Monday.com integration
Arkeo agents for Monday.com
Arkeo agents work in your Monday.com boards alongside your team. They follow up on late items, set up new clients, track client deadlines, send each client a weekly status, and get finished work billed.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Monday.com
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Checks your boards for late items and items with no ownerevery morning
- ✓Asks the owner for an update on the itemright away
- ✓Sends the lead what's at riskevery Friday
Nothing sits on a board with no one on it.
Monday.com
Slack- ✓Sees the deal is wonas it happens
- ✓Makes the client board from your template, with owners and datessame day
- ✓Chases anything past its promised dateevery day
New clients start on time, without anyone chasing.
Monday.com
HubSpotSlack- ✓Reads due dates for each client's workevery day
- ✓Asks clients for missing documentson your schedule
- ✓Warns the owner when a deadline is closea week ahead
No client deadline comes as a surprise.
Monday.com
Gmail- ✓Pulls what got done and what's nextevery Friday
- ✓Writes a short update per clientper client
- ✓Sends it, or gives it to the owner to checkFriday afternoon
Clients stop asking "where are we?"
Monday.comGmail- ✓Finds items marked done and billableevery week
- ✓Drafts the invoice for each clientper client
- ✓Sends it to the owner to approvesame week
Finished work gets billed, not forgotten.
Monday.com
QuickBooksWorks with the rest of your software
Agents carry the work from Monday.com into the other software your team uses, so nothing waits for someone to copy it over.
Outlook
Microsoft Teams
Zoom
Google DriveBusinesses that run on Monday.com
How it connects
You make the key in your own Monday.com account. Nothing to install on your computers, and nothing to wait for.
Where
In Monday.com. The person the agents work as clicks their profile picture, opens Developers, and copies their API token. Account admins can also find it under Administration, then Connections.
Who can do it
Any admin, member or guest. Viewers can't use the API. The token sees only the boards that person can see.
Plan
Any Monday.com plan. Free, Basic and Standard allow 1,000 API calls a day. Pro and Enterprise allow more.
Agents can see
- Boards, groups and items
- Owners, status and due dates
- Updates and comments on items
- Who is on your account
Agents can change
- New items and subitems
- Status, owners and dates
- Updates on items
- Notifications to your team
Agents can't
- See boards the connected person can't see.
- Work through a viewer account.
- Get back in after you make a new token.
What this looks like at your business
Late itemsLate items found and sent to the owner with the reason.
Designed for firms that run on Monday.comClient statusEach client gets a short update from their board.
Designed for firms that run on Monday.comBilling done workDone, billable items drafted into invoices for the owner to approve.
Designed for firms that run on Monday.comIs this you?
- You run client work in Monday.com
- Your team chases items and clients by hand
- You want to take on more clients without more staff
✕A team of one or two with a short task list: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your Monday.com boards?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Monday.com
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Client work never goes into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do I need a paid Monday.com plan?
No. The API works on all plans. Pro and Enterprise allow more calls a day, which helps busy boards.
Will the agents change my boards?
They make the changes your process allows, like adding an update or moving a status, and send the rest to your team.
Can I turn it off?
Yes. Make a new API token in Monday.com and the old one stops working right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.