Layer 01
monday.com Native
- Status-change automations
- Recurring task creation
- Notification rules
- Date-based triggers
- Move/create item actions
- Email notifications
Best for: Quick wins and everyday efficiency. No external tools needed.
AI-Powered Automation
Stop doing work your system should do for you.
Your team is spending hours on tasks that should take seconds. We build AI-powered automations inside monday.com that eliminate the busywork and let your team focus on what actually moves the needle.
The problem
If your team is doing any of this manually, we can help.
Copying data between apps
~3 hrs/week
Building reports manually
~3 hrs/week
Chasing status updates
~2 hrs/week
Creating tasks from templates
~2 hrs/week
Sending follow-up emails
~3 hrs/week
Updating records across boards
~2 hrs/week
That’s 15–20+ hours per week your team is spending on work a system should handle.
Our approach
Three layers of automation. One connected system.
Layer 02
Make.com Integration
- Multi-app workflows
- Conditional branching logic
- Data transformation
- Scheduled batch operations
- Error handling & retries
- Webhook-based triggers
Best for: Cross-platform workflows connecting monday.com to your full stack.
Layer 03
Custom AI & API
- AI-powered classification
- Natural language processing
- Custom API integrations
- Intelligent document parsing
- Predictive scoring models
- RAG-powered knowledge bases
Best for: Advanced intelligence that goes beyond what native tools can do.
In practice
Real automations we build for clients.
New lead → qualified → assigned → contactedSaves ~45 mins per lead+
New lead → qualified → assigned → contacted
Trigger: Web form submitted
- AI categorises lead by intent and urgency
- Lead scored based on fit criteria
- Assigned to right rep via round-robin
- Personalised welcome email sent
- Follow-up task created for day 3
- Slack notification to sales manager
monday CRMAI BlocksAutomations
Deal won → project created → client onboardedSaves ~2 hours per deal+
Deal won → project created → client onboarded
Trigger: Deal status changes to 'Won'
- Project board auto-created from template
- Tasks assigned to delivery team with timelines
- Client welcome email triggered
- Kick-off meeting scheduled via calendar integration
- Invoice generated and sent
- CRM record updated with project link
WorkflowsMake.comCalendar integration
Support email → triaged → routed → resolvedSaves ~30 mins per ticket+
Support email → triaged → routed → resolved
Trigger: Email received in support inbox
- AI analyses sentiment and urgency
- Ticket created and categorised automatically
- Routed to right team member based on topic
- SLA timer started
- Customer receives acknowledgement
- Resolution logged and satisfaction survey sent
monday serviceAI BlocksEmail integration
Weekly pipeline report → built → sent → no effortSaves ~3 hours per week+
Weekly pipeline report → built → sent → no effort
Trigger: Every Monday at 8am
- Pipeline data pulled from CRM boards
- AI summarises key changes from last week
- Deals at risk flagged automatically
- Report formatted and sent to leadership
- Action items created for flagged deals
WorkflowsSidekickDashboards
AI ecosystem
The monday.com AI ecosystem — and how we use it.
Sidekick
monday.com's built-in AI assistant for natural language queries, summaries, and content generation across any board.
How we use it: We configure Sidekick prompts and train teams to use it for daily reporting and quick data lookups.
AI Blocks
Modular AI components you can add to any automation, classify, extract, generate, and summarise without code.
How we use it: We build AI Blocks into automations for lead scoring, ticket triage, and content categorisation.
AI Workflow Builder
Build full workflows using natural language. Describe what you want, and monday.com generates the automation.
How we use it: We use it to rapidly prototype automations, then fine-tune them for production reliability.
Agent Factory
Create custom AI agents that act on your data, monitoring boards, triggering actions, and making decisions autonomously.
How we use it: We design and deploy agents for pipeline monitoring, SLA enforcement, and proactive task management.
monday vibe
Betamonday.com's AI-native app builder for creating custom interfaces and tools directly inside the platform.
How we use it: We build custom dashboards, intake forms, and internal tools using vibe coding for rapid deployment.
monday MCP
Model Context Protocol integration that lets external AI models interact directly with your monday.com data.
How we use it: We connect Claude, GPT, and custom models to monday.com for advanced reasoning, analysis, and automation.
Our process
How we work.
01
Audit
We map your current workflows and identify the biggest automation opportunities.
02
Design
We architect the automation logic, integrations, and AI layers needed.
03
Build
We build, test, and iterate on every automation in a staging environment.
04
Deploy
We roll out automations with monitoring, error handling, and fallback logic.
05
Optimise
We review performance, refine triggers, and expand coverage over time.
Why us
Why us — not a generic AI agency.
- monday.com certified, we know the platform inside out
- We build on native tools first, custom only when needed
- Every automation is documented and maintainable by your team
- We understand sales, operations, and service workflows, not just tech
- AI is practical, not theoretical, we ship working systems
- Ongoing support and optimisation included
Our stack
platformmonday.com
orchestrationMake.com
ai_modelsClaude / GPT / Gemini
protocolsMCP Servers
frameworksPydanticAI / RAG
complianceSOC 2 / ISO 27001 / GDPR
Common questions
Honest answers on AI automation.
Do we need to understand AI to use these automations?+
Not at all. We design every automation so your team interacts with it naturally, through monday.com's familiar interface. The AI works behind the scenes. You see the results (categorised leads, generated reports, routed tickets) without needing to understand how the models work. We also provide training so your team feels confident using and adjusting the systems we build.
How much does AI automation cost?+
It depends on scope and complexity. Simple native automations might be included in a broader monday.com build. More advanced workflows involving Make.com or custom AI typically start from a few thousand pounds. We always provide a clear quote after the initial audit, no surprises. Most clients see ROI within the first month from time savings alone.
Is our data safe with AI?+
Yes. We follow strict data handling practices. monday.com's AI features process data within their SOC 2 and ISO 27001 certified infrastructure. For custom AI integrations, we use enterprise-grade APIs with encryption in transit and at rest. We never train models on your data, and we're fully GDPR compliant. We'll walk you through the security architecture during the audit.
What if we already have monday.com but aren't using AI?+
That's one of the most common situations we see. Most teams use monday.com for task management but haven't explored its AI and automation capabilities. We audit your existing setup, identify quick wins, and layer in automation and AI without disrupting your current workflows. You don't need to start from scratch.
Can you connect AI to tools outside monday.com?+
Absolutely. We use Make.com for multi-app orchestration and custom APIs for deeper integrations. We've connected monday.com to Slack, Gmail, HubSpot, Xero, Stripe, Google Sheets, Notion, and dozens of other tools. If it has an API, we can connect it.
What's the difference between what you do and hiring a developer?+
A developer builds what you spec. We design, build, and optimise the entire system, starting with understanding your business processes. We know monday.com’s native capabilities, so we avoid over-engineering. We use no-code and low-code tools where possible, making the result maintainable by your team. And we provide ongoing support, not just a handoff.
Not sure where to start?
Take our free 3-minute AI assessment to discover exactly where AI and automation can save your team the most time, with a personalised score and action plan.
References
Sources and further reading
Independent and primary sources we draw on when scoping migrations and recommending platforms.
- monday.com AI · Official AI feature page
- Make.com · Automation platform
- monday.com Knowledge Base · Official documentation
Ready to start
Ready to reclaim 20+ hours a week?
Book a free automation audit. We’ll map your workflows, identify the biggest time sinks, and show you exactly what we’d automate, with a clear plan, timeline, and cost.