monday.com AI Agents Webinar Built Live, Inside Real Workflows
Tune in on Tuesday, June 16, 2026, 1:00 PM Eastern Time Join the Workflow Magic team for a hands-on look at monday.com AI Agents across CRM, Work Management, and Service. Choose your track, and leave with real use cases you can apply to your team the same day.
See AI Agents in Action
AI Agents aren’t just a new feature, they’re a new way of working inside the platform you use every day. Unlike automations that follow fixed rules, agents perceive what’s happening across your boards, make decisions, and take action on your behalf. Around the clock.
The Workflow Magic team will demo agents in action, build one live, and give you a clear picture of how to apply them to your workflows, including how permissions and guardrails ensure you stay in control the entire time. Plus, choose the breakout track that matters most to you, CRM, Work Management, or Service, and go deep on the agents your team actually needs.
See AI Agents in Action
AI Agents aren’t just a new feature, they’re a new way of working inside the platform you use every day. Unlike automations that follow fixed rules, agents perceive what’s happening across your boards, make decisions, and take action on your behalf. Around the clock.
The Workflow Magic team will demo agents in action, build one live, and give you a clear picture of how to apply them to your workflows, including how permissions and guardrails ensure you stay in control the entire time. Plus, choose the breakout track that matters most to you, CRM, Work Management, or Service, and go deep on the agents your team actually needs.
Why Attend?
See Agents Built Live
See agents configured and launched live, from setup to execution, so you leave knowing exactly how to do it yourself.
Walk Away Ready to Apply
Leave with practical knowledge you can bring straight back to your team, real use cases, real configurations, and a clear picture of how agents fit into the workflows you already have.
Learn from monday.com Platinum Partners
Learn from an award-winning monday.com Platinum Partner with hands-on experience building AI solutions across every industry and team size.
Three live breakout tracks. One expert per session. Choose the one that matters most to your team.
Who Should Attend
This webinar is designed for any monday.com user who wants to understand, build, and immediately apply AI Agents to their workflows. It’s especially valuable for:
- CRM and sales managers looking to automate lead sourcing, qualification, and follow-up without adding headcount.
- Project and operations leaders who want agents handling the coordination, risk detection, and follow-through that slows their teams down.
- IT and service managers ready to resolve tickets faster and at greater scale with autonomous agents.
- Admins and builders who want to see exactly how agents are configured, permissioned, and launched inside monday.com.
- Anyone curious about how AI Agents differ from the automations they're already using and what's actually possible today.
Whether you manage a lean team or a complex enterprise environment, you’ll leave with a clear understanding of what agents can do, how to stay in control, and how to start empowering your team right away.
What You'll Learn
- What AI Agents are, what they're capable of, and how they go beyond the automations you already use
- Which agents are available today across CRM, Work Management, and Service
- How to configure and launch an agent inside your own monday.com account
- How guardrails and permissions keep your team in full control
- Real use cases you can bring back and apply to your workflows right away
Agenda
Welcome & Introduction
Meet the Workflow Magic team and learn how we help organizations unlock the full power of monday.com and why AI Agents are the biggest leap forward we’ve seen yet.
What Is an AI Agent?
We’ll break down exactly what AI Agents are, how they think and act, and what makes them fundamentally different from the automations you’re already running in monday.com.
Live Breakouts
CRM Agents
Watch the AI Lead Agent built and running live. See how it sources and enriches prospects that match your ideal customer profile, automatically building your pipeline so your team can focus on selling. Then learn how to set it up in your own account.
Work Management Agents
Watch the Meeting Analyzer Agent built live as it captures meeting notes and automatically populates your monday.com project docs, so nothing gets lost after the call. Then see a Risk Flagging agent detect timeline changes and client sentiment before they become problems.
Service Agents
Watch a Service Agent get built from scratch, connected to a real knowledge base, and then handle a live incoming request, resolving, responding, and escalating with full context when needed.
Open Q&A
Bring your questions, your use cases, and your curiosity. Get expert answers live, with demos where possible, and walk away with real insights into how to apply AI Agents to your own team and workflows.
Presented By
Hosted by Workflow Magic, an award-winning monday.com Platinum Partner. Our team of specialists has implemented and built monday.com workflows for clients across every industry and team size, so what you’ll see on screen comes straight from real-world experience.
Registration
Join us live on June 16th. Seats are limited.
Can’t make it live? Register anyway, all attendees receive the full replay.