CONSTRUCTION COMPANY

Advanced Workflow Automation Using Dropdown Logic

Selecting a dropdown item now builds the correct subitems instantly from other boards. Manual copying is removed, project setup is faster, and every job follows the same structure. Errors are reduced and John’s team saves significant admin time on every project.

Project Overview

This company manage projects from a summary board in monday.com. When a dropdown item is selected, the team previously had to search other boards, copy the matching items, and recreate them underneath the main item. This was slow, repetitive and often led to missed tasks or inconsistent setups. We built a Make.com automation triggered by a dropdown item change on the summary board. When a specific dropdown item is selected, the system searches other boards for items with the same name, then automatically creates those items underneath the selected item as subitems. Simple checks prevent duplicates and keep naming consistent. Now selecting one dropdown item instantly builds the correct structure under the main item, saving time, reducing errors and ensuring every project follows the same layout.

The Challenge

When a dropdown item was selected, the team had to manually search other boards for matching items and recreate them underneath the main item. This was repetitive, time consuming and often led to missing tasks or inconsistent project structures.

The Solution

Built a Make.com automation triggered when a dropdown item changes on the summary board in monday.com. The system reads the selected dropdown item, searches other boards for items with the same name, and automatically creates those items underneath the main item as subitems. Simple checks prevent duplicates and ensure the structure is consistent every time.

Tools & Technologies

• Monday.com
• Make.com