Claude + monday.com: Automate Work with AI
Free live webinar | Tuesday, September 29 at 1 PM ET
See how Claude can connect to monday.com through MCP to review project data, surface risks, and turn scattered updates into a leadership-ready report.
Learn from Workflow Magic, an award-winning monday.com Platinum Partner, as we show you how to set up the connection, demo a real workflow, and explain the governance decisions to consider before rolling it out to your team.
See what is possible when Claude connects to monday.com
With the monday MCP connection, Claude can work with the boards, items, docs, and updates teams already use, based on the permissions each user already has. Instead of manually gathering information from multiple boards, teams can ask Claude to review their work, identify what needs attention, and help prepare the next steps.
In this practical session, we will go beyond setup to show what the connection can actually do, where it can save time, and how to introduce it responsibly
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?
Learn how Claude and monday.com work together
Follow the connection from setup to execution and see how Claude can work with the monday.com information a user already has permission to access.
See where your team can save time
Watch Claude review active projects, identify overdue and blocked work, surface the most important risks, and prepare a leadership-ready update without manually checking every board.
Learn from Award Winning Experts
Learn from an award-winning monday.com Platinum Partner with hands-on experience building AI solutions for thousands of teams. Across every industry and team size.
FEATURED DEMO
See Claude at Work
On-Demand Leadership Reports Powered by Claude
See how Claude can analyze project data across monday.com, surface critical risks, and transform scattered updates into a clear, leadership-ready report. Gain faster visibility, uncover actionable insights, and spend less time manually reviewing every board.
What attendees will learn
- What MCP is and how Claude connects to monday.com.
- How to set up and authorize the connection.
- Which types of monday.com work Claude can support.
- How Claude can review project data and surface important risks.
- How a practical workflow moves from a prompt to a reviewed result.
- How monday.com permissions affect what Claude can access.
- Where human approval should remain part of the process.
- What teams should consider before introducing the connection more broadly.
Who Should Attend
This webinar is designed for:
- monday.com admins and builders exploring AI integrations.
- Operations and project leaders responsible for project health and reporting.
- Team leaders looking to reduce repetitive work and improve visibility.
- IT and governance stakeholders evaluating how AI can safely access company information.
- Anyone interested in using Claude with the work already happening in monday.com.
No coding or technical experience is required.
What we’ll cover
Welcome & Introduction
Meet Workflow Magic and get a quick overview of what you will learn during the session.
How Claude connects to monday.com
Understand MCP in practical language, see how the connection is authorized, and learn how existing user permissions determine what Claude can access.
What Claude can do
Explore the main ways Claude can find information, summarize activity, analyze project data, create content, and take approved actions in monday.com.
Real-world workflow demonstration
Watch Claude review active project boards, identify risks, and prepare a leadership-ready weekly update.
Governance and permissions
Learn what teams should consider around access, human approval, sensitive information, testing, and internal ownership before rolling out the connection.
Live Q&A
Submit your questions and get practical guidance from the Workflow Magic team.
About Workflow Magic
We have helped thousands of teams improve and scale their monday.com systems through AI solutions, training, and tailored implementations.
Our team specializes in building practical systems that reduce manual work, improve visibility, and help organizations get more value from monday.com.
FAQ
Will the webinar be recorded?
Yes. Register to attend live and receive the follow-up recording.
Do I need Claude or monday MCP set up before the webinar?
No. We will explain how the connection works and demonstrate it during the session.
Is this a technical webinar?
The webinar will explain MCP and governance in practical language. No coding experience is required.
Will I be making changes to my own monday.com account?
No. The Workflow Magic team will demonstrate the connection and workflow using a prepared environment.
Can I submit a question?
Yes. Attendees can submit questions during registration and throughout the live Q&A.
See Claude and monday.com in action
Register free for the live webinar on Tuesday, September 29 at 1 PM ET.