Task automation refers to the use of technology to automate repetitive, routine tasks without manual intervention. Instead of spending valuable time on administrative work, automation allows your team to focus on strategic initiatives that drive business growth. By setting up rules and triggers, tasks can be created, assigned, updated, and completed with minimal human input. Cubicl Project Management Platform offers a comprehensive suite of automation features designed to streamline your workflows and keep your team focused on what matters most. Cubicl comes with built-in process automation features. For more advanced workflow automation, you can use Monkedo (a Cubicl product). And if you ever need extra flexibility, you can add custom actions to your workflows. Let’s dive in.
Cubicl Task Management Software
Cubicl is designed as a complete solution for small and medium-sized businesses. It combines task management, project planning, team collaboration, client communication, and file management in a single platform.
These are a few examples, but Cubicl offers much more:
- Task Management: Use tags, forms, and time tracking to organize and monitor your tasks.
- Project Planning: Manage projects with Gantt charts, team reports, and more.
- Team Collaboration: Communicate through one-on-one or group chats, track task activities, and share comments.
- Client Communication: Engage clients with a dedicated portal, manage bookkeeping, and track deals.
- File Management: Store and organize project, client, and task-related files securely.
Cubicl is flexible enough to serve as both a simple tool for everyday work and a comprehensive platform for managing all aspects of your business. On top of these features, Cubicl also includes built-in automation to make your workflows faster and more efficient.
Task Automation in Cubicl Task Management Tool
Cubicl’s automation features are designed to reduce manual work, streamline processes, and increase accuracy. These built-in automations help teams stay focused on what matters most: delivering results.
Key Automation Features:
- Repetitive Tasks: Automatically generates tasks at set intervals (daily, weekly, monthly) based on recurrence rules, ensuring nothing is forgotten.
- Workflows: Create multi-step workflows where subtasks trigger automatically as previous steps are completed, keeping processes on track.
- Email to Task: Convert incoming emails into tasks instantly, with the email content added to the task description—perfect for client requests.
- Archiving: Completed tasks are automatically archived after a month of inactivity, keeping task lists clean while preserving records.
- Smart Task Dates: Cubicl sets task start and end times based on standard working hours (e.g., 09:00 AM to 06:00 PM), saving time on scheduling.
- Gantt Chart Adjustments: When a team member’s time-off is added, Cubicl suggests task date changes on the Gantt chart to keep project timelines realistic.
With these automations, Cubicl reduces repetitive work and ensures smoother workflows. Routine tasks are handled automatically, so your team can focus on more strategic and value-added activities.
Need More Task Automation? Meet Monkedo
For users with complex automation needs, Monkedo Automation Solution offers powerful capabilities that can be tailored to specific business requirements. It is an advanced no-code automation tool that allows you to build workflows effortlessly, no coding required. With its intuitive drag-and-drop interface, Monkedo lets you automate both personal and business processes while integrating seamlessly with over 400 apps.
Monkedo is easy to get started. Just create a free account, no coding required. It lets you build flexible workflows with custom logic, including conditional actions and repeating tasks, making it a perfect tool for automating your daily processes. Monkedo can also respond to events from other apps, like new emails or CRM updates or social media posts and trigger automations automatically, so your tasks are always up to date. Unlike traditional RPA (Robotic process automation) tools that run on your computer, Monkedo works entirely in the cloud. Set up your automations and let Monkedo Automation Platform take care of the rest, running smoothly 24/7.
Automate Tasks with Free Monkedo Credits for Cubicl Users
If you’re a Cubicl user, Monkedo credits are automatically included in your subscription. Each month, credits are allocated based on your plan and number of users:
- Starter Plan: 100 Monkedo Credits per Cubicl user
- Professional Plan: 200 Monkedo Credits per Cubicl user
- Enterprise Plan: 300 Monkedo Credits per Cubicl user
For example, if you are on the Enterprise Plan with 5 team members, you’ll receive 1,500 free Monkedo credits every month.
How Monkedo Credits Work
Monkedo credits are used to measure automation activity within your workflows. Every time a component in an automation runs, it consumes credits as follows:
- Paid Components: Each execution uses 1 credit.
- Free Components: These do not consume credits under normal usage. However, in cases of abuse or errors, 1 credit may be deducted randomly for every 100 executions to maintain system integrity.
By understanding how credits are allocated and consumed, you can manage your automation more effectively and get the most out of your Cubicl–Monkedo integration.
Custom Actions for Your Workflows and Task Automation
Cubicl’s Custom Actions feature lets you add personalized action options directly to task cards and task details pages. This means you can perform tailored actions on selected tasks, making your workflows faster, smarter, and more efficient.
With Custom Actions, you can:
- Export task data quickly and easily
- Sync tasks with other applications to keep everything up-to-date
- Import data or files without extra steps
- Automate processes using external tools like Monkedo
By using Custom Actions, you can save time, reduce manual work, and get more out of Cubicl’s task management features.
Workflow Automation Scenarios for Cubicl
You can automate your tasks in Cubicl using Monkedo. Together, they form a powerful task automation software. With Monkedo, you can build automations that stay entirely within Cubicl, or integrate Cubicl with other software you use, making it easy to retrieve, transfer, and manage data. The possibilities to automate workflows and boost your productivity are virtually limitless.
The Cubicl and Monkedo teams have also developed pre-built templates specifically for Cubicl users. As a team that uses Cubicl ourselves, we rely on these task automations in Monkedo to streamline our internal processes and improve efficiency. In this section, we’ll highlight a few of these templates and explore the potential for creating your own custom automations to further enhance your workflow.
Update Related Tasks
Automatically sync activity entries from a source task to one or more related tasks in Cubicl. This keeps all project members updated on comments and progress, without manual cross-posting.
Add to Google Calendar When a Cubicl Task Is Created
Whenever a new task is created in Cubicl, this automation instantly adds it to your Google Calendar. Stay organized, track deadlines, and plan your schedule efficiently—no manual work required.
Create Cubicl Task from Trello Card
Transfer task data from Trello to Cubicl seamlessly. This automation reduces manual entry, ensures consistency across platforms, and streamlines task management.
Convert a Cubicl Task into a Form
Transform the content of a Cubicl task into a structured form in Excel. If a task contains a file, convert it into an image and insert it into the form. Finally, export the Excel form as a PDF for easy sharing.
Get Task State Time Report
Trigger this automation manually to scan a Cubicl project’s tasks, retrieve tracked time, and generate a detailed report—perfect for project analysis and productivity tracking.
Create Tasks in Related Projects from Emails (AI Powered)
Leverage AI tools to scan your email content and automatically create tasks in the relevant project in Cubicl. For example, purchasing requests go to the Sales project, while support emails create tasks in the Software project—saving time and keeping teams aligned.
Integrate +400 Tools with Monkedo
Beyond Cubicl, Monkedo lets you automate workflows across 400+ SaaS apps and over 10 built-in apps. Here are some example automation scenarios:
Edit Images with Artificial Intelligence
Update images using simple prompts. Provide a description and an image list, and Monkedo will edit your visuals—adjust colors, replace objects, add elements, or change styles—without manual editing. Perfect for marketing visuals, creative updates, or personal projects.
Create Zoom Meetings for New Calendly Invitees
Automatically schedule a Zoom meeting whenever a new Calendly invitee books a time slot. Each invitee receives a Zoom link, saving time and simplifying your scheduling workflow.
Create ClickUp Tasks from GitHub Pull Requests
Generate a new ClickUp task every time a GitHub pull request is created. This keeps your team aligned, streamlines project management, and improves collaboration.
Job/Internship Application Automation
Automate sending applications by iterating through email addresses in a Google Sheet. This workflow saves time and reduces errors in mass application processes. Ensure your sheet has a column labeled “Emails” containing only email addresses.
Get Current Rates with Open Exchange Rates App
Automatically fetch up-to-date exchange rates, helping with financial calculations and decision-making.
Tweet Schedule
Automatically post tweets based on a schedule from a Google Sheets file. Any new content added to the sheet will be posted on the specified day.
Add New ActiveCampaign Subscribers to Google Sheets
Transfer new ActiveCampaign subscribers to a Google Sheets table automatically. Keep your subscriber list up-to-date in real time without manual data entry.
Don't Miss the Benefits of Task Automation
The combination of Cubicl and Monkedo provides the perfect task automation tool for you. With that you can save time, reduce errors, and focus on what truly matters.
From simple actions to complex integrations, there are countless use cases to explore. By identifying the tasks to automate, you can create workflows that handle everything from data transfer and notifications to project updates and reporting—making your team more productive and efficient every day.
Embrace task automation today and turn time-consuming daily tasks into automated processes, so your team can concentrate on strategic work that drives results.