How to Automate Item Assignment in monday.com

Assigning incoming requests automatically gets each one to the right person on your team without a triage step. On monday.com the assignee is stored in a People column, so Hipporello assigns an item by setting that column. Here is how to set up the rule.

Step-by-Step Guide

1. Create a New Automation Rule

• In the Hipporello admin panel, open the form you want to edit.

• Go to the Automation section in the top menu.

• Add a new rule.

2. Configure Your Trigger (WHEN)

• Pick the trigger from the WHEN menu. Use Monday item is created to assign each request as soon as it arrives.

• (Optional) Define a condition or add a delay to control when the rule runs. With a condition you can send different request types to different people.

3. Set Up the Assignment Action (THEN)

• In the THEN menu, select Update Monday item.

• Click Add other fields and choose the People column you use for ownership.

• Select the team member to assign.

4. Publish and Test

• Publish the form.

• Open the live version and fill it out as a requester.

5. Review the Result in monday.com

• Open the monday.com board connected to the form.

• Find the new item in its group and confirm the People column shows the person you selected.

If one person should own every request from a form, you can also set the People column at creation under Submit Actions, as described in How to Map Form Data to monday.com Columns. For the full list of triggers and actions, see the automation guide.