A monday.com account audit is a structured review of what you pay for, how your account is built and whether people actually use it. The best time to run one is at least 60 days before your renewal, so the findings can still change your seat count, your plan and your priorities for next year. The 20 checks below cover six areas: seats and user types, plan fit, structure, automations and integrations, permissions, and adoption. Most teams can run the first half in an afternoon. The second half is where a fresh pair of eyes pays off.

If you would rather have it done for you, the monday.com Scan is Tryve’s independent review of your setup, with a prioritized list of fixes.

Why audit before the renewal date?

Because after renewal, the easy wins are locked in for another term. Seats you do not need, a plan tier that does not match how you work, and structural problems that slow teams down all cost more the longer they stay.

An audit also gives you a baseline. When you know how many boards are active, which automations run and which teams log in weekly, you can set targets and measure progress, just like any other KPI.

Seats and user types (checks 1 to 4)

1. Inactive users. List users who have not been active for 60 or 90 days. Decide per person: remove, downgrade or re-onboard.
2. User types. Check whether people who only view work are set up as full members when a viewer or guest type would do.
3. Seat count versus bundle. Compare active users with the seat bundle you pay for. If you are just above a bundle size, a cleanup can drop you into a smaller one.
4. Leavers. Confirm that people who left the company were removed and their boards and automations reassigned.

Plan fit (checks 5 to 7)

1. Features you actually use. List the features that justify your tier, for example private boards, time tracking or higher automation limits on Pro. If nobody uses them, question the tier.
2. Limits you keep hitting. The reverse check: are teams working around automation or integration action limits, or building fewer dashboards than they need?
3. Separate products. If you run work management, CRM and service, check whether seats and plans across products still make sense together.

License optimization is a standard part of Tryve’s implementation scope, as in the 123inkt setup, because the right plan depends on how the account is built.

Structure (checks 8 to 12)

1. Board sprawl. Count active versus inactive boards. Archive boards with no activity for months.
2. Duplicates. Find multiple boards doing the same job for different teams, often copies of a template that drifted apart.
3. Workspace logic. Can a new employee find their team’s work in under a minute? If not, the workspace structure needs attention.
4. Consistent status labels. “Done”, “Completed” and “Finished” on similar boards break cross-board dashboards.
5. Unused columns. Columns nobody fills in make boards slower to read and data less reliable.

Automations and integrations (checks 13 to 15)

1. Automation owners. Every automation should have a known owner. Automations created by people who left are a classic source of surprise emails and silent failures.
2. Actions used versus limit. Compare monthly automation and integration actions with your plan’s limit. Consolidate noisy automations. Our guide to automations that save time shows what is worth keeping.
3. Integration health. Check connected apps and integrations still work and still connect to the right account. Remove what nobody uses.

Permissions and security (checks 16 to 18)

1. Admin count. Keep account admins to a small, named group.
2. Board ownership and private boards. Sensitive boards (HR, finance, client contracts) should be private or restricted, with named owners.
3. Guest access. Review external guests. Remove access for finished projects and clients.

For a deeper look at roles and structure, see our guide to monday.com governance and permissions.

Adoption and value (checks 19 to 20)

1. Weekly active use per team. Which teams live in monday.com, and which still run parallel spreadsheets or email threads? Adoption gaps are the most expensive finding in any audit.
2. Outcomes, not boards. For each key process, can you name the result monday.com improved: fewer status meetings, faster handoffs, fewer missed deadlines? If not, set one measurable goal per team for the next term.

If you are planning to add AI, add one more check: AI credit usage per team and an owner for each agent. See what to automate first with monday.com AI agents.

What should you do with the findings?

Sort every finding into three groups:

• Fix before renewal: seats, user types, plan tier.
• Fix in the next 90 days: structure, automations, permissions.
• Ongoing: adoption, training, governance ownership.

If nobody has time to own the ongoing part, that is a sign to consider managed services, where a partner keeps the account healthy month by month.

Frequently asked questions

When should I audit my monday.com account?

At least 60 days before renewal, and after reorganizations or mergers.

How long does a monday.com account audit take?

A basic self-audit takes a few hours; a full cross-department review takes longer.

What is the most common finding in a monday.com audit?

Board sprawl and unclear ownership of boards and automations.

Can an audit lower my monday.com costs?

Often, through seats, user types and plan fit, and it usually improves productivity too.

Want an independent view before you renew?

The monday.com Scan gives you a clear, prioritized list of what to fix, from seats to structure to adoption. Book a free intro call with Tryve.

Sources

• monday.com Support: Plans and pricing for monday.com
• monday.com Support: Available plan types on monday AI work platform
• Tryve case: 123inkt