Monday.com integration

AI Agent for Monday.com

Automate task creation, status updates, and deadline tracking by connecting an AI agent to your Monday.com workspace.

Task Creation

Create Monday.com items from WhatsApp or Slack messages. Auto-populate assignee, due date, and group from context.

Status Updates

Update task status via quick replies - "Done", "In Progress", "Blocked" - without opening Monday.com.

Deadline Tracking

Daily digest of upcoming and overdue items. Proactive reminders sent to assignees before deadlines.

Board Summaries

Request project status summaries - completed items, blockers, upcoming milestones - via messaging.

Team Coordination

Assign tasks, request updates from team members, and aggregate responses into Monday.com updates.

Custom Automations

Trigger Monday.com automations from external events - customer messages, form submissions, or schedule triggers.

How to get set up

Before we start
  • Monday.com account (Standard plan or higher)
  • Admin access for API token generation
  1. Connect workspace

    Generate a Monday.com API token and configure which boards and workspaces the agent can access.

  2. Map board structures

    Define how the agent reads and updates your board columns - status, assignee, dates, numbers, and custom fields.

  3. Set up notifications

    Configure when the agent proactively notifies team members - overdue items, status changes, new assignments.

  4. Test workflows

    Create items, update statuses, and trigger notifications. Verify the agent handles your board configurations correctly.

FAQ

Can the agent create boards?

The agent creates items on existing boards. Board structure and design remain in Monday.com, managed by your workspace admins.

Does it work with Monday.com automations?

Yes. The agent complements Monday.com native automations. External triggers from WhatsApp or Slack can kick off your existing automation recipes.

Can it handle subitems?

Yes. The agent can create and update subitems, making it suitable for detailed task breakdowns and checklist workflows.

Make Monday.com hands-free

Set up an AI agent for Monday.com.