Cross-vertical

Automate Monday with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Monday. It runs 6 supported actions in Monday, including item updated, status changed, and create item, and connects it to Asana, Trello, and Smartsheet. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Monday integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Monday and every tool it touches, including the screens with no API.

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.

Building on the Monday API?Visit monday.com

How to automate Monday

Connect Monday to Caddi
Allow
1Sign in to Monday
One click with your own Monday login. No API keys.
Automate email-to-item in Monday.
ScreenshareType it
2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.

The details

What Caddi does with Monday

Why teams automate Monday

Monday tracks the work — Caddi AI Agents turn upstream events into Monday items and keep downstream systems updated as items move.

Monday boards are only useful when they stay current. Caddi keeps them current automatically.

Loops Caddi runs against Monday

Email-to-item
Recommended pattern
Caddi 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 pattern
When deals or matters change state, Caddi creates or updates the matching Monday item with the standard task set.
Status write-back
Recommended pattern
When 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; once generated, it executes as deterministic code against Monday, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

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.

How do I find what to automate in Monday?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

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