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.

Workflow Magic is the Best! Workflow Magic listened carefully to what I needed out of Monday.com and delivered. Working with Victoria was so easy and great. She really knows how to execute and her communication was excellent. I will be hiring them again for any future projects.

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!

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!

Customer Service & Creativity Both Lydia and Victoria were great about looking for solutions and making changes that aligned with our overall goals for using Monday. They solved problems that I would not have been able to and that helped us in terms of having a tool our team could actually use to help provide quality service to our clients.