Automate Monday with Caddi
Built for professional services teams.
Monday tracks the work — Caddi turns upstream events into Monday items and keeps downstream systems updated as items move.
Supported actions6
- New itemTriggers when a new item is added to a board.
- Item updatedTriggers when an item's columns change.
- Status changedTriggers when an item's status moves to a new value.
- Create itemAdd a new item to a board with column values.
- Update itemModify column values on an existing item.
- Move item to groupMove an item between groups within a board.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
Automate Monday by teaching Caddi like a new hire.
Walk Caddi through the Monday work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.
- 1
Teach it the job
Walk Caddi through the Monday task the way you'd onboard a new hire.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
- 3
It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Monday
Why teams automate Monday
Monday boards are only useful when they stay current. Caddi keeps them current automatically.
Loops Caddi runs against Monday
Email-to-item
Recommended patternCaddi reads inbound request emails, opens the matching Monday item with the right column values, and confirms back to the sender.
CRM-driven board population
Recommended patternWhen deals or matters change state, Caddi creates or updates the matching Monday item with the standard task set.
Status write-back
Recommended patternWhen a Monday item completes, Caddi writes the result to the source system and notifies the original requester.
Where professional services teams use it
Inbound triage
Watch Monday for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.
Cross-tool data sync
Keep Monday in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Monday alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Monday update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating Monday
Does Caddi have a real Monday integration?
Yes. Caddi runs verified code against Monday's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Monday is reviewed before it runs in production.
Do I need engineering help to automate Monday with Caddi?
No. You demonstrate the workflow — clicking through Monday the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Monday data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Monday with no model in the loop.
Can Caddi connect Monday to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Monday, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Monday?
Drop your work email and we'll show you Caddi running end-to-end against Monday and the rest of your stack.