Monday.com Integration

Connect Monday.com to list boards, create and update items, manage columns, and search across your workspace — all from Theo chat.

Why Connect Monday.com?

Browse boards and their column structures
Create new items with column values from chat
Update item statuses, dates, and text columns
Search items across boards by column value
Ask Theo to summarize board progress or triage tasks

Connecting Monday.com

Open the connector

Go to Skill Store → Flow Connectors → Monday.com and click Connect.

Authorize with Monday.com

You'll be redirected to Monday.com's OAuth screen. Grant access.

Pick boards

Select the boards you want Theo to access.

What You Can Do

  • • List all accessible boards with column definitions
  • • List items on a board with column values
  • • Create new items with name and column values
  • • Update column values on existing items
  • • Get board column schemas (names, types, settings)
  • • Search items by column value

Using Monday.com from Theo Chat

"Show my Monday.com boards"Lists boards with columns
"List items on my project board"Shows items with values
"Create an item: Design review — Due Friday"Creates a new item
"Update item #123 status to Done"Changes column value
"Search for items assigned to me"Searches by column

Token Management

OAuth tokens are automatically refreshed by OpenCharts. If a refresh fails, you'll see a reconnection prompt in the Skill Store.

Disconnecting

Go to Skill Store → Flow Connectors → Monday.com and click Disconnect. You can also revoke access from Monday.com → Administration → Apps → Installed Apps.

Troubleshooting

No boards found

Make sure you selected at least one board during setup.

Column update fails

Column values must match the column type. Use exact column IDs from the schema.

"No credentials found"

Reconnect from Skill Store → Flow Connectors → Monday.com.

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