monday.com
Connect monday.com to Reflekt Legal so your AI intake specialists can keep your boards in sync as leads move through intake. Once connected, the assistant can:
- Read your board structure (groups and columns) so it fills in the right fields
- Search a board for existing items to avoid creating duplicates
- Create new items for incoming leads and update their column values
- Move items between groups as a lead progresses
- Add notes (updates) to items and log activities on the item timeline
The integration authenticates with a monday.com API token. The token acts on behalf of the monday.com user who created it, so everything the assistant can do is determined by that user's permissions. This is why the account setup below matters.
Prerequisites
Before you begin, make sure you have:
- An active monday.com account on a plan with API access.
- A monday.com user to connect through (see Required Permissions below).
- A Reflekt Legal account.
Connect monday.com
- In monday.com, log in as the user the integration should act as.
- Click your profile picture (bottom-left) → Developers.
- In the Developer Center, go to My access tokens and copy the token (generate one if none exists).
- Provide the API key to the Reflekt Legal team during onboarding, along with the board the assistant should work with, and we'll configure the connection for you. Please share the token securely (we'll send you a secure link) rather than by email.
Create the token from a dedicated integration user (or an admin) rather than a personal account. If the token's owner leaves the firm or is deactivated, the integration stops working.
Required Permissions
monday.com controls access at two levels, and the connected account needs both set correctly.
1. User type
In Admin → Users, the connected account's user type must be Admin or Member.
Viewer and Guest accounts cannot be used: they may still see boards in listings, but monday.com rejects the API calls the assistant relies on with a "user unauthorized to perform action" error.
2. Board access and board permissions
For every board the assistant works with (not just the default board):
| Setting | Required value |
|---|---|
| Board membership | The connected account must be a subscriber/member of the board. Private and shareable boards require an explicit invite. |
| Board permissions (arrow next to the board name → Board permissions) | Edit everything, or make the connected account a board owner, which bypasses board permissions. |
The lower permission tiers ("Only edit content", "Only edit assigned items", "View and comment") block the assistant from reading board structure or writing items.
3. Emails & Activities (optional)
Logging activities to the item timeline requires the Emails & Activities app to be installed on the board and accessible to the connected account. If your firm doesn't use Emails & Activities, the assistant simply skips timeline logging and everything else works.
What the assistant does with each permission
| Capability | monday.com operation | Needs |
|---|---|---|
| List boards | Read boards | Member user type |
| Read groups and columns | Read board structure | Board membership |
| Search items (duplicate check) | Read board items | Board membership |
| Create lead items | Create items | "Edit everything" or board owner |
| Update column values | Change column values | "Edit everything" or board owner |
| Move items between groups | Move item to group | "Edit everything" or board owner |
| Add notes to items | Create updates | "Edit everything" or board owner |
| Log timeline activities | Create timeline items | Emails & Activities app access |
If you connect through an OAuth app instead of an API token, the app additionally needs the boards:read, boards:write, and updates:write scopes. API tokens do not use scopes; they inherit the user's permissions directly.
Troubleshooting
"Monday API error: User unauthorized to perform action": the token is valid but its user lacks access to the specific board. Check, in order:
- The user type is Member or Admin (not Viewer/Guest).
- The user is a member of the board (check the board's invite list, especially for private boards).
- The board's permission setting allows the user to Edit everything, or the user is a board owner.
The integration stopped working after a staff change: the token belongs to a specific user. If that user was deactivated or removed from boards, generate a new token from an active account with the permissions above and share it securely with the Reflekt Legal team so we can update the connection.
Resources
If you need help validating your setup, contact [email protected].