Services / monday.com
Done-for-you monday.com, priced up front.
Productized builds across AI, integrations, migrations, onboarding and more — fixed scope, flat prices, delivered by a Platinum Partner with a Claude-certified team.
56 packages
AI Foundations
An agent doing real work, a custom app, AI automations running, and a clear roadmap of where AI pays off next. Built for you, not handed to you as a to-do list.
monday Agent Build
Triage, drafting, updating, routing — one agent built to handle a defined task and run under your team's supervision.
monday Vibe View
One focused app — a dashboard, portal, tracker, or tailored view — built on your live board data, doing one thing monday can't do out of the box.
AI Workflows & Automations
Automations and multi-step AI workflows that summarise, classify, route, and act — built into how your team already works.
AI Audit
A clear-eyed review with the opportunities ranked — agents, Vibe, automations, AI blocks — so you invest where it returns.
Bring Your Claude Agent to monday
We build the agent and connect it to your workspace. You keep full control of your Claude account and API. The Anthropic-partner build no one else can credibly offer.
Native Integration Setup
When monday already has a native or marketplace integration for your tool, we configure it correctly so it actually works the way you need.
Custom Integration Build
A real integration built to spec — from a simple connection to a multi-app system. Make-powered by default; Zapier, n8n, or fully custom (API, GCP, Supabase) where the job calls for it.
monday × Stripe
Payments, subscriptions, and billing events flowing into the boards your team already works in.
monday × QuickBooks
Invoices, payments, and billing status synced between QuickBooks and the boards your team runs on.
monday × PandaDoc
Generate documents from your boards and bring signature status back, without leaving monday.
monday × Salesforce
Keep Salesforce and monday in step, and hand work from sales to delivery without re-keying.
monday × HubSpot
Deals, contacts, and lifecycle stages flowing between HubSpot and monday so sales and delivery stay aligned.
monday × Slack
The right updates in the right channels, and a way to turn Slack messages into tracked work.
monday × Microsoft Teams
Keep Teams in the loop and let your people act on monday work without switching apps.
monday × Google Workspace
Gmail, Calendar, Drive, and Sheets working with the boards your team runs on.
monday × Microsoft 365
Outlook, Calendar, Excel, and SharePoint working with your monday boards.
monday × Xero
Invoices, bills, and payment status flowing between Xero and your monday boards.
monday × NetSuite
Bring ERP records into the boards your team runs on, and push updates back.
monday × Jotform
Turn form submissions into tracked, routed work on the right board automatically.
monday × DocuSign
Send documents for signature from your boards and let signed status move the work forward.
monday × Shopify
Orders and customers flowing into monday so fulfilment, support, and ops stay on top of them.
Data Migration
Your data migrated with its structure and relationships intact and verified against the source — not a raw CSV dump you have to clean up.
Salesforce → monday CRM
Accounts, contacts, leads, and opportunities moved with their links intact.
HubSpot → monday CRM
Companies, contacts, and deals with associations preserved.
Pipedrive → monday CRM
Organizations, people, and deals moved cleanly.
Zoho CRM → monday CRM
Accounts, contacts, leads, and deals with connections preserved.
Microsoft Dynamics 365 → monday CRM
Accounts, contacts, and opportunities moved cleanly.
Zendesk → monday Service
Tickets, requesters, and organizations with context preserved.
Freshdesk → monday Service
Tickets, contacts, and companies with context preserved.
ServiceNow → monday Service
Incidents, requests, and users with context preserved.
Jira Service Management → monday Service
Requests, customers, and queues with context preserved.
Asana → monday
Projects, tasks, and subtasks with structure and assignees preserved.
ClickUp → monday
Spaces, lists, tasks, and subtasks with hierarchy preserved.
Smartsheet → monday
Sheets, rows, and relationships moved cleanly.
Airtable → monday
Bases, tables, and linked records with relationships preserved.
Wrike → monday
Folders, projects, and tasks with hierarchy preserved.
Trello → monday
Boards, lists, cards, and checklists moved cleanly.
Notion → monday
Databases, pages, and properties with relationships preserved.
Basecamp → monday
Projects, to-dos, and key context moved cleanly.
Microsoft Project → monday
Plans, tasks, and dependencies with structure preserved.
Microsoft Planner → monday
Plans, buckets, and tasks moved cleanly.
Jira → monday
Projects, issues, and sprints with relationships preserved.
Teamwork → monday
Projects, task lists, and tasks moved cleanly.
Zoho Projects → monday
Projects, tasks, and milestones moved cleanly.
Spreadsheets → monday
Your Excel / Sheets / CSV data turned into proper boards — rows as items, columns as the right field types.
monday Work Management Onboarding
Project and task boards with subtasks, dependencies, automations, dashboards, and intake — and, at the top tier, portfolio management — handed over with your team trained.
monday CRM Onboarding
Leads, a customised sales pipeline with opportunities, contact import, sales automations and dashboards — and, at the top tier, post-sales account management — handed over with your team trained.
monday Dev Onboarding
Sprints, backlog, roadmap and epics with bug and feature intake, Git integration, and velocity/burndown dashboards — handed over with your team trained.
monday Service Onboarding
Ticketing with types and priorities, SLA policies, routing and request intake, service dashboards — and, at the top tier, a self-service portal — handed over with your team trained.
monday Campaigns Onboarding
Campaign planning, content calendars, creative intake and approval workflows, an asset library, and marketing dashboards — handed over with your team trained.
Adoption
Structured training and clear documentation so monday sticks — not just goes live. Open to any team already on monday, whoever built it.
Admin & Governance Setup
Security, permissions, roles, teams, and AI access configured at the account level, with your admins equipped to manage it confidently.
Scoping Sprint
We map your workflows and hand you a documented scope of work you own, ready to build — with us or anyone.
Scoping Sprint + POC
Everything in the Scoping Sprint, plus a proof-of-concept built live in your own account — structure + skeleton boards showing the end-to-end flow, yours to keep, and it carries into the full build.
Flex Hours
Tweaks, optimisations, small builds, fixes, support — drawn down as you go, in 15-minute increments.