monday.com 以 Claude 为核心重构为 Agent 优先平台
How monday.com transformed its platform into an agent-first product where humans and agents collaborate
How monday.com transformed its platform into an agent-first product where humans and agents collaborate
After it hit a ceiling with add-on AI features, monday rebuilt its platform around Claude. Two months and five million agent interactions later, its team shares five lessons from the transition to an agent-first product.
- Category
- Agents
- Product
- Claude Enterprise
- Date
- August 20, 2026
- Reading time
- 5
- min
- Share
- Copy link
- https://claude.com/blog/how-monday-com-transformed-its-platform-into-an-agent-first-product-where-humans-and-agents-collaborate
- Author(s)
- Aleksandra Todorova
More than 250,000 companies, from small and midsize businesses to Fortune 500 organizations, use monday.com to manage their work. When the company launched more than a decade ago, its core product was a visual interface that helped teams automate workflows and manage projects. Today, it has rearchitected its product from the ground up around a human-agent collaboration model where AI is woven into work at every level. With Claude at the core, monday’s new platform handles the technical complexity so customers can work at the AI frontier inside workflows they already know.
"The shift to an agent-first product was one of the most significant decisions we've made as a company," said Daniel Lereya, chief product and technology officer at monday.com. "It meant fundamentally reimagining what the platform should do, not just adding AI to existing workflows. Our vision is for monday to be the place where people and AI agents work together seamlessly and Anthropic and Claude have been trusted partners in helping us bring that vision to life."
Hitting the “AI dust” ceiling
monday’s rebuild unfolded in three phases. In the first phase, as frontier LLM technology matured and customer excitement grew, monday teams worked on embedding AI capabilities into its original platform. The effort culminated in May 2025 with an internal “AI month,” with four weeks dedicated to shipping AI features or products across the company.
Adoption was strong and generated excitement, but soon the team hit a ceiling. “We were building ‘AI dust’, sprinkling automations onto existing workflows without embedding them within or changing the product’s fundamental value proposition,” says Orly Stern Izhaki, VP of Product, AI Works Platform at monday.com. “Our features helped users summarize text and categorize information, but they weren’t creating sustained usage patterns.”
The company needed to shift focus from adding AI to product features to building it natively into the platform. "Adopting AI features is not the same as becoming an AI company," Izhaki says. "Once we understood that, everything changed."
That’s how Izhaki’s team set out to reimagine monday completely: from a work management tool to a place where people and agents get work done together. While the mandate to transform the product came from the top, it was up to each team and each employee to translate that north star into concrete product choices and build their own agents.
After months of intense work, the company announced the most significant change in its history, rebuilding its entire product experience around humans and agents working together, using already built-in context, workflows, boards, permissions, and governance. Since launching in May 2026, monday’s customers have had more than 5 million interactions with agents on its platform.
Agents as teammates
Along with access permissions and restrictions, each monday agent is given a name and an avatar, and colleagues can assign agents work through triggers and mentions in the monday platform.
This design was intentional, addressing a pattern monday noticed across its customer base: many enterprises want to put AI to work, but often stall at an AI chat that runs parallel to where they actually do the work. Embedding agents directly into workflows and enabling people to interact with them like they would with their colleagues turned agentic AI from an abstract concept to a concrete, actionable one.
The jobs monday has mapped for agents range from IT ticket triage and knowledge-base upkeep to candidate sourcing and interview scheduling, competitive-intelligence briefings for sales and marketing, and chief-of-staff work like meeting prep and converting decisions into tracked tasks.
| Use case | Jobs |
|---|---|
| IT — From ticket to resolution | Intake & Triage Agent — classify tickets, auto-resolve common requests, escalate with full context Knowledge Agent — detect knowledge gaps, draft new KB articles Incident Agent — detect incidents, open war rooms, trigger post-mortems |
| HR — From job post to hire | Resume Screener — score applications, surface top candidates, send rejections Interview Scheduler — handle all scheduling and confirmations Hiring Coordinator — keep all stakeholders updated throughout the process, so there is always a human in the loop Feedback Manager — collect structured interviewer feedback automatically |
| Marketing — Competitive intelligence | Competitive Intelligence Agent — monitor competitors, detect and categorize signals, send alerts and weekly briefings Battlecard Agent — update battlecards on approved signals, notify sales immediately |
| Executive Office — Chief of Staff as a Service | Operator Agent — book meetings, prep briefings, convert decisions into tracked tasks, monitor priorities Org Health Agent — scan for revenue risks, cost leaks, and failing initiatives Strategy Consultant Agent — identify growth opportunities, generate action plans |
Agent teams and their jobs for four common workflows.
Four ways to run Claude in monday
Customers use Claude inside the monday platform through four capabilities:
With monday Agents, teams can build custom agents using prompts, and choose Claude as its model. The platform gives the agent a name, a face, and a place on the board where anyone can assign it work.
Bring Your Own Agent (BYOA) makes it possible for Claude Managed Agents to join the platform. Once on the monday platform, an agent one person has built can become a teammate the whole team can mention and assign work to.
Pre-built Agents, available in the monday Agents Store, turn Claude plugins into specialized teammates: a legal team can run a legal plugin as an agent inside its own workflows, and finance teams can do the same with theirs.
The Claude Coding integration enables teams to connect Claude in the monday dashboard, then plan and assign agents tasks. Claude Managed Agents executes in the customer's own environment, and results and updates land back on the ticket before the task hands off to the next agent or to a human for review. The work runs from business need to working code and back to the business user.
From brief to landing page without leaving the board
One end-to-end example: a marketing team runs a campaign production line inside a single board item. The marketer and content lead shape the brief on the item, aligning on goal, audience, key message, and channels. A Strategist Agent built with monday Agents turns that raw input into a structured brief covering the campaign objective, messaging pillars, channel breakdown, and success metrics.
From there, a Landing Page Builder takes over. Running on Claude Managed Agents in the company's own environment, it pulls the approved brief and generates a new variant of an existing landing page, with copy, structure, and messaging adapted to the campaign. The output lands back on the monday item automatically. Before the page reaches approval, a Brand Reviewer, a Claude Managed Agent, checks it against brand guidelines and legal standards and flags anything that needs human attention. The marketing manager then makes one decision: publish or refine.
A family business at the AI frontier
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