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.

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!

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.

True Professionals! Project turn around was quick, efficient and met our needs. What a great team and was a factor of 100x and beyond compared to our initial Monday.com implementation failure with another vendor.