From managing work to doing it with monday.com and Microsoft Copilot

AI is changing how work gets done – not someday, but right now. For teams using both Microsoft 365 and monday.com, this means your work, your data, and your decisions can finally move between the two platforms without switching tools or losing context.

Today, we’re introducing a much more powerful experience: a monday.com agent that understands your work, takes action on your behalf, and works smoothly across the Microsoft ecosystem. Getting started is simple – you can access these new capabilities in one of two ways:

• Install the monday.com app from the Microsoft Marketplace to automatically add the new Copilot agent or upgrade it if you already have it installed.
• Use Copilot Studio’s one-click integration to connect the monday MCP directly into any agent you’ve built. Learn more here.

A smarter agent, built for how teams actually work

We rebuilt the monday.com agent on top of our new Model Context Protocol (MCP) connector, which gives Copilot a much clearer understanding of your monday.com account with zero setup required. MCP is a standard that lets AI tools understand your boards, structure, and permissions the way a teammate would.

Instead of just pulling data, the agent can now take meaningful action, like:

• Create structured boards from a document or a spreadsheet
• Run multi-board queries to answer questions that span teams, projects, or workspaces
• Spot blockers and trends across projects without you having to dig for them
• Update items, owners, and statuses as part of a natural conversation
• Summarize work in context
• And act consistently across Teams, Outlook, Copilot for the web, and other Microsoft surfaces

You work with it in natural language, and every response includes a direct link to the board or item it’s drawing from. The agent respects the same permissions you already have in monday.com and Microsoft 365, so it only surfaces and acts on information you’re allowed to access.

Built for the way your team works

monday.com is flexible by design, which means every team structures their boards differently. That’s great for customization, but it also means an AI agent needs more than raw data – it needs real context to understand how your work is organized.

To support that, we introduced richer board, workspace, and column details and added new API layers that give the agent clearer signals about how your setup is structured. We also improved how it handles large datasets. Instead of sending everything to Copilot to interpret, the agent processes the data itself and returns a clean, structured result – what our engineering team calls “cakes instead of ingredients.”

And because actions like updating items or analyzing multiple boards rely on different parts of the platform, we streamlined how the agent works across them. The result is faster responses, more consistent behavior, and an experience that adapts to your workflow, not the other way around.

Powering a richer agent experience in Copilot

As Copilot adds support for MCP-based connectors, monday.com is already one of the first platforms using it to power a deeper, more capable agent experience inside Microsoft 365.

For teams who rely on monday.com and tools like Teams, Word, Excel, PowerPoint, Outlook and Copilot, this brings immediate benefits:

• No manual configuration or field mapping
• Better reasoning and context on how your work is structured inside monday.co
• More accurate answers and summaries
• A wider range of actions the agent can take
• Deeper integration across Microsoft 365

And it sets the foundation for something bigger: a multi-agent world where your workflows move between monday.com and Microsoft automatically, with each agent understanding your intent across platforms.

Teams can now use Copilot to:

• Build boards from a description or from content in Word, Excel and other Microsoft products
• Assign work and update items from almost anywhere in Microsoft products
• Roll up data from multiple boards
• See what changed and why across work management, CRM, dev, or service boards
• Create summaries for leadership directly from Teams or Excel data
• Identify risks, delays, and bottlenecks across projects
• Act across monday work management, CRM, dev, and service products

All without leaving their Microsoft workflow.

In the coming weeks, the agent will continue to expand with new capabilities, including deeper board creation, automated campaign and project recaps, smarter change detection across workloads, multi-board dashboards and views, and more intelligent cross-team workflow orchestration.

Every step brings us closer to a world where teams spend more of their time creating impact, not managing tasks. This next wave brings monday.com and Microsoft 365 closer together than ever, giving teams the clarity, speed, and alignment to move work forward with confidence.