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The Playbook
Everything I have learned building monday.com systems, organised so you can find the answer instead of scrolling.
monday.com as a CRM
How to build a sales pipeline in monday.com that your team actually updates, from board structure to forecasting.
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Automations and integrations
What monday.com automates natively, where it stops, and when to reach for Make or n8n instead.
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Dashboards and reporting
Getting numbers out of monday.com that hold up in a management meeting, including the mirror column traps.
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Migration and rollout
Moving from spreadsheets, Pipedrive, HubSpot or a failed monday.com build, without losing the team's trust.
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Foundations and structure
Workspaces, boards, groups, columns and permissions: the decisions that are expensive to undo later.
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Cannot find what you need?
Tell me what you are stuck on. If it is a common problem I will write it up, and either way you will get an answer.