Automations

monday.com automations are simple “when this happens, do that” rules. Greenlight adds its own pieces to them, so approvals can start and finish without anyone clicking.

What Greenlight adds

• Request approval with Greenlight. A do that: sends the item for approval, just like clicking Request approval. If the item was rejected or sent back, it sends it again. If it’s already waiting, it does nothing. If it was already approved, it starts a new approval.
• When a Greenlight approval is decided. A when this happens: runs when an approval finishes. You choose approved, rejected, sent back for changes, or decided (any outcome).

Ideas to try

• When Status changes to Ready for review, request approval with Greenlight. Your team just changes the status, and the approval starts.
• When a Greenlight approval is approved, move the item to the group Done.
• When a Greenlight approval is sent back for changes, notify the item’s owner.
• When a Greenlight approval is rejected, set Status to Stuck.

123

1. 1Starts an approval whenever a new item is created.
2. 2Runs when an approval is approved: here, it creates a subitem.
3. 3Greenlight's own helper that protects the Approval column. Leave it on.

Set one up

1. On your board, click Automate at the top, then Create automation.
2. Build your rule. Pick a when (a monday.com one, or When a Greenlight approval is decided) and a then (any action, or Request approval with Greenlight). Search for “Greenlight” to find its pieces.
3. Fill in the blue words, such as which outcome, and click Create automation.

If an automation can’t start an approval, monday.com notifies whoever created the automation with Greenlight couldn’t start the approval and the reason. The automation stays switched on.

Approvals started by an automation count toward your plan like any other. See Plans and billing.

Fill in approver columns first

If your flow takes approvers from a column, that column has to be filled in when the automation runs. For example, When an item is created runs before anyone has typed in a client’s email, so Greenlight can’t start. Use a later trigger, such as a status change, instead.