Monday.com Release Notes

AI is changing how work gets done – not someday, but right now. For teams using both Microsoft 365 and monday.com, this means your work, your data, and your decisions can finally move between the two platforms without switching tools or losing context.
Today, we’re introducing a much more powerful experience: a monday.com agent that understands your work, takes action on your behalf, and works smoothly across the Microsoft ecosystem. Getting started is simple – you can access these new capabilities in one of two ways:

• Install the monday.com app from the Microsoft Marketplace to automatically add the new Copilot agent or upgrade it if you already have it installed.
• Use Copilot Studio’s one-click integration to connect the monday MCP directly into any agent you’ve built. Learn more here.

A smarter agent, built for how teams actually work
We rebuilt the monday.com agent on top of our new Model Context Protocol (MCP) connector, which gives Copilot a much clearer understanding of your monday.com account with zero setup required. MCP is a standard that lets AI tools understand your boards, structure, and permissions the way a teammate would.
Instead of just pulling data, the agent can now take meaningful action, like:

• Create structured boards from a document or a spreadsheet
• Run multi-board queries to answer questions that span teams, projects, or workspaces
• Spot blockers and trends across projects without you having to dig for them
• Update items, owners, and statuses as part of a natural conversation
• Summarize work in context
• And act consistently across Teams, Outlook, Copilot for the web, and other Microsoft surfaces
  You work with it in natural language, and every response includes a direct link to the board or item it’s drawing from. The agent respects the same permissions you already have in monday.com and Microsoft 365, so it only surfaces and acts on information you’re allowed to access.

Built for the way your team works
monday.com is flexible by design, which means every team structures their boards differently. That’s great for customization, but it also means an AI agent needs more than raw data – it needs real context to understand how your work is organized.
To support that, we introduced richer board, workspace, and column details and added new API layers that give the agent clearer signals about how your setup is structured. We also improved how it handles large datasets. Instead of sending everything to Copilot to interpret, the agent processes the data itself and returns a clean, structured result – what our engineering team calls “cakes instead of ingredients.”
And because actions like updating items or analyzing multiple boards rely on different parts of the platform, we streamlined how the agent works across them. The result is faster responses, more consistent behavior, and an experience that adapts to your workflow, not the other way around.

Powering a richer agent experience in Copilot
As Copilot adds support for MCP-based connectors, monday.com is already one of the first platforms using it to power a deeper, more capable agent experience inside Microsoft 365.
For teams who rely on monday.com and tools like Teams, Word, Excel, PowerPoint, Outlook and Copilot, this brings immediate benefits:

• No manual configuration or field mapping
• Better reasoning and context on how your work is structured inside monday.co
• More accurate answers and summaries
• A wider range of actions the agent can take
• Deeper integration across Microsoft 365
  And it sets the foundation for something bigger: a multi-agent world where your workflows move between monday.com and Microsoft automatically, with each agent understanding your intent across platforms.

Teams can now use Copilot to:

• Build boards from a description or from content in Word, Excel and other Microsoft products
• Assign work and update items from almost anywhere in Microsoft products
• Roll up data from multiple boards
• See what changed and why across work management, CRM, dev, or service boards
• Create summaries for leadership directly from Teams or Excel data
• Identify risks, delays, and bottlenecks across projects
• Act across monday work management, CRM, dev, and service products
  All without leaving their Microsoft workflow.
  In the coming weeks, the agent will continue to expand with new capabilities, including deeper board creation, automated campaign and project recaps, smarter change detection across workloads, multi-board dashboards and views, and more intelligent cross-team workflow orchestration.
  Every step brings us closer to a world where teams spend more of their time creating impact, not managing tasks. This next wave brings monday.com and Microsoft 365 closer together than ever, giving teams the clarity, speed, and alignment to move work forward with confidence.

Making the AI vision a reality

AI is no longer the future of work; it’s already reshaping how leading businesses operate today. But while interest in AI has exploded, most organizations are still struggling to turn pilots and experiments into lasting impact. That’s why at Elevate 2025, we introduced our boldest step forward yet: evolving monday.com from a platform that helps teams manage work into one that actually does the work.

Earlier this year, we shared our vision for monday agents: AI-powered specialists built to take work off your plate and complete it from start to finish. At Elevate 2025, we showed how that vision is becoming reality, with agents now embedded inside organizations of every size.

We believe teams don’t just need tools to organize and track tasks; they need technology that actually executes work on their behalf. By embedding AI directly into the workflows teams already use, monday.com makes advanced capabilities effortless to adopt, deeply connected to business context, and powerful enough to help every customer move faster and scale smarter.

Unlike other platforms that make building agents complex, monday.com gives every team the power to create and use them through a simple, no-code experience. Agents are built with context, so they move seamlessly from asking to taking action, orchestrating multi-step processes, adapting as conditions change, and unlocking significant productivity gains.

• The Lead Agent identifies, suggests, and adds leads to monday CRM based on the ideal customer profile, enriches data, qualifies prospects, and ensures sales reps receive only the most relevant opportunities.
• The SDR Agent then takes over by calling leads instantly while they’re warm, conducting initial conversations to uncover needs and intent, and capturing every interaction in monday CRM.
  • By staying active around the clock and supporting multiple languages, it expands pipeline opportunities and ensures a seamless handoff to sales.

And this is just the beginning. Beyond CRM, organizations can build agents for any part of their business, from scheduling meetings and following up on action items to conducting research and developing tailored strategies. With monday agents, the potential is enterprise-wide, unlocking efficiency and impact across every function.

AI across the platform

The monday AI vision extends beyond agents. Earlier this year, we introduced three core AI capabilities – monday magic, monday vibe, and monday sidekick – designed to bring intelligence directly into everyday workflows. At Elevate 2025, we announced that these tools are now fully available, marking a significant milestone in bringing AI into the daily rhythm of work.

With monday vibe, for example, we’re transforming how software is created. By combining the creativity of the most advanced large language models (LLMs) with the reliability of mondayDB, our flexible data infrastructure, customers can build apps in plain English that are fast to create, natively connected to their data and workflows, and enterprise-ready with robust governance and compliance.

This unique combination unleashes the power of vibe coding for real-world business applications, enabling organizations to innovate without silos, maintain trust at scale, and unlock entirely new opportunities for software development. Already, customers have built over 17,000 with monday vibe, showcasing its potential to accelerate innovation and empower teams to create hyper-customized solutions at scale.

AI should do more than support teams; it should actually do the work. By moving from a platform that helps teams manage tasks to one that executes them, monday.com is helping organizations transform everyday workflows into engines of innovation and impact.

One platform for better teamwork

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Claude connector for monday.com

monday.com helps teams plan, run, and track their work in one place. With our new Claude connector, you can now bring AI directly into your monday.com workflows, giving you a faster way to explore data, surface insights, and take action using natural language.

Capabilities of Claude

• Claude, Anthropic’s AI assistant, is designed to answer questions, summarize content, and generate insights in natural language.
• With this new connector, you can bring those capabilities into your monday.com account to work smarter with your data.

Use cases for Claude with monday.com

• Creating a full project board instantly
• Staying on top of progress by summarizing updates
• Spotting issues before they escalate
• Summarizing for easy reporting
• Acting on tasks quickly by adding tasks or comments

Security and management

The Claude connector is based on monday MCP, uses OAuth authentication, respects existing monday.com permissions, and only accesses data users have permission to see. Account owners and admins approve installation and can manage or remove the app at any time.

Availability and requirements

The connector is available to all monday.com customers. To use it, you need a Claude Pro, Max, Team, or Enterprise plan. Adding Claude to your monday.com account takes just a few minutes.

monday sidekick

monday sidekick is an AI-powered Digital Worker built directly into your marketing workflow so it has the context to understand your goals, adapt to your process, and even take action on your behalf. It can draft briefs, emails, and creative copy in your brand voice, localize and translate content instantly, all while flagging bottlenecks and workload imbalances before they block delivery.

• 1. Brief monday sidekick once, then let it drive ever next step
  • Just simply state your goals. Something like: “Kick off a campaign for the July product update. Target: SMBs. Channels: email, social, landing page. Include the US, UK, and Germany.”
  • monday sidekick instantly spins up a campaign workspace: Auto-generates a campaign brief with goals, messaging, and timelines; Suggests task owners and deadlines based on team capacity; Prepares a Gantt view for cross-team visibility. It auto-generates a detailed campaign brief outlining goals, messaging, and timelines. It suggests task owners and realistic deadlines based on actual team bandwidth, and prepares a dynamic Gantt view so everyone, from marketing to product, is aligned from day one.
• 1. Start drafting high-quality content in seconds
  • You can ask monday sidekick to draft initial email copy for all three markets, suggest social post variations, and write the first version of the landing page.
  • monday sidekick accelerates content creation across every channel. It can generate scroll-stopping social copy or even create a high-converting landing page, all in your brand’s unique tone of voice. The drafts it delivers are sharp, relevant, and ready for feedback.
• 1. Localize & collaborate without the back-and-forth
  • Once the regional leads review their drafts, monday sidekick can translate and localize content for the campaign’s relevant markets, summarize all feedback threads, and route approvals automatically to the brand and legal teams.
  • monday sidekick instantly summarizes feedback threads to remove confusion and routes approvals to the right brand and legal reviewers automatically, reducing multiple meetings, emails, and duplicated effort to a few clicks.
• 1. Unblock and optimize your process with proactive support
  • monday sidekick monitors timelines and flags risks in real time: Warns that the design team is at capacity; Suggests a freelancer already onboarded; Flags that paid media wasn’t briefed—and helps you do it with one click.
  • It continuously monitors team workload, flags risks early, and suggests solutions to prevent slowdowns. It catches any steps you might be missing, and can even automatically fill in the gaps.
• 1. Launch your campaigns fully-packaged and faster than ever
  • With content approved and scheduled, monday sidekick confirms your content is approved and scheduled, summarizes KPIs and launch plan into a one-page deck for the CMO, and sets up tracking and reporting dashboards to monitor performance from day one.
  • It confirms all assets are approved, delivered, and ready to launch in a fraction of the time, reducing coordination from two weeks to just a few clicks within monday.com.

Availability and future plans

monday sidekick is now available in early access. It will soon collaborate with other Digital Workers, take on even more complex projects, and scale impact across your entire organization, aiming for a new era where your workflow runs itself and teams focus on what matters most.