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.

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.

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!

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!

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.