Friday AI — Use Cases

Everything You Can Automate

From sales pipelines to IT operations — Friday AI handles the workflows that slow your team down. Describe it in plain English. It just works.

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12+
Action types
20+
Trigger events
19+
Column types supported
∞
Boards you can connect

One app. Every workflow.
No integrations needed.

You don't need Zapier. You don't need Make. You don't need five different automation tools with monthly fees stacking up. Everything your team needs — cross-board syncing, multi-step logic, notifications, item creation, data transformations — is built directly into Friday AI, right inside monday.com.

No third-party connectors
No per-action pricing
Works across all your boards
Plain English setup
No coding or formulas
Runs inside monday.com
Test before going live
Real-time execution logs

Cross-Board Power

Your boards weren't meant to work in silos

Most automation tools only work within a single board. Friday AI is built from the ground up to connect your entire workspace — trigger on one board, act on many.

hub

One trigger. Multiple boards. Zero manual work.

When something happens on any board, Friday AI can create items, update columns, sync data, move items, and notify people — across as many boards as you need, all from a single automation. Your CRM board, your delivery board, your finance board — all in sync automatically.

→ Deal won on Sales board → creates item on Delivery board + notifies finance team
→ New hire on HR board → creates onboarding tasks on IT board + Office board simultaneously
→ Critical ticket on Support board → creates linked item on Engineering board + alerts on-call
→ Status change on Project board → syncs to Portfolio board + Client board automatically

Real-World Use Cases

Automations your team can use today

Browse by department. Every example below can be created in Friday AI using plain English — no code, no setup complexity.

work

Sales & CRM

Automate your pipeline, keep deal data in sync, and never let a lead fall through the cracks

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Deal Won → Kick Off Delivery
Sales → Operations
The moment a deal is marked Won on your CRM board, automatically create a linked project item on your Delivery board and notify the account manager — no handoff email required.
When Status changes to Won on the Sales Pipeline board, create a linked item on the Delivery board and notify Sarah
Multi-board Notification
my_location
Auto-Assign New Leads
Sales
When a new lead is created on the CRM board, automatically assign it to the right sales rep based on region or territory column value — so no lead ever sits unassigned.
When a new item is created on the Leads board and Region is West, assign it to Marcus
Conditional
crisis_alert
Escalate High-Priority Deals
Sales
When a deal's Priority column changes to High, instantly notify the sales manager and duplicate the item into an Urgent Follow-ups board for immediate attention.
When Priority changes to High on the Pipeline board, notify the sales manager and duplicate the item to the Urgent Deals board
Multi-board Notification Conditional
sync
Sync Deal Stage Across Boards
Sales → Finance
Keep your CRM board and revenue forecast board always in sync. When deal stage changes, the matching item on your Finance board updates automatically — no double entry.
When Stage changes on the CRM board, sync that value to the matching item on the Revenue Forecast board
Multi-board Sync
checklist
Create Onboarding Steps on Qualified Lead
Sales → Customer Success
When a lead moves to "Qualified", automatically create subitems for each discovery step — ensuring every sales rep follows the same process without needing a checklist reminder.
When Status changes to Qualified, create subitems for Discovery Call, Demo Scheduled, Proposal Sent, and Contract Review
Conditional
mark_email_read
Post Handoff Note on Deal Close
Sales
When a deal is marked Closed-Won, automatically post a structured handoff comment on the item summarizing next steps — so the delivery team has all context at a glance.
When Status changes to Closed-Won, post an update on the item saying "Deal closed. Delivery handoff initiated. Please review contract details above."
Comment
folder_open

Project Management

Keep projects on track, resources allocated, and stakeholders informed — automatically

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New Task → Spin Up Across All Boards
Projects → Resources → Timeline
When a new task is created, instantly create linked items on your Resource Planning board and Timeline board at the same time — your whole workspace stays in sync from the start.
When a new item is created on the Projects board, create a linked item on the Resource Planning board and a linked item on the Timeline board
Multi-board
task_alt
All Subitems Done → Move Parent to Complete
Project Management
When every subitem under a task is marked Done, automatically move the parent item to the Completed group — so your board reflects reality without manual updates.
When all subitems are Done, move the parent item to the Completed group on the Projects board
Conditional
event
Deadline Change → Sync to Client Board
Projects → Client
When a project deadline changes, automatically sync the new date to the matching item on your Client-Facing board — so clients always see the latest timeline without manual updates.
When the Deadline column changes on the Internal Projects board, sync that date to the matching item on the Client Portal board
Multi-board Sync
sprint
Assign PM on Project Start
Project Management
When a project status changes to In Progress, automatically assign the project manager and post a kickoff note on the item — so the team knows who owns it without a separate meeting.
When Status changes to In Progress, assign David as the project manager and post "Project kicked off — David is the owner."
Comment Conditional
archive
Archive Completed Projects Cross-Board
Projects → Archive
When a project moves to Done on the active board, automatically archive the matching items from your resource and tracking boards — keeping all boards clean without touching each one manually.
When Status changes to Done on the Projects board, archive the matching item on the Resource Planning board and the Billing Tracker board
Multi-board
warning
Notify Stakeholder on Blocker
Project Management
When a task status changes to Blocked, immediately notify the project owner and the task assignee — so blockers get surfaced instantly instead of sitting unnoticed on a board.
When Status changes to Blocked, notify the project manager and post "This item is blocked — action needed." on the item
Notification Conditional
groups

HR & People Operations

Automate onboarding, offboarding, hiring, and team operations without a single manual task

celebration
New Hire → Full Onboarding Across 3 Boards
HR → IT → Office
When a new employee item is created on the HR board, simultaneously create onboarding tasks on your IT Setup board, Office Setup board, and Payroll board — one trigger, three boards, zero manual work.
When a new item is created on the New Hires board, create a linked item on the IT Setup board, a linked item on the Office Setup board, and a linked item on the Payroll board
Multi-board
logout
Offboarding → IT Security + HR Alert
HR → IT Security
When an employee status changes to Offboarding, instantly create an access revocation item on the IT Security board and notify the HR manager — so no access is left open by accident.
When Status changes to Offboarding on the Employees board, create an item on the IT Security board and notify the HR manager
Multi-board Notification
assignment
Interview Scheduled → Notify Hiring Manager
Recruiting
When a job application status changes to Interview Scheduled, automatically notify the hiring manager and create preparation subitems under the candidate record.
When Status changes to Interview Scheduled, notify the hiring manager and create subitems for Resume Review, Interview Questions, and Scorecard
Notification Conditional
beach_access
PTO Approved → Sync Team Availability
HR → Team Calendar
When a PTO request is approved, automatically sync the dates to your Team Availability board — so managers can plan sprints and meetings without cross-referencing two boards.
When Status changes to Approved on the PTO Requests board, sync the date range to the matching item on the Team Availability board
Multi-board Sync
school
Training Completion → Update Skills Board
HR → Learning & Development
When a training item is marked Complete, sync the completion date to your Employee Skills board and notify the department manager — keeping your skills matrix up to date automatically.
When Status changes to Complete on the Training board, update the Completion Date on the Employee Skills board and notify the department manager
Multi-board Sync Notification
bar_chart
Headcount Change → Alert Finance
HR → Finance
When a new position is approved on the Headcount board, create a linked budget item on the Finance board so finance can update forecasts before the hire starts.
When Status changes to Approved on the Headcount Requests board, create a linked item on the Finance Forecast board and notify the CFO
Multi-board Notification
computer

IT & Operations

Automate incident response, ticket routing, asset tracking, and SLA monitoring

local_fire_department
Critical Ticket → Incident Response Chain
IT → Incidents → On-Call
When a ticket is created with Priority Critical, notify the on-call engineer, create a linked item on the Incident Tracker board, and post a timestamped note — all in seconds.
When a new item is created on the Support Tickets board with Priority set to Critical, notify the on-call engineer, create a linked item on the Incident Tracker, and post "Critical incident opened — response required immediately"
Multi-board Notification Conditional
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Resolved Ticket → SLA Update + Archive
IT → SLA Tracking
When a ticket is resolved, automatically sync the resolution date to your SLA Tracking board and archive the item from the open queue — your compliance reports stay accurate without manual effort.
When Status changes to Resolved on the Tickets board, sync the Resolution Date to the SLA Tracker board and archive the item
Multi-board Sync
escalator_warning
Ticket Priority Escalation → Engineering Board
Support → Engineering
When a support ticket priority is escalated from Medium to High, create a linked bug item on the Engineering board and notify the engineering lead — so bugs get to devs without a Slack message.
When Priority changes to High on the Support board, create a linked item on the Engineering Backlog and notify the engineering lead
Multi-board Notification Conditional
devices
Asset Assigned → Update Inventory Board
IT → Asset Management
When an asset status changes to Assigned, sync the assigned person and date to your IT Inventory board — so asset tracking stays accurate without IT manually updating two boards.
When Status changes to Assigned on the Asset Requests board, sync the Assigned To column and Assignment Date to the IT Inventory board
Multi-board Sync
notifications
Maintenance Window → Notify All Teams
IT → All Departments
When a maintenance item is created on the IT Operations board, automatically post a notice on the item and create announcement items on each department board — one entry, universal visibility.
When a new item is created on the Maintenance Schedule board, create items on the Engineering board, the Marketing board, and the Sales board with the same name and date
Multi-board
inventory_2
Access Request → Auto-Route to Owner
IT Security
When an access request is created, move it to the right group based on the system requested (e.g., "Salesforce" → Salesforce Admins group) and notify the system owner.
When a new item is created on the Access Requests board and System is Salesforce, move it to the Salesforce Admins group and notify the system owner
Conditional Notification
campaign

Marketing

Coordinate campaigns, content pipelines, and cross-team launches without the chase-up emails

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Campaign Approved → Launch Across All Teams
Marketing → Content → Design → Social
The moment a campaign is approved, create linked items on your Content board, Design board, and Social Media board simultaneously — so all three teams can start working without a kickoff call.
When Status changes to Approved on the Campaigns board, create a linked item on the Content board, a linked item on the Design board, and a linked item on the Social Media board
Multi-board
edit_note
Content Published → Update Campaign Performance
Marketing → Analytics
When a content piece status changes to Published, automatically sync the publish date to your Campaign Performance board and move the item to the Published group for clean reporting.
When Status changes to Published on the Content board, sync the Publish Date to the Campaign Performance board and move the item to the Published group
Multi-board Sync
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Campaign Budget → Finance Tracker
Marketing → Finance
When a new campaign is created, automatically create a linked budget line item on the Finance Tracking board — so marketing spend is always captured without a separate finance request.
When a new item is created on the Campaigns board, create a linked item on the Marketing Budget board and notify the finance lead
Multi-board Notification
palette
Design Request → Assign & Notify
Marketing → Design
When a design request is created, automatically assign it to the available designer, move it to the In Queue group, and notify them — so requests never get missed in a busy inbox.
When a new item is created on the Design Requests board, assign it to Jessica, move it to the In Queue group, and notify Jessica
Notification Conditional
trending_up
Lead Source Tracking → Sales Board Sync
Marketing → Sales
When a lead's source column is updated on the Marketing board, sync that value to the corresponding record on the CRM board — keeping attribution data consistent across both teams.
When Lead Source changes on the Marketing Leads board, sync that value to the matching item on the CRM board
Multi-board Sync
calendar_month
Event Created → Cross-Team Prep Items
Marketing → Events → Operations
When a new event is added to your Events board, automatically create prep items on your Logistics board, Content board, and Budget board — your whole event machine starts with one entry.
When a new item is created on the Events board, create a linked item on the Event Logistics board, a linked item on the Event Content board, and a linked item on the Event Budget board
Multi-board
handshake

Customer Success

Proactively manage accounts, escalate at-risk customers, and close the loop on every issue

flag
At-Risk Account → Recovery Workflow
Customer Success → Engineering
When a customer's health score changes to At Risk, notify their CSM, create a recovery task item, and if the issue is a bug, create a linked item on the Engineering board — all automatically.
When Health Score changes to At Risk, notify the CSM, create a subitem for Recovery Plan, and create a linked item on the Engineering board
Multi-board Notification Conditional
bug_report
Bug Report → Engineering Backlog
Support → Engineering
When a support ticket is categorized as a Bug, automatically create a linked item on the Engineering Backlog and notify the engineering lead — bugs flow to devs without manual triage.
When Type changes to Bug on the Support board, create a linked item on the Engineering Backlog and notify the engineering lead
Multi-board Notification Conditional
sync
Renewal Coming Up → Create Renewal Items
Customer Success → Finance
When a contract item is moved to the Renewal Upcoming group, create a linked renewal opportunity on the Sales board and a contract item on the Legal board — the full renewal workflow starts automatically.
When an item is moved to the Renewal Upcoming group, create a linked item on the Sales Pipeline board and a linked item on the Legal Contracts board
Multi-board
star
Detractor NPS → Escalation Item
Customer Success
When an NPS response is categorized as Detractor, automatically create a recovery item with the customer name and notify the VP of Customer Success — detractors get addressed before they churn.
When NPS Category changes to Detractor, create an item in the Recovery Workflow group and notify the VP of Customer Success
Notification Conditional
flag_circle
Onboarding Complete → Handoff to Account Management
Customer Success → Sales
When a customer's onboarding status is marked Complete, move the account to the Active group, sync the status to the Sales CRM, and notify the account executive.
When Status changes to Onboarding Complete, move the item to the Active Accounts group, sync the status to the CRM board, and notify the account executive
Multi-board Sync Notification
phone_in_talk
QBR Scheduled → Prep Subitems
Customer Success
When a QBR date is set on an account, automatically create preparation subitems — Usage Report, Success Metrics, Renewal Discussion — so no QBR ever goes in underprepared.
When the QBR Date column is set, create subitems for Usage Report, Success Metrics Deck, Renewal Discussion, and Action Items
Conditional
payments

Finance & Accounting

Keep revenue data accurate, route approvals, and sync financial records without double entry

payments
Invoice Paid → Archive & Sync Revenue Board
Finance
When an invoice is marked Paid, sync the payment date to your Revenue Tracker board and archive it from the Outstanding Invoices board — your AR stays clean without touching two boards.
When Status changes to Paid on the Invoices board, sync the Payment Date to the Revenue Tracker board and archive the item from the Outstanding board
Multi-board Sync
receipt_long
Large Expense → CFO Alert
Finance
When an expense item is created with an amount above a threshold, immediately notify the CFO and move the item to the Requires Approval group — large spend never slips through unreviewed.
When a new item is created on the Expenses board and Amount is greater than 5000, notify the CFO and move it to the Requires Approval group
Notification Conditional
bar_chart
Budget Change → Sync Department Boards
Finance → All Departments
When a budget allocation changes on the Finance board, sync the updated numbers to the relevant department boards — so department heads always see their current budget without requesting it.
When the Budget column changes on the Finance board, sync that value to the matching items on the Marketing board, the Engineering board, and the Sales board
Multi-board Sync
task_alt
Expense Approved → Update Ledger
Finance
When an expense is approved, automatically sync the approval date and amount to your General Ledger board and notify the submitter — approvals flow through without any manual ledger entry.
When Status changes to Approved on the Expense Reports board, sync the Approved Date and Amount to the General Ledger board and notify the submitter
Multi-board Sync Notification
construction

Construction & Real Estate

Coordinate subcontractors, track phases, manage inspections, and keep projects on schedule

apartment
Phase Complete → Next Phase + Subcontractor Board
Construction → Subcontractors
When a project phase is marked Complete, create the next phase item on the active board and sync the milestone to your Subcontractor Scheduling board — projects progress without manual follow-through.
When Status changes to Complete on the Project Phases board, create a new item for the next phase and create a linked item on the Subcontractor Schedule board
Multi-board Conditional
search
Inspection Scheduled → Notify All Trades
Construction
When an inspection date is set, create notification items on the Electrical, Plumbing, and HVAC contractor boards — so every trade team knows about the inspection from the same trigger.
When Inspection Date is set on the Inspections board, create items on the Electrical Contractor board, the Plumbing Contractor board, and the HVAC Contractor board
Multi-board
home
Property Listed → Sync to Listings Board
Real Estate
When a property status changes to Listed, create a linked item on your Active Listings board with all the key details synced — price, address, agent — so your team works from a single source of truth.
When Status changes to Listed on the Properties board, create a linked item on the Active Listings board and notify the assigned agent
Multi-board Notification
factory

Manufacturing & Logistics

Automate production triggers, procurement alerts, and supply chain updates across your operation

inventory_2
Order Processing → Work Order on Production Board
Sales → Production
When an order status changes to Processing, automatically create a linked work order on the Production board — so manufacturing starts without a manual handoff from sales to the floor.
When Status changes to Processing on the Orders board, create a linked item on the Production Work Orders board and notify the production manager
Multi-board Notification Conditional
trending_down
Low Inventory → Procurement Reorder
Inventory → Procurement
When an inventory item's stock column drops below a threshold, create a reorder item on your Procurement board and notify the purchasing manager — reorders happen before stock runs out.
When Stock Level changes to Low on the Inventory board, create an item on the Procurement board and notify the purchasing manager
Multi-board Notification Conditional
local_shipping
Shipment Dispatched → Customer & Finance Update
Logistics → Finance → CRM
When a shipment status changes to Dispatched, sync the dispatch date to your Finance board and update the customer's order status on the CRM board — both teams stay updated automatically.
When Status changes to Dispatched on the Shipments board, sync the Dispatch Date to the Finance board and update the Status column on the matching item in the CRM board
Multi-board Sync

Capability Reference

What Friday AI can trigger and do

Every automation is built from triggers, conditions, and actions. Here's what's available — all accessible through plain English, no technical configuration needed.

Triggers — What starts an automation

  • → Item created
  • → Column value changed
  • → Item name changed
  • → Item moved to group
  • → Item archived or deleted
  • → Subitem created or changed
  • → Update / comment posted
  • → Item restored from archive

Actions — What it does when triggered

  • ✓ Create item (any board)
  • ✓ Create linked item (any board)
  • ✓ Update any column value
  • ✓ Move item to group
  • ✓ Duplicate item to any board
  • ✓ Sync column across boards
  • ✓ Create subitem
  • ✓ Assign user
  • ✓ Send notification
  • ✓ Post comment / update
  • ✓ Archive or delete item

Conditions — When it should (or shouldn't) run

  • ◆ Column equals / doesn't equal
  • ◆ Column contains / doesn't contain
  • ◆ Number greater / less than
  • ◆ Date before / after / between
  • ◆ Column is set / not set
  • ◆ Person includes / excludes
  • ◆ Checkbox checked / unchecked
  • ◆ AND / OR compound logic

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