Agentova + monday.com: your calls and leads organized in boards
On monday.com, a contact is a board item, including in monday CRM. Lily, Agentova's phone agent, logs every caller in the board you choose, detecting the email, phone and date columns on her own. An automation can email each new item, and your agents read and edit your boards from the chat.
Connect monday for freeWhat your agents do with monday
Every caller becomes an item
During the call, Lily creates the caller's item in the destination board, or updates their existing one. Email, phone and date columns are detected by type: nothing to set up column by column.
With LilyDeal, callback and summary as updates
monday has no native deals or tasks: a deal or a callback creates an item, and the details (amount, due date, notes) are posted as an update on the item. After the call, the conversation summary is added as an update on the caller's item.
With LilyAn email for every new item
An automation watches the board you specify and sends an email you write for every new item. WhatsApp is not available: monday has no phone column shared across all boards.
With ArthurUpdate a board from the chat
Ask an agent to create an item or subitem, change a column's value, or find the items that have a given value.
Actions available in monday
- Items
- Create an item or subitem · Rename an item · Update column values · Find items by column value · Read a board's items
- Boards
- Create a board, group or column · List boards and their columns
- Updates
- Post an update · List updates
- Agentova features
- Logging of Lily's calls in a board · Automatic email for every new item
Connect monday to Agentova
- Create your Agentova workspace, then open the AI Brain, Integrations tab.
- Search for monday and click “Connect”.
- Authorize access on the monday sign-in page. The connection goes through Pipedream, our integrations partner.
Frequently asked questions
Which board does Lily write to?
The one you choose when you set up the CRM logging action. If that board is a subitems board, where monday won't let items be created, the workspace admins are notified, with a link to the agent's settings.
Why doesn't the automation send WhatsApp messages?
Because an item's phone number lives in a column specific to each board, which the automation can't reliably find. So it sends an email instead, to the item's address.
Do I need a paid monday plan?
No. monday opens its API starting with its free plan. The features available are still those of your monday plan.
Can you connect monday.com to ChatGPT or Claude?
Agentova does not connect monday to ChatGPT or Claude: its agents connect to your account themselves. Lily logs your calls there and, in the Agentova chat, an agent reads or edits your boards when you ask.
How do I disconnect monday.com from Agentova?
In the AI Brain, Integrations tab, remove the monday account. The agents then lose access to its data and actions.
.avif){kind=icon}
