Mastering monday

What if you could start every morning already knowing exactly what's happening across your entire business...without opening a single extra dashboard?

Most businesses already have the data they need. It's just trapped across too many boards, dashboards, spreadsheets, and tools. The problem isn't the data, it's that there's no fast way to bring it all together.

I'm hosting a free live webinar showing you exactly how AI and monday.com solve that — pulling together updates from sales, finance, clients, and your team into one daily report in minutes.

We'll do a live walkthrough of a real example so you can see exactly how it works.

📅 Date: May 19, 2026
🕑 Time: 2–3 pm EST

👉 Learn More + Register Here: simpledaysolutions.short.gy/May2026-Webinar3

6 days ago | [YT] | 6

Mastering monday

If you’re debating whether to hire a monday.com consultant or set up the platform yourself, this video breaks down the real tradeoffs.

After helping hundreds of companies implement monday.com, I’ve seen firsthand what happens when businesses try to build complex systems internally without the right expertise.

I also share a real client story about a company that spent over a year trying to set up monday.com internally—and still never fully launched their system.

1 week ago | [YT] | 1

Mastering monday

Still sending Gantt charts as PDFs in 2026?

You know the loop:

Export Gantt → attach PDF → send email → wait for feedback → update timeline → export again → resend.

It’s familiar, but it’s not effective.

It leads to long approvals, version confusion, last-minute pressure, and one big question:

What’s actually approved?

That’s where Interactive Gantt Timeline for monday.com comes in.

You can share one live Gantt timeline with clients, designers, freelancers, and other external stakeholders.

Clients can review, discuss, and approve changes in context. PMs can test “what-if” changes before anything gets merged back to the board.

It doesn’t replace monday.com’s native Gantt. It adds the external collaboration layer clients actually need.

If this feels painfully familiar, it's worth trying a different approach to collaborating with an external team.

Check it out here: ca012ez.short.gy/my-link

2 weeks ago (edited) | [YT] | 4

Mastering monday

If you’re trying to set up and track Objectives and Key Results (OKRs) in monday.com, this simple system makes it easy.

In this video, I walk through how to structure your monday.com boards to track OKRs using just two boards: an OKR board and a task board. This setup keeps everything connected so you can clearly see progress and tie results back to actual work.

You’ll also see how to structure objectives, define measurable key results, and create a visual dashboard to track performance at a glance.

2 weeks ago | [YT] | 2

Mastering monday

If you want more control over what gets entered into your boards, this is worth a look.

In this video, I walk through data validation rules in monday.com. It’s a simple way to enforce structure, improve data quality, and prevent errors before they happen.

You’ll see how to apply both conditional rules and validation rules across different column types, along with practical examples you can use right away.

3 weeks ago | [YT] | 0

Mastering monday

In this video, I show one simple change I made inside my monday.com + Claude setup that dramatically improved the answers I get.

Instead of constantly repeating which boards, columns, and logic Claude should use, I built a clear “map” of my monday.com account so it could understand how my data is structured.

3 weeks ago | [YT] | 1

Mastering monday

Looking for your API token in monday.com but can’t find it? This quick tutorial shows you exactly where to locate it—whether you're an admin or a regular user.

In this step-by-step guide, you’ll learn how API tokens work, why they matter, and how to use them to connect monday.com with tools like Zapier, Make, Gmail, and more.

If you're setting up integrations or automations, this is one of the most important things to understand.

1 month ago | [YT] | 2

Mastering monday

If your monday.com setup has turned into too many boards and too much complexity, this video shows how we solved that problem for a nonprofit client.

Using their grant management system as the example, I walk through how monday Vibe helped simplify a complex workflow by reducing information overload and creating a custom interface around what users actually needed to see.

For this client, the outcome was better visibility, stronger adoption, and clearer decision-making.

1 month ago | [YT] | 3

Mastering monday

The latest monday.com updates from March 2026 are here! And some of these changes can significantly improve how you manage workflows, automations, and AI inside your account.

If you're using monday.com and want to stay ahead of new features (and actually implement them effectively), this walkthrough will give you a clear overview of what matters and how to use it.

1 month ago | [YT] | 2

Mastering monday

monday.com just released one of its newest (and rather exciting) features: AI Agents. In this video, I walk through how they work and what you can do with them in the current version.

Learn how to build agents from templates, create custom agents, set triggers, and write instructions so they can take action inside your boards. I also share a real example of an AI agent copying data across columns for reporting, along with how to debug and improve performance using activity logs and prompts.

This feature is still in alpha, but it gives a strong glimpse of where monday.com is heading with AI.

1 month ago | [YT] | 2