How I Set Up Monday.com to Link Imported Items Without Lifting a Finger

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Get Monday.com to do the heavy lifting for you. I’ll walk you through my exact setup so imported items link themselves like magic. No more copying and pasting or double-entry headaches. See step-by-step how to make automations, match columns, and set your board up so new data finds the right spot every single time. Whether you’re handling leads, tasks, or inventory, this guide saves you real hours. Want more time for stuff that matters? Hit subscribe and check out more easy Monday.com tricks.
 

TIMESTAMPED CHAPTERS

00:00 Introduction and Video Overview

00:14 Setting Up the Boards

01:24 Creating the Connect Boards Column

02:08 Adding the Match Automation Recipe

02:41 Configuring the Match Automation

04:18 Final Steps and Conclusion

CLICKABLE SEARCHABLE TRANSCRIPT

https://share.descript.com/view/wNIGR58vjwZ

About the author 

mondaywiki

Patrick Fallon is the creator of the MondayWiki Community and also a Monday.com Consultant and Coach.
When he is not helping paying clients improve their Monday.com workflows, he is freely sharing his Monday knowledge with MondayWiki Community members.

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