Summarize project updates
Prepare weekly summaries from board updates, statuses, blockers, and due dates so managers can review faster.
AI agents and workflow delegation
Prepare your monday.com workspace for people and AI agents working together.
monday.com is moving toward an AI work platform where agents can help inside real workflows. Livitek helps teams decide what to delegate, what needs approval, and how to structure boards so AI support is useful, safe, and easy to understand.
What this means
Agents are most useful when they understand the workflow.
An AI agent can only help if the workspace has enough structure: clear owners, statuses, dates, request types, permissions, dashboards, and handoff rules. Without that foundation, AI can create more confusion instead of reducing work.
We help teams prepare the operating system first, then identify places where AI can summarize, classify, route, draft, remind, flag risk, or prepare next steps for a person to approve. Approval workflows are especially important because AI can prepare context, but people should own sensitive decisions.
Delegation examples
What teams may eventually delegate to AI support.
These are practical examples to evaluate. The right answer depends on your data quality, permissions, business risk, and review process.
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