Feeling overwhelmed by all the different tools you use for work? Constantly switching between monday.com updates and WhatsApp messages can be a real drag on productivity. In fact, according to Harvard Business Review, constantly switching between apps costs workers an average of four hours per week just to refocus after each switch.
But what if there was a way to keep everyone in the loop without all the manual work and app switching?
Automated WhatsApp notifications provide a solution for seamless communication and real-time awareness. By integrating monday.com with WhatsApp using TimelinesAI, your team can instantly receive alerts whenever there’s a change in a specific column on your monday.com board. No more wondering if someone saw your message or if they are aware of the latest project updates.
In this blog, we’ll talk about how you can automate WhatsApp notifications based on monday.com column updates and why you should consider doing that.
Why Automate WhatsApp Notifications for monday.com Boards?
While the frustration of juggling apps is reason enough to go ahead with this automation, the benefits extend far beyond reducing app fatigue. Here’s how it can further help your business:
1. Real-Time Awareness: Automated notifications deliver crucial updates directly to all your team members so that everyone is instantly informed about project changes. No more missed deadlines or wasted time waiting for updates.
2. Improved Communication: Automated notifications fire off every single time a column value changes on your monday.com board. This ensures your team receives immediate alerts about task assignments, status updates, and important messages, creating a truly collaborative and responsive work environment.
3. Increased Productivity: Imagine the time saved by eliminating manual updates and message checks. Automated notifications free up your team’s time to focus on what really matters – getting things done and driving projects forward.
In fact, 86% of employees believe automation helps them work more efficiently! This integration can translate to serious productivity gains for your entire team.
4. Enhanced Accountability: With instant notifications, your team is always on top of their tasks. They’ll be readily aware of deadlines and upcoming milestones, promoting a culture of ownership and responsibility.
5. Reduced Errors: Manual communication can be messy. Automated notifications ensure consistent and accurate information is delivered every time, minimizing misunderstandings and rework.
6. Improved Customer Service: If your monday.com boards track customer interactions, automated notifications can keep your team informed about urgent customer requests or escalations. This leads to faster response times and a better customer experience.
TL;DR: Automate WhatsApp notifications for monday.com and get notified every time a column value changes. This keeps tasks on track, teams accountable, and customers happy!
Now that we’ve covered the “why,” let’s jump into the “how” of setting up these automated notifications.
How to Simplify your Workflow with Automated WhatsApp Notifications using TimelinesAI?
Once you have integrated monday.com with WhatsApp, it’s time to explore all the advantages that come with this integration. One of the perks is automating real-time updates. This is a step-by-step guide on how to do that using TimelinesAI and Zapier.
Generate Token
- First things first, open the Zapier tab within TimelinesAI.
- Generate and copy the unique token displayed. This token will help you connect TimelinesAI with Zapier.
Setting up your Zap
1. Go to Zapier’s website. After logging in or signing up, click on the “Create” button to start drafting your automation
2. Click on “Zaps”
3. Your page will then reload into the automation, allowing you to customize the trigger and the needed action. Here, click on “Trigger”
4. Type and select “Monday.com”
5. A new side window will open, under Event, type and select “Any Column Value Changed in Board”
6. Click on “Account”
7. Click on “Sign in”
8. A new window will open allowing you to connect your monday.com account by entering your API v2 Token
9. Next, we’ll connect TimelinesAI. Click on “Action” button
10. Type and click on “TimelinesAI”
11. On the side window, under Event, type and select “Send Message to new chat”
12. Click on “Account” and then “Sign In”
13. A new window will open allowing you to connect your TimelinesAI account. You can paste the token you previously copied earlier on the textbox as shown below.
14. After your accounts are connected, validate your triggers to make sure your automated messages are functioning properly. When you’re confident everything is set up correctly, turn on your Zap and enjoy the effortless automation on autopilot!
Now, your Zap is set up and ready to send automated WhatsApp notifications whenever a column value changes on your chosen monday.com board.
Testing Your Zap
Once you’ve connected your accounts and configured your Zap, it’s time to test it. Click on the “Test Zap” button in Zapier. This will simulate the trigger and ensure everything works as intended.
Here’s how this will work in action:
Imagine you have a monday.com board for your content marketing team. One column tracks the “Status” of each blog post (e.g., Draft, In Review, Editing, Published). When someone changes a post’s status from “In Review” to “Published,” this is what will happen:
- Zapier recognizes the change and informs TimelinesAI using the secret token.
- TimelinesAI then sends an automated WhatsApp notification to your team.
The notification might say something like:
“Heads up, team! The blog post is live! Check it out and share it with your networks.”
This ensures everyone on the team knows the content is published and ready for promotion. They can celebrate the win, share the post on social media, or start any other tasks that come with a published piece.
This is just one example. You can customize the trigger and notification message to match your business needs.
TimelinesAI: Beyond Automation
While Zapier helps automate the initial trigger and action, TimelinesAI can further streamline your project management with features like:
Shared Inbox: Manage all your WhatsApp chats from one central location. This promotes collaboration, ensures everyone stays on the same page, and cuts down on scattered texts.
ChatGPT-integrated Autoresponder: Craft highly engaging and personalized messages at scale. TimelinesAI uses the power of ChatGPT to let you set up automatic replies to frequently asked questions or basic inquiries. This frees up your team for more complex tasks and keeps everyone informed.
Convert Leads and Nurture Relationships: Use triggers within monday.com to send automated, personalized messages that convert leads into customers and keep existing ones happy. This can be particularly useful for sales and marketing teams.
For example, if a lead’s status changes to “Demo Scheduled” in the monday.com column, an automated message could be sent as a reminder with the date, time, and a link to a calendar invite.
Seamless Experience: Start and keep WhatsApp conversations going right within your monday.com interface using the TimelinesAI Chrome extension. This eliminates the need to switch between apps, keeping your workflow smooth and efficient.
Pre-built Message Templates: TimelinesAI has a library of pre-made notification templates that you can use for monday.com updates. This way, you don’t have to write messages from scratch. This also ensures consistent and professional communication across your team.
By incorporating TimelinesAI’s functionalities, your team can experience a streamlined workflow and a big boost in efficiency.
Now, we are about to turn things up a notch with some pro tips and tricks. Keep reading.
Best Practices for Effective Communication with Automated WhatsApp Notifications
Automated notifications are awesome, but to really get the most out of them, you need a smart plan. Here are some best practices to keep in mind:
Clarity is Key: Craft concise and clear notification messages. Highlight the most important information from the monday.com update and avoid technical jargon.
Actionable Content: Whenever possible, include actionable words in your notifications. Use verbs like “review,” “approve,” or “complete” to nudge the recipients towards the next step.
Personalization Matters: When relevant, personalize your notifications with mentions or names to grab attention and make the update relevant to specific team members.
Find the Right Frequency: Don’t overwhelm your team with a constant stream of notifications. Consider the volume of changes on your board and the urgency of the information. Aim for a balance between keeping everyone informed and avoiding information overload.
Don’t Replace All Communication: Automated notifications are a great tool, but they cannot and should not replace all communication channels. For complex updates or discussions, you might still need a more detailed chat on Zoom or a direct message. So, assess accordingly.
By following these tips, you can ensure that your automated WhatsApp notifications are informative, actionable, and well-received by your team. This will lead to a smoother workflow and a more collaborative work environment overall.
Conclusion
With automated WhatsApp notifications for monday.com, you can break down data silos and keep your team constantly in the loop. Automated notifications can also improve customer service by ensuring your team receives timely updates about urgent requests and escalations.
Using TimelinesAI’s capabilities, you can enhance your project management process using features like shared inbox and comprehensive analytics.
Ready to further explore monday.com WhatsApp integration? Learn more about WhatsApp to CRM integration. Check out our monday and WhatsApp integration Playbook here.
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