AI agents can quietly take the admin, the follow-ups and the reporting off your team’s plate, so your people spend their hours on the work that actually moves the business. Switching them on is the easy part. Getting safe, measurable value from them is where most rollouts stall, and where the right partner earns their keep.

You’re Doing Work that Agents Should be Doing
Here is an uncomfortable number for any leader to sit with. According to Asana’s Anatomy of Work Index, knowledge workers spend roughly 60% of their day on what it calls “work about work”: chasing updates, hunting for documents, copying information between systems and managing shifting priorities. Only about a quarter of the day goes on the skilled work people were actually hired to do.
It adds up faster than you would think. The same research puts the average worker at over 200 hours a year on duplicative tasks and more than 350 hours a year simply talking about work rather than doing it.
Then there is the cost of jumping between tools. A widely cited Harvard Business Review study found the average digital worker toggles between apps and websites nearly 1,200 times a day, losing close to four hours a week just reorienting after each switch.
This is the gap monday.com AI Agents are built to close, and it is the reason this has moved from an IT curiosity to a board-level conversation.
What are monday.com AI Agents?
monday.com AI Agents are AI “workers” that live inside your monday.com workspace. They use your real boards, documents and data as context, take actions across the tools you already use, and run around the clock within limits you set.
The important word is act. A chatbot answers a question and waits. An agent takes the next step on its own: it drafts the email, updates the board, assigns the owner, flags the risk, then reports back. It works inside the same workspace your team does, so it is acting on what is actually true in your business, not on something generic it found on the internet.
There are two ways to put them to work:
- Ready-made agents. A growing library of pre-built agents for common jobs, which we deploy and tune to your boards, your data and the way your team works.
- Custom agents. Agents built from scratch around a process that is specific to you, when no off-the-shelf option fits.
More on both of those further down.
What can monday.com AI Agents do?

The honest answer is “a lot, and more every month”, so rather than list everything, here is a sense of what is already possible across the teams you are likely running. Each is framed by the outcome, not the feature.
- Sales. A Lead Agent that sources and enriches prospects matching your ideal profile, and a Sales Agent that qualifies and books meetings, so your reps spend time selling rather than searching.
- Operations and service. A Risk Analyzer that watches for schedule, dependency and workload risks and acts before they become problems, and a ticket agent that reads incoming requests, sets priority and routes them to the right person.
- Marketing. Agents that track competitors, translate campaigns for different markets and turn a brief into first-draft assets.
- Projects and PMO. A Meeting Summarizer that captures notes, pulls out the action items, assigns owners and updates the relevant board for you.
- Across the business. A Sentiment Detector that spots shifts in tone across tickets, emails and feedback and flags the ones that need a human, before a quiet problem becomes a loud one.
Ready-made and Custom Agents
You do not have to choose between speed and fit.
Ready-made agents get you moving quickly. We take a proven agent, point it at your boards and data, and tune its instructions, tools and permissions to match how your team actually operates. You get value in the workspace your people already use, not in a sandbox they will never open again.
Custom agents are for the jobs that are genuinely yours. monday.com lets you describe the role and the task in plain language, connect the knowledge and tools the agent needs, then test and refine it before it goes live. We do that design-and-build work for you, so the agent reflects your process, your rules, and your standards, rather than a best guess.
In both cases, the goal is the same: an agent that reliably performs a real job where the work already happens.

How we Implement monday.com AI Agents

A simple, three-stage process, built around getting an agent live and trusted rather than just live.
1. Discover. A focused session to map the work, the data sources and the people involved. We identify one or two high-value, low-risk jobs to start with, agree on what good looks like, and set a baseline so we can prove the difference later. You leave with a clear build plan, not a vague promise.
2. Design and govern. We build the agent inside your real monday.com workspace, connect the boards, documents and tools it needs, and set its permissions and guardrails precisely. We decide together what it can do on its own and what needs a human to approve, before it touches anything that matters.
3. Roll out. We introduce the agent in stages, keeping a person in the loop on anything that sends, writes or changes data until you are confident. Then we monitor how it performs, tune it, and only expand once the first job is genuinely working. Read more about our approach to delivery.
Trust, Security & Governance
For most leaders, the first question about AI agents is not “what can they do?” but “is this safe?” It is the right question. Here is how monday.com’s platform and our implementation keep you in control. The platform points below are drawn from monday.com’s AI Trust Center.
- It respects your permissions. monday.com’s AI follows the access rules already in your account. If someone cannot see a board or column, the agent acting for them cannot either.
- Your data is encrypted. Information is encrypted in transit (TLS 1.3) and at rest (AES-256).
- Your data is never used to train AI models. monday.com does not use your inputs or outputs to train machine-learning models, and does not let its providers do so. The underlying models run through Microsoft Azure and AWS Bedrock on zero-retention terms.
- It stays in your region. Agents follow the same data residency rules as the rest of your monday.com account.
- You can see what it did. monday.com is built for transparency into how its AI operates and what it touches, so agent activity is visible rather than a black box.
- A human stays in control. We configure agents so that sensitive actions need sign-off, and we keep that human checkpoint in place for as long as you want it.
On top of this, monday.com carries SOC 2 Type II and ISO certifications, with GDPR compliance and HIPAA support. If you would like, we can walk your security or compliance team through all of this in detail and align it with your own policies. You can also read about how we handle data in our Trust Centre.

How we Measure what your Agents Deliver

We are called Eden Metrics for a reason. We do not ask you to take the value of an agent on faith, and we do not put invented savings figures on a slide.
Instead, before an agent goes live, we agree on what we are measuring and capture a baseline. That might be hours spent on a task each week, the time it takes to respond to a request, the volume a team can handle, or the error rate in a process. Once the agent is running, we track the same measures and report the change honestly, including where the result is smaller than hoped. That gives you a clear, evidence-based view of return, and a sound basis for deciding what to automate next. No theatre, just the numbers.
Answers to your Questions
FAQs
No. They take on the repetitive, low-value work so your people can focus on judgement, relationships and decisions, the things humans are good at and agents are not. You stay in control of what they do.
Automations follow fixed rules (“when status changes, notify the owner”). Sidekick is an assistant that helps you in the moment. Agents are different again: they carry out multi-step jobs on their own, using your data as context, within the limits you set. The three work well together.
Yes. Agents act across monday.com’s integrations, so they can pull context and take actions in the other systems your team relies on, rather than adding yet another silo.
Agent availability and plan requirements are evolving as the feature rolls out. We will advise on the right setup for your needs as part of a consultation, so you are not paying for more than you require.
There are two parts: your monday.com licensing, which we will help you size correctly, and our implementation work, which we scope to the job rather than sell as a fixed package. A consultation is the quickest way to a clear answer. You can book a personalised demo to see how monday.com could work for your organisation by visiting book.edenmetrics.com/#/monday-demo. We’ll tailor the session to your specific use cases and goals.
Yes. monday.com’s AI respects your existing permissions, encrypts your data, keeps it in your region, and never uses it to train AI models. See the trust and governance section above for the detail.
We start small, with one or two high-value jobs, so you see results quickly rather than waiting on a long programme. We then expand at a pace you are comfortable with.
