Workflow MagicReviews of workflowmagic.co

The Workflow Magic team took time to understand our unique needs, agree on a development plan, and then implemented the plan in Monday.com. They are highly-skilled and their communication and attention to detail is outstanding. I highly recommend this group.

Victoria was great! She was very patient while she built a user friendly and efficient CRM workspace for my team. Altogether we spent around two months working together making sure our workspace was exactly what we needed. I 100% recommend!

Victoria was quick to understand what we were trying to accomplish. We were wanting to use the software in a unique way in order to keep track of interactions not related to sales. The users are volunteers so the system needed to be set up for ease of use. Victoria saved us time and help gain adoption of the new system! She was great to work with and listened to what we needed and executed so well. What would take us hours now is done in seconds! We would highly recommend Workflow magic so you get the most out of Monday!

We had such a great experience working with Donnalyn and the team from Workflow Magic. They helped us transfer all of our contacts from Saleforce to Monday and we could not have done it without her and their incredible team, we are forever greatful!

Workflow Magic is a knowledgeable, methodic, and enjoyable team to work with.

Victoria is an excellent Monday sales coach who demonstrates patience and creativity in helping to streamline our sales process through automation. Highly recommended! She truly is a pleasure to work with!

Our team collaborated with Lydia Agopian, the CEO & Founder of Workflow Magic, to develop our Monday boards and establish our creative form process. We initiated weekly calls to ensure both parties understood the requirements and capabilities for each task. Lydia and her team successfully crafted everything we desired, including necessary automations to streamline our workflow. Our final project involved integrating an app from Monday to automate the conversion of submitted forms into PDFs. Workflow Magic completed all projects on time and provided thorough walkthroughs for each, enabling us to take ownership post-project. Exceptional service!

Would definitely recommend Workflow Magic to anyone looking for integration and onboarding assistance with Monday. We presented the team with a pretty old-school process that we previously used to help track due dates and submission dates for our deliverables on an annual, quarterly, semi-annual, and one-off basis by manually updating single line items in an Excel file. Workflow Magic was able to implement a structure that helped us track due dates and completion status of 2,000+ deliverables on an annual basis that recur at regular intervals and set up a system that ensures nothing falls through the cracks. This is helpful in saving us time, energy, and brain space for more meaningful strategic initiatives. I would guess that this process can save us several hours per month across several employees. Victoria was an excellent partner in learning our process and providing support in how to implement the software after Lydia was able to help build out the structure that would work best for our needs. The implementation took about 30-40 hours of collaboration and work time over the course of several weeks, which was helpful for us to go at our own pace since it took awhile for us to shift our process internally. Really appreciate working with Workflow Magic and would definitely recommend utilizing their expertise.