I use Monday.com boards as a workflow for my business but it was initially set up without being correctly planned. Now it is difficult to manage things as there are so many different boards.
We specialise in assisting clients who have disputes with vehicles. For example if they purchase a faulty car and the vendor refuses to assist. We will help the client get the vehicle repaired or rejected etc and regularly communicate with clients, vendors, finance companies etc. A smooth platform to deal with enquiries and the required communications is essential. At present the system works OK but it needs to be much better.
I need the following done: A consultation with an expert conversant with Monday.com to explain exactly what I require All of the existing boards to be merged into a new master board so everything is accessible in one place
Notifications to be set up correctly
MS Exchange (or similar email software) to be incorporated within Monday.com platform
Whatsapp business to be incorporated within Monday.com platform
Standard template letters and documents to be set up so they can be easily accessed
A range of automated tasks to be set up when statuses change
Initial enquiries to be given a reference number and once assigned to a case handler be given a new reference number
All communications to be viewable in one area (emails & text messages etc) and a call log to record when calls are made
A simplified view so key data can be seen on one front page of each case
Automatic reminders to flag up when actions are required and a separate page to view reminders daily/weekly
AI to be incorporated into system for writing communications (if possible)
Enquiries to be ranked/scored on certain criteria
Automatic responses to be sent on a delayed basis depending on enquiry score
Users permissions set up correctly
When statuses change enquiries to be moved to a separate board
Invoices to be created and sent automatically upon case completion
Automatic review requests to be sent on case completion
Documents to automatically be downloaded if attached to incoming emails
Automatic reminders to be sent when required (when information has been requested but not received)
Emails received to be sorted and allocated to correct case file based on different reference numbers (e.g. our reference number or 3rd party reference number)
Address field on map for incoming enquiries UK addresses only
Enquiry forms to be standardised
E-Sign facility to be added for documents sent that require signing
Separate form to be sent to clients for additional information required that can be automatically added to existing case file
Filing system for case files to be set up and accessible within Monday.com
Any other suggestions that you would envisage would benefit our operation based on your experience will be advantageous.
I require this to be started immediately and completed as quickly as possible in time for January. The website that we gather our enquiries from is www.motorclaimshelpline.com and it will give you an idea of what we do.
Princess Cruise Employment Verification, Princess Cruise lines Category: Customer Service, Data Management, Data Protection, Documentation, Human Resources, Project Management, Recruitment, Report Writing, Time Management, Word Processing Budget: $10 - $50 USD
14-Jan-2026 17:04 GMT
Employment History Verification, melomed pyt holdings Category: Customer Service, Data Collection, Data Entry, Data Management, Documentation, Human Resources, Interviewing, Report Writing, Research, Time Management Budget: $10 - $50 USD
14-Jan-2026 17:02 GMT
Advanced E-commerce Website Development Category: API Integration, Content Management System (CMS), ECommerce, HTML, Payment Gateway Integration, PHP, Web Development, Web Design Budget: ₹37500 - ₹75000 INR
Ortho & Dental Job Verification, Ortho and Dental Category: Customer Service, Data Analysis, Data Entry, Data Management, Recruitment, Report Writing, Research, Time Management, Word Processing Budget: $10 - $50 USD
14-Jan-2026 17:00 GMT
Residential Loan Originator & Client Lead Category: CRM, Customer Service, Internet Marketing, Lead Generation, Leads, Marketing, Real Estate, Sales Budget: $8 - $15 USD
Verify Dr. Ross Employment History, Dr. Reza Ross Category: Audit, Data Entry, Data Management, Documentation, Email Handling, Phone Support, Project Management, Report Writing, Research, Time Management Budget: $10 - $50 USD
Florida Wind Stamp for Shed Category: Architectural Engineering, Construction Engineering, Structural Engineering Budget: $250 - $750 USD
14-Jan-2026 16:55 GMT
TikTok Product Demo Videos Category: Adobe Premiere Pro, After Effects, CapCut, Final Cut Pro, Motion Graphics, Video Editing, Video Production, Video Services Budget: $10 - $100 USD
14-Jan-2026 16:55 GMT
Cancer Specialty Hospital Project in Guwahati Category: 3D Rendering, 3D Visualization, Architecture, AutoCAD, Building Architecture, Building Design, Building Information Modeling, Interior Design, Photoshop, Rhino 3D Budget: ₹12500 - ₹37500 INR
14-Jan-2026 16:53 GMT
Tally Audit Data Analysis Support Category: Accounting, Business Analysis, Data Analysis, Finance, Financial Analysis, Financial Research, Inventory Management, Ratio Analysis Budget: ₹1500 - ₹12500 INR
14-Jan-2026 16:52 GMT
Amazon India Market Research for SkinCare Launch Category: Amazon Product Launch, Business Development, Competitor Analysis, Covers & Packaging, Data Analytics, Internet Marketing, Market Research, Product Management, Product Sourcing Budget: ₹1500 - ₹12500 INR
