# Automation Recipes Reference Formula Pro provides **80+ automation recipes** that trigger formula execution, value projection, or cross-board operations based on board events. *** ## Use Case Examples See how Formula Pro can help in real-world scenarios: | Sample Use Case | Recipe Type | What It Does | | --------------------------- | ---------------------------------- | ----------------------------------------------------------------------------------- | | **Project budget tracking** | Column change → execute formula | When costs change, automatically calculate total budget and update a summary column | | **Due date automation** | Column change → execute formula | Add working days to a start date and project the due date to a Date column | | **Cross-board reporting** | Mirror column / formula projection | Sync formula results to mirror columns on connected boards for real-time dashboards | | **Subitem rollups** | Subitem number change → parent | Aggregate subitem costs (SUM, AVG) and project to parent item | | **Status-based workflows** | Status change → execute formula | When status becomes "Done", calculate completion date or update related columns | | **Timeline propagation** | Column change → execute formula | Shift a timeline by N days and project to another Timeline column | | **Item naming** | Column change → item name | Generate item names from formula (e.g., `#CODE-{Year}-{Sequence}`) | | **Scheduled reports** | Every time period | Run formulas on a schedule to refresh KPIs, totals, or summaries | | **Copy to connected board** | Update created | When an update is posted, copy it to all connected items on a linked board | | **Duplicate & clean** | Status/button → duplicate | Duplicate items to another board and remove "(copy)" from names | | **Subitem defaults** | Subitem created + empty column | When a subitem is created with an empty column, copy parent value or run formula | | **Conditional email/links** | Column change → execute formula | Map status to email addresses or generate WhatsApp links from phone numbers | *** ## Recipe Quick Reference | Category | Trigger Types | | --------------------- | -------------------------------------- | | Formula column | Formula column change | | Execute formula | Column, any column, item name change | | Project formula value | Column change | | Mirror column | Mirror column change | | Status change | Status change (to/from) | | Scheduled | Every time period | | Copy & propagate | Column change, update created | | Item create | Item created | | Subitem | Subitem created, subitem column change | | Group/board-wide | Column change | | Cross-board & mapping | Column, status, button | *** ## Recipe List by Category ### Formula Column Triggers | Recipe | Target | | ------------------------------------------------------- | --------- | | When formula column changes project result to column | Column | | When formula column changes project result to item name | Item name | *** ### Column Change → Execute Formula | Recipe | Target | Notes | | --------------------------------------------------------------------------------------------- | -------------- | ----------------------------------------- | | When column changes, execute formula and project the result to column | Column | | | When column changes, execute formula and project the result to mirror column | Mirror column | *Browser refresh for multi-level mirrors* | | When column changes, execute formula and project the result to subitem column | Subitem column | | | When column changes, execute formula and project the result to item name | Item name | | | When column changes, execute formula and project result to item name (all items on board) | Item name | Board-wide | | When column changes, execute formula and project result to column (all items on board) | Column | Board-wide | | When column changes, execute formula and project the result to item name (all items in group) | Item name | Group scope | | When any column changes, execute formula and project the result to column | Column | | | When any column changes, execute formula and project the result to the item name | Item name | | | When any column changes, execute formula and project the result to mirror column | Mirror column | *Browser refresh for multi-level mirrors* | | When item name changes, execute formula and project the result to column | Column | | *** ### Column Change → Project Formula Column Value | Recipe | Target | Notes | | ---------------------------------------------------------------------------------------------------------------------------------------------- | -------------- | ----------------------------------------- | | When column changes retrieve the calculated value of formula column \[parent item] and project the result to column | Column | Parent context | | When column changes, retrieve the calculated value of formula column and project the result to the mirror column | Mirror column | *Browser refresh for multi-level mirrors* | | When column changes, retrieve the calculated value of formula column and project the result to item name | Item name | | | When column changes, retrieve the calculated value of formula column and project the result to item name (all items on board) | Item name | Board-wide | | When column changes, retrieve the calculated value of formula column and project the result to column (all items on board) | Column | Board-wide | | When column changes, retrieve the calculated value of formula column and project the result to subitem column (all subitems on board) | Subitem column | Board-wide | | When column changes, retrieve the calculated value of formula column and project the result to subitem column (all subitems belonging to item) | Subitem column | Per item | | When column changes retrieve the calculated value of formula column and project result to column (all items in group) | Column | Group scope | | When column changes retrieve the calculated value of subitem formula column and project result to column \[parent item] | Parent column | Subitem → parent | | When column changes retrieve the calculated value of subitem formula column \[subitem] and project result to subitem column | Subitem column | Subitem → subitem | *** ### Mirror Column Triggers | Recipe | Target | Notes | | --------------------------------------------------------------------------------------------------------------------------------- | ------------- | ----------------------------------------- | | When mirror column changes execute formula and project result to column linked with connect board | Column | Connect board | | When mirror column changes retrieve the calculated value of formula column and project result to column linked with connect board | Column | Connect board | | When mirror column changes execute formula and project result column (subitem mirror column rollup) | Column | Subitem rollup | | When mirror column changes project mirror column value to target column linked with connect board | Column | Connect board | | When mirror column changes project source mirror column values to target mirror column linked with connect board | Mirror column | *Browser refresh for multi-level mirrors* | | When mirror column status on connected board changes to something duplicate item and remove (copy) suffix from item name | Item name | On current board | *** ### Status Change Recipes | Recipe | Target | Notes | | ----------------------------------------------------------------------------------------------------------------------- | -------------- | ----------------------------------------- | | When status changes to something execute formula and project result to mirror column | Mirror column | *Browser refresh for multi-level mirrors* | | When status changes to something, execute formula and project the result to subitem column | Subitem column | | | When status changes to something, execute formula and project the result to column | Column | | | When status changes to something, execute formula and project the result to item name | Item name | | | When status changes to something retrieve the calculated value of formula column and project the result to column | Column | | | When status changes to something retrieve the calculated value of formula column and project the result to item name | Item name | | | When status changes to something project mirror column value to target column | Column | | | When status changes to something project this column value to mirror column | Mirror column | *Browser refresh for multi-level mirrors* | | When status changes to something copy all updates to all connected items on connect board | Updates | *Detect loops in 2-way connections* | | When status changes to something duplicate item and remove (copy) suffix from item name | Item name | Supports subitems | | When status changes to something, copy item with subitems and updates to board according to item mapping | Board | Remove copy prefix | | When status changes project this column value to mirror column | Mirror column | *Browser refresh for multi-level mirrors* | | When status changes project source mirror column values to target mirror column | Mirror column | *Browser refresh for multi-level mirrors* | | When status changes from something to something, execute formula and project the result to item name | Item name | | | When status changes from something to something duplicate item and remove (copy) suffix from item name | Item name | Supports subitems | | When status changes from something to something, copy item with subitems and updates to board according to item mapping | Board | Remove prefix | *** ### Scheduled Recipes | Recipe | Target | Notes | | ----------------------------------------------------------------------------------------------------------------------------------- | -------------- | ---------- | | Every time period, retrieve the calculated value of formula column and project the result to subitem column | Subitem column | | | Every time period, retrieve the calculated value of formula column and project the result to subitem column (all subitems on board) | Subitem column | Board-wide | | Every time period, retrieve the calculated value of formula column and project the result to item name (all items on board) | Item name | Board-wide | | Every time period, execute formula and project result to item name (all items on board) | Item name | Board-wide | | Every time period, execute formula and project result to column (all items on board) | Column | Board-wide | | Every time period, retrieve the calculated value of formula column and project the result to column (all items on board) | Column | Board-wide | *** ### Copy & Value Propagation | Recipe | Target | Notes | | ------------------------------------------------------------------------------- | -------------- | ----------------------------------------- | | When column changes, copy the new value to column | Column | | | When column changes, copy the new value to subitem column | Subitem column | | | When column changes project this column value to mirror column | Mirror column | *Browser refresh for multi-level mirrors* | | When column changes project mirror column value to target column | Column | | | When column changes project source mirror column values to target mirror column | Mirror column | *Browser refresh for multi-level mirrors* | | When an update is created, copy it to all connected items in connected board | Updates | *Detect loops in 2-way connections* | *** ### Item Create Recipes | Recipe | Target | | ------------------------------------------------------------------------------------------------------------------------------ | --------- | | When an item is created copy column to another column | Column | | When an item is created, retrieve the calculated value of formula column and project the result to column (all items on board) | Column | | When an item is created, execute formula and project the result to column | Column | | When an item is created project mirror column value to target column | Column | | When item is created, copy column value to item name | Item name | *** ### Subitem Recipes | Recipe | Target | Notes | | -------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------- | --------------------------- | | When a subitem is created, execute a formula and project the result to subitem column (all subitems belonging to item) | Subitem column | | | When a subitem is created, copy column to subitem column | Subitem column | | | When a subitem is created execute a formula and project result to subitem column (same subitem) | Subitem column | Same subitem | | When a subitem is created, retrieve the calculated value of formula column and project result to column (subitem trigger) | Column | | | When a subitem is created, retrieve the calculated value of formula column \[parent] and project result to item name \[parent] | Parent item name | Subitem trigger | | When a subitem is created remove (copy) suffix from item name | Item name | | | When a subitem is created and subitem column value is empty, copy parent item column value to subitem target column | Subitem column | Default from parent | | When a subitem is created and subitem column is empty, execute formula and project result to target column | Subitem column | Default from formula | | When a subitem is created and subitem column is empty, retrieve the calculated value of parent item formula column and project result to subitem target column | Subitem column | Default from parent formula | | When a subitem is created retrieve the calculated value of parent item formula column and project result to subitem target column | Subitem column | | | When a subitem is created assign creator as person | People column | | | When subitem column changes, copy subitem mirror column values to target subitem column | Subitem column | | | When subitem column changes copy new subitem value to subitem column (same subitem) | Subitem column | Same subitem | | When subitem column changes, retrieve the calculated value of subitem formula column and project result to column \[parent item] | Parent column | Subitem → parent | | When subitem status changes, project subitem mirror column value to subitem column | Subitem column | | | When subitems number column changes aggregate all values in column by operation and project to parent item column | Parent column | SUM, AVG, etc. | | When subitems mirror column value linked by connect column changes, project parent item mirror column value to parent item column | Parent column | | | When subitems mirror column value linked by connect column changes, project subitem mirror column value to subitem column | Subitem column | | *** ### Group & Board-Wide Recipes | Recipe | Target | | ------------------------------------------------------------------------------------------------------------------------------- | ------------- | | When column changes perform calculation on number column for all items in group and project the result to number column in item | Number column | | When any column changes, execute formula and project result to item name (all items in group) | Item name | *** ### Cross-Board & Item Mapping | Recipe | Trigger | Notes | | ------------------------------------------------------------------------------------------------------------------------------------- | ------------- | ----- | | When column changes, create item in board and copy all updates and subitems to new item with item mapping | Column change | | | When button clicked, create item in board and copy all updates and subitems to new item with item mapping | Button click | | | When status changes from something to something, create item in board and copy all updates and subitems to new item with item mapping | Status change | | | When status changes to something, create item in board and copy all updates and subitems to new item with item mapping | Status change | | | When column changes duplicate item and remove (copy) suffix from item name (supports subitems) | Column change | | | When an item is created remove (copy) suffix from item name | Item created | | | When button clicked duplicate item and remove (copy) suffix from item name (supports subitems) | Button click | | | When button clicked, copy item with subitems and updates to board according to item mapping (remove copy prefix) | Button click | | | When column changes, copy item with subitems and updates to board according to item mapping (remove copy prefix) | Column change | | *** ## Configuration Options Each recipe typically requires: | Option | Description | | ---------------------- | -------------------------------------------------------------- | | **Trigger column** | The column that triggers the automation when it changes | | **Formula** | The formula expression to evaluate (if applicable) | | **Formula column** | Existing formula column whose value to project (if applicable) | | **Destination column** | Where to write the result | | **Board/Group scope** | Single item, all items in group, or all items on board | *** ## Notes ### Multi-Level Mirror Relationships Several recipes note that a **browser refresh may be needed to see results for multi-level mirror relationships**. This is due to how monday.com propagates mirror column updates across connected boards. For single-level mirror connections, results typically appear immediately. ### Two-Way Connections Recipes that copy updates or items to connected boards **detect loops in 2-way connections** to prevent infinite propagation. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://formulapro.shadebridge.com/formula-pro/automation/automation-recipes.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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