Query Monday.com Tasks with Natural Language using GPT-4o Workflow Solution

Workflow overview

Why this workflow matters

Improves internal consulting operations and productivity.

Ask natural-language questions about your Monday.com tasks (e.g., “Which tasks are overdue?”, “Show me all items stuck”, “Summarize what’s due this week”). The assistant fetches real data from your Monday.com board and answers based only on that. ⚙️ Setup Instructions 1️⃣ Set Up OpenAI Connection Go to OpenAI Platform Navigate to OpenAI Billing Add funds to your billing account Copy your API key into the OpenAI credentials in AlekSystem 2️⃣ Connect Monday.com Node In Monday.com → go to your Admin → API Copy your Personal API Token Docs: Generate Monday API Token In AlekSystem → Credentials → New → Monday.com API Paste your token and save. Open the Get many items node → choose your credential → select your Board ID and Group ID. 🧠 How it works Sample Chatbot**: webhook/chat trigger for your questions Get many items (Monday.com)**: pulls board/group tasks Set Fields → Combine → Convert to text**: formats task data OpenAI Chat Model + Memory**: lets you ask questions and keeps context across turns Chat with Monday.com**: generates the final AI answer 📬 Contact Need help customizing this for your own board structure? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

Best fit

Need another direction?