Examples: Automating Monday.com Entity Research & Insights with Tonkean

Enterprise operations professionals in procurement, legal, and IT often rely on Monday.com to manage projects, requests, and collaboration. However, extracting actionable insights from the vast data spread across Monday boards, items, groups, users, and updates can be a daunting, manual process. The Search Monday Agent template from Tonkean eliminates this challenge by automating research and reporting across all Monday entities—empowering teams to make data-driven decisions faster and more efficiently.

Challenge: Manual Data Gathering Across Monday.com Entities

Imagine a procurement operations manager needing to compile a weekly report on all open purchase requests, recent updates, and team assignments across multiple Monday boards. Traditionally, this would require logging into Monday.com, navigating through various boards, searching for relevant items, and manually aggregating data into a spreadsheet. This process is not only time-consuming but also prone to errors and inconsistencies.

With Tonkean's automation platform and the Search Monday Agent template, this entire workflow is orchestrated automatically. The agent connects directly to Monday.com via secure API integrations, searches for specified entities (e.g., items with a certain status, updates in the past week, or tasks assigned to a particular team), and compiles insights into a unified report. This can be delivered via email, Slack, or even as a dashboard in Tonkean.

Example: Real-Time Board & Item Insights for Legal Operations

Legal operations teams often need to track the status of contract reviews, legal matter assignments, or compliance tasks across multiple boards and groups in Monday.com. By leveraging the Search Monday Agent, legal ops can:

• Automatically search for all items tagged as "Contract Review" across all boards.
• Aggregate updates and comments from relevant users or teams.
• Generate a summary of pending, in-progress, and completed legal matters.
• Receive alerts when new legal requests are added or when deadlines are approaching.

This not only saves hours of manual tracking but also ensures no critical update is missed. For more on legal process automation, see Tonkean LegalWorks.

Example: Procurement Team Coordination & Reporting

Procurement teams can use the Search Monday Agent to:

• Search for all purchase requests assigned to a specific user or team.
• Identify bottlenecks by tracking items that have not been updated in a specified timeframe.
• Compile insights on supplier onboarding progress by searching for tags like "Vendor Onboarding" or "Compliance Check" across boards.
• Automatically notify stakeholders of status changes or required actions via integrated communication tools like Slack or Microsoft Teams.

Tonkean’s ProcurementWorks further enhances these capabilities, enabling seamless orchestration between Monday.com and other procurement systems.

Example: IT Operations & User Management

IT teams can leverage the Search Monday Agent to:

• Monitor onboarding or offboarding tasks by searching for items assigned to new or departing employees.
• Track updates and progress across multiple IT project boards.
• Aggregate user and team activity for compliance or audit reporting.

Tonkean’s ServiceWorks for IT & HR provides additional orchestration features for managing complex IT workflows.

How Tonkean Orchestrates Monday.com with Other Tools

Tonkean stands out by not only integrating with Monday.com, but also by orchestrating workflows across your entire tech stack. For example, insights gathered from Monday.com can be automatically synced with Google Sheets, sent for e-signature via DocuSign, or used to trigger approval cycles in Coupa or SAP Ariba. Tonkean’s data source integrations and no-code process builder allow operations teams to create custom automations without writing a single line of code.

Benefits for Enterprise Operations

• Unified Insights: Instantly access actionable data from all Monday.com entities in one place.
• Time Savings: Eliminate manual research and reporting tasks, freeing up time for strategic work.
• Error Reduction: Automated data gathering ensures accuracy and consistency.
• Seamless Collaboration: Share insights across teams via integrated communication channels.
• Scalable Automation: Easily adapt workflows as your organization grows or processes change.

Ready to transform how your team leverages Monday.com data? Get started with Tonkean and the Search Monday Agent template today, and experience the power of intelligent process orchestration for enterprise operations.