Services

FlowGram by Clicks

Process planning, automations and integrations before and during builds on monday.com.

Before anyone opens a board — we lay out how work actually flows: who does what, when, and what must connect to systems you already run. FlowGram gives a clear picture stakeholders can review before build starts.

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See how it works

Miro · FlowGram workshop
Process design · Service requestsSigned-off flow · v3
Missing info?

Shared process map — before the first board row. Click a card.

Who it is for

Any organization with multi-stakeholder processes — approvals, escalations and hooks into existing systems before building on monday.

What usually breaks today

  • Each department holds a different version of how the process should run.

  • Automations get wired on the board before branches and exceptions are understood.

  • Integrations get decided late and stall go-live.

What you get

  • Clear process map

    Every step, owner, condition and exception — before a single board row.

  • Staged automations

    From intake to approval: statuses, reminders and escalations on monday.

  • Existing system hooks

    Data transfer, field cleanup and links to ERP, email or internal tools.

  • Documentation teams can sign off

    A spec leadership, IT and advisors can approve before build.

Examples from the field

  • Multi-department approval

    A clear path between units, with hold points and handling-time tracking.

  • Field intake

    Form or digital channel → automatic routing → one board to track.

How we work with it

  1. Map

    Interviews, current process and pain points.

  2. Draw

    FlowGram: flow, branches and connections.

  3. Hand off

    Spec ready for your monday team or ours.

From the field

  • Social & education nonprofit

    Recruitment, placement and mentorship tracking on one CRM 360 board

    A large education org ran its service year on spreadsheets, scattered forms and manual handoffs between teams. We built one monday.com process for candidate intake, placement, mentorship tracking and reporting, with process design before build and communication channels wired to the board.

    Read the story

  • Regional cluster

    From one board — catalog, business services and every channel

    A regional program supporting small and mid-sized businesses needed its public site, CRM and field teams aligned. We connected a digital catalog, SLA-driven customer journeys, WhatsApp and phone flows, and rollout to local authorities — without manual copy between systems.

    Read the story

Works well with

Frequently Asked Questions

What is FlowGram?
FlowGram is Clicks' process-design service — mapping workflows, automations and integrations before and during monday.com builds. The deliverable is a process map, automation rules and an integration spec.
When should we use FlowGram?
FlowGram fits before opening the first board or when improving an existing system. We map the process together before building — so you don't waste time on boards that don't match real work.
How long does a FlowGram engagement take?
Depends on process complexity. A basic discovery takes 2-4 weeks. Complex processes with many system integrations can take 6-8 weeks.

Want to see this on your process?

A short discovery call: map your setup, see a relevant demo, and a realistic rollout plan.

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