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Monday.com

Bring boards, items, and updates into chat; generate weekly project summaries and reminders.

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OAuth scopes required

• me:read
• boards:read, boards:write
• users:read, users:write
• account:read
• updates:read, updates:write

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Setup

1. Integrations → Monday
2. Authorize access to your workspace
3. Pick boards to surface by default (optional)

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What you can do

• Query boards and item statuses
• Summarize updates and owners
• Create/update items from chat
• Weekly project pulse reports

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Conversations

• “Show items blocked this week on ‘Website Launch’ board.”
• “Summarize updates for items due this week; list owners and risks.”

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Agents

Weekly board pulse

• Instruction: “Summarize ‘Website Launch’ board: blocked items, due this week, owners, next steps.”
• Schedule: Fridays 4 PM
• Destinations: Notes + Email

Cross-check (Monday + Calendar)

• Instruction: “Every morning, list Monday items due today and map to today’s meetings.”
• Schedule: Daily 8 AM
• Destinations: Notes + WhatsApp

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Best practices

• Use consistent groups/labels for reliable filtering
• Pair with Calendar for daily execution planning