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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.

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.

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.

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 → contacted

Trigger: Web form submitted

  1. 1AI categorises lead by intent and urgency
  2. 2Lead scored based on fit criteria
  3. 3Assigned to right rep via round-robin
  4. 4Personalised welcome email sent
  5. 5Follow-up task created for day 3
  6. 6Slack notification to sales manager
monday CRMAI BlocksAutomationsSaves ~45 mins per lead

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

Beta

monday.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 technical stack
platform : "monday.com"
orchestration : "Make.com"
ai_models : "Claude / GPT / Gemini"
protocols : "MCP Servers"
frameworks : "PydanticAI / RAG"
compliance : "SOC 2 / ISO 27001 / GDPR"

Frequently Asked Questions

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.
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.
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.
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.
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.
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.

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.