How to Use Inteli-Kit

Install the app by clicking on the button "Install" button

1

Go to the board where you want to use the application.

2

Click on the button "Integrate" button and search for any of the following functions:.

3

a. Smart Extract for information extraction operations.

b. Reflector Sync for operations based on mirror columns.

c. Logic Lab for operations based on formula columns.

d. SubFlow Tools for numerical operations based on sub-element values.

Choose the automation that best suits your workflow.

4

Fill in the blanks with the columns you want to use.

5

Click on "Create automation" to save the configuration.

6

Ready!

You can now use Inteli-Kit in your monday.com

*Notes and considerations:

  • Smart Extract and SubFlow Tools have a similar type of white space in the automation that does not show the monday structure (dashboards, columns, etc.). They show operations you can perform (SubFlow Tools) and data you can extract (Smart Extract).

  • It is strongly recommended that any operation based on a given data type store the result in a column of the same data type.
    To use columns in creating formulas through the Automation Center, you must use the column ID inside braces, like this: {column_id}.

    The date formats that can be extracted using Smart Extract are as follows:

    • 'MM/dd/yyyy'

    • 'yyyy-MM-dd'

    • 'yyyy/MM/dd'

    • 'MMM d, yyyy'

  • In order to use the equality operator (=) in the formula created by automation from Logic Lab, you need to use the double equal sign (==).

  • For optimal results, it is recommended to use Logic Lab automations with a maximum of 300 elements at the same time (it can work with a larger number, but the results will be unpredictable).

    Disclaimer:
    Reflector Sync's "When an item is created" automation is designed so that, by enabling the monday.labs beta feature called "Query connected dashboards in WorkForms", you can copy any reflected value linked to a connected item that has been selected within the form.