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Monday.com User Connector Setup Guide

This guide provides step-by-step instructions for creating and configuring a Monday.com connector with Abacus.AI's ChatLLM platform.

Prerequisites​

Before starting, ensure you have:

  • Access to the Abacus.AI platform
  • A Monday.com account with appropriate permissions
  • Administrative access to create connectors and projects

Install the Monday.com App​

Before creating the connector, you must install the Abacus.AI app in your Monday.com account:

  1. Open the following link in your browser: Install Abacus.AI Monday.com App
  2. Sign in to your Monday.com account if prompted
  3. Review the requested permissions and click Install to authorize the app
  4. Once installed, you can proceed with creating the connector in Abacus.AI

Step-by-Step Instructions​

1. Navigate to Projects Page​

Navigate to the projects page by clicking on the ABACUS.AI logo.

2. Create New Project​

Click on "Create a new project" to begin setting up your ChatLLM project.

3. Select Project Type​

Choose GenAI --> Custom Chatbot option from the available project types.

4. Configure Project Name​

Enter a descriptive name for your project that reflects its purpose.

5. Skip to Dashboard​

Select "Skip to project dashboard" to proceed directly to the project configuration.

6. Access Model Training​

  1. Click on the Model option in the left toolbar
  2. Select "Train Model" in the top right corner of the page

7. Configure Advanced Options​

Navigate through the following menu structure:

  • Select Advanced Option
  • Choose Tool Use
  • Select Monday_Tool

8. Initiate Model Training​

Click on "Train Model" to begin the training process.

9. Access Trained Model​

Once training is complete:

  1. Click on Models in the navigation
  2. Select your newly trained model

10. Create Deployment​

Click on "Create a new deployment" to make your model available for use.

11. Configure Deployment Type​

  1. Select "Offline Batch + Realtime" deployment option
  2. Click "Next" to proceed

12. Name Your Deployment​

Enter a user-friendly name that your end users will see, then click "Deploy".

13. Monitor Deployment Status​

  1. Return to your model by clicking Models → [Your Model Name]
  2. Wait for the deployment status to show as "Active"
  3. Click on the deployment name once active

14. Access Prediction Dashboard​

Click on the "Prediction Dash" option under the Deployment section.

15. Test Your Bot​

Click on "Go to Abacus.AI Chat" to access the testing interface.

16. Start Using the Chatbot​

  • Enter your questions or prompts in the chat interface
  • Note: Each user will be prompted to authenticate with Monday.com once via OAuth on their first interaction

Available Operations​

Once configured, the Monday.com connector supports the following operations through natural language:

Board Operations​

  • List boards — Browse available boards with optional pagination and workspace filtering
  • Get board details — View a board's columns, groups, and metadata
  • Create board — Create new boards (public, private, or shareable)
  • Update board — Modify board metadata
  • Archive board — Archive boards that are no longer active

Item Operations​

  • Create item — Add new items to a board or specific group
  • Get item — Fetch item details including column values
  • Update item — Modify item name and column values
  • Delete item — Remove items from a board
  • Move item to group — Reorganize items between groups
  • Duplicate item — Create copies of existing items

Column Operations​

  • Get columns — List all columns for a board
  • Create column — Add new columns (text, status, date, etc.)
  • Update column values — Modify multiple column values for an item

Group Operations​

  • Create group — Add new groups to organize board items
  • Update group — Modify group attributes
  • Delete group — Remove groups from a board
  • Duplicate group — Create copies of existing groups

Update/Comment Operations​

  • Create update — Post comments or updates on items
  • Get updates — View update/comment history for items
  • Delete update — Remove updates or comments

User & Workspace Operations​

  • Get users — List users in the account
  • Get current user — View authenticated user information
  • List workspaces — Browse available workspaces

Generic GraphQL​

  • Custom queries — Execute any Monday.com GraphQL query or mutation for advanced use cases

Important Notes​

  • Authentication: Users will need to authenticate with Monday.com via OAuth on their first interaction. The connector requests permissions for boards, items, updates, users, and workspaces.
  • App Installation: The Abacus.AI Monday.com app must be installed in your Monday.com account before creating the connector. Use the installation link in the Prerequisites section.
  • Rate Limits: The connector automatically handles Monday.com API rate limits with exponential backoff retries.
  • Permissions: Ensure your Monday.com account has sufficient permissions for the operations you intend to perform.
  • Testing: Thoroughly test the connector with various Monday.com operations before deploying to end users.

Troubleshooting​

If you encounter issues:

  1. Verify the Monday.com app is installed in your account using the installation link
  2. Check deployment status is "Active"
  3. Ensure proper authentication credentials by re-authenticating if needed
  4. Review Monday.com permissions and workspace access rights
  5. For GraphQL errors, verify your query syntax matches the Monday.com API documentation