monday.com
· #138 most-usedYour AI agent's command centre for every team's work on monday.com
monday.com is the work operating system where teams manage projects, track tasks, and coordinate across every department — all in one visual, board-based workspace. Once you connect it to Actionist, your agent can read live board data, create and update items the moment triggers fire, post rich status updates, archive completed work, and react to any column change in real time. Whether it's routing a new lead to the right sales group, auto-archiving a sprint at week's end, or syncing a closed deal across five tools simultaneously, monday.com becomes the hub your agent orchestrates everything through.
Eliminates manual work. Automating item creation, status updates, and cross-board routing eliminates the manual logging and copy-paste work that currently interrupts deep work across every department.
What your monday.com agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
monday.com × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Turn every support email into a tracked monday.com item with a Slack owner
The moment a customer email arrives, the agent reads the open ticket queue in monday.com, creates or updates the support item with the email context, fires a Slack alert to the CSM on duty, and books a follow-up call in Google Calendar. Your support team responds faster because the triage is done before they open their inbox.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales21 min / weekManually logging new leads from email and Slack
Reps copy prospect details from emails and Slack messages into the Sales Pipeline board by hand — each entry takes 3–5 minutes and often happens hours after first contact.
Sales Agent0 minAgent creates deal items the instant a lead is mentionedThe agent reads inbound messages, finds or creates the pipeline item, fills company name, source, and owner, and books the discovery call — before the rep glances at their inbox.
- Marketing15 min / weekManually updating campaign board status after each channel posts
The marketing coordinator opens the Campaign board after each social post or email send and manually updates the item's status, channel, and send date — repeated for every touchpoint.
Marketing Agent0 minAgent posts status updates after every campaign action firesWhen a campaign action completes in HubSpot or Mailchimp, the agent updates the monday.com item's status and channel columns in seconds, keeping the board current with zero human touchpoints.
- Customer Support21 min / weekManually triaging and assigning inbound support tickets to the right group
A support agent reads each new ticket, decides its priority, drags it to the correct group, and assigns it to a CSM — a process repeated dozens of times per day across the queue.
Customer Support Agent0 minAgent classifies, routes, and assigns every ticket on creationThe moment a ticket item is created, the agent reads its description, sets Priority, moves it to the correct group, assigns the on-duty CSM, and posts an acknowledgement update — triage is instant.
- Human Resources8 min / weekManually creating personalised onboarding boards for each new hire
HR opens the master template, duplicates it, renames it, updates group names, and assigns tasks — a 20-minute process per new hire that must happen before the employee's start date.
Human Resources Agent0 minAgent provisions a personalised onboarding board the moment a new user joinsWhen a new user appears in the monday.com workspace, the agent creates a board from the template, assigns all tasks to the new hire, and sends the welcome Slack message automatically.
- Finance15 min / weekManually creating budget tracking items after each spend approval
After approving a purchase request, Finance manually creates a monday.com item with vendor, amount, and expected date — a step that's easy to forget under deadline pressure.
Finance Agent0 minAgent creates the tracking item the moment an approval landsWhen a spend approval fires in Notion or the accounting system, the agent creates the budget item in the Open POs group with all fields pre-filled, so the tracking record exists before the invoice arrives.
- Operations33 min / weekManually syncing project status between a tracking spreadsheet and monday.com
An operations coordinator exports data from the Google Sheet, opens the monday.com board, and manually updates each item's status, owner, and due date — a process that takes 30+ minutes per sync cycle.
Operations Agent0 minAgent syncs sheet changes to monday.com items in real timeWhen any row changes in the operations Google Sheet, the agent locates the matching monday.com item and updates its columns in under 60 seconds — no manual sync, no lag.
- Legal7 min / weekManually attaching signed contracts to the corresponding deal items
After a contract is signed, a team member downloads the PDF from DocuSign, navigates to the monday.com deal item, and uploads it to the file column — a fragile, easily forgotten step.
Legal Agent0 minAgent uploads signed contracts to the item the moment DocuSign confirmsWhen DocuSign marks a contract as signed, the agent retrieves the PDF and uploads it to the Signed Contract file column on the deal item automatically — the file is on the board before anyone checks.
Calculate what your team saves
Based on monday.com's typical team usage — the visible tasks plus a few other automations the agent runs: ~3 hrs / person / week of admin work automated.
How to plug monday.com into Actionist
Pick the connection method that suits your environment.
Connect monday.com in under two minutes with no tokens to manage — the MCP server handles OAuth and keeps your credentials secure inside Actionist. Once authorised, the agent can read boards, create items, post updates, and react to webhooks without any manual API setup.
Find monday.com in the Apps library and click Connect. MCP is selected by default.
A monday.com OAuth window opens. Sign in with your monday.com account and click Allow to grant Actionist access. Your credentials are stored securely and never leave your device.
Actionist runs a read-only call to verify the handshake. You're ready.
43 actions your agent can call
Read and write operations available to your Actionist agent.
10 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
Skills that pair with monday.com
Reusable agent skills that work well alongside this app.
Monday.com API integration with managed OAuth. Manage boards, items, columns, groups, and workspaces using GraphQL. Use this skill when users want to create, update, or query Monday.com boards and items, manage tasks, or automate workflows. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key.
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MCP servers that work with monday.com
Connect Actionist to MCP servers built for or around this app.
Access and manage your Monday.com boards, items, and updates seamlessly
MCP server for monday.com integration.
Monday.com MCP — wraps the Monday.com GraphQL API (BYO API key)