Workflow MagicReviews of workflowmagic.co

Excellent communication and delivery

We've worked with Workflow Magic to help optimize and expand our use of monday.com, and the experience has been outstanding. What has impressed me most is their problem-solving mindset. No matter what challenge, workflow, or "could we possibly make monday.com do this?" question we've thrown their way, the answer is never "that's not possible." Instead, Ben and the team take the time to understand what we're trying to accomplish and then find a solution. They're incredibly knowledgeable, responsive, patient, and flexible—even when our own team has been slow to provide feedback or make decisions. Beyond their technical expertise, they're simply enjoyable people to work with. If you're looking for a monday.com partner who combines deep platform knowledge with creativity, persistence, and exceptional client service, I highly recommend Workflow Magic.

We engaged Workflow Magic to implement Monday CRM to help us manage our Statewide Programs. We are a small organization, with complex integrated processes. We were previously managing everything on spreadsheets and Word documents. With over 100 community partners and 500 certified program facilitators, it was becoming unmanageable with our manual processes and tracking. Our goal was to create 360 degree visibility across all programs, automate activities, and reduce duplicate data entry. Workflow Magic helped us integrate all of our process flows - from incoming request forms for Funding Requests, Training and Certification (9 programs), Natural High Retreats, and Technical Assistance, and moving items to operational boards to manage all activities. We now have an Onboarding Board to handle onboarding new partners and partner agreements, Funding Board to handle all requests for funding service delivery in the community, and Agreements Board that collects key information and Builds a Service Agreement (PO) and sends out for electronic Signature and tracks all history of requests, training, and agreements through an Account View. Training Boards track requests from initial inquiry, receiving applications, through enrollment, to completion of certifications. Our Services Tracking Board takes all items on a Service Agreement and adds them to the Board for managing Site Visits, tracking pre/post surveys, and the status and timeline of all community partners and services being delivered. The Natural High Retreat Board serves as a project management tool to support the planning of retreats which includes 2-4 external entities to plan a retreat. It also tracks all agreements and budgets. We also have several Management and Program Dashboards that are tracking key metrics across our programs and budgets. There are hundreds of automations and workflows that eliminate a lot of the manual processes and communications. I wish we had done this 3 years ago, it would have saved us a lot of headache and time. Our implementation manager (Victoria) was a trooper and stayed in it the whole way - even when things were hard. The biggest challenge we faced was the gap between the sales cycle and starting implementation. The sales side underestimated the complexity of our requirements, even though we provided written documentation. We definitely had a "storming" phase at the beginning of the implementation process to get everyone on the same page. Victoria hung in there and we got to "norming" and then once we got to "performing" we were rocking and rolling. Workflow Magic definitely knows their stuff when it comes to Monday. However, as a Project Manager that has worked decades on technology projects, I expected a little more guidance on requirements gathering and process flows at the beginning, before jumping into implementation. We had asked Sales what we needed to provide to the Implementation Team and they said what we had was great, and the first steps of Implementation was to capture requirements. We had to slow the process down, and go back and document a lot more and in format that made since to the Implementation Team. Since we weren't experts on Monday's capabilities, it was challenging at the beginning to translate to Workflow Magic what we wanted it to do. Once we came up with a way to work with Victoria to capture our processes, data, workflows, relationships, etc. everything moved quickly. That is my only recommendation to Workflow Magic is to slow down and capture requirements up front and provide some tools or templates for the customer to capture information in a way that helps them configure the technology, especially on Complex integrations. Overall they were fantastic to work with and the final solution is Amazing!!! I would definitely recommend them. We have extended our agreement to continue to refine and add more value added functionality.

Our experience with Workflow Magic has been extremely positive. They took the time to understand the complexities of our multiple operations and created a platform that significantly improved our organization, efficiency, and overall workflow management. What stood out most was their willingness to listen. Throughout the development process, they carefully considered our needs, welcomed feedback, and made adjustments to ensure the platform truly fit the way our business operates. Thanks to Workflow Magic, we now have a more streamlined and organized operation, allowing our team to work more efficiently and effectively. We highly recommend them to any organization looking for a customized solution backed by a team that genuinely cares about delivering results.

Another great experience working with Workflow Magic. Workflow Magic helped set up our custom CRM, and after one year of my team using the MondayCRM platform, we worked with Workflow Magic again to make tweaks and improvements to our setup. Workflow Magic is a knowledgeable and friendly group that takes the time to listen to my team's unique needs and implements solutions that work for us. Thank you!

My team and I truly enjoyed our training with Diego. He was very easy to follow and was helpful when it came to answering all of our questions. We highly recommended this training. We have been woking on Monday.com for 6 years and we still learned so much. Thank you Workflow Magic.

In three sessions, the trainer (JDA) successfully and artfully guided our team through the basics of Monday.com as we requested. Moreover, JDA received our additional requests (i.e. Dashboard Development, integrations, automations, etc) and built those into the sessions! In each session, he demonstrated exceptional knowledge and application of Monday.com and its advanced attributes. He took time to answer questions, ensuring no learner was left behind. Workflow Magic more than met our expectations!

A client for several years now working on different workflows and have always been happy with the experience. Lydia is great at troubleshooting and finding practical solutions as issues come up, and Nick recently built out a really clean and functional dashboard for our team. They're professional, easy to work with, and took time to understand how our business actually operates. It's been great working with them.