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Monday

Find and read boards, create items and post updates in Monday

J
Written by Johan Åkerman

Introduction

Connect Monday to Sana to find and read board items, create boards and groups, and post updates. Keep track of your work and bring your context from Monday to Sana. In summary, the connector has the following key characteristics:

  • Category: Project management

  • Connector type: Real-time

  • Auth type: API keys

  • Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

Find boards

Read board items

Create boards

Post updates

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Monday. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Create board

Create group

Create update

Get board items page

Get column values

Update item name

Scope and permissions

This connector uses API keys. When you connect your account, we securely store your keys to connect to this connector's APIs. The scopes for this connector depends on the scopes you assign your API key in Monday when generating the key.

Set up instructions

Prerequisites:

  • Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.

Step 1: Go to the integrations page in Sana

In Sana, click on ... More in the sidebar, then select Integrations

Step 2: Find Monday in the list of available integrations

Scroll to the Available integrations section and locate Monday.

Step 3: Connect the integration

Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.

Step 4: Provide your Monday credentials

You'll be asked to paste the credentials for Monday so Sana can store them securely and use them to call the connector's APIs on your behalf.

Step 5: Complete the set up

You've successfully connected your Monday account. Click Continue to complete the setup and start using the connector.

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