monday.com

· #138 most-used

Your AI agent's command centre for every team's work on monday.com

ProjectsProductivityCRMAutomationCommunicationHR

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.

Average time saved
12 hours
per person · per month
2 workdays back

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.

Schedule

What your monday.com agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
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Thu
7a
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12p
1p
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Multi-app workflows

monday.com × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
9Apps spanned
~60 hrsSaved / week
6Personas served
For customer success
Featured4 apps

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.

~10 hrs / week

Time saved for your team — every week, on autopilot

The flow
Trigger·New customer email arrives in Gmail from a known account domain
Result
Create an item in a board's group for new tickets or add an update to an item for existing onesPost channel message tagging the on-duty CSM with ticket summaryCreate follow-up call event with customer email in description
The win
Saved per run
1 hrs
Runs / week
~10×
Every customer email is triaged and owned within 2 minutes — no ticket falls through the gaps
Driven byCustomer Support Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    21 min / week
    Manually 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 Agent
    0 min
    Agent creates deal items the instant a lead is mentioned

    The 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.

  • Marketing
    15 min / week
    Manually 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 Agent
    0 min
    Agent posts status updates after every campaign action fires

    When 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 Support
    21 min / week
    Manually 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 Agent
    0 min
    Agent classifies, routes, and assigns every ticket on creation

    The 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 Resources
    8 min / week
    Manually 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 Agent
    0 min
    Agent provisions a personalised onboarding board the moment a new user joins

    When 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.

  • Finance
    15 min / week
    Manually 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 Agent
    0 min
    Agent creates the tracking item the moment an approval lands

    When 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.

  • Operations
    33 min / week
    Manually 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 Agent
    0 min
    Agent syncs sheet changes to monday.com items in real time

    When 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.

  • Legal
    7 min / week
    Manually 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 Agent
    0 min
    Agent uploads signed contracts to the item the moment DocuSign confirms

    When 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.

+ 100s of other monday.com automations
Average monthly
12 hrs / person / month
Average monthly
12 hrs / person / month
Calculator

Calculate what your team saves

Team size
10 people
Hourly rate
$20 / hr
Hours saved / week
30
Hours saved / year
1,500
Annual ROI
$30,000

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.

Connect

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.

1
Open the Apps tab

Find monday.com in the Apps library and click Connect. MCP is selected by default.

2
Authorise in monday.com

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.

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

Actions

43 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

10 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with monday.com

Reusable agent skills that work well alongside this app.

Monday.com

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

MCP servers that work with monday.com

Connect Actionist to MCP servers built for or around this app.

monday
Official

Access and manage your Monday.com boards, items, and updates seamlessly

monday.com
Official

MCP server for monday.com integration.

Monday
Official

Monday.com MCP — wraps the Monday.com GraphQL API (BYO API key)

FAQs

Questions about monday.com + Actionist

How do I connect monday.com to Actionist?
Open the Apps tab, find monday.com, and click Connect. MCP is the recommended method — it opens an OAuth window where you sign in with your monday.com account and grant access in one click. Alternatively, use your API Token V2 from the monday.com Developer Center. Either way, Actionist runs a test call to confirm the connection before you start building.
Do I need special permissions to connect monday.com?
Yes — you'll need a monday.com account with permission to create and edit boards in your workspace. For the API token method, generate a Token V2 from your profile picture → Developers → My Access Tokens. For OAuth, you'll need at least member-level access. Admin access is only required if you want the agent to create boards in restricted workspace folders.
Can the agent work across multiple monday.com boards at once?
Absolutely. The agent can read and write across any number of boards in a single workflow — for example, reading a Sales Pipeline board, creating items in a Client Delivery board, and archiving completed items on a third board, all in one automated sequence. Board IDs are resolved dynamically so you don't need to hardcode them.
What are the most useful monday.com automations for teams?
The highest-ROI workflows are: routing inbound leads or tickets to the right board group the moment they arrive; syncing deal status changes from your CRM to monday.com in real time; posting rich status update comments when external events fire (deploy completed, invoice approved, contract signed); and archiving completed sprints or projects automatically at the end of each cycle. All of these work within minutes of connecting.
How do monday.com webhooks work with Actionist?
monday.com sends a webhook payload to Actionist the instant a trigger condition is met — a new item, a column change, a group move. Actionist receives it, parses the item ID and changed values, and runs your workflow immediately. There's no polling and no delay — the agent reacts within seconds of the board event, which is what makes real-time status sync and instant triage possible.
Can the agent create items with all column values pre-filled?
Yes. The Create Item and Create an item in a board's group actions accept a full column values map, so the agent can populate Status, Person, Date, Text, Number, and any custom column in a single API call. You don't have to create a blank item and then update it — everything lands filled in from the start.
Does the agent support monday.com sub-items?
Yes — Actionist supports creating sub-items, updating sub-item columns, finding sub-items by status or assignee, and triggering workflows when a sub-item column changes. This makes it possible to build hierarchical task automation: the parent item tracks the deliverable while sub-items track individual checklist steps, and the agent rolls up completion automatically.
What happens if a board is restructured after I build a workflow?
Actionist resolves column IDs and group names dynamically where possible — but if a column is renamed or deleted, any workflow step that targets it by ID will fail and surface an error in the run log. The safest approach is to use the Get all columns action at the start of any workflow that writes to a board, so the agent always validates the schema before writing.