Use monday.com with AI
Connect nowAssign tasks and handovers.
Team work & knowledge
Using monday.com in an agency
monday.com is another task board. Use it for the chase list, not as a second CRM. The property’s price still lives in the agency system. A task that says “price reduced” is a reminder to do the reduction, not the reduction itself.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadRead team tasks and notes
- Update recordsCreate tasks and handovers
Before you connect
- Account you’ll need
- A monday.com account
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does monday.com need?
A monday.com account
Will a bot change monday.com without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official monday.com partner?
No. You connect an account you or your agency already have, through monday.com’s own sign-in, where that connection is in the catalogue.