AI Monday.com Assistant

One AI Assistant for
Every Monday.com Board & Item

Operations managers sweep stuck items across 30 boards in seconds. Agency producers track deliverable sign-offs and retainer hours. Sales teams update CRM pipelines. Contributors manage tasks — all by plain chat.

Operations Manager Agency Producer Sales Pipeline Lead Team Contributor
Connect to Monday Book a Demo
MO
AI Monday.com Assistant
Monday Work OS • Boards • Status Columns • Automations
Connected • Active in 22 Boards
Audit all active client project boards for items with status "Stuck" or "Blocked" and show who owns them.
MO
Found 3 items marked "Stuck" across 2 client project boards:

• [Board: Acme Rebrand] "App Store Screenshots" — Owner: Sarah K. (Stuck 4 days • Waiting on client Figma review).
• [Board: Acme Rebrand] "3D Product Render" — Owner: Leo D. (Stuck 2 days • GPU render farm queue stall).
• [Board: Vertex Portal] "OAuth Endpoint Setup" — Owner: David T. (Stuck 3 days • Missing staging API key).

Ready to ping item owners or schedule Slack nudges.
Send Slack Nudges Log Billable Hours Update Status
Update status of item "Q3 Budget Review" to "Done" and notify PM in item updates.
MO
Updated #ITM-812 ("Q3 Budget Review") in Board Finance Operations:
• Status column transitioned: Working On It → Done (Green).
• Posted item update: "Budget review completed and signed off. Attached final spreadsheet."
• Mentioned @Elena (PM) in update notification feed.
Official Monday.com GraphQL API 68% Faster Status Updates & Board Sweeps Zero Unbilled Client Retainer Hours Scoped OAuth 2.0 Board-Level Access Automated Multi-Board Dependency Audits Official Monday.com GraphQL API 68% Faster Status Updates & Board Sweeps
Built for Your Role

What Does Your Role Need From Monday.com?

Select your role to see the exact prompts operations managers, agency producers, sales leads, and contributors use every day.

Operations Manager

Sweep Stuck Items, Audit Automations & Track Cross-Board Milestones.

Operations managers spend hours opening dozens of project boards, checking stuck statuses, and manually moving items between stages. Your AI assistant audits blocked deliverables, checks automation recipe run counts, and archives completed boards by chat.

"Audit all active Monday.com boards for items with status 'Stuck' or 'Blocked'."
"Generate an operations throughput report across all client project workspaces."
"Create a new project board from the Enterprise Onboarding template."
"Identify cross-board item dependencies delaying our product launch milestone."
"Audit Monday.com recipe automation execution limits and failure logs."
"Archive 14 completed client boards and export item activity logs to PDF."
MO
AI Monday Assistant
Ops Mode
Audit active boards for items with status "Stuck" or "Blocked".
MO
3 Stuck Items Found Across 2 Workspaces:
• Acme Rebrand: "App Store Screenshots" (Blocked 4 days • Figma review pending).
• Acme Rebrand: "3D Product Render" (Blocked 2 days • GPU render queue).
• Vertex Portal: "OAuth Setup" (Blocked 3 days • API key missing).
Summary broadcasted to Slack #ops-standup.
Agency Account Producer

Track Client Sign-Offs, Prevent Scope Creep & Log Retainer Hours.

Agency producers lose client profitability when revision cycles exceed contract agreements and billable hours go unlogged. Your AI assistant flags revision scope creep, logs billable retainer hours, and drafts client-ready Friday status briefings.

"Show all creative deliverables awaiting client sign-off for more than 48 hours."
"Log 12 billable hours against Client Retainer Board for Acme Rebrand project."
"Flag client revision requests exceeding agreed 2-round scope limits."
"Compile a weekly Friday progress report ready to email to client stakeholders."
"Rebalance design team task allocation across upcoming campaign deliverables."
"Create items with deadline dates for next week's video production shoot."
MO
AI Monday Assistant
Agency Mode
Compile a weekly Friday progress report ready to email to Acme Corp.
MO
Weekly Client Report — Acme Rebrand (Week 34):
• Delivered This Week: Homepage design system v2.1, brand voice guidelines PDF, and 12 social templates.
• In Progress: 3D package renders (65% done) and typography guidelines.
• Retainer Hours: 28.5 of 40 monthly hours utilized.
Formatted email draft ready for 1-click send.
Sales Pipeline Lead

Track Deals Stuck in Stage, Reassign Leads & Calculate Velocity.

Sales leaders using Monday Sales CRM waste time clicking through deal stages, calculating win rates, and discovering unassigned leads. Your AI assistant audits deals stalled in proposal review, advances deal stages, and generates sales forecasts.

"Show all deals in Monday Sales CRM stuck in 'Proposal Sent' for >14 days."
"Move deal 'GlobalTech Enterprise' to 'Closed Won' with contract value $65,000."
"Calculate average sales cycle velocity from 'New Lead' to 'Qualified'."
"Auto-assign 25 inbound enterprise leads to regional account executives."
"Audit deals missing next follow-up dates or primary contact email addresses."
"Export monthly sales revenue pipeline projection by account rep."
MO
AI Monday Assistant
Sales CRM Mode
Show deals stuck in "Proposal Sent" for >14 days.
MO
2 High-Value Deals Stalled in Proposal Sent:
• OmniCloud Systems ($48,000 ARR): In Proposal Sent for 18 days (Rep: Marcus B.). Last client touch: 12 days ago.
• Zenith Logistics ($32,500 ARR): In Proposal Sent for 15 days (Rep: Sarah T.).
Suggested action: Automated follow-up email sequence queued.
Team Contributor

Instant Status Updates, Subitem Creation & Daily Priorities.

Individual team members hate interrupting focus work to open heavy browser boards and click through dropdown menus. Your AI assistant updates status columns, adds subitems, and pulls prioritized daily task lists in seconds.

"What are my assigned high-priority Monday items due before the end of this week?"
"Update status of item 'Finalize API Documentation' to 'Done' and notify PM."
"Add 4 structured subitems under item #ITM-402 with individual due dates."
"Change item priority to 'Urgent' with comment: Client escalation received."
"Reschedule all my non-critical items due Friday to next Monday morning."
"Summarize comments and feedback posted on item 'Brand Typography Review'."
MO
AI Monday Assistant
Contributor Mode
What are my assigned high-priority items due before Friday?
MO
Your Top 3 High-Priority Items:
1. [Acme Rebrand] Export final vector logo assets (Due Thursday 3 PM)
2. [Internal Ops] Review Q4 vendor software contracts (Due Thursday 5 PM)
3. [Product Board] Sign off on mobile navigation wireframe (Due Friday 12 PM)
Status updates can be handled directly through this chat.
The Math is Simple

Teams Waste $6,000/Month on Manual Monday Board Admin.
We Charge $99.

No complex enterprise seat add-ons. No manual status chasing meetings. Just 1,000 AI credits at $99/month — and your operations, agencies, and sales teams keep boards updated automatically.

What Manual Monday.com Admin Costs You
Operations / Agency Account Manager salary (avg)
$85,000/yr = $44/hr
Hours spent weekly updating boards, statuses & client reports per person
8.5 hrs/week
Monthly cost of manual board maintenance per person
$1,500/month
Monthly waste for a team of 4 specialists
$6,000/month
Plus unbilled agency retainer hours, stalled client deliverables, and stale sales CRM stages.
VS
RhinoAgents AI Monday.com Assistant
$99 / month
1,000 AI credits included
Entire team — Ops, Agency, Sales & Contributors
Sweep stuck items & update columns by chat
Connect via official Monday GraphQL API in 15 minutes
68% faster status updates and board sweeps
You save every month
$5,901
$6,000 cost of manual admin − $99 subscription
What's a Credit?

Credits = AI work. Not simple chat messages. Each task consumes credits based on Monday board complexity.

Update status column or post item update
1 credit
Instant item modification
Cross-board stuck item audit & ops throughput briefing
5 credits
Multi-board portfolio scan
Compile weekly client progress report with hours
8 credits
Deliverables & retainer synthesis
Complete workspace recipe audit & board cleanup sweep
15 credits
Full workspace maintenance
At $99/month with 1,000 credits, an operations or agency team handles hundreds of status changes, stuck item sweeps, and client briefings — keeping client projects profitable.
Quick Deployment

Your Whole Team Live in 15 Minutes.

Standard Monday.com GraphQL API and OAuth 2.0. Zero custom coding required.

1
Connect Monday OAuth
Authenticate your Monday.com organization with 1 click via secure OAuth 2.0.
OAuth 2.0
2
Select Workspaces & Boards
Choose which client, project, and CRM boards your AI assistant can access.
Board Scope
3
Connect Slack or Teams
Stuck item warnings, client deliverable alerts, and status digests dispatch to channels.
Notifications
4
Team Goes Live
Ops, agency producers, and team members start managing Monday.com boards by chat.
All Roles Ready
Under the Hood

Not a Simple Chatbot. An Autonomous Work OS Operator.

Four core capabilities that operate Monday.com directly rather than just repeating documentation.

Bi-Directional GraphQL API
Query, Create & Update Items and Columns
Uses official Monday.com GraphQL APIs to query boards, update status, date, and people columns, create subitems, and post rich update comments.
Full Monday Work Management & Sales CRM support
Respects board privacy and column permission restrictions
Agency Intelligence
Automated Client Deliverable & Retainer Tracking
Monitors client review cycle times, tracks retainer hour burn rates, and flags revision scope creep before client contracts become unprofitable.
Tracks billable hours against monthly retainer quotas
1-click Friday client progress report generator
Human-in-the-Loop
Approval Gates on Bulk Board Operations
Daily item updates and priority checks happen instantly. Bulk operations (like moving 20 items to a new board, mass archiving, or deleting items) require 1-click confirmation in Slack.
1-click interactive Slack & Teams approval cards
Complete audit history in Monday board activity log
Scheduled Jobs
Morning Standup Digests & Stuck Item Alerts
Delivers morning briefings highlighting items marked Stuck, tasks due today, and sales deals needing immediate outreach.
Configurable daily standup & weekly retrospective schedules
Slack, Microsoft Teams, and email delivery
Full Capability Set

Everything Your AI Monday.com Assistant Can Do

Across all four core roles — one unified platform assistant.

Stuck Item Sweeps
Audits all boards for items marked "Stuck", diagnoses the blocking reason from updates, and alerts relevant owners.
OpsBlockedTriage
Client Retainer Tracking
Logs billable hours against client boards, monitors monthly hour caps, and compiles client progress summaries.
AgencyRetainersBilling
Sales CRM Pipeline Triage
Flags deals stalled in stage, calculates sales cycle velocity, and reassigns inbound leads across account executives.
SalesCRMDeals
Scope Creep Detection
Monitors client revision comments on design deliverables and alerts producers when feedback exceeds agreed contract scope.
AgencyScopeRevisions
Subitem Generation
Breaks complex project deliverables into structured subitems with owners, deadlines, and dependencies by simple chat.
TeamSubitemsTasks
Cross-Board Sync
Connects items across departmental boards, synchronizing status columns and milestone deadlines seamlessly.
OpsSyncPortfolios
Human-in-the-Loop

Workplace Safety First. You Retain Complete Control.

Item lookups, status queries, and deliverability checks execute instantaneously. State modifications that affect multiple deliverables (like bulk moving items or archiving boards) require 1-click confirmation in Slack.

  • Board inquiries — instant read-only summaries across workspaces
  • Single item updates — logged automatically with complete audit trails
  • Bulk board moves — require 1-click operations lead approval in Slack
  • Complete audit log — every execution logged in Monday item activity history
Monday Action — Lead Approval Required
Archive Board: Acme Rebrand 2026
Board Archive Request:
• Board: Client Project — Acme Rebrand
• Status: 42 of 42 items marked "Done"
• Action: Archive board and export final item audit log to PDF

Retains all past history in workspace archives.
Connected Ecosystem

Monday.com is the Work OS — Connected to Your Stack

Your AI Monday.com Assistant communicates across your existing team chat, docs, CRM, and cloud storage.

Monday Work OS Slack Microsoft Teams Google Workspace Jira Software Salesforce CRM HubSpot 400+ via REST & Webhooks
Enterprise Trust

Enterprise Security & Data Privacy

Your client project details, sales deal numbers, and internal item notes are protected with strict security protocols.

OAuth 2.0 & Scoped Tokens
Authenticates securely via Monday OAuth 2.0. Operates strictly within designated workspace domains and respects board permissions.
SOC 2 Type II Certified
Audited enterprise architecture with end-to-end TLS 1.3 encryption in transit and AES-256 at rest. Complete separation of tenant data.
Zero LLM Training Policy
Your internal board items, client contracts, and deliverable files are never used to train public AI models. All inference is private.
Got Questions?

Frequently Asked Questions

How does this integrate with Monday.com?
RhinoAgents AI Monday.com Assistant connects via official Monday.com GraphQL REST APIs and webhooks authenticated through OAuth 2.0 or personal API tokens. It respects workspace permissions, private boards, and column-level restrictions without requiring custom apps.
Can operations, agency producers, and sales reps share one assistant?
Yes. One deployment serves your entire business. Operations leads audit stuck items and throughput. Agency producers manage client deliverables and retainers. Sales reps update CRM pipelines. Team members update column statuses by chat. Each role uses tailored prompts.
Does it edit items and columns or just query?
It reads and writes. The assistant updates status columns, adds subitems, logs time, reassigns owners, and moves items between boards with human-in-the-loop safeguards on bulk updates.
How long does setup take?
Under 15 minutes. Authenticate your Monday.com workspace via OAuth 2.0 or API token, select which boards your assistant manages, connect Slack or Microsoft Teams channels, and start prompting immediately.
Is our company project and client data kept private?
Yes. We enforce zero model training, tenant data isolation, SOC 2 Type II compliance, and TLS 1.3 encryption. Your private client deliverables and budgets are never used for public LLM training.
Your Whole Team. One AI Monday.com Assistant.

Connect in 15 minutes. Sweep stuck items. Track client deliverables. Update boards — all for $99/month.

Start with 1,00 Credits Free Book a Demo