Use monday.com to its Full Potential!

We make it easy for you to manage, track, and automate business processes within monday.com

6,000+

Project Hours

400+

Clients Served

80+

five star reviews

Our Certifications

Platforms Supported

  • Organization is the key

Your Time is Valuable. Let Us Help You

Have you ever missed an important deadline or lost control of your tasks or performance? Every professional organization needs effective workflows and CRM systems to guarantee clarity amongst team members.

Creating effective work boards on monday.com could be time-consuming. This is why we specialize in creating tailored workflows, automation, API, and custom reports for your business.

Schedule a Free Call With a Specialized Consultant Now!

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We’ll Help You Adapt 

We’ll Help You Adapt

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To Your Business Needs

About us

As a monday.com Platinum Channel Partner, we have achieved the highest level of partnership with monday.com, demonstrating our advanced capabilities and proven success in consulting, implementing, and customizing their platform for various business needs. This status recognizes our expertise in providing comprehensive solutions, from project management consulting to workflow automation and app integration, ensuring that our clients can fully leverage the flexibility and functionality of monday.com to optimize their operations and enhance collaboration across teams​.

As a monday.com Advanced Delivery Partner, we are recognized for our expertise in managing complex service projects, with a team of certified consultants and developers who have a proven track record of delivering high-quality professional services. This status highlights our ability to offer customers access to monday.com’s latest features and capabilities, including real-time collaboration, customizable workflows, and integrations with other key tools and platforms​.

If You Have Found Yourself in This Situation,
We Can Help!

See an example of a CRM workflow we created for a client that automates their proposal, contract and invoicing process with DocuGen, DocuSign & Quickbooks

See an example of a CRM workflow we created for a client that automates their proposal, contract and invoicing process with DocuGen, DocuSign & Quickbooks

Services

Strategy

Workflow
Implementation

Training

Custom
Development

Customer Success Management

Support

Why Workflow Magic?

Workflow Magic has successfully optimized hundreds of small to enterprise businesses. As a Platinum Channel Partner, we understand how to get a return on investment, streamline processes, measure data and increase collaboration. With a successful track record of 96% adoption rate. Since we have worked with over thousands of organizations we are confident all of your monday.com worries will vanish with us!

Optimize & Streamline New & Existing Processes

What does the activity look like in your account?

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Monthly Active Users

100%

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Driving 100% adoption rate within 6 months for over 100 active user team

Get Actionable Insights
& Reporting

How are you visualizing the data on your boards?

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On average 518 tasks were becoming complete by this account — showing high adoption with users

Accounts Annual
Projection Savings

Per Account / Per Distinct Member

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Saved Hours

Time Saved (in Hours) Per Value Area

Optimize & Streamline New & Existing Processes

1,076 Hrs 

Get Actionable Insights & Reporting

542 Hrs

Collaboration & Communication Efficiency

25 Hrs

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Let’s Get Started

Don’t hesitate to reach out! We offer free consultation calls so you only have something to gain. Book a call now! Please note we are not monday.com, we are a monday.com Platinum Channel Partner. Our first call will be an introductory call which will allow us to learn more about your organization and its needs.

Schedule A Call With Lydia Today!

Check Out Our Testimonials

Interview With Bi2 Technologies

Interview With Diversity Employment LLC

Testimonials

What Our Client’s Say

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.

Michael Deutsch, Review on Trustpilot.com

Highly Recommended!


Our experience with Workflow Magic was great! Lydia and Ryan were able to hear our needs, and helped create a new intake form and project board for our marketing and creative department on monday.com

So far, the onboarding experience internally has been great with nothing but positive feedback. Highly recommend reaching out to Lydia and team if you’re in need of automating your processes through this platform!

Thank you!

Amazing work, knowledge & communication

Lydia was amazing with her knowledge of monday.com, professional and an absolute pleasure to work with.

We needed some help getting systems in place for our business and after a quick meeting and some information for her, she was quick to set-up and implement everything we needed and more. She had a clear understanding of not only our needs but also implemented some extra functionality she knew we would want. Lydia knew about features we weren’t even aware of, so working with her allowed our systems to have more functionality than we even thought we would have.

Working with Lydia saved us hours and hours of having to learn, build, test, redo and test again if we were to do it ourselves, and everything works absolutely perfectly.