How to Use monday.com to Run a Campaign Calendar

The short answer: a campaign calendar on monday.com starts at Standard, because the Calendar view and automations are not on the Free or Basic plans: for a team of 5 that is 5 x $12 = $60 a month billed yearly, with 250 automation actions a month, on the pricing page, checked on 26 October 2026. Build one board with status, owner, channel and timeline columns, add the Calendar view, wire one review automation to a named approver, give an AI agent a weekly status job that a person reads before it goes out, and count late assets against last month.

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Most campaign calendars are a spreadsheet with colour coding that only its author can read. Dates live in one tab, owners in another, and the approval happens in a chat thread nobody can find in March. The job here is a board where each asset has one owner, one date range and one status, and the calendar draws itself. What monday.com includes and costs is in the monday.com entry.

Before you build the board:

1. The action budget. Every automation run spends actions, and a notification to board subscribers spends one per subscriber, per the actions article. For example, 45 assets a month reaching Ready for review and notifying one approver use 45 actions; notifying 5 subscribers instead uses 45 x 5 = 225 of the 250.
2. The tracker you have. Open the current spreadsheet and list the columns people fill in, usually owner, channel, dates and status. Anything nobody fills in stays out of the board.
3. The number to beat. Count last month's assets that went live after their planned date. That is the baseline.

Step 1: Start the trial, build for Standard

Sign up and the account starts a 14-day Pro trial, with no card, per the trial article. Pro adds the chart view, time tracking, private boards and 25,000 actions a month, and the article says Pro features go when you move to Basic or Standard. Build only with what Standard keeps.

Step 2: Create the board and its columns

Create a board called Campaign calendar, one item per asset. Add a Status column by clicking the + at the far right of the columns, choosing Status, then Edit Labels: Briefed, In production, Ready for review, Approved, Live. A column takes up to 40 labels, and the column settings let you choose which labels count as done, per the Status Column article. Add a People column for the owner, a Dropdown for the channel, and a Timeline column for start and end dates. When a launch slips, select the affected items and shift their timelines by a number of days in one move, per the Timeline Column article.

Step 3: Add the Calendar view

Click the + below the board title, choose Calendar, and set the Timeline column as the date to show, per the board views article. The calendar shows items by day, week or month. Lock the view once it looks right, so nobody filters it away by accident.

Step 4: Add one review automation

Click Automate, then Create from scratch, per the custom automation article. Set the trigger to when Status changes to Ready for review, and the action to notify the approver by name. One named person costs one action per run. If other boards need the same rule, save it as a template from the board's automations page.

Step 5: Give an agent the weekly status job

From AI Agents in the left pane, click + New agent and describe the job in plain text, per the AI agents article: "Every Thursday, read the Campaign calendar board, list the assets due next week, flag any without an owner or past their timeline, and draft a status update." In the Profile tab, grant it this one board; in the Jobs tab, give it the Thursday trigger. Creating an agent needs admin permissions. Each run spends AI credits by complexity, roughly 10 to 50 for a simple task, against Standard's 2,000 a month, per the AI credits article.

The human check: the agent drafts, the campaign lead edits and sends. Read the run in Chats and activity, which logs each action and the reasoning behind it, before forwarding anything. If the agent changed an owner or a status instead of only flagging it, undo the change and narrow its instructions; if a run goes badly wrong, pause the agent, which stops it running while you keep editing.

Step 6: Count the late assets

After a month, filter the board for items whose timeline ended before they reached Live, and set that count beside your baseline. A column summary on Status shows the month's progress at a glance, per the Status Column article. If late assets fell, keep the board. If they did not, look at which status items stall in before adding automations.

What monday's support pages warn about

• Subscriber notifications multiply. One action per subscriber, every run, per the actions article.
• The limit pauses automations. On Standard, once the quota is spent, a 72-hour grace period follows and then automation runs pause until it renews; a heavy month can even use up part of the next one.
• Used labels stay. A Status label already used on items cannot be deleted, only deactivated.
• Pro features leave with the trial. After the 14 days, Basic or Standard removes what Pro added.

Free first, and what the paid plan is for

For a team of two, the free plan's 3 boards may be enough, per the pricing page: a table version of this board, without the Calendar view or automations, costs nothing. The paid step buys the calendar and the reminders. Watch where the allowance goes once you pay, because monday's notification templates offer the board's subscribers as a one-click audience while the actions article bills that audience per head, so the shortcut that saves typing one name is also the setting that runs the month's 250 actions down fastest.

FAQ

Is the Calendar view on the free plan?

No. The pricing page lists Calendar view from Standard; the free plan covers up to 2 seats and 3 boards.

Who can build the AI agent?

An admin. The AI agents article says admin permissions are required to create or manage agents, and members can then use agents shared with them.

What happens when the trial ends?

You either upgrade, or the account becomes inactive with no charge; members invited during the trial see that it is inactive when they sign in, per the trial article.