7 monday.com Automations That Help In-House Marketing Teams Keep Campaigns Moving
A campaign rarely gets stuck because nobody knows what the end result should be. More often, work pauses between steps. A brief is ready, but the next person has not been told. An approval is overdue, but nobody is sure who should chase it. The campaign plan says one thing while the latest update sits in someone’s inbox.
A few well-planned monday.com automations can make those handovers easier to manage. They can send reminders, update statuses and prompt the next person to act. They work best when the team has already agreed how the process should run.
That distinction matters. Standard automations are best for predictable steps, such as sending a reminder when a status changes or notifying the next person in a handover. AI agents can help with tasks that need more context, such as checking a brief against agreed criteria or helping the team spot priorities. People still need to make the final decisions on approvals and campaign priorities.
Recent research points to the wider problem. A 2026 survey of 333 enterprise marketing decision-makers by Knak found that 85% had missed at least one campaign launch date in the previous year because of workflow constraints. Approval and sign-off were the most commonly reported cause. Knak published the report on 28 July 2026. The survey was commissioned by a marketing production vendor and focused on large organisations, so treat it as an indication of workflow friction rather than a benchmark for every marketing team.
Here are seven monday.com automation ideas to consider.
1. Acknowledge and route new marketing requests
When someone submits a marketing request, the team needs to know it has arrived and what happens next. A WorkForm can collect the details and create an item on a board. An automation can then notify the person responsible for reviewing requests.
For example, when a request is submitted, monday.com can route it to the right person based on the request type and notify them. If the requester is also a monday.com user, they can be notified within the platform. For an email confirmation to someone outside monday.com, the form needs to collect their email address.
The confirmation should set expectations rather than promise a delivery date. Let the requester know the brief has been received and explain how the team will assess it.
2. Notify the next owner when a brief is ready
Once a brief has been checked and agreed, the next person should not have to keep checking the board to see whether they can start.
Set a clear status, such as “Ready for design” or “Ready for copy”. When the status changes, monday.com can notify the person assigned to that work. A status-change automation can also assign the work to the right person, depending on how the board and recipe are configured.
This works best when the brief contains the information the next person needs. If the audience, key message or required formats are still unclear, the notification may simply move an incomplete brief into production faster.
3. Remind an owner when a deadline arrives and work is still open
A due date is only useful if someone acts on it. A date-based automation can notify the owner when the date arrives, with a status condition so it only runs if the work is still incomplete.
For example: when the review date arrives and the status is “Awaiting approval”, notify the approver. The reminder can include the item name and a direct prompt to review it.
monday.com also supports recurring checks for overdue work. Its documented overdue reminder checks each day at midnight and can keep notifying someone while the item remains incomplete. It will not run retroactively for dates that have already passed, so test the timing and status conditions before relying on it.
For an upcoming deadline, make sure the date in the board gives the team enough time to respond. A reminder on launch day is unlikely to rescue work that needed approval several days earlier.
You can also build in an escalation step. If the work is still open after a couple of reminders, notify the delivery manager so they can check whether the owner needs support or a blocker needs resolving.
4. Move work into the next campaign stage
Some teams use groups on a board to show stages such as “To do”, “In production” and “Ready to publish”. An automation can move an item to the next group when its status changes.
For example: when an asset is approved, move it to “Ready to schedule”. This keeps the board organised and gives the next person a clearer view of what is ready for them.
Before setting this up, decide what the status change means. “Approved” should refer to a specific version and a real sign-off. If copy changes after approval, the team needs to know whether it must go through review again.
5. Keep the right stakeholders informed
Campaign leads and stakeholders often need to know when a major milestone changes. They may not need a notification for every edit or comment.
Create a rule for a small number of meaningful updates, such as a campaign moving to “Live” or a key asset becoming “Blocked”. Notify only the people who need that information and can act on it.
This matters because too many alerts make it harder to notice the important ones.
6. Flag blocked work or overdue approvals
A blocked status should lead to a clear next step. When someone changes an item to “Blocked”, an automation can notify the campaign owner or project lead.
That prompt can ask them to check what is holding up the work, whether the deadline is at risk and who needs to make a decision. For overdue approvals, a date-and-status rule can keep the approver informed until the item moves out of “Awaiting approval”.
The automation should bring a problem to someone’s attention. It should not automatically move the deadline or mark the approval as complete. Those actions need a person to decide what is appropriate.
7. Capture campaign timings and review what happened
When work starts or reaches a key status, an automation can record the date in the relevant column. For example, you could capture when a brief is submitted, when it is approved and when the campaign goes live. Comparing those dates can help the team understand how long work takes and where it tends to wait, such as time to approval or time from approval to publication.
Once a campaign is complete, an AI agent could help bring the retrospective together by reviewing the available campaign information, highlighting delays or recurring patterns, and serving those findings to the team. That gives people a clearer basis for deciding what to change next time. The team still needs to check the findings, agree what success means and make the decisions.
Start with one repeated delay
These examples are starting points, not a checklist to install all at once. Choose one handover, reminder or update that people repeatedly manage by hand. Agree who owns it, what should trigger the automation and what should happen next. Then test it with a sample item.
Keep the rules easy to understand and review them when the process changes. monday.com automations use monthly action allowances, and some plans also limit how many workflows can be active. Check your account’s current limits before building a larger set of rules.
If your marketing board has grown into a collection of alerts that nobody trusts, the answer may be to simplify the process before adding more automation. The Workflow People help teams design and improve monday.com automations around the way their work actually moves.
For a wider look at marketing requests and approval routes, read our article on why marketing requests and approvals slow teams down. Our guide to managing campaigns, content and creative work shows how in-house teams can get more control of the work behind campaigns.
Frequently asked questions
What can monday.com automations do for a marketing team?
They can respond to status changes, dates and other triggers by sending notifications, updating supported fields, moving items and creating follow-up work. The exact options depend on the recipe, board setup and account plan.
Can monday.com automate marketing approvals?
It can notify an approver when work is ready and remind them when a date arrives or passes. The team still needs to define who can approve, what counts as sign-off and what happens if changes are made afterwards.
How many automations should a marketing team use?
Start with the repeated handovers or reminders that cause the most chasing. Add a rule only when its trigger, owner and next action are clear. Review the rules periodically so the board remains easy to use.