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Start Here: Account Setup Guide

Before we begin building your automations, it’s essential to set up a few key accounts to ensure everything runs smoothly. This guide will walk you through the necessary configurations for each platform we use, helping you get started quickly and efficiently. Follow the step-by-step instructions below to complete your setup and be ready for automation success!

Monday

Monday.com is a powerful work management platform that helps teams track projects, tasks, and workflows with ease. It serves as the central hub for organizing and managing your automation processes.


šŸ‘‰ Click here to create your Monday.com account, then follow the slides to finish your setup.

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