6,000+
Project Hours
400+
Clients Served
80+
five star reviews
Platforms Supported
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.
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
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?
Monthly Active Users
100%
100%
Driving 100% adoption rate within 6 months for over 100 active user team
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?
On average 518 tasks were becoming complete by this account — showing high adoption with users
On average 518 tasks were becoming complete by this account — showing high adoption with users
Accounts Annual
Projection Savings
Per Account / Per Distinct Member
Saved Hours
Time Saved (in Hours) Per Value Area
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.
Check Out Our Testimonials
Interview With Bi2 Technologies
Interview With Diversity Employment LLC
Testimonials
What Our Client’s Say
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.comSo 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!
Emily Tan, Review on Trustpilot.com
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.
Bryan Pritz, Review on Trustpilot.com