GenieTools supercharges your monday.com workflows by automating copy operations and dynamic data assignments. Designed to minimize manual input and streamline repetitive tasks, GenieTools ships with pre-configured automation recipes. From copying values across columns to cleaning up item names and auto-assigning teammates from reference boards, GenieTools makes your boards smarter—instantly.
🔐 Permissions
No user/profile or files access. No data stored outside monday.com.
🔧 Features & Automations
1.1 — STANDARD Copy
Description
Easily copy the value from a standard column (status, text, dropdown, etc.) to a target column on your board.
Action
Copy from source column to target column
Use case
When “Task Status” changes to Done, copy from “Comments” to “Summary” column.
1.2 — ITEM ID Copy
Description
Easily copy the item ID value to a target column on your board.
Action
Copy item ID to target column
Use case
When “Check button” clicked copy item ID to “Checked”.
1.3 — ITEM NAME Copy
Description
Easily copy the item’s name to a target column on your board or vice versa.
Actions
Copy item name to target column
Copy from source column to item name
Use case
When “Check button” clicked copy item name to “Checked”.
When “Income date” arrives copy from “Product” to item name.
1.4 — MIRROR Copy
Description
Easily copy the value from a mirror column (by typing its column ID) to a local column on your board.
Action
Copy from mirror column ID to target column
Use case
When item is created copy from “Manager” to “Must check”.
1.5 — FORMULA Copy
Description
Easily copy the value from a formula column (by typing its column ID) to a local column on your board.
Action
Copy from formula column ID to target column
Use case
When item moved to “New products” copy from “formula column ID” to “Price”
1.6 — AUTO ASSIGN
Description
Easily assign people based on a master source table.
Action
Search in column and update people columna based on source board
Use case
When item moved to “Holidays” search in “Office location” and update “Manager” based on “Managers master board”.
1.7 — REMOVE “(copy)”
Description
Easily delete “(copy)” text from a duplicated item once it has been created.
Action
Remove “(copy)” from item name
Use case
When item is created remove “(copy)” from item name
1.8 — DUPLICATES MANAGEMENT
Description
Find duplicated items in your board and clearly mark them, helping your team detect repeated records faster and keep data clean and reliable.
Action
Find the duplicated items through column and mark this checkbox
Use case
When item created find the duplicated items through “name” and mark “checkbox”
1.9 — COUNT FILES
Description
Count the total number of files in a selected files column and write the result into a target column.
Action
Count files in column and save the total in column
Use case
When item created count files in “attached” and save the total in “orders”
2.0 — FILE TYPE
Description
Extract the file extension from attachments in a selected files column and write them into a target column
Action
Extract the file extension from file column and record it in column
Use case
When button is clicked extract the file extension from “invoices” and record it in “format”
✅ Installation & Configuration
Install GenieTools from the monday.com Marketplace
Open your board → Go to automations → Create automation
Choose a M¡monday.com default trigger
Select the wished GenieTools action
Configure the fields needed.
Save and test 🎉
⚠️ Known Limitations
Local writes only: Recipes write to the current board (reads may reference other boards via Mirror/Relation).
Short-lived execution: Actions must complete quickly (no background jobs).
Formula/Mirror: We copy the resolved value; complex formats may be normalized.
Rate limits: Heavy boards may hit monday API limits—consider batching updates or spacing triggers.
Subitems: Behavior depends on your board setup; ensure the recipe references the intended level.
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