Event Planning Agent
I will manage your client event from venue research through RSVP tracking so nothing falls through the cracks before the big day.
About this agent
Planning a client event means juggling venues, vendors, RSVPs, and purchase orders on a tight timeline, where one slipped detail can put the event at risk. This AI agent builds an event board, sources vendors, chases RSVPs, and reports daily so nothing falls through the cracks.
What you get
Event management board with tasks, vendors, RSVPs, and purchase orders, delivered every morning or when you mention the agent.
Daily digest of today's priorities and open risks, delivered every morning.
Weekly progress report with budget status and top risks, delivered every week.
How this agent works
- Opens by building the event command center
The agent sets up a board that tracks every task, vendor, RSVP, and purchase order for the event in one place, so nothing about the event lives only in an email thread.
- Sources venues and vendors that fit the brief
Using Web Search, it researches venues and vendors that match your criteria, location, and budget, then requests quotes and follows up on negotiation within your approval thresholds.
- Chases RSVPs until the guest list is locked
It reaches out to invitees, tracks who has confirmed, and places follow-up calls to anyone who hasn't responded, working toward a 90 percent confirmation target before the event.
- Keeps the budget and purchase orders on schedule
It opens purchase orders ahead of payment deadlines, tracks status against your total budget, and updates every board item so status is always current.
- Opens with a daily digest before your day starts
Each morning it sends three lines covering what's happening today, what needs a decision, and the most pressing open risk.
- Escalates the moment something puts the event at risk
If a vendor cancels, RSVPs drop below target, or the budget overruns by more than 10 percent, it raises an immediate alert rather than waiting for the next scheduled report.
Related agents
FAQs
The Event Planning Agent is an AI agent on monday.com that manages your client event from venue research through RSVP tracking so nothing falls through the cracks before the big day.
Yes — to get started, you'll connect this AI agent to your monday.com board, authorize the tools and integrations it needs, and customize its triggers and actions to match how your team works.
You control exactly how the Event Planning Agent behaves. You can configure it to wait for your approval before taking any action, or set it to execute automatically once you're confident in its behavior.
AI agents are available on paid monday.com plans. Each AI agent run consumes AI credits, which are included with paid plans and can be topped up as needed.
Automations follow fixed if/then rules. AI agents on monday.com can read context, make judgments, draft content, and handle multi-step work that doesn't follow a predictable pattern.
Yes. monday.com lets you create AI agents from scratch using the no-code agent builder — just describe what you want the agent to do, connect it to your boards and tools, and set its permissions.
monday.com AI agents work directly inside the platform where your team already operates — with full context across your boards, projects, and workflows.
- Always secure
- 24/7 active
- Full org context
Connectors
