Connect Monday.com and Expertise can help run your boards: find items, check column statuses, and create or update items on request. Reads happen instantly; anything that creates or changes an item pauses for your approval first.

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What you can ask

“What’s still In Progress on the Launch board?”
“Show me items assigned to me on the Client Onboarding board.”
“What’s overdue on the Marketing Calendar board?”
“Create an item for the new landing page on the Website board and assign it to Dana.” (asks for approval first)
“Move the homepage redesign item to Done.” (asks for approval first)

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Connecting

  1. Open Connections in the dashboard and click Monday.com → Connect.
  2. Sign in to your Monday.com account and approve the requested access.
  3. Ask Expertise about a board or item to confirm it’s live.

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What’s covered

Expertise picks the right Monday.com action for what you ask, no need to know board or column IDs. Typical requests cover:
  • Finding and filtering items by board, group, assignee, or status
  • Reading item detail, updates, and column values
  • Creating items and updating status, owner, or other column values
Anything that creates or changes an item pauses for your approval first, showing exactly what’s about to change before it’s saved.

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Good to know

  • Ask by name. Expertise resolves board and group names for you, no need to look up Monday’s internal IDs.
  • Column setups vary by board. Every board can define its own status labels and custom columns; if a value can’t be resolved with confidence, Expertise asks instead of guessing.
  • Every create or update pauses for your approval with the exact fields about to be set.