Ask natural-language questions about your Monday.com tasks (e.g., “Which tasks are overdue?”, “Show me all items stuck”, “Summarize what’s due this week”).
The assistant fetches real data from yourMonday.com board and answers based only on that.
⚙️ Setup Instructions
1️⃣ Set Up OpenAI Connection
- Go to OpenAI Platform
- Navigate to OpenAI Billing
- Add funds to your billing account
- Copy your API key into the OpenAI credentials in n8n
- In Monday.com → go to your Admin → API
- In n8n → Credentials → New →Monday.com API
- Paste your token and save.
- Open the Get many items node → choose your credential → select your Board ID and Group ID.
🧠 How it works
- Sample Chatbot : webhook/chat trigger for your questions
- Get many items (Monday.com): pulls board/group tasks
- Set Fields → Combine → Convert to text : formats task data
- OpenAI Chat Model + Memory : lets you ask questions and keeps context across turns
- Chat withMonday.com: generates the final AI answer
📬 Contact
Need help customizing this for your own board structure?
📧 [email protected]
🔗 Robert Breen
🌐 ynteractive.com