Overview
Connect your Monday.com boards to Taskade to automate task management, sync project data with your workflows, and build AI-powered project apps.
π In This Article
Overview
Connect & Configure
Monday.com Triggers
Monday.com Actions
Use Monday.com with AI Agents
Configure Monday.com Tool
Prompt Examples
Example Workflows
Frequently Asked Questions
Connect & Configure
Before you start building with Monday.com, you need to configure the integration.
Navigate to Workspace β Automations in your app.
βClick Create to build a new automation.
βYou can also prompt EVE to build the automation for you.
Add a Monday.com trigger / action/step.
Configure and enable the automation (or continue adding steps).
βClick Connect in the sidebar on the right and authorize Taskade.β
Your Monday.com data is now available to automations and agents.
Monday.com Triggers
π§ Coming soon: Monday.com triggers are currently in development.
Monday.com Actions
Build project management workflows with Monday.com actions. Read, create, update, and manage items directly from your automation workflows or AI agents.
Action | Description |
List Items | Retrieve records from a specified table with optional filters. |
Get Item | Fetch a single record by its ID. |
Create Item | Add a new record to a table with specified field values. |
Update Record | Modify fields on an existing record by ID. |
Delete Record | Remove a record from a table by ID. |
Use Monday.com with AI Agents
Your AI agents can call Monday.com actions as tools during conversations, allowing them to look up items, create entries, and respond with live data from your boards.
Configure Monday.com Tool
Connect Monday.com to your workspace (see above).
βOpen your agent β Tools tab.
Enable Automation Actions or add Monday.com as a custom tool.
βThe agent will call Monday.com actions automatically when relevant during chat.
Prompt Examples
Your AI agents can use Monday.com actions as tools during conversations:
User: "What invoices are overdue this month?"
Agent β monday.list_items("Invoices", filter: status = "Overdue")
β 3 items found: INV-042, INV-051, INV-067
Agent: "You have 3 overdue invoices: INV-042, INV-051, and INV-067."
Example Workflows
Here are a few ways to put Monday.com automation into practice.
Invoice Tracking Flow
Action: Monday.com List Items (filter by status = "Pending")
ββ Action: Create tasks in Taskade project "Accounts Receivable"
ββ Action: Assign to finance team
ββ Action: Notify via Slack
Client Onboarding Agent
Agent trained on your onboarding checklist + client docs
ββ Custom tool: Monday.com Create Item
ββ Custom tool: Monday.com Update Item
ββ Deploy as internal tool for your team
Weekly Status Report
Trigger: Schedule (every Friday at 5pm)
ββ Action: Monday.com List Items (this week's updates)
ββ Action: Summarize with AI
ββ Action: Post summary to Taskade project
Frequently Asked Questions
Can I connect multiple Monday.com accounts?
βYes. Connect each account separately in your workspace automations.
β
How does authentication work?
βMonday.com uses OAuth 2.0. Authorize once and Taskade handles token refresh.
β
Is there a rate limit?
βTaskade respects Monday.com's API rate limits. High-volume workflows may want to use scheduled triggers instead of real-time triggers.
Learn more about automation workflows in Automations: The Execution Pillar.
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