Workflow Magic

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4.80
Based on 20 Reviews

5

90.00%

4

5.00%

3

0.00%

2

5.00%

1

0.00%
About Workflow Magic

Workflow Magic is a certified monday.com implementation partner helping businesses improve, streamline, and optimize projects/workflows through automations and integrations in monday.com

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Erica G
GB

Lydia and Victoria were fantastic Lydia and Victoria were fantastic. They helped me understand all the functionality available on Monday.com that I never would have known myself. Plus they set up reporting and organized all the information and data so I can best make, track, and close! our pitches. In particular, they looked at the various types of sales and pitches we do helped us categorize and segment the information in a way that will help us do reporting and manage the workflow process. This is a HUGE help to organizing my business and will save me countless hours going forward. I can't say enough about how terrific and helpful they are. Highly recommend.

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Matthew
GB

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!

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Emily Tan
GB

Highly Recommended! Our experience with Workflow Magic was great! Lydia and Ryan were able to hear our needs, and helped create a new intake form and project board for our marketing and creative department on Monday.com So far, the onboarding experience internally has been great with nothing but positive feedback. Highly recommend reaching out to Lydia and team if you're in need of automating your processes through this platform! Thank you!

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Michael Deutsch
GB

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.

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Jessica
GB

5 Stars Workflow Magic went above and beyond for our workflow redesign. They provided my team with an all encompassing plan to track our grants from the opportunities phase all the way through to our project completion. They took my scrambled ideas and made it into a comprehensive workflow and I cannot recommend them enough!

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