Add Monday to your AI agent
monday.com is a customizable work management platform for project planning, collaboration, and automation, supporting agile, sales, marketing, and more
- Things your agent can do in Monday
- 122
Things your AI can do in Monday
Your FormWise AI can handle any of these in Monday — on its own, without you needing to click a button.
Add users to board
PopularAdds users to a Monday.com board with a specified role.
Get boards
PopularTool to retrieve board data via the Monday.com API. Returns core metadata (id, name, state, kind, hierarchy type, workspace) about one or multiple boards with filtering options by state, board kind, hierarchy type, and workspace. For structural details, column configurations, or ownership info, use dedicated board enrichment tools.
Change simple column value
PopularChanges a specific column's value for a Monday.com item using a simple string, suitable for Text, Status, or Dropdown columns; can create new labels if `create_labels_if_missing` is true for Status/Dropdown columns.
Get board columns
PopularTool to retrieve column metadata from boards via the GraphQL API. Returns array of column information including type, title, settings, and capabilities. Use when you need to inspect board structure or column configuration.
Connect project to portfolio
PopularLinks an existing project board to a portfolio board for centralized management. Requires boards:write scope and Enterprise plan.
Convert board to project
PopularConverts a regular Monday.com board into a project board with advanced project management features. Use when upgrading a board to enable project-specific capabilities like timeline views, project status tracking, and owner assignments.
Create a Monday board
PopularCreates a Monday.com board; `template_id` if used must be accessible, and `folder_id` must be in `workspace_id` if both are provided.
Create column
PopularCreates a new column with a specified type and title on a monday.com board.
Create item
PopularCreates a new item on a Monday.com board, optionally assigning it to a group and setting column values.
Create Item From Natural Language
PopularCreates a new item on a Monday.com board from a natural language description. Fetches the board's column schema at runtime, uses an LLM to generate the column values and extract the item name, and creates the item.
Retrieve Monday docs
PopularTool to retrieve Monday.com document data via the API. Use when you need to fetch documents with filtering by IDs, object IDs, workspace IDs, or with pagination support.
Get items by IDs
PopularTool to retrieve specific items by their IDs from Monday.com, returning metadata including name, timestamps, state, board, and group information. Use when you need to fetch detailed information about specific items.
Show 110 more things it can do
Get items page
PopularTool to retrieve items from a Monday.com board (or group) with server-side filtering, full column_values, and cursor-based pagination via items_page and next_items_page queries. Use when you need paginated access to board items with detailed column data and optional filtering/sorting.
List items by column values
PopularTool to search for items on a Monday.com board based on column values using the items_page_by_column_values query. Use when you need to find items matching specific column criteria (e.g., status="Done", name contains "Task 1"). For initial requests, provide columns; for pagination, use the cursor from the previous response.
List users
PopularRetrieves a list of users from Monday.com. Paginate by starting at page=1, incrementing page on each request, and stopping when the returned user list is empty. An empty user list does not signify action failure.
Move item to group
PopularMoves an item to a different group on the same Monday.com board; the item and group must exist.
Query sprints
PopularTool to query sprint data for agile project management from Monday.com boards. Use when you need to retrieve sprint information including sprint title, ID, color, position, archived/deleted status, and associated items.
Set board permission
PopularSets or updates a board's default role and permissions. Use when you need to configure default permissions for a board. Requires boards:write scope and can only be used by board owners on enterprise plans.
Update board
PopularUpdates a specified attribute of an existing board on Monday.com.
Update a Monday folder
PopularTool to update a Monday.com folder's properties including name, color, or parent folder. Use when you need to modify existing folder details or move folders between workspaces.
Who Am I
PopularReturn the identity (name, email, account) of the connected monday.com account.
Get account trigger statistics
Tool to retrieve statistics about account-level triggers and automations. Use when you need to monitor trigger execution metrics including success rates, failure counts, and total execution numbers.
Activate users
Tool to activate or reactivate users in a Monday.com account. Use when you need to enable user accounts that were previously deactivated. Cannot be used to activate your own account. Requires account management permissions.
Add subscribers to object
Tool to add subscribers or owners to a monday.com object. Use when you need to grant users notification access or ownership permissions to a specific object.
Add teams to board
Tool to add teams to a Monday.com board with specified permission levels. Use when you need to associate teams with a board as owners or subscribers.
Add users to team
Tool to add users to a Monday.com team. Use when updating team membership by adding user(s).
Add users to workspace
Tool to add one or more users to a workspace. Use when inviting existing users to collaborate in a workspace.
Aggregate board data
Tool to aggregate data across Monday.com boards using groupings and aggregation functions like COUNT, SUM, MEAN, MIN, MAX. Use when you need to compute metrics, counts, or summaries from board data with optional filtering and grouping.
Get app subscription
Tool to retrieve current app subscription data for the account. Use when you need to check subscription status, billing period, trial status, or pricing information. Must be called within app context using account authentication token.
Archive board
Archives a specified, existing, and unarchived board in Monday.com; archived boards can typically be restored later.
Archive item
Archives an existing Monday.com item, moving it from active board views to the archive where it can be potentially restored.
Archive object
Archives a Monday.com object by changing its state to archived rather than permanently deleting it. Use when you need to remove objects from active use while preserving the ability to restore them later.
Archive workspace
Tool to archive a Monday.com workspace. Use when you want to soft-remove a workspace from view.
Get audit logs
Tool to retrieve detailed security-related activity records for a Monday.com account. Use when you need to audit user actions, security events, or account activity. Requires Enterprise plan and account admin permissions with manage_account_security scope.
Get document blocks
Tool to retrieve document block data from workdocs via the API. Returns block metadata including type, content, position, and creation info. Use when you need to fetch content blocks from Monday.com documents.
Get connection board IDs
Tool to retrieve board IDs associated with connection columns. Use when you need to discover which boards can be linked through connection columns. Queries boards and filters for connection columns (board_relation type) to extract the configured board IDs from their settings.
Get connections
Tool to retrieve connection data for integrations with external services. Use when you need to inspect or manage integrations like Gmail, Slack, or other external service connections. Returns a list of connections with details about authentication, state, and associated accounts.
Create custom activity
Tool to create a custom activity in the Monday.com Emails & Activities app. Use when you need to define a new activity type with specific color and icon for tracking interactions.
Create a Monday dashboard
Tool to create a Monday.com dashboard with associated boards. Use when you need to establish a new dashboard in a workspace with specific board visibility settings.
Create doc
Tool to create a new doc in Monday.com. Use when you need to add a doc to a workspace or into a doc column on an item.
Create a folder
Tool to create a new folder in a Monday.com workspace to organize boards. Use when you need to structure boards within a workspace by grouping them into folders.
Create group
Creates a new group with the given `group_name` on an existing Monday.com board, identified by its `board_id`.
Create notification
Tool to send a notification to a user. Use when you need to alert a user about a board, item, or update. Call after obtaining the user and target IDs.
Create object
Tool to create any Monday.com object via GraphQL mutation. Use when you need to create workspaces, boards, items, columns, docs, updates, webhooks, or other Monday.com objects using custom GraphQL queries.
Create tag
Tool to create a new tag or return an existing tag. Use when you need to label items with color-coded tags on a public or private board.
Create timeline item
Tool to create a new timeline item in the Emails & Activities app on a Monday.com item. Use when you need to establish a timeline event or activity on an item. Note: Timeline items created via this action won't trigger automations that run when a new E&A timeline item is created.
Create update
Tool to create a new update for an item or reply to an existing update. Use after determining the target item or update to comment on.
Invite and create a Monday user
Tool to invite and create a new user. Use when you need to programmatically add new users to your Monday account.
Create a Monday workspace
Tool to create a Monday.com workspace. Use when you need to programmatically add a workspace after planning your project structure.
Get custom activity
Tool to retrieve custom activity data from the Emails & Activities app. Use when you need to list available custom activities with their metadata. Returns up to 50 activities per query.
Deactivate users
Tool to deactivate users from a monday.com account. Use when you need to remove users from the account; only admins can perform this action, and users cannot deactivate themselves. Deactivating a user also deactivates their integrations and automations.
Delete asset
Tool to remove uploaded files. Since monday.com doesn't provide a direct asset deletion API, this tool deletes the enclosing update or clears files from a File column. Both operations are permanent and irreversible; confirm with the user before invoking.
Delete board
Tool to permanently delete a board from your Monday.com account. Use when you need to remove a board permanently after verifying its ID. This action cannot be undone.
Delete column
Deletes a specified column from a Monday.com board; this action is destructive and cannot be undone via the API.
Delete Custom Activity
Tool to delete a custom activity from the Emails & Activities app. Use when you need to remove a custom activity by its unique identifier.
Delete doc
Tool to delete a Monday.com doc by its ID. Use when you need to remove a doc that is no longer needed.
Delete folder
Tool to permanently delete a folder and all its contents from a Monday.com workspace. Use when you need to remove a folder along with all nested subfolders and boards. This action is irreversible.
Delete group
Permanently deletes an existing group (and its items) from an existing board in Monday.com.
Delete item
Permanently deletes an existing Monday.com item; this action is irreversible via the API.
Delete object
Tool to permanently delete a Monday.com object with a 30-day recovery grace period. Use when you need to remove any object type from Monday.com by its unique identifier.
Delete subscribers from board
Tool to remove subscribers from a Monday.com board. Use when revoking subscriber access for specific users on a board.
Delete tag
Tool to remove a tag from an item in Monday.com. Important: Monday.com's GraphQL API does not provide a mutation to delete a tag from the account. Tags are account-level entities shared across boards. This action can remove a tag from a specific item by updating its tags column to exclude the given tag_id. To do so, provide item_id and board_id.
Delete team
Tool to delete an existing team; use when you need to permanently remove a team by its ID after confirming it’s no longer needed.
Delete teams from board
Tool to remove teams from a board; use when you need to revoke team access to a specific board.
Delete teams from workspace
Tool to remove teams from a workspace. Use when revoking workspace access for specific teams.
Delete timeline item
Tool to delete a timeline item from the Emails & Activities app. Use when you need to remove an existing timeline event or activity from a Monday.com item. This action is irreversible.
Delete update
Tool to delete an update by its ID. Use when an update is no longer relevant. Use after confirming deletion is irreversible.
Delete workspace
Tool to permanently delete a workspace by its ID. Use when a workspace is no longer needed. Use after confirming deletion is irreversible.
Duplicate board
Tool to duplicate a Monday.com board with its structure and optionally items and updates. Use when you need to create a copy of an existing board. Duplication is asynchronous and may take time to complete for large boards.
Duplicate item
Duplicates an item on a Monday.com board, optionally including its updates.
Edit update
Tool to modify the text content of an existing update on an item. Use when you need to correct or change a previously posted update.
Get account info
Retrieve account metadata and settings for the authenticated Monday.com account. Use this action to inspect account configuration such as: - Account name, slug, and tier - Active member count - Calendar preferences (first day of week, timeline weekends) - Active products and billing plan details Requires the 'account:read' OAuth scope.
Get board activity logs
Tool to retrieve activity logs from a specific Monday.com board. Use when you need to track changes, user actions, or board history for auditing or analytics purposes.
Get API version
Tool to retrieve the Monday.com API version in use. Use when you need to check which API version is currently active for debugging or compatibility purposes.
Get assets
Tool to retrieve file/asset metadata from monday.com by asset IDs. Returns file information including URL, name, size, extension, and thumbnails for images. Asset IDs originate from updates, update replies, or file-type columns.
Get board views
Tool to retrieve board view data via GraphQL API. Returns array of board view metadata including type, settings, filters, and access levels. Must be nested within a boards query.
Get favorites
Tool to retrieve all favorited items for the authenticated user. Use when you need to query items that have been marked as favorites.
Get folders
Tool to retrieve folder data from workspaces with filtering and pagination options. Use when you need to list folders from specific workspaces or filter by folder IDs.
Get form details
Tool to retrieve form metadata via the API using the form's unique token from the URL. Returns form configuration, questions, and settings.
Get current user
Tool to fetch the current authenticated user's profile and permissions. Use when you need to retrieve user metadata before performing other operations.
Get mutation complexity
Tool to get complexity data of mutations in Monday.com. Use when you need to track API quota usage or monitor rate limits for mutation operations.
Get query complexity
Tool to retrieve complexity data and cost metrics for Monday.com API operations. Use when you need to monitor API rate limits and complexity budget usage.
Get tags
Tool to retrieve tags from the account. Use when you need to list all tags or filter by specific IDs.
Get teams
Tool to retrieve teams from Monday.com. Use when you need an overview of teams in your account.
Get update replies
Retrieves updates and their replies for a specific Monday.com item. Use this to fetch conversation threads and discussions attached to an item, including all replies to each update.
Get item updates
Tool to retrieve updates for a specific item. Use when you need to fetch the conversation history tied to an item.
Get API versions
Tool to retrieve data about available API versions. Use when you need to check which API versions are supported by Monday.com.
Get view schema by type
Tool to retrieve type-specific board view configuration schemas via GraphQL API. Use when you need to understand the structure and available settings for creating or updating board views of a specific type.
Get webhooks
Tool to retrieve webhooks for a board. Use when you need to list all webhooks on a board.
Get workspaces
Tool to retrieve workspaces. Use when you need to list workspaces with optional filtering, pagination, or ordering after authentication.
Import doc from HTML
Tool to import HTML content into a new Monday.com doc, converting it to doc blocks. Use when you need to create a doc from HTML content.
Like update
Tool to like an update on an item. Use when you want to express approval or acknowledgment of an update.
List groups
Tool to retrieve all groups of a specified board. Use when you need to list groups on a board after confirming its board ID. Response is nested under data → boards[0] → groups; confirm boards[0] exists before accessing groups.
List items
Retrieves specified subitems from Monday.com using their IDs, returning raw JSON. Returned `column_values` fields (`text`, `value`) are frequently null or JSON-encoded strings (including numbers as quoted strings); null-check and JSON-decode before use.
List subitems by parent
Tool to retrieve subitems nested under parent items via GraphQL API. Use when you need to list subitems and their column values for specific parent items. Monday's API requires querying subitems through their parent items.
List team members
Tool to list members of a specified team. Use when you need to retrieve all users in a given Monday.com team after confirming its team ID.
Move item to board
Moves a Monday.com item to a specified board and group; requires the item, target board, and target group to exist.
Query board mute settings
Tool to query a board's notification mute settings. Use when you need to check if notifications are muted for specific boards.
Pin update to top
Tool to pin an update to the top of an item. Use when you need to highlight an important update or keep it visible at the top.
Publish object
Tool to publish a Monday.com object. Use when you need to make an object publicly visible or change its state to published.
Query dashboards
Tool to query dashboards via Monday.com objects API. Use when you need to list all dashboards with their metadata, owners, and subscribers.
Remove users from team
Tool to remove users from a Monday.com team. Use when updating team membership by removing user(s).
Remove users from workspace
Tool to remove users from a workspace. Use when revoking access for specific users in a workspace.
Get item timeline
Tool to retrieve an item's Email & Activities (E&A) timeline data from Monday.com. Use when you need to access CRM activity tracking and client communication history for a specific item. This returns a paginated list of timeline entries.
Get timeline item
Tool to retrieve a specific timeline item from the Emails & Activities app by ID. Use when you need to fetch metadata including content, user, title, type, and associated custom activity for a timeline item.
Unlike update
Tool to remove a like from an update on an item. Use when you want to retract a previously expressed approval or acknowledgment of an update.
Unpin update from top
Tool to unpin an update from the top of an item. Use when you want to remove a pinned update from the top position of an item's updates feed.
Unpublish object
Unpublish a Monday.com object (board, item, or workspace) to revert it from a published state. The operation will return success=true only if the object was previously published and can be unpublished. If the object is not in a publishable state or was never published, success=false is returned.
Update board hierarchy
Updates a board's position, workspace, or product in Monday.com. Use when you need to move a board to a different workspace or folder, assign it to a product, or reposition it relative to other boards.
Update column
Tool to update column title or description. Use when modifying a column’s metadata after creation.
Update a doc
Tool to update a doc's title or append markdown content. Use when renaming docs or adding Markdown blocks to existing docs.
Update email domain
Tool to update users' email domains. Use when migrating users to a new email domain; requires admin privileges.
Update group
Tool to update an existing group on a board. Use when you need to modify a group's attribute (title, color, or position) after confirming the group ID.
Update item
Tool to update an existing item's column value on Monday.com. Use when setting complex column types like Timeline or People.
Update multiple users
Tool to update one or multiple users' attributes on Monday.com. Use when you need to batch update user profiles such as name, email, title, or department.
Update mute board settings
Tool to update a board's notification mute settings. Use when you need to configure notification preferences for a specific board.
Update tag
Tool to return a tag's details or best-effort "rename" by creating or getting a tag with the requested name. The monday API does not support updating existing tag name/color.
Update team
Tool to update a team's details in Monday.com. Use after identifying the team and desired changes.
Update users role
Tool to update users' roles to custom or default roles. Use when changing user permissions; admin-only operation. Cannot update your own role.
Update a Monday workspace
Tool to update a Monday.com workspace. Use when you need to modify the name, description, visibility, or product placement of an existing workspace.
Upload Asset
Tool to upload a file to an update or file column. Use when you need to attach a file to an existing update or file column. File attachments are permanent and irreversible; confirm with the user before uploading.
Get user connections
Tool to query user-specific connection data from Monday.com. Use when you need to retrieve integration connections established by the authenticated user with external services.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Monday is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Monday, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Monday for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Monday work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Monday to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Monday in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Monday.
- 3
Hit "Connect"
Click "Connect Monday" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Monday
Build a quick AI Agent (it's like writing instructions, not code), and pick the Monday actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Monday for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Monday workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Monday users had before signing up
Do I need to know how to code?
Not even a little. If you can use Monday today, you can set this up. You'll connect Monday, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Monday login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Monday or delete everything any time.
What happens when Monday updates their app?
We handle it. When Monday adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Monday takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Monday — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Monday on FormWise
monday.com is a customizable work management platform for project planning, collaboration, and automation, supporting agile, sales, marketing, and more
Connect Monday once and your FormWise AI gets 122 things it can do inside it. That means your AI can handle the Monday work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Monday? Take a look at monday.com.
More project management integrations
Trello
A web-based, kanban-style, list-making application.
Moco
MOCO is a business management software offering project management, time tracking, and invoicing solutions.
ClickUp
ClickUp unifies tasks, docs, goals, and chat in a single platform, allowing teams to plan, organize, and collaborate across projects with customizable workflows
Asana
Tool to help teams organize, track, and manage their work.
Wrike
Wrike is a project management and collaboration tool offering customizable workflows, Gantt charts, reporting, and resource management to boost team productivity
Basecamp
Project management and team collaboration tool by 37signals
Stop doing the Monday work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
