checklistintermediate
monday.com automation audit worksheet
A structured way to review every automation in an account: what fires, what it costs, what is redundant, and what should move to Make or n8n.
Most accounts over a year old have automations nobody remembers building, some of which fight each other.
This worksheet walks through a full inventory, then applies the boundary from automations vs Make vs n8n to each one: does it stay native, get rebuilt, or move to an integration platform.
Useful before a plan renewal, and useful when you have inherited an account from whoever set it up.
Published
Need this adapted to your account?
Templates get you 80% of the way. The last 20% is where the value is, and it is usually a short conversation.