monday.com consultancy services
Practical support to help growing teams set up, improve and get more from monday.com.
Whether you are moving away from spreadsheets, building a CRM, improving project workflows or exploring AI, we help you create a monday.com setup that is clearer, easier to manage and built around the way your team works.
Make monday.com work better for your team
monday.com can support sales, operations, project management, reporting and day-to-day teamwork, but only if it is set up properly.
We work with teams across the UK to design, build and improve monday.com tools that reduce manual work, give leaders better visibility and help people feel confident using the platform.
Some clients come to us before they have chosen monday.com. Others already use it, but need help simplifying, rebuilding or improving what they have. Either way, we start by understanding how your team works, then shape the setup around your real processes.
Practical AI support for monday.com
monday.com is adding more AI features, but the real value comes from knowing where they can actually help your team.
We help businesses use AI with monday.com in a practical way, from AI-assisted workflows and summaries to smarter task management, automation support and reporting improvements.
The aim is not to add AI for the sake of it. It is to find useful ways to save time, reduce manual admin and help your team get clearer information from the systems they already use.
monday.com services built around your team
The Workflow People work with growing teams and businesses that need monday.com to support real day-to-day work, not just sit alongside it.
That might mean setting up monday.com for the first time, improving a setup that has become messy, or helping different teams use the platform in a clearer and more consistent way.
Set up, improve or rebuild a monday.com CRM that helps your team manage leads, sales activity, client information and pipeline reporting more clearly.
Project Management
Use monday.com to manage projects, operations, workloads, processes and team delivery in a way that is easier to track and easier to report on.
Automations
Reduce manual admin with monday.com automations that support reminders, handoffs, notifications, status updates and repeatable workflows.
Dashboards and Reporting
Build business critical monday.com dashboards and reporting views that bring sales, project, workload or operational data into one place.
monday.com Training
Help your whole team use monday.com consistently and confidently, so the platform is set up properly, understood clearly and delivering more value across the business.
Ongoing Support
Get ongoing help with improvements, troubleshooting, admin support, refinements and new ways to get more value from monday.com.
Trusted by teams using monday.com every day
Our clients come to us when they need monday.com to be clearer, more reliable and easier for their teams to use. We focus on practical improvements that reduce manual admin, improve visibility and help people feel confident using the system every day.
"The Workflow People took the time to understand our business and what we needed from monday.com. The new procurement process has made a real difference to the finance team and has given us much better visibility across the business."
Joanne Stephenson, Promethean Particles
"The Workflow People understood our business needs, and took a systematic approach to restructuring and refining Monday to meet them. We are now set up for years to come and all thanks to Naomi!"
Chris Bagnall, Up Energy Group
"By working with The Workflow People, Graf UK have successfully eliminated up to 5,000 manual actions per month. That's the equivalent of a full-time employee’s workload."
Matthew Rolf, Managing Director, Graf UK
