Skip to main content
All CollectionsIntegrations
Monday - Private Integration Guide

Monday - Private Integration Guide

J
Written by Jenny Mae Ko
Updated over a month ago

Introduction

The Sana Agents integration with Monday enables users to streamline information retrieval and knowledge management by seamlessly accessing and utilizing data stored in Monday. This integration enhances Sana Agents' ability to provide accurate, context-specific responses by leveraging the data within your Monday account.

Integration Capabilities

With the Monday private integration, Sana Agents goes beyond simple information retrieval. Users can search for and access board items directly within the Monday environment through Sana Agents, allowing for efficient board item summarization and insight generation. This integration ensures that all interactions respect Monday's permissions, maintaining data security and privacy.

Type of Integration

Private: Set up per user and mirroring the underlying individual access rights

Availability

This integration is available for the Team tier.

Scope and Permissions

To ensure optimal functionality, the integration requires the following permissions:

  • me:read: Read the user’s name and email address.

  • boards:read: Read boards that the user has access to.

  • workspaces:read: Read which workspaces the user is a member of.

  • updates:read: Read updates (i.e. comments) on board items.

Integration Setup

  1. In the left panel of Sana Agents, click Integrations, find Monday in the list, and click on it.

  2. Click Install App to install Sana Agents in your Monday workspace.

  3. Click Connect just for me.

  4. Follow the login instructions and authorize Sana Agents to access your data.

  5. Click Sync my Monday workspaces to give Sana Agents access to your board items.

  6. Click Close.

Data Handling and Privacy

Sana Agents is fully committed to data security and privacy. All data accessed by Sana Agents is encrypted both in transit and at rest. Sana does not train any underlying language models on your data, ensuring the privacy of your information. Sana Agents is ISO 27001 certified; and SOC 2 and GDPR compliant, and adheres to the highest standards of data security.

For further information about Sana Agents or the Monday private integration, please contact [email protected] via email.

Did this answer your question?