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!

Great work, lots of patience and creativity We knew our monday.com implementation wasn't going to be easy. We needed to take processes, workflow, dashboards and CRM from multiple platforms and sources and merge them into a single environment. We transitioned spreadsheets, integrated Hubspot and created workflows from manual processes. Lydia patiently worked through a project that seemed to grow in size and scope as we went through (our end - we kept adding as we saw the capabilities come through). She had a clear understanding of how to use monday and guided us on how best to set it up and use it. She saved a tremendous amount of time (and money) in having to learn how to do it and build it ourselves. Highly recommend working with Lydia if you need help building and/or tweaking a monday.com environment.

Workflow Magic was Magic Our team collaborated with Lydia Agopian, the CEO & Founder of Workflow Magic, to develop our Monday boards and establish our creative form process. We initiated weekly calls to ensure both parties understood the requirements and capabilities for each task. Lydia and her team successfully crafted everything we desired, including necessary automations to streamline our workflow. Our final project involved integrating an app from Monday to automate the conversion of submitted forms into PDFs. Workflow Magic completed all projects on time and provided thorough walkthroughs for each, enabling us to take ownership post-project. Exceptional service!

Great experience for Monday.com API connection to an ATS We had a great experience working with Lydia to connect our new CRM (Monday.com) to our new ATS. The whole process was smooth and efficient and she kept us well updated on progress. We were able to build scenarios that flow between both systems and even were able to address some unexpected challenges as we dug into the project. The whole thing came in ahead of schedule and their support after going live has been excellent. We are very happy with what they have built and would use them again in a heartbeat and highly recommend them to others looking to integrate with Monday.com!

Victoria is an excellent Monday sales… Victoria is an excellent Monday sales coach who demonstrates patience and creativity in helping to streamline our sales process through automation. Highly recommended! She truly is a pleasure to work with!