Step 2 - Configuring Quick Copy & Move Files on monday.com

Once you've installed Quick Copy & Move Files, you can set up automations to seamlessly move or copy files across columns, items, and boards.

Setting Up Automation Recipes

Automations help you streamline file transfers by triggering actions based on changes in your monday.com workspace.

How to Configure Automations

1. Open a monday.com board where you want to automate file transfers.
2. Click Integrate (top right corner).
3. Search for Quick Copy & Move Files in the automation center.
4. Select a predefined automation recipe that suits your workflow.
5. Choose the source and destination (columns, items, or boards).
6. Click Save – Your automation is now active! ✅

How Automations Work

Files can be automatically copied or moved based on:

📌 Status Changes – When an item's status changes (e.g., "In Progress" → "Completed"), files are transferred automatically.

📌 Column Updates – If a column value changes, files can be moved to another column or board.

📌 Button Clicks – Users can trigger file transfers with a button action.

📌 Update Created – If an update is added to an item, files can be copied to that item's file column.

🚀 Example Scenarios:

• When Status changes to "Done," move all attached files to an "Archived" board.
• When a column is updated, copy files to another board for review.
• When a button is clicked, instantly transfer files to a different item.
• When an update is created, automatically copy the attached files to the corresponding item's file column.

Automated Transfers Only

✅ No manual actions needed! All file movements are handled through pre-configured automations, ensuring efficiency and accuracy.