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Use Monday when you need to manage work on boards and items. You can create, read, and update records, move work between groups, and post updates.

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Configuration

Before you configure this step, connect Monday in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Monday response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Monday if you have not already done that.
  2. Add a Monday step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose Get boards in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Create tracked work

  1. Create board
  2. Create column
  3. Create item
  4. Create update

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Sync item status

  1. Get items page
  2. Get board columns
  3. Change column value
  4. Get item updates

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Move work items

  1. List groups
  2. Get items by IDs
  3. Move item to group
  4. Update item

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Notes

  • This step depends on a connected Monday integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Monday tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Monday as an Agent Tool

You can also add Monday as a tool in the Agent Editor. Open the agent, click Add tool, and select Monday. In the tool settings panel, choose the connected account the agent should use. The agent calls Monday actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration