Create Airtable Records From Monday

Andrew Speer
March 30, 2025
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Many businesses today rely on multiple software platforms to manage different aspects of their operations. While this specialized approach offers benefits, it often creates data silos that require manual synchronization - a time-consuming and error-prone process.

This was precisely the challenge faced by a creative agency whose workflow spanned across two popular platforms: Monday.com for project management and Airtable for financial operations.

The Challenge: Double Data Entry

Due to legacy software decisions, the agency operated with a divided system:

  • The project management team worked primarily on Monday.com
  • The finance team needed project data in Airtable for invoicing and billing

This separation meant project managers had to manually duplicate information across both platforms whenever updates occurred - a significant time drain that affected productivity and created opportunities for errors.

The Automation Solution

The agency sought a more efficient approach and implemented a straightforward automation that created a bridge between these platforms. The solution consisted of:

  1. A connection between Monday.com and the specific table in Airtable
  2. Automated data transfer was triggered whenever information was updated on Monday.com
  3. Mapping of relevant fields to ensure data integrity

The technical implementation was surprisingly simple, requiring just two modules:

  • A trigger module watching for specific events on Monday.com boards
  • An action module that creates or updates records in Airtable

The team later expanded this automation to include additional branches that perform validation functions, such as double-checking pricing information for projects on Monday.com.

The Results: Hours Saved Each Week

This straightforward automation delivered significant benefits:

  • Eliminated time-consuming manual data entry
  • Improved data accuracy by removing human error
  • Ensured real-time synchronization between platforms
  • Saved the team multiple hours each week
  • Made workflows smoother and more reliable

Why This Matters

This case demonstrates how even simple automation can deliver substantial ROI when applied to pain points in business processes. By identifying repetitive tasks that bridge different software systems, organizations can implement targeted automation that:

  • Free up staff time for higher-value work
  • Reduce errors and inconsistencies
  • Improve cross-departmental collaboration
  • Enable better decision-making through synchronized data

For businesses using multiple platforms to manage different aspects of their operations, similar automation opportunities likely exist. The key is identifying those manual "bridge" tasks that connect systems but add no intrinsic value to your operations.

Implementing Your Own Cross-Platform Automation

If your organization faces similar challenges with data synchronization between platforms, consider these steps:

  1. Identify which manual data transfers are most time-consuming
  2. Determine the specific triggers that necessitate updates
  3. Map the exact fields that need to be transferred
  4. Implement simple automation using tools like Zapier, Make (formerly Integromat), or native integrations
  5. Test thoroughly before full deployment
  6. Monitor for edge cases and expand functionality as needed

While the specific technical implementation will vary based on your platforms and needs, the principle remains the same: automate repetitive data transfers to save time and improve accuracy.

Andrew Speer
March 30, 2025