Workflow Magic is a knowledgeable Workflow Magic is a knowledgeable, methodic, and enjoyable team to work with.

Definitely Recommend Would definitely recommend Workflow Magic to anyone looking for integration and onboarding assistance with Monday. We presented the team with a pretty old-school process that we previously used to help track due dates and submission dates for our deliverables on an annual, quarterly, semi-annual, and one-off basis by manually updating single line items in an Excel file. Workflow Magic was able to implement a structure that helped us track due dates and completion status of 2,000+ deliverables on an annual basis that recur at regular intervals and set up a system that ensures nothing falls through the cracks. This is helpful in saving us time, energy, and brain space for more meaningful strategic initiatives. I would guess that this process can save us several hours per month across several employees. Victoria was an excellent partner in learning our process and providing support in how to implement the software after Lydia was able to help build out the structure that would work best for our needs. The implementation took about 30-40 hours of collaboration and work time over the course of several weeks, which was helpful for us to go at our own pace since it took awhile for us to shift our process internally. Really appreciate working with Workflow Magic and would definitely recommend utilizing their expertise.

We had such a great experience working with Donnalyn We had such a great experience working with Donnalyn and the team from Workflow Magic. They helped us transfer all of our contacts from Saleforce to Monday and we could not have done it without her and their incredible team, we are forever greatful!

Our firm worked directly with Ryan from… Our firm worked directly with Ryan from Workflow Magic. He built a data tracking / reporting dashboard for our financial planning company on Monday.com. Ryan was very thorough and collaborated with 3 of our team members on the project. Our team was very pleased with the experience and the outcome of the dashboard. Ryan consistently went above and beyond with his efforts to provide us with a top notch tool to use for our business. Highly recommend!

Highly Recommended Monday.com Consultant My experience with Lydia and Workflow Magic was amazing! Lydia and her team were able to capture our needs and suggest the best path for implementation of our Sales CRM on Monday.com She also recommended and created several automation and rules that are a huge time saver for an organization like ours. Using their services simply fast-tracked our CRM implementation... worthy every penny Thank you!