Automate Monday.com with Ottermation by Speak Toomey

Keeping Monday boards current can feel like a part-time job. When items depend on manual updates, deadlines slip, finance waits for a “ready to bill” ping, and managers never see the real picture. Ottermation takes those updates off your plate so the board reflects reality on its own.

Table of Contents

  • Pain Points

  • How We Help

  • Real Impact

  • Tech Stack

Pain Points

Where teams lose time:

  • Stale items — status changes rely on someone’s memory.

  • Duplicate data entry — copying info to Sheets and QuickBooks.

  • Hidden delays — slipped deadlines aren’t flagged early.

How We Can Help

What Ottermation does for you:

  • Form ➜ board item with owner, due date, and auto labels the moment a client submits.

  • Status Changes generate automations

  • Deadline drift alerts via Slack, Email or Text. QA lead is assigned automatically.an.

Metric Before After
Time updating tasks / week 3–4 h < 30 m
Missed internal deadlines 12 % 2 %
Finance hand-off lag 5 days < 1 day
Team satisfaction 7.1 / 10 9.0 / 10

Tech Stack

  • Work Management: Monday.com

  • Smart Flows: Zapier · Ottermation

  • Chat & Alerts: Slack, Email and/or Text

  • Finance: QuickBooks

  • Data Hub: Airtable · Google Sheets

Ready to automate your finance flow?

Book a free 15-minute automation audit

Questions? Check our Apps We Automate hub or email support@speaktoomey.com.