Monday and Quickley use case for furniture factory

Production of handmade furniture

The staff consists of 3 operators. They use Monday.

An order for kitchen furniture delivery was placed; the order details were entered in Monday manually.
If the delivery date was changed, the operator calls the client and notifies him or her.

The operator could forget to call in advance. As a result, there was negative feedback from the client.
It took a long time to adjust the process.

Monday x Quickley integration has been implemented.
Due to the automation, a notification is created when the item status changes.
An automatic message is sent to the client: “Delivery date of your cabinets has been changed to MM/DD. To confirm the date, reply OK. If you’d like to reschedule, reply HELP.”
Depending on the client's response, the delivery status in Monday is changed manually.
If the client texts HELP, the status changes to " Need help," the operator receives a notification via Monday automation and contacts the client, adjusting the new date.
The operator contacts the client directly in the Item View using Quickley integration.

The date change notification is sent out instantly when the item status changes.
The operator does not contact each client manually — only those who did not agree to the proposed date.