Automation
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Automation within Cubicl is designed to streamline task management and reduce manual intervention, ensuring greater efficiency and accuracy. Cubicl offers several automation features that significantly enhance user experience:
Recurring Tasks: Cubicl automatically generates new tasks at set intervals (daily, weekly, monthly) based on predefined recurrence rules, ensuring tasks are consistently tracked and completed on time.
Workflow Creation: Users can create workflows with multiple steps, where the first step becomes a subtask of the main task. As the main task is completed, the next step in the workflow is triggered, automating the entire process.
Email to Task: Incoming emails are automatically converted into tasks, saving time by directly adding important emails (e.g., client requests) to the task list with their content used as the task description.
Archiving: Completed tasks are automatically archived after one month of inactivity, keeping the task list organized while remaining accessible for future reference.
Task Dates: Cubicl automatically sets task start and end times based on standard working hours (e.g., 09:00 AM to 06:00 PM), ensuring proper time-blocking without manual input.
Gantt Chart Suggestions: If a team member's time-off is added, Cubicl automatically suggests task date adjustments on the Gantt chart to accommodate their absence.
These automation features significantly reduce the need for manual input and improve workflow efficiency. Cubicl handles routine tasks automatically, allowing teams to focus on more strategic and value-added activities.
For users with more complex automation needs, Monkedo offers even greater functionality, providing advanced automation capabilities that can be tailored to specific business requirements.
Monkedo is an advanced no-code automation platform that empowers users to create workflows effortlessly without the need to write code. Through its intuitive drag-and-drop interface, Monkedo enables you to automate both personal and business processes, while offering seamless integration with over 400 apps.
For Cubicl users, Monkedo credits are automatically allocated on a monthly basis according to the credit allowance specified in their subscription plan. By connecting your Monkedo account, you can fully utilize these credits to enhance your automation workflows.
Create a Monkedo Account: Visit monkedo.com and sign up for a new account. If you already have an existing account, you can simply log in.
Obtain Your Team ID: After logging into Monkedo, navigate to the Profile > Team page, and copy the value labeled as Team ID.
Connect Your Account: Paste the copied Team ID into the designated input field in Organization > Organization Details page in Cubicl and click the Connect button to link your Monkedo account to Cubicl.
Starter Plan: 100 Monkedo Credits per Cubicl user
Professional Plan: 200 Monkedo Credits per Cubicl user
Enterprise Plan: 300 Monkedo Credits per Cubicl user
Monkedo Credits are used to track automation actions within your workflows. Each time a component in an automation runs, it counts as one automation action. Components can be categorized as either paid or free.
Paid Components: Each execution of a paid component consumes 1 automation action.
Free Components: Free components do not consume automation actions unless there is abuse or error. In such cases, 1 action will be deducted randomly for every 100 executions to maintain system integrity.
By understanding the allocation and usage of Monkedo credits, you can effectively manage your automation tasks and ensure seamless integration with Cubicl.
If you require additional Monkedo Credits to enhance your automation workflows, you can easily upgrade to a higher subscription plan within Monkedo. Visit the Monkedo Pricing page to explore available plans and select the one that best suits your needs. By subscribing to a new plan, you’ll receive a higher allocation of Monkedo Credits, allowing you to automate more tasks seamlessly and scale your integrations with Cubicl.
With Monkedo, you can streamline your workflows by automating repetitive tasks, reducing the potential for human error, and freeing up valuable time for more meaningful and high-quality work. By minimizing manual interventions, Monkedo ensures that your processes are more efficient, accurate, and reliable.
Here are some examples of automations you can create with Monkedo to optimize your work:
When a task's due date is approaching, it can automatically move to a "Active" column in your Cubicl board. This ensures that high-priority tasks are highlighted without manual intervention.
Once all subtasks under a main task are marked as complete, the main task’s status will automatically change to “Completed.” This ensures consistency and reduces the need for manual updates.
When a task is marked as "Completed" in Cubicl, the task’s information is automatically added to a Google Sheet for reporting purposes. This creates a live log of completed tasks, including task name, assignee, completion date, etc.
When a user fills out a contact form on your website (using Google Forms or another form tool), an automated action can trigger Twilio to send a confirmation SMS to the user with a thank you message or additional details.
When a user subscribes to your newsletter via a contact form on your website (using a tool like Typeform), their email address is automatically added to your Mailchimp list, ensuring your email marketing list is always up to date.
These are just a few ways Monkedo can help enhance your operations, save time, and improve overall productivity.
If you need help setting up or customizing your automations, our support team is ready to assist you. Contact us at support@monkedo.com for expert guidance and support.
