Mastering Monday: Streamlining Business Operations

Managing business operations can feel overwhelming when processes are spread across emails, spreadsheets, and disconnected tools. That’s why this four-part training series is designed to help you harness the full power of Monday to simplify and automate some of the most time-consuming workflows in any organization.

In this series, you’ll learn how to:

• Streamline multi-step approvals (e.g., reimbursements, requests, compliance reviews) so nothing falls through the cracks.

• Automate equipment requests and asset management, ensuring that new hire equipment, assignments, and offboarding are handled consistently and securely.

• Improve credit card management by centralizing receipts, transaction approvals, and vendor visibility so finance teams stop chasing employees for documentation.

• Optimize supplies ordering and inventory management by setting up multi-item request forms, automating reorders when stock drops below thresholds, and building dashboards for forecasting.

The skills taught in this course are easily transferrable to other parts of your organization. Each session goes beyond theory, showing you practical setups, automation recipes, and real-world use cases that can be adapted to fit any industry. By the end of this series, you’ll have the tools to create workflows that are faster, smarter, and fully transparent — helping your organization save time, reduce errors, and gain control over its most critical operational processes.

Students will gain hands-on knowledge of how to:

1. Build multi-step approval workflows across multiple boards.

2. Automate asset assignment and lifecycle management.

3. Create credit card receipt collection systems with approval checkpoints.

4. Automate reorder triggers based on real-time inventory levels.

5. Reduce manual handoffs and communication gaps with automated notifications.

6. Customize workflows to adapt to different industries and applications.

7. Improve accountability by linking requests, tasks, and assets to the right owners.

8. Create forms that allow users to enter multiple items