Scope the role
Choose the first workflow, define success and agree where a person reviews or approves.
monday.com agent setup
Put monday.com agents to work—with a clear role.
Livitek helps you choose a useful first agent, configure its instructions and workspace access, test real scenarios, and train your team to manage the results. Start with one defined workflow and expand after review.
From idea to a working first phase
One agent. A defined job. Clear accountability.
We map the task, information sources, permitted actions and human handoff before configuration. Your team gets a tested setup and practical guidance for monitoring and refining it.
Agent availability, supported actions and usage costs depend on your monday.com account and enabled features. We confirm these during discovery.
What Livitek delivers
A setup your team can operate.
Configure and test
Set instructions, knowledge sources, permissions and supported actions. Test normal cases and exceptions.
Train and hand over
Document ownership, monitoring and escalation. Train the team and agree on launch support.
Delegation examples
Practical opportunities for AI-assisted work.
These are practical examples to evaluate. The right answer depends on your data quality, permissions, business risk, and review process.
Summarize project updates
Prepare weekly summaries from board updates, statuses, blockers, and due dates so managers can review faster.
Classify incoming requests
Read intake details, suggest category, priority, owner, and next step for service requests or internal work.
Prepare CRM follow-up
Draft next-step notes, identify stale leads, summarize account activity, and suggest follow-up tasks for sales review.
Flag delivery risk
Highlight overdue work, repeated blockers, missing owners, or projects that need manager attention.
Route work to the right queue
Suggest assignment based on request type, service area, client, department, or workload rules.
Draft status updates
Prepare plain-English updates for leaders, customers, or internal teams while a person remains accountable for approval.
Safe AI enablement
We teach the workflow and the guardrails.
AI enablement is not only turning on a feature. Teams need to know what the agent can do, what it should not do, what data it can use, and who approves important actions.
- Define which tasks are safe to delegate and which require human approval.
- Design approval workflows for decisions that need review, sign-off, or escalation.
- Clean up board structure so agents have reliable context.
- Create review queues for suggested actions, summaries, and escalations.
- Train managers and users on how to use AI support without losing accountability.
- Document what is automated, what is suggested, and what remains human-owned.
Good first use cases
Summaries, classification, routing suggestions, stale-item flags, meeting prep, and draft updates.
Use caution with
Customer-facing messages, financial commitments, sensitive HR actions, permission changes, and destructive changes.
AI readiness path
How Livitek helps teams get ready.
Assess
Review current boards, automations, data quality, permissions, and reporting gaps.
Design
Choose the workflows where AI support can reduce manual work without creating risk.
Prepare
Clean up columns, statuses, ownership, views, and dashboards so agents have reliable context.
Train
Teach admins and teams how to delegate carefully, review output, and keep humans accountable.
AI agents readiness
Want to understand what AI agents could do inside your monday.com workspace?
Send a few details about your workflow, team, and current monday.com setup. We will recommend realistic AI enablement opportunities and the guardrails needed before delegation.
Send AI Agents Request