A monday.com AI Agent That Keeps Your Boards Current
A board is only as good as its last update. Your agent adds new requests, follows up on stuck items and keeps your timeline honest when dates move.
From $10/month 30 days free No credit card
What Your Agent Does In monday.com
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Turn Emails Into Board Items
Forward a request or customer email. Your agent adds it to the right board and group, with the name, contact, date and status each in its own column.
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Follow Up On Stuck Items
Your agent finds items marked Stuck or past their date, posts an update on each that tags the owner, and gives you one list of what’s still waiting on whom.
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Write The Weekly Board Recap
What moved to Done, what’s stuck and what’s due next week, in plain words for people who never open the board. You check it before it’s shared.
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Shift Dates When Plans Change
When a deadline moves, your agent finds the items that depend on it, suggests new dates on the timeline and updates them once you agree.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in monday.com for you, with your own login, and reports back in the thread.
- Add the three requests from Maria’s email to the Marketing Requests board.
- What’s stuck on the Office Move board, and who owns each one?
- Write the weekly recap for the Client Onboarding board and post it in our project.
- The venue pushed us back two weeks. Move everything that depends on it.
- Tag Dan on the vendor contract item and ask if it’s signed yet.
Use monday.com With Octopus Prime
- Open Settings › Connections, choose monday.com and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in monday.com for you without ever seeing your password.
- Choose which agents can use monday.com: just yours, one project’s or the whole company’s. You approve what matters.
How monday.com Work Flows Into Octopus Prime
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Stuck Items Become Tasks
When an item has been stuck too long, your agent makes a task in your project for the person who can unblock it, with a due time.
Tasks -
The Recap Before The Weekend
Wake your agent every Friday afternoon to write the board recap and post it in your team’s project before people log off.
Routine Work -
Hear When A Key Date Slips
When an important date moves on a board, you get a notification with the items it pushes back and the new dates your agent suggests.
Notifications
Questions About monday.com And Your Agents
Which monday.com account should I connect?
Your own login is fine. Some teams add a separate member just for the agent so its updates are easy to spot. It sees only the boards that account can see, so a member with fewer boards keeps it focused.
Will it understand our columns and status labels?
Yes. It reads each board’s groups, columns and status labels as your team set them up, and fills in the ones you name. If a column is unclear, it asks before guessing.
Do monday’s own automations and agents keep working?
Yes. Nothing about your automations or monday agents changes. Think of your agent as one more teammate on the board, working through what you ask for at a normal pace.
Does my agent see my monday.com password?
No. Your monday.com login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect monday.com, at any time in Settings.
More Projects And Tasks Apps
All Projects Apps
Moving Off monday.com?
See what you keep, what you gain and what it costs for a team, and how your agent keeps working in monday.com while you move.
Put An Agent To Work In monday.com. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
monday.com is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
