Custom agents
Agents built for your flows
We build agents with a clear mission, scoped permissions and human checkpoints, right in the boards where the work already happens.
AI at work,
with you in control
monday.com is now an AI work platform where people and agents work side by side. We roll out the AI features with governance, permissions and clear limits from day one.
What do you want to put AI to work on?
A free mapping session of your AI opportunities is included · the trial requires no credit card.
Routine work to AI. Decisions to you.
Agents that triage, summarize and draft in your flows, with permissions, logging and clear limits. We roll them out one flow at a time.
Research
Research that gathers itself
Research agents gather, summarize and cite material from your boards and documents, ready to review instead of something you have to google.
Reports
Reports that write themselves
Reporting agents build status and management reports from the real data in your boards, in your language, in your template, on time every time.
Day to day
AI where the work already happens
Triage, summaries and drafts right in the columns: no new tab, no new tool. We switch on the features where they make the biggest difference first.
Ready-made agents, and your own.
You set the limits. The agents we roll out work in your boards with your data as context, and always leave the final say to you.
Triage Agent
Sorts what comes in across all your flows (tickets, leads, requests) according to your rules.
CategorizesPrioritizesRoutes
Summarizer
Long threads and documents become decision material in seconds, with source references.
Summarizes threadsHighlights decisionsCites sources
Draft Writer
Email replies and documents are written as drafts. Nothing is sent without your approval.
Writes draftsWaits for youLearns from feedback
Research Agent
Gathers and compiles material from your boards and documents, with every source traceable.
Gathers sourcesCompilesShows its sources
Risk Watcher
Monitors patterns in the data and flags anomalies before they become problems.
Monitors patternsFlags anomaliesNotifies owners
Forecaster
Forecasts built on the real data in your boards, updated continuously, not quarterly.
Calculates trendsBuilds forecastsUpdates continuously
Report Agent
Status and management reports in your template, in your language, on time every time.
Builds reportsIn your templateOn time, every time
Your Own Agent
We build agents around exactly what you need. Describe the flow, and we configure the rest.
Your workflowYour limitsOur configuration
One connected AI engine.
The AI lives in the same boards as the work, with your data as context and your rules as the limit.
Answers from your own data.
Ask in plain language and get answers from the real data in your boards (campaigns, pipeline, deliveries) without building a single report.
Book a consultation →
Acts where the work happens.
Triage, enrichment and next steps right in the columns. The AI moves work forward in the same board the team already works in.
Book a consultation →
Looking ahead, not in the rearview mirror.
Forecasts and budget status are calculated from what actually happens in the boards, and update the second reality changes.
Book a consultation →
Your whole business, one answer away.
Portfolios, teams and flows roll up into one view, and the AI answers the follow-up questions before the meeting has even started.
Book a consultation →Your data, your control.
Enterprise-grade security
Your data is never used to train AI models. You own the content you provide and what the AI generates, certified to enterprise standards, according to monday.com.
Permissions & governance
We define exactly what each agent and team member can see, change and create, with AI credit limits per team. Governance is set from day one, not added later.
Control & visibility
A real-time log of every agent action: what, when and by whom. Agents are validated in simulation mode before anything goes live.
Our method
We start with your processes,
not the software.
Weeks to value, not years. Our method is a staircase in five steps: from a study of how work and money flow, through setup and adoption, to ongoing development and management. Every step raises the business value.
Business value ↑
Time →
- 01 · MapA study of how work and money actually flow, before anyone touches a system.
- 02 · BuildAgile setup with your key users, tested on real workflows.
- 03 · EmbedChange management and training so the new way of working sticks in the organization.
- 04 · DevelopStrategic optimization as the business and its goals change.
- 05 · ManageWe look after the platforms in production: support, updates and small improvements, so you can focus on the business.
The process map
We map your flow, free of charge.
Tell us briefly about your business and we will map where AI does the most good in your workflows, with clear boundaries and people where they are needed, and draw it up step by step, like the excerpt next to this. The map is yours whether or not we build it. See a complete example (PDF, in Swedish) →
FAQ
Good to know before
we start.
What can the AI agents do on their own?
You decide. We configure permissions and limits per agent: what can happen automatically and what requires human approval. Governance and traceability are set up from day one, not added later.
Where does our data end up?
The AI features work with the data in your monday environment under monday.com’s data protection terms. We review data governance, permissions and compliance as part of the rollout, which matters especially if you have regulatory requirements.
How long does implementation take?
Most of our setups are live within a few weeks, not months. We start by mapping your processes, build with your key users involved, and go live with training on site or remotely. The scope drives the timeline, and you see it before we start.
Pick your starting point. Same platform.
Five products, one data model. Start where it makes the biggest difference, and we make sure the rest keeps up.
Work management
Projects, resources and portfolio: planning that keeps itself up to date.
CRM
Pipeline, automated sales process and AI agents at every stage of the deal.
You are here
monday AI
Agents, triage and forecasts in your flows, with governance, permissions and you in control.
Read more about monday AIService
Tickets, SLA monitoring and self-service: service that scales without a growing queue.
Dev
Sprints, backlog and releases: agile development from idea to production.
Customer cases
Real transformation.
Gosol EnergiRenewable energyHow Gosol Energi got one connected flow from lead to delivery, with shorter lead times at every step.
LykoBeauty & e-commerceHow Lyko got a single source of truth for campaigns and content, and a shorter path from idea to store.
ELON GroupRetailHow ELON Group brought its strategic store relationships into one hub the whole organization works in.
SKG StorköksgrossistenWholesale & foodHow a growing wholesaler automated its workflows in monday.com, from AI-driven document scanning to supplier collaboration.
3D FotteknikManufacturing & e-commerceHow marketing, bookings, e-commerce and production were connected into one flow.
Texas Dept. of Criminal JusticePublic sectorHow an agency with 36,000+ employees got workflows that work at every level.
All customer casesTen projects in retail, energy, manufacturing and the public sector.
Ready to work the way
you want to work?
Book a free consultation. We map your current setup and show you what is possible.