Automating business processes on monday.com: approvals, reviews and exception handling

Automation is becoming a necessity for growing organizations. Manual approvals, lengthy reviews, and missed exceptions slow down progress and lead to inefficiencies. mondaydotcom provides a flexible platform to automate key business workflows, helping teams handle approvals, reviews, and exceptions with accuracy and speed. With smart automation and integrations, businesses can save time, reduce human error, and focus on more strategic priorities.

Why Process Automation Matters

Many teams still depend on manual steps for approvals or document tracking. These handoffs create delays and confusion. Automating these steps keeps tasks moving smoothly from one stage to another without waiting for manual input.

Automation also creates visibility and accountability. Every approval, update, and delay is recorded, allowing teams to spot bottlenecks and correct issues quickly. It helps create a system that is both transparent and dependable.

Automating Approvals for Speed and Clarity

Approvals are a common requirement in finance, HR, marketing, and procurement. However, they are often the biggest reason for project delays. mondaydotcom simplifies this process through an easy-to-use automation builder.

For example, when a team member submits a request, mondaydotcom can automatically notify the right approver. Once the request is approved, the task status changes, and the next step begins. There is no need for manual emails or spreadsheets.

You can also set up rules based on conditions. If a budget request is above a certain amount, it can automatically route to a senior manager. This keeps control and compliance in place without slowing down the process.

Integrations with tools such as Slack, Gmail, or Microsoft Teams allow approvers to act directly from their usual communication channels. This makes decision-making faster and keeps workflows visible to everyone involved.

Managing Review Cycles More Efficiently

Content, design, and project deliverables often pass through several review stages. Without structure, reviews can become confusing, with multiple versions and scattered feedback. mondaydotcom makes review management simple and traceable.

You can set up automations like:

• When the status changes to “Ready for Review,” notify the reviewer.

• When feedback is received, move the task to “Revisions.”

• Once revisions are complete, automatically send it to the next reviewer.

This structured flow ensures that feedback stays in one place and every team member knows the current stage. Deadlines can also trigger reminders to reviewers so tasks do not get stuck.

Managers can use dashboards to track review progress, identify pending tasks, and spot any recurring issues.

Handling Exceptions Before They Escalate

Even with the best workflows, exceptions occur. These can include overdue approvals, missing documents, or errors in data. mondaydotcom helps detect and manage these exceptions automatically.

For instance:

• If a task stays “Pending Approval” for more than two days, the system can alert the manager.

• If a project exceeds a set budget, it can flag the issue for review.

• If required fields are incomplete, the automation can stop the process and notify the responsible person.

This proactive approach prevents small problems from turning into major setbacks. Exception handling keeps workflows stable and ensures nothing gets overlooked.

Integrating Tools for Better Automation

mondaydotcom connects easily with popular platforms such as Salesforce, HubSpot, and Google Drive. These integrations ensure smooth data flow between departments.

Teams can create automation recipes that fit their exact business needs, without any coding. This flexibility allows them to mirror their approval and review structures within mondaydotcom.

For advanced automation, businesses can use the mondaydotcom API or connect through Zapier to integrate multiple systems and manage workflows across platforms. This makes operations more unified and efficient.

Using Analytics for Continuous Improvement

Automation is not only about efficiency but also about insights. mondaydotcom dashboards help track approval times, review durations, and exception trends.
These analytics help leaders improve their workflows over time. If approvals take too long, they can review rules or resource allocation. If exceptions increase, they can identify the source of errors.

With ongoing improvements based on data, automation becomes a continuous growth tool rather than a one-time setup.

Tollanis Solutions: Your mondaydotcom Partner

As a bronze partner of mondaydotcom, Tollanis Solutions helps businesses design and implement custom automation workflows. Their team understands how to align automation with specific business goals to deliver measurable outcomes.

Tollanis Solutions goes beyond standard automation. They help organizations create connected systems where approvals, reviews, and exception management work seamlessly. This ensures consistent quality and improved operational performance.

Building a Culture of Automation

Automation on mondaydotcom is not just about saving time. It transforms how teams work. When employees no longer need to chase approvals or track reviews manually, they can focus on creativity, strategy, and customer satisfaction.

It also builds confidence among teams. Everyone knows their responsibilities, timelines, and what happens next.

Automating approvals, reviews, and exceptions creates a foundation for consistent and scalable operations. As the business grows, these workflows can easily adjust without disrupting productivity.

Conclusion

mondaydotcom offers businesses an effective way to automate daily operations, from approvals and reviews to exception handling. With well-designed automation, organizations can cut delays, improve accuracy, and maintain better control over processes.

Partnering with Tollanis Solutions, a trusted bronze partner of mondaydotcom, can help companies unlock the full potential of workflow automation and create a more connected, efficient, and productive environment.

Automation gives businesses the agility, visibility, and reliability they need to keep growing confidently in a fast-paced world.