What Horizon can see
Boards, groups, items, subitems, columns, updates, files, users, workspaces and supported documents.
Monday.comCRM and pipeline software
AI automation inside Monday.com.
Use approved Monday.com records with email, files and other systems to prepare the next action.
Cross-board overdue worklist
NB
@Horizon, show me overdue items across these boards and group them by owner and blocker.
On it. Checking Monday.com now.Owner checked in Monday.comAnything overdue flaggedCross-checked and compiled into one list
A cross-board overdue worklist.
Client-item briefing
GK
@Horizon, summarise the latest updates and attached files for this client item.
On it. Checking Monday.com now.Approved Monday.com records checkedChanges since the last check pulled firstCross-checked and compiled into one briefing
A current client-item briefing.
Board update pack
DF
@Horizon, prepare the item update, owner change and status change, but save nothing until approved.
On it. You approve before anything is saved.
The approved details read from this threadDraft owner prepared for Monday.comNothing saved in Monday.com until you approve
A board update pack ready to approve.
Works alongside
The connection
How does Horizon actually get into Monday.com?
Horizon connects through Monday.com's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
Monday.comYour approved records
What Horizon can prepare
Horizon shows your team supported items, updates, assignments and status changes for team review before saving.
How work can start
Monday.com can notify Horizon about selected board changes, while scheduled checks cover project reporting.
What we confirmed about the Monday.com connection
- The connection sees only the boards and workspaces available to the approved user.
- Large cross-board reports must be broken into pages and kept within Monday.com's workload limits.
- Monday.com also offers official AI-tool access, so Horizon's value is the cross-system workflow, governance and review around the board work.
Checked against official Monday.com information on .
Day to day
Use Monday.com without jumping between systems.
Monday.com stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with Monday.com.
Common questions
Using Horizon with Monday.com, answered.
What could our team ask Horizon to do with Monday.com?
Use approved Monday.com records with email, files and other systems to prepare the next action. Typical results include a cross-board overdue worklist, a current client-item briefing, and a board update pack ready to approve.
Can our team use Monday.com from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Monday.com information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Monday.com with Outlook, SharePoint or our other software?
Yes. We design one workflow around Monday.com and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Monday.com, not just answer questions?
Yes, where Monday.com supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Monday.com?
We start with one useful, controlled request such as: @Horizon, show me overdue items across these boards and group them by owner and blocker. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A Monday.com administrator or member approves the connection. It can use only boards and workspaces available to that user and application.
Does Horizon replace Monday.com?
No. Monday.com remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Monday.com workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside Monday.com.
Tell us the Monday.com job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.