Getting started (automation)

Welcome to the getting started guide for the CircleCI Monday automations. This guide will help you set up automations that will create a new item on your board every time a CircleCI pipeline has completed.

The result will be something like this:

Main table

important

You need a CircleCI project set up before starting this guide. If you haven't already, please make a new project now.

important

You should also make sure that the CircleCI integration app is installed on your Monday account. If not, please do that now. Click here to install

Create a new board

Click "Add" and then "New Blank Board"

Create new board

You can now enter a name and choose the visibility for the board.

Create a new automation

Click "Integrate" at the top of the page. Now search for "CircleCI - Integration" and select it.

CircleCI - Integration

You can now choose the automation you want to add. Click the item that says "When there is a new build from project, create a new item"

Automation

Authorize with CircleCI

After that, you will be redirected to an authorization page. You need to fill in your data here.

Get a CircleCI API token

Go here to create a new CircleCI API token. Copy the token and paste it at the "CircleCI API token" field.

VCS provider

Enter your VCS provider at the second field. You can choose between GitHub and Bitbucket. Please choose the one that you use for the CircleCI project. GH means GitHub and BB means Bitbucket

VCS provider

Organization name

Your organization name can also be found at the top left of your CircleCI web interface.

Organization name

Authorize

Now click "Submit" and you will be redirected back to Monday.com. There you need to click "Authorize" to finish the authorization process.

note

You only need to enter your CircleCI credentials the first time you set up an automation.

Configure the automation

You will now see an empty automation sentence on your screen:

Empty sentence

Select your project

You can select your CircleCI project by clicking project in the sentence. A dropdown will appear with all your projects.

note

If you want to setup an automation for more than one project, you need to create an automation for every one of them.

Configure the item

To configure the item that will be added to your board every time the automation triggers, you need to click item in the sentence.

A popup will appear:

Item configuration empty

You can populate each column of your group with your own text and variables from the integration.

This is an example of a full item configuration:

Item configuration

note

To use the Start time and End time variables, you need a Date column

For the Time (in seconds) variable, you need a Numbers column

This configuration should lead you to a board looking something like this:

Final board