monday.com is one of the project and work management tools Filed connects to. Ask Filed Chat what is on a client's board or which items need review before a deadline, and it reads from the workspaces and boards the connected user can access. Routines can run the same checks on a schedule.
Read access is always on. Write access is a separate switch, and your firm enables it only when Filed may create or update board items. If a board is missing, share it with the connected user rather than switching to a broader account.
How it works
- See projects, tasks, assignments, and due dates
- Find items that need review before a deadline
- Create or update approved board items with write access
- Works within the connected user's workspace and board access
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
Summarize the Monday Com information for [client name] for [date range].
Find items in Monday Com that need review before [deadline].
With write access enabled, prepare the approved Monday Com update and show the proposed changes first.
The questions firms ask us
You sign in with a monday.com user who can open the required boards and workspaces and approve the authorization. Filed then works with what that user can see.
Filed only sees boards the connected user can open. Share the board with that user instead of connecting a broader account.
Only when write access is enabled on the connection. Keep it off for read-only workflows and enable it once your firm approves.