๐ŸŸฅ Now live ยท Monday.com Integration

Your AI agent is now a
Monday.com power user.

19 live AI tools connect Velaro directly to your Monday.com workspace. Search boards, create items, update statuses, assign teammates, capture leads - all from any conversation, on any channel.

19 AI workflow tools Lead capture to board Live board search Status + assignment updates Conversation archiving All channels supported
19
Live AI tools
2
min setup
All
Channels supported
0
Webhooks or Zapier needed
Your AI doesn't just chat.
It works inside Monday.com.

Other integrations require Zapier, webhooks, or manual copy-paste. Velaro AI reads and writes Monday.com directly - in real time, mid-conversation, without any additional tools.

0

Additional tools required

No Zapier, no Make, no webhook setup. Paste your Monday.com API token, select your default board, and your AI agent has full access to your workspace immediately. Conversations become actions.

19

Tools available on day one

Search any board, read any item, create leads, update statuses, assign team members, post comments, create subitems, send notifications - every operation available to your AI in every conversation from day one.

Live

Real-time data, not snapshots

The AI queries Monday.com live during the conversation. When a visitor asks "what's the status of my project?" - the answer is the current status, not a cached value from last night's sync.

All

Every Velaro channel

Monday.com tools work on web chat, SMS, WhatsApp, phone (IVR), email, and social. Your AI can capture a lead from a Facebook comment, create the Monday item, and assign it to your sales rep - automatically.

Read, write, and act on
your Monday.com data.

Full two-way integration. The AI can look things up and take action - not just read answers from a knowledge base.

๐Ÿ”

Search & Read

  • Full-text search across all boards
  • Get item details and column values
  • Read board structure and groups
  • View item update history
  • List subitems (child tasks)
  • Look up workspace users
โœ๏ธ

Create & Update

  • Create new items with all column values
  • Update any column on existing items
  • Set status with one tool call
  • Move items between groups/stages
  • Create subitems under any item
  • Post comments and activity updates
๐Ÿ‘ฅ

People & Notifications

  • Assign team members to any item
  • Send in-app Monday.com notifications
  • Capture leads directly to your board
  • Archive completed items
  • Push full conversation transcripts
  • Delete items (with confirmation)
Every tool your AI agent
can use in Monday.com.

Read tools query your workspace. Write tools take action. Your AI chooses the right tool automatically based on what the visitor is asking.

Tool 01 Read

monday_search_items

Full-text search across all accessible boards. Finds matching items by keyword, name, or column value.

Tool 02 Read

monday_get_item

Retrieve a specific item by ID with all column values, status, assignees, and metadata.

Tool 03 Read

monday_get_column_values

Get all column values for an item - status, dates, text fields, people, and custom columns.

Tool 04 Read

monday_get_board

Retrieve board structure including columns, groups, item count, and configuration.

Tool 05 Read

monday_list_boards

List all boards accessible with the connected API token - names, IDs, and board types.

Tool 06 Read

monday_get_updates

Get the full update/comment history on an item - who wrote what, and when.

Tool 07 Read

monday_get_users

List workspace members - names, emails, titles - for use in assignment and notification tools.

Tool 08 Read

monday_get_subitems

Retrieve all child tasks under a parent item, with their statuses and column values.

Tool 09 Write

monday_create_item

Create a new item on any board with initial column values. Supports all column types.

Tool 10 Write

monday_update_item

Modify any column value on an existing item - status, text, date, people, or custom fields.

Tool 11 Write

monday_move_item

Move an item to a different group, advancing it through your pipeline or workflow stages.

Tool 12 Write

monday_set_status

Shortcut tool for setting status column only - faster than a full column update when status is all that needs changing.

Tool 13 Write

monday_create_update

Post a comment or note to an item's activity feed - logs conversation context, escalation notes, or follow-up actions.

Tool 14 Write

monday_create_subitem

Create a child task under an existing item - useful for breaking down projects or tracking sub-deliverables.

Tool 15 Write

monday_assign_user

Assign a team member to an item. AI matches the right person from the workspace user list.

Tool 16 Write

monday_notify_user

Send an in-app Monday.com notification to a specific team member - no email required, shows up in their Monday inbox.

Tool 17 Write

monday_push_lead

Capture visitor contact info (name, email, phone, message) and create a lead item on your default board - automatically, mid-conversation.

Tool 18 Write

monday_archive_item

Archive completed or resolved items without deleting them - keeps your active board clean while preserving history.

Tool 19 Write

monday_delete_item

Permanently delete an item. Requires explicit confirmation - the AI will ask before executing this destructive action.

Real workflows your AI runs
automatically.

These are pre-built workflow templates available the moment you connect Monday.com. Use them as-is or customize for your process.

1

Lead Capture โ†’ Monday Board

Visitor starts a conversation and expresses interest. AI collects contact details and pushes a lead item to your board - no human needed.

  • Trigger Visitor says "I'm interested" or fills a form
  • Tool AI collects name, email, phone, question
  • Tool monday_push_lead creates item on default board
  • Tool monday_assign_user assigns your sales rep
  • Tool monday_notify_user pings them in Monday
2

Project Status Lookup

Client asks "where are we on the Henderson project?" The AI searches your boards and returns the live status - no log-in required.

  • Trigger Visitor asks about a project or order
  • Tool monday_search_items finds the item
  • Tool monday_get_item reads current status + assignee
  • Tool AI responds with live data, not a cached answer
  • Tool monday_create_update logs the inquiry to the item
3

Support Ticket + Follow-up

Visitor reports a problem. AI creates a support ticket in Monday, assigns a team member, and posts a note with full conversation context.

  • Trigger Visitor reports an issue or makes a complaint
  • Tool monday_create_item creates support ticket on your board
  • Tool monday_set_status sets to "New / Incoming"
  • Tool monday_assign_user assigns support team member
  • Tool monday_create_update posts conversation summary
Direct integration vs. automation tools.

Zapier and Make are useful for scheduled automations. Velaro's direct Monday.com integration does something different: it acts mid-conversation, with context.

Capability Velaro + Monday.com Zapier / Make
Reads live data mid-conversationโœ“ Yes - AI queries in real timeโœ— Trigger-only, no live reads
Responds with Monday data to visitorsโœ“ Yes - project status, board data, etc.โœ— Can't answer visitor questions
Decides which tool to use based on contextโœ“ Yes - AI chooses based on what visitor saysโœ— Hard-coded trigger โ†’ action
Works on chat, SMS, WhatsApp, IVRโœ“ All channelsโœ— Webhook trigger only
Setup time2 minutes - paste API token, doneHours - build each zap manually
Cost for 19 operationsIncluded in Velaro Enterprise plan$X/mo per zap ร— 19 zaps
Live in 2 minutes.

No developer needed. Connect Monday.com from your Velaro admin panel in three steps.

1

Get your Monday.com API token

In Monday.com: click your profile avatar โ†’ Developers โ†’ My Access Tokens. Copy your personal API token (v2). This is the only credential needed.

Takes about 30 seconds
2

Connect in Velaro

Go to Integrations โ†’ Monday.com in your Velaro admin. Paste the token, select your default lead-capture board, and click Test Connection. Velaro confirms your account name and user - you're connected.

60 seconds
3

Launch a starter workflow

From your AI bot's workflow editor, click "Launch Starter Wizard" and choose a Monday.com template: Lead Capture, Project Status Bot, or Support Tracker. It's pre-wired - customize the prompt and go live.

2โ€“5 minutes

Your AI. Your Monday boards.
Working together, automatically.

Connect Monday.com in 2 minutes and give your AI agent access to 19 live tools across your entire workspace.

Available on Velaro Enterprise plans ยท All 19 tools included ยท Works on all channels
velaro.com ยท support@velaro.com