monday.com Expert Needed — Build Conditional Communications Intake Workflow
We are looking for an experienced monday.com consultant/workflow builder to help design and implement a robust communications and marketing intake system for a communications office.
This is not just a simple form setup project — we need someone who understands:
* conditional logic
* operational workflows
* communications/project intake systems
* scalable automation
* monday.com best practices
The goal is to create a streamlined request process that:
* feels simple for internal users
* dynamically changes questions based on prior selections
* routes requests appropriately
* reduces unnecessary fields/questions
* supports communications triage and project management internally
Project Overview
We have already mapped out the structure and logic conceptually, including:
* request types
* organizational ownership
* content categories
* production needs
* output/distribution channels
* asset requests
* conditional branching logic
Example:
If a requester selects “Event Coverage,” additional questions appear related to:
* photography
* video
* livestreaming
* event details
* deliverables
If “Photography” is selected, additional follow-up questions appear specific to photography needs.
We need help translating this into an elegant monday.com implementation.
What We Need Help With
* Structuring the monday.com board architecture
* Building conditional forms
* Creating automations/workflows
* Designing scalable intake logic
* Creating routing/tagging systems
* Advising on best practices for communications operations
* Potentially helping connect intake to project tracking workflows
Ideal Experience
Strong preference for candidates with experience building:
* communications intake systems
* marketing request workflows
* higher education workflows
* nonprofit or institutional operations
* creative production/project management systems
Experience with:
* monday.com forms
* monday automations
* monday work management
* advanced conditional logic
* dashboards/reporting
* integrations (optional but helpful)
Deliverables
* Fully functional monday.com intake workflow
* Conditional intake form(s)
* Automation setup
* Recommended workflow architecture
* Documentation or walkthrough of the setup
Additional Notes
We are looking for someone strategic — not just someone who can click buttons in monday.com.
Please include:
* examples/screenshots of similar workflows you’ve built
* brief explanation of your approach
* estimated timeline
* hourly or project pricing
Potential for additional ongoing workflow/operations consulting work after this phase.
