Order processing · Production

Falkbuilt saves 40,000+ human actions per month with monday.com workflow automation

The problem

As a young company, Falkbuilt's biggest challenge was routing project requests from the main office to the production floor, involving the right people at the right time, and tracking every stage through to completion. Traditional construction PM software was either over-engineered in the wrong areas or too limited to be useful.

First attempt

Traditional construction project management software like Buildertrend was evaluated and rejected as either over-engineered in the wrong areas or too limited in what it could do.

Workflow diagram · grounded in source
1
Branch sends pricing request
trigger
“The branch sends a request and the pricing team reviews.”
2
Project team assigned from board
routing
“Once Falkbuilt wins the project, the pricing team can assign a project execution team directly from the board to begin, which kicks off the whole process.”
3
Project info synced to design board
integration
“All preliminary project information such as the branch details, project portal, project site details, and project tags are all pulled from the pricing request board into the design board.”
4
Designer draws; client approves
human_review
“Once the client approves the design, the project details move to the production board.”
5
Modeler creates production data
output
“The modeler takes the designs and turns it into actual production information required to run the project through the production floor.”
6
Preemptive custom production notes
integration
“if there's some custom production required in a specific item, the project manager writes a note in an update and tags the work orders to refer to that custom instructions note”
7
Shipping coordinator notified
output
“Once the production team finishes, the shipping coordinator is notified that the components are ready for shipping.”
8
Tech schedule board auto-created
integration
“they change a status on their board that creates a new item in another board called ' tech schedule' and links it back to the design board using mirrored columns”
Reported outcome

Falkbuilt increased project capacity significantly in a few months, saving 40,000+ human actions per month through automations.

Reported metrics
Human actions saved per month via automations40,000+
Project capacity increaseincreased significantly in a few months
Reported stack
monday.comdesign software3D modeling software
Source
https://monday.com/w/customer-stories/falkbuilt
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Falkbuilt increased project capacity significantly in a few months, saving 40,000+ human actions per month through automations.

What tools did this team use?

monday.com, design software, 3D modeling software.

What results were reported?

Human actions saved per month via automations: 40,000+; Project capacity increase: increased significantly in a few months (source-reported, not independently verified).

What failed first in this deployment?

Traditional construction project management software like Buildertrend was evaluated and rejected as either over-engineered in the wrong areas or too limited in what it could do.

How is this order processing AI workflow structured?

Branch sends pricing request → Project team assigned from board → Project info synced to design board → Designer draws; client approves → Modeler creates production data → Preemptive custom production notes → Shipping coordinator notified → Tech schedule board auto-created.

Related order processing cases