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:
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
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
When formula column changes project result to column
Column
When formula column changes project result to item name
Item name
Column Change → Execute Formula
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
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
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
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
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
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
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
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
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
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:
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.
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