Skip to content

Automate monday.com

Turn form entries into board items, catch anything marked Stuck the minute it happens, and get a morning list of what is overdue or due this week on your monday.com boards. Tell your AI assistant which board, columns and labels matter, review the plan it shows you, and the automation carries on from there.

Try asking

Create a ClickRuntime automation: give me a link my contact form can send entries to. Create an item on my monday.com Leads board with the person's name as the item name, and fill the Email and Source columns.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in monday.com

Items created from forms and error reports, alerts on new items and status changes, due-date emails grouped by owner, nightly CSV backups and AI recaps of long update threads. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Add form entries to a monday.com board

Each new form entry becomes an item on your board, with its fields filled into the right columns.

See how it works
The moment it happens

Log app errors as monday.com items

Errors from your systems land on a board as items with the message, source and time, ready to assign.

See how it works
The moment it happens

Hear about new board items in Slack

Your channel gets a message with the item's name and key columns whenever something is added to the board.

See how it works
The moment it happens

Get notified when an item's status changes

You hear the moment an item moves to the status you care about, with a link to it.

See how it works
On a schedule

Email yourself overdue monday.com items each morning

One morning email lists every item past its due date that isn't marked Done.

See how it works
On a schedule

See the week's due dates grouped by owner

Each weekday morning you get everything due in the next seven days, sorted under the person responsible.

See how it works
Daily

Back up a monday.com board to CSV nightly

A CSV copy of the whole board, with every column, arrives in your inbox each night.

See how it works
The moment it happens

Escalate items marked Stuck

As soon as an item is set to Stuck, you get its name and owner so you can step in.

See how it works
DailyAI

Get an evening recap of item updates

Long update threads are boiled down to a few lines per item in one evening email.

See how it works
Daily

List monday.com mentions you haven't answered

Each morning you see the updates that @mention you where you still haven't replied.

See how it works
Twice a day

Find unowned and late items twice a day

Items with nobody assigned or a missed due date are flagged before they slip further.

See how it works
MonthlyAI

Get a monthly report on your monday.com leads

On the 1st you get counts of last month's leads by status and source, with a short written read of the trends.

See how it works
On a schedule

Archive monday.com items Done for 30 days

Every night, items that have sat in Done for more than 30 days are archived from a monday.com board, and you get an email listing them.

See how it works
On a schedule

Create recurring monday.com items every week

Every Monday at 7am, your weekly tasks are added to a monday.com board with the right owner, group and due date.

See how it works
The moment it happens

Set a due date on new monday.com items automatically

New items on a monday.com board that arrive without a due date get one, a set number of working days ahead based on their priority.

See how it works
The moment it happens

Mark monday.com parent items Done when subitems are

When the last subitem of a monday.com item is set to Done, the parent item is set to Done too, and reopened if a subitem is reopened.

See how it works
Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with monday.com, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any monday.com automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what monday.com should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every hour, find monday.com items whose Status is Stuck for more than 2 days and post an update on each asking the owner what is blocking it.

When an email arrives in Gmail with the label Request, create an item on my Requests board in monday.com with the subject as the name.

When a monday.com item is set to Bug, create a Jira issue with the same title and description, and post the Jira key in #engineering on Slack.

Works with

monday.com with the apps you already use

Boards hold the work, but people hear about it in email and chat, and some teams also track it in Jira or a spreadsheet. These pairs move board activity to where it gets read.

monday.com works with hundreds of other apps

Name any of them when you ask your assistant, and your automation connects them. Over 248 apps are ready to go, and anything with an API works too.

  • Google Calendar
  • Outlook
  • Microsoft Teams
  • Asana
  • Trello
  • Notion
  • Airtable
  • Linear
  • Smartsheet
  • HubSpot
  • Salesforce
  • Typeform
  • Jotform
  • Google Forms
  • Zendesk
  • GitHub
  • Harvest
  • Toggl Track

Beyond chat

Have monday.com work when you're not in the chat

Connecting monday.com to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect monday.com

monday.com connects with your own personal API token, so the automation sees exactly the boards your monday.com account can see.

monday.com

Project management

  1. In monday.com, click your profile picture and open Developers.
  2. Under API token, click Show and copy the token. Admins can also find it under Administration, Connections, Personal API token.
  3. In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for monday.com.

Good to know

monday.com limits that affect automations

  • The token belongs to one person and carries that person's board permissions. If they lose access to a board, so does the automation.
  • monday.com's API is GraphQL and limits requests by query complexity rather than a flat count, so big boards are read in pages using a cursor.
  • Updates and attached files are fetched separately from item columns, so a full backup that includes them takes extra queries.
  • Real-time alerts use monday.com webhooks, which need board permissions to set up; scheduled digests only need read access.

FAQ

Questions about automating monday.com

Which boards can ClickRuntime reach in monday.com?
The boards the owner of the API token can open. Within those it can read items, column values and updates, and create new items when an automation calls for it.
Can an alert fire as soon as a status changes to Stuck?
Yes. monday.com sends a webhook on new items and on status column changes, and the automation checks the new label before posting, so you only hear about the labels you named.
How are due-date digests built?
On the schedule you choose, the automation pages through the board, reads the date, status and people columns, keeps items that are late or due soon and not Done, and groups them by owner in the email.
Does a monday.com automation need AI?
Most do not: item creation, alerts, digests and backups are plain rules. Recaps of update threads and the monthly lead narrative use AI, which is included in every ClickRuntime plan with no separate AI key.
Can it find updates where I was mentioned and still owe a reply?
Yes. It reads recent updates and their replies, spots the ones that @mention you without an answer from you, and sends the list each morning.
Is this a monday.com connector for ChatGPT or Claude?
Not for chatting with monday.com data. A chat connector lets your assistant read and change monday.com while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each monday.com event.

Tell your assistant what monday.com should do

Free plan. No credit card.