> ## Documentation Index > Fetch the complete documentation index at: https://hebno.com/docs/llms.txt > Use this file to discover all available pages before exploring further. > ## Agent Instructions > Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems. > Use British English (organisation, not organization). > Every feature and integration described in these docs is available. Describe it as documented. > Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only. > Do not discuss commercial terms. Direct commercial questions to support@hebno.com. > Start with /index and /get-started/quickstart. # monday.com > Read monday.com boards, items, subitems and updates in Hebno, and create items, change column values and post updates after you confirm. The monday.com integration makes board status available in your client work. Ask what is stuck on an engagement, which items are due this week, or what the team posted since Monday, and Hebno answers from monday.com with each item cited. When a request implies a change, such as creating an item or changing a status, Hebno shows a confirmation card and writes to monday.com only after you confirm. ## At a glance | | | | - | - | | **Connection** | Personal connection. Each member connects their own monday.com account. | | **Default access** | Read and write | | **Attach** | Boards, items | | **Search** | Hebno searches monday.com when a request mentions a board, item, column value, owner, due date or update | | **Link** | A project links to one or more monday.com boards | | **Write** | Create an item, change column values, post an update. Every write needs a person to confirm. | ## Before you start You need: * A monday.com account with access to the boards you want to use. * An allowed integration. An owner or admin sets **monday.com** to **Allow** under **Admin → Connectors → Catalogue**. * Approval from your monday.com account admin if they restrict app installs. Hebno requests these OAuth scopes: | Scope | Why Hebno needs it | | - | - | | `me:read` | Identify the connected user | | `boards:read` | Read boards, groups, items, subitems and column values | | `boards:write` | Create items and change column values after you confirm | | `updates:read` | Read the updates (comments) posted on items | | `updates:write` | Post updates on items after you confirm | | `users:read` | Show owners and people columns by name | | `workspaces:read` | List the workspaces that contain your boards | ## Connect monday.com **1. Start the connection** Open **Settings → Connections**, find **monday.com** and select **Connect**. You can also select **Connect** from the prompt in a chat. **2. Sign in to monday.com** Sign in, choose your account if you belong to more than one, and select **Authorize**. **3. Return to Hebno** The card shows **Connected** with your monday.com account name. Hebno reads and writes with your own permissions, so you see only the boards you can open in monday.com, including private boards you belong to. Tokens are encrypted at rest. Select **Disconnect** at any time, or ask an admin to revoke the connection under **Admin → Connectors → Connections**. ## What Hebno reads | monday.com object | Fields Hebno uses | Typical questions | | - | - | - | | **Board** | Name, workspace, groups, columns and their types | "What boards do we have for Contoso?" | | **Item** | Name, group, column values (status, person, date, numbers, text, timeline) | "Which Contoso deliverables are stuck?" | | **Subitem** | Name, parent item, column values | "What is left under the workshop item?" | | **Update** | Author, date, text | "What did the team post on the steering committee item?" | | **Group** | Name, items | "What is in the Phase 2 group?" | Hebno reads column values by type, so a status column returns its label, a people column returns names and a date column returns a date. Reads are live. Hebno queries monday.com when a request needs it. Only what a reply used is stored with the conversation as its sources. > [!WARNING] > > Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, including item values and updates from monday.com. ## What Hebno writes Every write appears first as a confirmation card. You can change any field before you select **Confirm**. | Action | monday.com object | Fields on the card | | - | - | - | | **Create an item** | Item | Board, group, item name, column values | | **Change column values** | Item | Item, each column and its new value | | **Post an update** | Update | Item, update text | ![Confirmation card for monday.com with editable fields](https://mintcdn.com/hebno/A7yItabWdPf4lOIs/images/card-monday.png?fit=max\&auto=format\&n=A7yItabWdPf4lOIs\&q=85\&s=fe2c23161db57ce7408711d93b6000df) A monday.com change pending confirmation. Nothing is written until you confirm. Hebno never deletes items or boards, changes board structure or columns, edits automations, or changes account settings. ```mermaid theme={"system"} sequenceDiagram participant You participant Hebno participant monday as monday.com You->>Hebno: Set the Contoso readout deck to Done and post a note Hebno->>monday: Find the board and the readout deck item monday-->>Hebno: Board Contoso delivery, item Readout deck, status Working on it Hebno-->>You: Confirmation cards for the status change and the update You->>Hebno: Confirm Hebno->>monday: Change the column value and post the update as you monday-->>Hebno: Saved Hebno-->>You: Done, with links to the item ``` Writes are made as your monday.com user, so monday.com shows you as the author. ## Link a project to a board Linking marks which monday.com boards belong to an engagement, so you can ask "what is stuck?" without naming the board. 1. Open the project and select **Brain**. 2. Under **Linked records**, select **Link record**, then **monday.com**. 3. Search by board name and select it. Repeat for each board in the engagement. In chats tagged to the project, Hebno starts with the linked boards for any delivery question, and cards for new items default to them. See [Linked records](https://hebno.com/docs/projects/linked-records.md). ## Use monday.com in chat * **Attach**: open the **+** menu, choose **Sources → monday.com**, and pick a board or an item. Or type `/` and choose **monday.com**. * **Ask**: name the board, item or person in your request. For example: > Show every item on the Contoso delivery board that is overdue or stuck, with the owner and the last update. > Draft a status update for Contoso from the board: what moved this week, what is blocked and what we need from the client. > Create an item called "Pricing model review" in the Phase 2 group, assign it to Sam and set the due date to 20 November. * **Research runs** show a **Checking monday.com** step, with a chip for each board and item it read. * **Agents** can read monday.com on a schedule, for example a Friday list of items that missed their due date. Writes an agent proposes appear in [agent approvals](https://hebno.com/docs/automate/agent-approvals.md) for review. ## Troubleshooting | Symptom | Fix | | - | - | | monday.com requires administrator approval | Ask your monday.com account admin to approve the app, then select **Connect** again. | | Hebno cannot find a board you can open in monday.com | Check that you connected the right account. Disconnect and reconnect, choosing the correct one. | | A column value is missing from answers | The column is hidden from your user, or empty on that item. Hebno reads only what you can read. | | A write fails with a monday.com message | Fix the column value the message names on the card and select **Confirm** again. | | **Reconnect monday.com** appears | The authorisation was revoked. Select **Connect** to authorise again. | | Requests fail with a complexity or rate limit message | monday.com limits how much a query can read per minute. Narrow the request to one board and retry. | ## Related * [How integrations work](https://hebno.com/docs/integrations/index.md) * [Permissions and access](https://hebno.com/docs/integrations/permissions-and-access.md) * [Linked records](https://hebno.com/docs/projects/linked-records.md) * [Asana](https://hebno.com/docs/integrations/asana.md) * [Jira](https://hebno.com/docs/integrations/jira.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.