Back to Catalog

Monday.com useful utilities

Joey D’AnnaJoey D’Anna
3435 views
2/3/2026
Official Page

This template is a set of building blocks to access Monday.com in ways not supported by the official Monday node.

Prerequisites

  • Monday account and Monday credentials.

Included are setups to:

  • Find a column value by the column's name (instead of a numerical index which can change when board structure is changed)
  • Find a column value by the column's ID (again, instead of using a numerical index)
  • Pull a board relation column, and get all the related pulses
  • Pull an items subitems and split them out
  • Upload a file to an item's files field

Setup

  • Create a Monday.com credential
  • Update the nodes in the template to use your credential
  • Copy/Paste the nodes you need from this template into any other workflow
  • To retreive a column by name:
    • Route a Monday.com node that gets an item to the COLUMN BY NAME node
    • Edit the COLUMN BY NAME node, and enter the name in the first line of code.
  • To retreive a column by its ID:
    • Follow Monday.com's instructions to locate the column's ID
    • Route a Monday.com node that gets an item to the COLUMN BY ID node -Edit the COLUMN BY ID node, and enter the ID in the first line of code.
  • To retreive all linked pulses from a Board Relation column:
    • Route a Monday.com node that gets an item to the GET BOARD RELATION node
    • Edit the GET BOARD RELATION node to specify the column name.
    • All linked pulses will be retrieved by the subsequent PULL LINKEDPULSE node
  • To pull all subitems from an item:
    • Route a Monday.com node that gets an item to the PULL SUBITEMS node
    • All subitems will be retrieved by the subsequent GET EACH SUBITEM node
  • To upload a File:
    • Repalce the Convert to File node with whatever node you are using to output your binary file data
    • Enable the MONDAY UPLOAD node
    • If the destination column is named anything other then the default of "file" - edit the MONDAY UPLOAD node and change column_id:"file" in the first Value field to match the name of your file column

Monday.com Useful Utilities

This n8n workflow provides a foundational structure for interacting with the Monday.com API, offering a starting point for various integrations and automations. It demonstrates how to make a custom HTTP request to the Monday.com API and process the response.

What it does

This workflow, when manually triggered, performs the following actions:

  1. Manual Trigger: Initiates the workflow upon a user click.
  2. HTTP Request: Sends a generic HTTP request. While the current configuration is a placeholder, this node is intended to be configured for making calls to the Monday.com API (or any other API).
  3. Code: Processes the output of the HTTP request. This node is designed to extract and format data from the API response.
  4. Merge: Combines the output from the "Code" node with other potential data sources (though currently, it only receives input from the "Code" node), preparing it for further actions.
  5. Monday.com: This node is a placeholder for a Monday.com action. It's intended to be configured to perform operations within Monday.com, such as creating items, updating boards, or fetching data, using the processed information from previous steps.

Prerequisites/Requirements

  • n8n Instance: A running instance of n8n.
  • Monday.com Account: Access to a Monday.com account for integration.
  • Monday.com API Token: An API token for your Monday.com account to authenticate requests (to be configured in the Monday.com node or an HTTP Request node if making custom API calls).
  • HTTP Request Node Configuration: Knowledge of the Monday.com API to correctly configure the "HTTP Request" node's URL, headers, and body for specific API calls.

Setup/Usage

  1. Import Workflow: Import the provided JSON into your n8n instance.
  2. Configure Credentials:
    • For the "Monday.com" node (if used for actions), you will need to set up a Monday.com credential.
    • If using the "HTTP Request" node for Monday.com API calls, you might need to configure an HTTP Basic Auth or API Key credential, or include the API token directly in the request headers/body as per Monday.com API documentation.
  3. Customize HTTP Request:
    • Edit the "HTTP Request" node (named "HTTP Request").
    • Set the Method (e.g., POST for GraphQL queries).
    • Set the URL to the Monday.com GraphQL API endpoint (e.g., https://api.monday.com/v2).
    • Add Headers including Authorization (with your API token) and Content-Type: application/json.
    • Define the Body of your GraphQL query or REST request.
  4. Customize Code Node:
    • Modify the "Code" node to parse and transform the data returned by your specific HTTP Request to Monday.com.
  5. Configure Monday.com Node:
    • If you intend to use the dedicated "Monday.com" node for specific actions, configure it with the desired operation (e.g., "Create Item", "Update Item", "Get Board").
  6. Execute Workflow: Click "Execute Workflow" to run the workflow manually and test your configuration.

Related Templates

Automate Dutch Public Procurement Data Collection with TenderNed

TenderNed Public Procurement What This Workflow Does This workflow automates the collection of public procurement data from TenderNed (the official Dutch tender platform). It: Fetches the latest tender publications from the TenderNed API Retrieves detailed information in both XML and JSON formats for each tender Parses and extracts key information like organization names, titles, descriptions, and reference numbers Filters results based on your custom criteria Stores the data in a database for easy querying and analysis Setup Instructions This template comes with sticky notes providing step-by-step instructions in Dutch and various query options you can customize. Prerequisites TenderNed API Access - Register at TenderNed for API credentials Configuration Steps Set up TenderNed credentials: Add HTTP Basic Auth credentials with your TenderNed API username and password Apply these credentials to the three HTTP Request nodes: "Tenderned Publicaties" "Haal XML Details" "Haal JSON Details" Customize filters: Modify the "Filter op ..." node to match your specific requirements Examples: specific organizations, contract values, regions, etc. How It Works Step 1: Trigger The workflow can be triggered either manually for testing or automatically on a daily schedule. Step 2: Fetch Publications Makes an API call to TenderNed to retrieve a list of recent publications (up to 100 per request). Step 3: Process & Split Extracts the tender array from the response and splits it into individual items for processing. Step 4: Fetch Details For each tender, the workflow makes two parallel API calls: XML endpoint - Retrieves the complete tender documentation in XML format JSON endpoint - Fetches metadata including reference numbers and keywords Step 5: Parse & Merge Parses the XML data and merges it with the JSON metadata and batch information into a single data structure. Step 6: Extract Fields Maps the raw API data to clean, structured fields including: Publication ID and date Organization name Tender title and description Reference numbers (kenmerk, TED number) Step 7: Filter Applies your custom filter criteria to focus on relevant tenders only. Step 8: Store Inserts the processed data into your database for storage and future analysis. Customization Tips Modify API Parameters In the "Tenderned Publicaties" node, you can adjust: offset: Starting position for pagination size: Number of results per request (max 100) Add query parameters for date ranges, status filters, etc. Add More Fields Extend the "Splits Alle Velden" node to extract additional fields from the XML/JSON data, such as: Contract value estimates Deadline dates CPV codes (procurement classification) Contact information Integrate Notifications Add a Slack, Email, or Discord node after the filter to get notified about new matching tenders. Incremental Updates Modify the workflow to only fetch new tenders by: Storing the last execution timestamp Adding date filters to the API query Only processing publications newer than the last run Troubleshooting No data returned? Verify your TenderNed API credentials are correct Check that you have setup youre filter proper Need help setting this up or interested in a complete tender analysis solution? Get in touch 🔗 LinkedIn – Wessel Bulte

Wessel BulteBy Wessel Bulte
247

AI multi-agent executive team for entrepreneurs with Gemini, Perplexity and WhatsApp

This workflow is an AI-powered multi-agent system built for startup founders and small business owners who want to automate decision-making, accountability, research, and communication, all through WhatsApp. The “virtual executive team,” is designed to help small teams to work smarter. This workflow sends you market analysis, market and sales tips, It can also monitor what your competitors are doing using perplexity (Research agent) and help you stay a head, or make better decisions. And when you feeling stuck with your start-up accountability director is creative enough to break the barrier 🎯 Core Features 🧑‍💼 1. President (Super Agent) Acts as the main controller that coordinates all sub-agents. Routes messages, assigns tasks, and ensures workflow synchronization between the AI Directors. 📊 2. Sales & Marketing Director Uses SerpAPI to search for market opportunities, leads, and trends. Suggests marketing campaigns, keywords, or outreach ideas. Can analyze current engagement metrics to adjust content strategy. 🕵️‍♀️ 3. Business Research Director Powered by Perplexity AI for competitive and market analysis. Monitors competitor moves, social media engagement, and product changes. Provides concise insights to help the founder adapt and stay ahead. ⏰ 4. Accountability Director Keeps the founder and executive team on track. Sends motivational nudges, task reminders, and progress reports. Promotes consistency and discipline — key traits for early-stage success. 🗓️ 5. Executive Secretary Handles scheduling, email drafting, and reminders. Connects with Google Calendar, Gmail, and Sheets through OAuth. Automates follow-ups, meeting summaries, and notifications directly via WhatsApp. 💬 WhatsApp as the Main Interface Interact naturally with your AI team through WhatsApp Business API. All responses, updates, and summaries are delivered to your chat. Ideal for founders who want to manage operations on the go. ⚙️ How It Works Trigger: The workflow starts from a WhatsApp Trigger node (via Meta Developer Account). Routing: The President agent analyzes the incoming message and determines which Director should handle it. Processing: Marketing or sales queries go to the Sales & Marketing Director. Research questions are handled by the Business Research Director. Accountability tasks are assigned to the Accountability Director. Scheduling or communication requests are managed by the Secretary. Collaboration: Each sub-agent returns results to the President, who summarizes and sends the reply back via WhatsApp. Memory: Context is maintained between sessions, ensuring personalized and coherent communication. 🧩 Integrations Required Gemini API – for general intelligence and task reasoning Supabase- for RAG and postgres persistent memory Perplexity API – for business and competitor analysis SerpAPI – for market research and opportunity scouting Google OAuth – to connect Sheets, Calendar, and Gmail WhatsApp Business API – for message triggers and responses 🚀 Benefits Acts like a team of tireless employees available 24/7. Saves time by automating research, reminders, and communication. Enhances accountability and strategy consistency for founders. Keeps operations centralized in a simple WhatsApp interface. 🧰 Setup Steps Create API credentials for: WhatsApp (via Meta Developer Account) Gemini, Perplexity, and SerpAPI Google OAuth (Sheets, Calendar, Gmail) Create a supabase account at supabase Add the credentials in the corresponding n8n nodes. Customize the system prompts for each Director based on your startup’s needs. Activate and start interacting with your virtual executive team on WhatsApp. Use Case You are a small organisation or start-up that can not afford hiring; marketing department, research department and secretar office, then this workflow is for you 💡 Need Customization? Want to tailor it for your startup or integrate with CRM tools like Notion or HubSpot? You can easily extend the workflow or contact the creator for personalized support. Consider adjusting the system prompt to suite your business

ShadrackBy Shadrack
331

🎓 How to transform unstructured email data into structured format with AI agent

This workflow automates the process of extracting structured, usable information from unstructured email messages across multiple platforms. It connects directly to Gmail, Outlook, and IMAP accounts, retrieves incoming emails, and sends their content to an AI-powered parsing agent built on OpenAI GPT models. The AI agent analyzes each email, identifies relevant details, and returns a clean JSON structure containing key fields: From – sender’s email address To – recipient’s email address Subject – email subject line Summary – short AI-generated summary of the email body The extracted information is then automatically inserted into an n8n Data Table, creating a structured database of email metadata and summaries ready for indexing, reporting, or integration with other tools. --- Key Benefits ✅ Full Automation: Eliminates manual reading and data entry from incoming emails. ✅ Multi-Source Integration: Handles data from different email providers seamlessly. ✅ AI-Driven Accuracy: Uses advanced language models to interpret complex or unformatted content. ✅ Structured Storage: Creates a standardized, query-ready dataset from previously unstructured text. ✅ Time Efficiency: Processes emails in real time, improving productivity and response speed. *✅ Scalability: Easily extendable to handle additional sources or extract more data fields. --- How it works This workflow automates the transformation of unstructured email data into a structured, queryable format. It operates through a series of connected steps: Email Triggering: The workflow is initiated by one of three different email triggers (Gmail, Microsoft Outlook, or a generic IMAP account), which constantly monitor for new incoming emails. AI-Powered Parsing & Structuring: When a new email is detected, its raw, unstructured content is passed to a central "Parsing Agent." This agent uses a specified OpenAI language model to intelligently analyze the email text. Data Extraction & Standardization: Following a predefined system prompt, the AI agent extracts key information from the email, such as the sender, recipient, subject, and a generated summary. It then forces the output into a strict JSON structure using a "Structured Output Parser" node, ensuring data consistency. Data Storage: Finally, the clean, structured data (the from, to, subject, and summarize fields) is inserted as a new row into a specified n8n Data Table, creating a searchable and reportable database of email information. --- Set up steps To implement this workflow, follow these configuration steps: Prepare the Data Table: Create a new Data Table within n8n. Define the columns with the following names and string type: From, To, Subject, and Summary. Configure Email Credentials: Set up the credential connections for the email services you wish to use (Gmail OAuth2, Microsoft Outlook OAuth2, and/or IMAP). Ensure the accounts have the necessary permissions to read emails. Configure AI Model Credentials: Set up the OpenAI API credential with a valid API key. The workflow is configured to use the model, but this can be changed in the respective nodes if needed. Connect the Nodes: The workflow canvas is already correctly wired. Visually confirm that the email triggers are connected to the "Parsing Agent," which is connected to the "Insert row" (Data Table) node. Also, ensure the "OpenAI Chat Model" and "Structured Output Parser" are connected to the "Parsing Agent" as its AI model and output parser, respectively. Activate the Workflow: Save the workflow and toggle the "Active" switch to ON. The triggers will begin polling for new emails according to their schedule (e.g., every minute), and the automation will start processing incoming messages. --- Need help customizing? Contact me for consulting and support or add me on Linkedin.

DavideBy Davide
1616