monday agents are AI agents built natively into monday.com that act within the context of your work. They monitor activity, make decisions based on your defined rules and priorities, and execute tasks end to end, all directly inside your boards and workflows.
With monday agents, you can scale execution without adding manual follow-ups, status chasing, or repetitive coordination. Agents operate within your permissions and guardrails, so you stay in control of what they do, where they act, and how they communicate.
Use this guide to understand how monday agents work, when to use them, and how to get started with the monday AI agent builder.
What are monday agents?
Unlike rule-based automations, agents can analyze information, apply judgment based on your defined priorities, and take the next best action, all within the boundaries you set.
monday agents include:
- Expert Agents – Pre-defined agents designed for common end-to-end use cases. These include the CRM AI Lead Agent and the CRM Sales Agent
- monday AI agent builder – A flexible builder that allows you to create custom agents tailored to your workflows.
What can agents do?
Custom agents built with the monday AI agent builder can:
- Understand context – Use your boards, data, docs, workflows, and permissions to analyze and connect signals. Agents can also understand external context, by connecting external files with specific knowledge.
- Make decisions – Apply rules, priorities, tone, and thresholds you define to triage, route, escalate, and prioritize work.
- Take action – Create and update items, assign owners, change statuses, draft messages, log outcomes, and execute follow-ups.
- Operate within governance controls – Act only where permissions allow and within defined access boundaries.
- Run based on triggers – Execute when specific events occur, at defined times, or on an ongoing cadence. Agents will keep working even when you are asleep, taking care of your work for you even when you are unavailable to do it yourself.
Agents can support work such as capturing and triaging incoming requests, researching and summarizing information, routing tasks to the right owner, drafting follow-ups, maintaining records, and coordinating work across teams.
Credit consumption in monday agents
Credit consumption depends on the complexity and depth of each task your agent performs. The estimates below are directional; exact costs vary based on the specific run, the model selected, and the instructions and skills provided to the agent.
| Task type |
Estimated credits per task |
Examples | Common use cases |
|---|---|---|---|
| Simple | ~10–50 | Quick actions, status updates | Task monitoring (PMO), reputation scans (Marketing), document review (Legal), backlog grooming (Product), candidate sourcing (HR) |
| Intermediate | ~50–150 | Multi-step workflows, summaries | Assignment workflows (PMO), campaign data integration (Marketing), document generation pipeline (Legal), resume screening (HR) |
| Complex | ~150–250 | Research, screening, reports | Multi-loop orchestration across boards, items, and external sources. Complex project pipelines (PMO), market research (Marketing), large campaign syncs (Marketing) |
| Extra complex | ~250+ | Multi-system orchestration | Long-running tasks, batch processing, deep web research, full board operations. Batch data processing, source candidates from web search (HR), rewrite articles with SEO optimization (Marketing), monitor competitor activity through web search (Marketing), summarize weekly intelligence briefing |
How to optimize credit usage in monday agents
- Give granular instructions rather than letting the agent decide. For example, under Tools, specify the exact Slack channel and define the exact action. Leaving decisions to the agent increases credit consumption.
- Avoid triggering web searches unless they are necessary for the task.
- Review the Activity tab after runs to understand what was executed and how credits were used, then refine your instructions accordingly.
- Use the Usage Limits tab in the admin section under AI Governance to allocate credits per use case and per user.
How to get started with the monday AI agent builder
To create your first agent:
First click on the AI Agents tab in the left navigation pane. Next, click on the + New agents tab on the left pane menu, and then click on + Start from blank at the top right of the page.
Describe your ideal agent in plain text or choose a pre-defined starting prompt.
You also have the ability to use pre-built agents in Agents made for you. These templates are personalized and specifically generated for your role within your company and based on the data on your boards.
Once your request is uploaded, you will see the following page. Here you can customize your agent as you wish. To continue, click on Onboard [agent's name]:
Now it's time to customize your agent’s instructions, tools, permissions, and triggers.
Other home page features
Additionally on the agent buidler home page, you can view any pre-existing agents. Add new capabilities to existing agents by visiting the Skill Hub:
Browse through existing skills, upload skills, or create new ones by clicking on Create skills:
After you click on Create skill, you will be able to chat with Sidekick and describe exactly which skill you want your agent to perform and customize it as you wish. You can also manually write out what you'd like to create. When finished, click on Save at the top right corner:
Customizing and managing your agent
There are several components in the Agent builder that give you the ability to customize, tweak, and manage your agent until you are confident your agent is ready to get to work.
Agent left panel chat
Use the agent chat on the left side panel to ask the agent builder, about your agent's abilities, troubleshooting questions, make any changes you need, and upload any files or boards as context until you are satisfied with your final result.
The agent chat will guide you through the entire building experience, suggesting improvements, additional context to add, and when you can run a simulation to test out the agent. Not sure what can be done? Ask the agent what it can and cannot do directly!
It will point out to you what is missing, what you can add to your agents, and will let you know about any missing information. If you have any questions, you can of course ask, but you do not need to decide on your own how to best optimize your agent if you are unsure, the chat is there to help you.
Brain tab
Use the Brain tab to choose triggers, fine tune instructions which have been generated by the chat, select tools and access permissions, add connections to integrations, add context via files and documents, and much more to bring your agent to life.
Triggers
In order to make your agent actually work, you will need to provide it with the tools. Select and customize all of the necessary triggers, tools, access, and context that your agent will need.
Choose triggers that will make your agent run autonomously. You can trigger the agent to:
- Run when you call the agent explicitly via mention or assignment
- Run on a set schedule, for example "Every time period"
- Run based on an event
- Within a monday.com event, for example, "When item created" or "When form is submitted"
- From an external event, for example "When email received"
To manually add a trigger, click on + Add trigger:
You can search for triggers or scroll through all the available options:
Choose a trigger and select which board you want to use it for:
Communication
Here you can define how your agent communicates with people in external apps. These apps include:
- Telegram
- Gmail
- Slack
With this feature, you can directly activate and also communicate with your agent from outside the monday platform using the communication tool you prefer.
For example, if you're on the go and prefer communicating work-related updates on Slack, simply connect your agent to Slack and message them directly on your Slack mobile app!
Instructions
You can take a look at the instructions that the Agent chat has generated for your agent. Make any additions or edits needed directly in the build tab, or click on Expand to open up the full document to make edits.
Remember that the agent cannot perform actions outside of what it is explicitly permitted to do. Proper configuration will ensure that your agent will run safely and in a predictable manner.
Knowledge and access
Use the Knowledge and access options to grant access to monday boards and other various files in order to increase context awareness and improve results.
If no board connection is created, the agent will not run.
You can also specify the exact permissions you want to grant to the agent, for example whether the agent can only read the board data or if the agent can also edit and add to the board data.
You have full control over the permissions granted to the agent, allowing you to be as private or open with the agent as you prefer.
Agents cannot delete any items or data from the board.
If there is additional context (for example, FAQs, governance and legal information, etc.) that's located outside of your monday boards that is relevant for your agent to use, you can upload files within this section. Supported file types are: pdf, doc, txt, excel, and csv.
You can also grant your agent access to the AI Notetaker meeting records, summaries, transcripts, and action items. To do this, click on + Add from monday and then on Notetaker:
Tools
Use the Tools section to maximize your agent's abilities with web search capabilities and connections to platform integrations.
Here you can:
- Enable web search - toggle access on and off using the switcher to allow your agent access to searching the web for more accurate search results
-
Add tools - grant your agent access to third party tools like Slack, Gmail, Outlook, and more. Here you can also specify the exact permissions you wish to grant to the agent.
In order to add an integration completely, you must also configure and define the required parameters.
Within these tools, you have full control over what is and is not allowed. For example, you can connect Slack to your agent and configure access so that your agent will always send a message to a specific channel.
Only the agent's owner can add or edit these tools. Editors cannot configure connections.
To use dynamic values in your connections, make sure you define the parameters explicitly in the agent instructions of the Brain tab.
Check out all the available tools -
Add a custom MCP - Under tools, click on + Add custom MCP. In the following page, add the URL of your MCP server to connect your custom MCP. Then give it a name and add your Access token/API key. You'll then see your MCP listed under your tool list.
Adding Skills
Add skills that give your agents abilities to complete specific tasks.
Click on + Add skills. From there, choose from the list of available skills that fit your needs and click on Add skill.
Choose your LLM model
Under Model you can choose the primary AI model for your agent. Additional models may be used by the agent to optimize performance.
Build a custom tool with Tools on Demand
If an integration you need is not available inside the platform, you can build one directly from the agent builder chat. Describe the external service and the actions you need in plain language, and the tool will be researched, generated, and deployed to your account automatically.
Once built, the tool is available to any agent on your account. You can find it under the Created by Me tab when adding tools to an agent.
To build a tool, type your request into the agent builder chat. For example:
- "I need to fetch open issues from Linear"
- "Build a Stripe integration to create and list payments"
- "I want to manage contacts in HubSpot"
If no existing integration matches your request, the agent will offer to build one. Click Yes, build it to start. The build runs in the background and typically takes a few minutes. You can continue working on your agent while it runs.
When the build completes, a connection card appears in the chat. Click Connect and enter your API key or token for the external service. You can find your API key in the Settings or Developer section of the external service.
- Only API key or token-based authentication is supported. Services that require OAuth-only login cannot be built at this time.
- Only action-based operations are supported (create, read, update, delete). Triggers and webhooks are not supported.
- As this feature is in Beta, some builds may fail. If a build fails, try rephrasing your request or simplifying the actions you need.
- Editing a tool after it has been built is not yet supported.
Activate and run your agent
When you are finished designing your agent, it's time to run your agent. Click on Activate agent to make sure you don't lose any changes you've made.
You will then see the following screen:
Once the conditions you created have been met, your agent will run. You can see all of your agent's activity by clicking on View activity, which will take you to the Activity tab.
You can also manually activate a run by clicking on the Run now button, which can be found at the top of the Brain tab.
Once running, your agent will begin working according to the triggers and rules you have defined.
Activity tab
Use the Activity tab to track all of your agent's runs and keep track of all agent activity.
Click on a particular run in order to view more details of what has been done or what else needs to be added in order for the agent to get the work done:
In this tab, you can see all of the runs your agent has completed all in one place. You can monitor the status of each run and always be on top of which may require your attention.
You can also see the date of the run, which apps it has used, and how many AI credits were consumed if any.
Control, permissions, and governance
monday agents are designed with enterprise-grade controls in mind. This ensures agents operate predictably and in alignment with your organization’s structure and policies.
- Agents only access what users are allowed to access. You can narrow this access to the minimum that's necessary for the agent to run. For example, you can grant the agent permission to read only particular boards or the same viewing permissions as a particular user is allowed to see.
- Creators control where agents can act (specific boards, spaces, teams). Creators are also able to decide what the agent is allowed to do within a specific scope. For example, the agent can only view a particular board or can edit only a specific board.
- You can review a transparent log of actions and reasoning in the Activity tab.
- Agents can be paused or deactivated at any time.
- Agent owners can assign editors and views, but currently, ownership cannot be transferred.
To learn more about agent governance, please see the AI permissions and governance article.
Post-build agent experience
What can I do with an agent in a board?
- Assign it to items to trigger it:
- Open an existing agent for editing / create a new agent from the agent button at the top-right pane:
- Use Sidekick to interact and improve the agent:
- View its actions and undo from the activity log:
What can an agent do within a monday doc (from Sidekick)?
- Pull context or reference information from it when generating status updates
- Use it as a knowledge base for project standards or guidelines
- Include relevant sections in the agent's reports
- Write to a doc (like adding status updates directly to it), by updating its permissions to read-write.
Usage and billing
Agent activity only consumes AI credits, and does not consume automation or integration runs.
To learn more, please see the AI Feature Catalog.
Integrations and external tools
Agents can act using your existing monday.com data and can connect to external tools through integrations. This allows agents to pull in information, update records, and keep systems aligned without manual copy and paste.
Supported integrations include tools such as email providers, messaging platforms, calendars, CRMs, developer tools, and more.
Troubleshooting
Agents continuously evaluate and act based on the provided instructions, meaning that they run in a continuous loop.
If the agent performs an unexpected actions outside of your definition scope or appears to be stuck in a loop:
- Use the abort / stop button to stop the run
- Revisit and refine instructions in the Brain tab to ensure they detail exactly what you want your agent to accomplish
- If everything is defined correctly but the behavior persists, please reach out to support for help
Please note that any changes or updates made while an agent is running will not affect the current run and will only apply to subsequent runs.
Before escalating an issue, you can usually investigate agent behavior directly in the product. The agent setup is shown in a readable format, so you can review its instructions, permissions, tools, and connected resources without needing technical expertise.
You can also open the Activity tab to review each run, including what the agent did, when it ran, and why it took a particular action.
How are monday agents different from automations, monday sidekick, and Agent Factory?
AI Agents vs. Automations
Automations follow predefined “if this, then that” logic.
monday agents go further by generating content, evaluating context, and choosing actions dynamically, while still operating inside the structure and guardrails you define.
This allows agents to handle more complex scenarios, ambiguity, and decision-making across multiple steps.
AI Agents vs. monday sidekick
monday sidekick is designed for conversational support and on-demand assistance.
monday agents are built for execution inside monday.com. They run processes end to end at scale, monitor activity continuously, and take action based on triggers and defined workflows.
monday agents can run anytime, whether you are working or not. They can work even as you sleep, so you can maximize your workflow even when you're not actively working yourself.
AI Agent Builder vs. Agent Factory
monday agents are a native, in-platform capability built directly into monday.com.
Agent Factory is a standalone product outside of monday.com designed for independent agent creation.
Other resources
Agent templates
Use the AI Agent template center to jump start the agent building process by starting out with conveniently pre-made agent templates.
Agents in mobile
You can also use your agent on the go! For more information, please check out the Sidekick mobile app article.
FAQs
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.