Integrations · Projects & issues

monday.com in the conversation.

A visual work OS where a team models its own process as boards and columns. Connect it once and your copilot works with boards, groups, items, columns and updates without leaving the thread — and your workflows can act on it while the customer is still typing.

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monday.com

Projects & issues

01 · COPILOT

Ask for it in plain language. It does the monday.com part.

Copilot rides inside the inbox. With monday.com connected it reads boards, groups, items, columns and updates and acts on them from the same panel as the conversation — no second tab, no copying an order number across.

Read items on a board with their column values
Find an item by name or column value
Create an item in a group
Update column values on an item
Post an update on an item

What a specific connection exposes is decided by monday.com, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.

02 · WORKFLOWS

Something happens in monday.com. A workflow starts.

Once monday.com is connected, its events show up in the workflow editor's trigger picker, and the fields the event carries become variables every later step can read — so the message you send is written from what actually happened.

An item is created
A column value changes

The picker is the authority on which events your monday.com connection publishes — these are the kinds that apps of this sort emit.

03 · THE AI AGENT STEP

One step that decides which monday.com tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what monday.com said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the monday.com tools you left enabled and nothing else.

What teams do with it

Two ways monday.com earns its connection.

Your process, not a ticket type

Because the board is shaped like your business, a workflow can move an item along the exact stage the conversation just reached.

Ops sees the inbox

Copilot writes the customer’s answer into the item’s update feed, so the ops team reading the board sees what was actually said.

Setup

Connect monday.com in about a minute.

1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
2
Find monday.com in Browse
The catalogue runs to hundreds of apps and is searchable. Connect monday.com from its card.
3
Authorize with your own monday.com account
You sign in on monday.com's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Open Settings → Apps →

monday.com questions.

How do I connect monday.com to Cloodot?

Open Settings → Apps in Cloodot, switch to Browse, and search for monday.com. Connecting it opens monday.com's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.

What can Cloodot do in monday.com?

Work of this kind: read items on a board with their column values; find an item by name or column value; create an item in a group; update column values on an item; post an update on an item. The exact list depends on what your monday.com account is allowed to do — Settings → Apps shows every tool the connection actually exposes.

Can I limit which monday.com tools Cloodot may use?

Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only monday.com connection is a matter of leaving the writes off.

Can an event in monday.com start a Cloodot workflow?

Yes. Events like an item is created, a column value changes appear in the workflow editor's trigger picker once monday.com is connected, and the event's own fields become variables the rest of the workflow can read.

Who in my team can connect monday.com?

Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the monday.com account that authorized it, so a projects & issues connection is only ever as broad as the account behind it.

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