Automations allow you to keep your monday.com boards up to date with your MediaValet Library. With just a few clicks, you can configure triggers and actions that save time, enforce rules, and keep your teams aligned.
This article will walk you through:
- How to create and configure automations
- Attribute and category mapping options
- Supported field types and limitations
- Best practices and troubleshooting
Setting up an automation
- In monday.com, open your board and click Automate in the upper right hand corner.
- Choose from the available MediaValet templates and begin editing the sentence automation.
- If using the status change automation template, click on “Status” to configure which monday.com column the status trigger should come from. Click on “something” to configure which status should trigger the automation.
- Click on “all Files” and select the appropriate column from where the assets will be uploaded from,
- Click on “Category Path” and select the appropriate column from where the category path will be defined. (Note: The column must be a Text or Links column.)
Note that if a category defined here does not exist, the automation will create the category automatically, granted the authenticated user has proper permissions to do so.
- Click on “account” to select which account you would like this automation to authenticate with. You can pre-authenticate into as many user accounts as you wish, but you may only select one account at a time for the automation.
Note that the user selected in this automation will require appropriate permissions to upload assets, create new categories, update attributes, etc, or the automation may fail.
- Click on "mapped attributes” to map your MediaValet custom attributes to monday.com columns.
Note you must first select an appropriate user account, as described in the previous step, or the attributes cannot be mapped.
- The integration enforces required attributes—if these are missing, the automation won’t run.
- Save your automation and test with a sample asset.
Attribute and column mapping:
When setting up attribute mapping, keep these rules in mind:
- One column per attribute: Automations will fail if multiple monday.com columns are mapped to the same MediaValet attribute.
- Unique column names: Columns must have unique names—duplicate names prevent proper mapping.
- Single select attributes: These support up to 40 options and map to monday.com’s Status field type.
- Multi-category support: Automations allow you to map and manage assets across multiple MediaValet categories.
- Multi-select attributes: Use a dropdown field type column in monday.com to map to multi-select attributes
- Boolean (yes/no) attributes: Please use a checkbox field type column in monday.com to map Boolean attributes
Note: A custom added column may never use the title "Name," "Person," "Status," or "Date," as attribute mapping may not function as expected. Furthermore, two columns should not have identical names.
Automation templates:
MediaValet offers built-in templates to make setup faster:
- Status Change Trigger: Upload assets to MediaValet, with mapped attributes, to a pre-defined category when a status changes.
- File Added Trigger: Upload assets to MediaValet, with mapped attributes, to a pre-defined category when a new file is added.
Limitations to note:
- Versioning: Automations may have issues with file versioning on MediaValet if the file size nears the 500 mb file size limit of monday.com.
- Notifications: Automations may generate frequent Updates notifications in monday.com. You can turn these off in your monday.com system notification settings.