses, responsible persons, and fields
add automations ("when status changes → create task/reminder")
make separate views and filters for each manager
improve the logic so that the system works quickly and without duplication
To assess the scope of work, please let me know:
Is there an existing structure in Monday, or does it need to be built from scratch?
Are integrations with email/forms needed, or only internal automations?
How many managers need to be set up?
I can start immediately after clarifying the details.