Monday.com Board Assistant
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Aurelia Dental Group
NewEadded by Elif Demir
New row added after the contract was signed on 12 March. Three clinics, Growth annual plan, and they have asked for a kickoff call in the week of 24 March. Owner column is empty and status is blank.
What you'll need
Set up in minutes
Connect Monday.com
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Board rules
How your board is meant to run - the status and owner columns to fill and the labels they accept, which group to watch for rows that have gone quiet, and what has to be true before anybody is alerted in Slack.
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Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
The brief
About this agent
Boards go stale in exactly one way: a row gets added mid call, status stays blank, the owner column stays empty, and three weeks later nobody remembers what the row was for. This assistant fills the columns your rules name the moment an item appears, writes an update on the item explaining each choice in ordinary language, and sweeps your watched group for rows that have quietly stopped moving. It is built for boards run by people who would rather not think about automations at all.
What people use it for
- Columns filled as rows appear - Status and owner are set from your rules while the row is still fresh, so the board stays a picture of reality instead of a snapshot of the last person who tidied it.
- An update, not a mystery - Every change comes with an item update saying which columns were set and which wording decided them, so anyone opening the row weeks later sees the reasoning rather than guessing at it.
- Rows that stopped moving - When something happens in your watched group, the agent sweeps that group for rows stuck at the same status past the window you set, and names each one with how long it has been sitting there.
- Alerts on your conditions only - Slack fires when a row trips a condition you defined, quoting the column values behind it, which keeps the channel a place people still read.
Before you fork
Our columns have custom names and our own labels. Does that break it?
That is the normal case. Name your columns and the labels they accept inside your board rules, and the agent loads the live board before writing anything so it works from real titles. If a rule asks for a label the column does not offer, it leaves the cell alone and says so in the update rather than forcing a value.
Boards fire events for every little change. What does that cost?
The first thing each run does is establish whether this is a newly created item. Events on items already filled in end there, cheaply, so your bill tracks how many rows you add rather than how much your team clicks around the board.
What is it able to change, and what is permanently off limits?
It writes only the columns you name in your rules and posts item updates. It never moves an item to another board, never deletes anything, and never edits a column you did not list, so the worst outcome is one status you correct in a click. The rehearsal runs let you watch its calls on staged rows before it touches the live board.
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Put Monday.com Board Assistant to work.
Free to start. Guided setup, a test run against staged conversations, and it's live.