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.

Book a discovery call Client stories

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

    One CRM 360 — a whole service year, running in a click

    A large education org ran its service year on spreadsheets, scattered forms and manual handoffs between teams. We built one operating ecosystem on monday.com: 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

Want to see this on your process?

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

Book a discovery call Solutions hub Product family