monday.com
Chat connectors integration
Yes. Connecting monday.com lets the Obsidian AI chat look up boards, items, and project tracking from your monday.com account.
What the monday.com integration does
Connecting monday.com to Obsidian brings work management into the AI chat. Ask what is on a board, find an item for a client, or check status. Each adviser connects their own monday.com account via OAuth.
What advisers can do
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Read
Let the AI chat look up data through this connector.
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Actions
Let the AI chat take actions through this connector.
Example prompts
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“What is on the advice-ops board this week?”
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“Find the monday.com item for the Williams review.”
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“Which monday.com tasks are stuck in review?”
How it works
Obsidian connects to your monday.com account via OAuth. Once authorised, monday.com tools appear in the AI chat. Disconnect at any time from Playbook → Apps.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find monday.com and click Connect.
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Authorise access via OAuth — no passwords are stored in Obsidian.
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monday.com tools then appear in the AI chat.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect monday.com.
Frequently asked questions
FAQ
Yes. Connecting monday.com lets the Obsidian AI chat use monday.com's tools from your adviser workflow.
You can ask the AI chat about monday.com boards, items, and project status.
Yes. All integrations are included with Obsidian's AI Practice Management module.
Go to Playbook → Apps in Obsidian and click Connect next to monday.com. You'll be redirected to authorise access via OAuth. No passwords are stored.
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