The monday.com agent for Microsoft 365 Copilot brings your boards, items, and workflows directly into the Microsoft tools your team already uses.

It lets you ask questions, analyze updates, and take action on your monday.com work in plain language—without switching tabs or changing context. Once enabled, it adapts to your existing permissions and structures so you can create, update, and review work confidently across Microsoft 365.

What is the monday.com agent for Copliot?

The monday.com agent is an AI-powered assistant that brings your monday.com work into Microsoft 365. It understands your boards, items, workflows, and permissions, and lets you ask questions or take action in plain language directly inside Microsoft 365 Copilot.

Once it’s enabled, you can use it across Microsoft surfaces to create boards, update work, summarize progress, and pull information from your monday.com account without switching tools.

monday.com agent's capabilities within Copilot

The agent can read and take action on your monday.com work based on the permissions you already have. You can ask it to build boards, update items, assign work, roll up information across boards, generate summaries, identify risks or delays, and analyze changes over time.

It adapts to your existing setup, so it can work with any board structure across work management, CRM, dev, and service workflows.

How to set it up

To use the monday.com agent inside Microsoft 365 Copilot, your organization needs:

• An active monday.com account
• A Microsoft 365 tenant with Copilot enabled
• Permissions to install or allow third-party apps in Microsoft 365 Permissions to access the boards and workspaces you want Copilot to work with
• The agent uses your existing monday.com and Microsoft 365 permissions, so you can only view and act on the data you already have access to

Please check out our Microsoft Teams app article to set up the Teams app.

Additionally, admins must enable the "Allow external AI agents to access your monday.com account data" permissions in the Administration section:

Enabling the monday.com agent for your organization

There are two ways to enable the agent:

1 Install the monday.com app from the Microsoft Marketplace to make the agent available in Microsoft 365 Copilot for your users.

2 Allow the app at the admin level if your organization restricts third-party apps. Admins may need to approve the integration before employees can use it.

Once the app is approved and installed, the agent automatically connects to your monday.com account when you sign in - no manual configuration or field mapping required.

Where to find the agent within Microsoft 365

The agent works wherever Microsoft 365 supports Copilot-enabled experiences. You can use it to interact with your monday.com work when you’re drafting content, reviewing updates, analyzing information, or collaborating with your team inside the supported Microsoft products.

The agent is also available in the Microsoft 365 Copilot experiences that support third-party agents today, including Teams, Word, Excel, PowerPoint, Outlook and Copilot. Whenever you’re working in one of these supported surfaces, you can ask Copilot to pull information from monday.com or take action on your behalf using natural language.

How does the integration handle data access and enforce permissions?

The integration follows the same permissions you already have in both monday.com and Microsoft 365.

The agent can only read or update information that you’re allowed to access in your monday.com account, and it doesn’t grant any additional visibility or administrative privileges.

All actions taken through Copilot use your identity, so the agent behaves exactly as you would when working directly in monday.com.