monday.com connector

Use your monday.com data for reporting, automation and AI.

Data Panda brings your monday.com boards together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your operations, sales, marketing and HR teams use every day.

Data Panda Reporting Automation AI Apps
monday.com logo
About monday.com

The work-OS where every department ends up building its own workflow.

monday.com was founded in 2012 in Tel Aviv by Roy Mann and Eran Zinman, originally under the name Dapulse before it rebranded to monday.com in 2017. The company listed on Nasdaq under ticker MNDY in June 2021 and today serves more than 225,000 customers across the monday Work Management, CRM, Dev and Service products. Boards, items, subitems and a flexible column system sit at the core: teams build CRMs, project trackers, HR processes and client portals on the same board primitive, without writing code.

For operations, sales and marketing leaders, monday is the system of record for work that does not fit neatly into a traditional CRM or ticketing tool. The built-in dashboards cover the board-level view well. The harder questions live across boards and across departments: how long a deal really takes from first touch to handover, which onboarding boards are slipping past their target, how campaign execution ties back to the pipeline that funded it, and which HR requests never closed out. Pulling monday into a warehouse is how those questions stop being a view someone rebuilt before the weekly sync.

What your monday.com data is for

What you get once monday.com is connected.

Cross-board and cross-department reporting

Board throughput, handover time and column-level status across every department running on monday, in one place.

  • Item throughput per board, per owner and per status column
  • Handover time between sales, onboarding and delivery boards
  • Status-column drift: how long items sit in each status before moving

Process automation

Turn CRM, support and call events into the right items on the right board, without someone maintaining a Zap every time a column gets renamed.

  • Create delivery items from closed-won deals on the right onboarding board
  • Route call-recording outcomes into the owning team's board
  • Close items automatically when the dependent engineering ticket ships

AI workflows

Put board history, updates and column changes behind AI that understands how each department really uses monday.

  • Slip-risk scoring on open items based on update cadence and status history
  • AI summaries of cross-board status for weekly leadership reviews
  • Intake triage that routes new items to the right board and owner

Custom apps on your data

Internal tools that sit on monday data instead of another monday app with its own column sprawl.

  • Client-facing portal with read-only board views per account
  • Cross-board workload planner showing item load per person across boards
  • Column-ownership audit flagging boards with stale or unowned columns
Use cases

Use cases we deliver with monday.com data.

A list of concrete reports, automations and AI features we have built on monday.com data. Pick the one that matches your situation.

Board throughputCompleted items per week, per board, per owner and team.
Status-column driftMedian time items spend in each status before moving on.
Cross-board handoverTime from deal-won board to onboarding to delivery board.
Subitem resolutionSubitem completion rate per parent item and board template.
Column ownership auditBoards where a status column has no recent updates or owner.
Formula-column checkWhere formula columns reference renamed or deleted columns.
Workload per personOpen item count per assignee across every active board.
Deal-stage cross-syncmonday CRM stage progress against the funded roadmap boards.
Campaign executionMarketing boards tied to pipeline and campaign outcomes.
HR request closureHR boards where requests opened but never reached done.
Client portal viewExternal-safe board status exposed to customers or sponsors.
Board-template adoptionWhich teams use which board templates and with what drift.
Real business questions

Answers you will finally get.

Which boards have drifted out of ownership?

Boards with status columns that have not moved in weeks, mapped to the last person who updated them. Operations leads see where a workflow quietly went stale before a customer or a finance partner raises it in a status call.

How long does work take to move between departments?

Handover time from the board a deal closes on, to the onboarding board, to the delivery board, per client and per template. Where one team sits on an item for days, it shows up as a number against the template rather than a complaint from the team downstream.

Are our formula columns still doing what we think they are?

Formula columns referencing renamed or deleted source columns across boards, ranked by how many items depend on each formula. You find silent breakages before a dashboard, a sales report or a client portal starts showing the wrong number.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Board-level effort, slip rate and stale-item count next to the project or campaign budget line. You see which workstreams really consumed the quarter, instead of hearing about it when someone finally flags it in a steerco.

For sales leaders

Deal-stage progress on monday CRM boards joined to the onboarding and delivery boards downstream. Account executives see whether sold work started, stalled or shipped before the renewal conversation.

For operations

Cross-board handover time, column drift and workload per person in one view. The weekly ops sync runs on data that was there all week instead of a board view someone rebuilt that morning.

Ideas

What you can automate with monday.com.

Pair with HubSpot

Turn HubSpot closed-won deals into monday delivery boards

Deals that close in HubSpot create the onboarding or delivery items on the right monday board from the matching template, with the account, contact and sold scope attached. Status column changes flow back to HubSpot so sales sees which sold scopes have effectively started and which are still sitting on someone's queue, without a weekly handover meeting.

Pair with Jira

Cross-sync monday work items with Jira engineering issues

Items on monday boards that depend on engineering work get a linked Jira issue in the right project and component, and the Jira status writes back to the monday status column. Operations, product and customer-facing teams track the same dependency without switching tools, and the monday board finally reflects what engineering is shipping this sprint.

Pair with Slack

Route monday status changes into the right Slack channel

Status-column changes, stale-item alerts and new high-priority items on monday boards post into the Slack channel of the owning team, with the item link and assignee tagged. Teams stop scrolling through a generic notification firehose and get the signal that belongs on their channel, instead of missing it in the monday inbox.

Pair with Gong

Turn Gong call outcomes into monday action items

Gong call moments tagged as a next-step, commitment or objection create items on the right monday board, with the customer, the deal and the call snippet attached. Account executives and CSMs see the action from yesterday's call sitting on the board today, instead of a commitment that lives only in the reps head until the next forecast call.

Data model

Tables we make available.

These are the 7 tables we currently pull from monday.com into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.

  • Boards
  • Budget Test Board
  • Folders
  • Subitems Of Budget Test Board
  • Subitems Of Test Board
  • Test Board
  • Users

Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your monday.com data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From monday.com to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • monday.com connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Do subitems and custom columns come across?

Yes. Items, subitems and the full column set on each board land in the warehouse, so columns like status, people, date, number and formula become reportable alongside the core monday data. When a board owner renames or retypes a column, we track the shift so downstream reports do not silently drift onto the wrong field.

Does this also cover monday CRM, Dev and Service?

Yes. monday CRM, monday Dev and monday Service sit on the same boards and items primitive as monday Work Management, so they land in the warehouse through the same connector. You get the CRM-pipeline view, the dev-sprint view and the service-ticket view next to each other from one dataset, instead of three disconnected board-level reports.

Will the sync run into monday's API complexity limits?

monday's GraphQL API has per-minute complexity budgets that grow with board size. We schedule reads around them and request only the fields we use, so large accounts with hundreds of boards and tens of thousands of items keep syncing without burning through the quota your in-product automations also depend on.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your monday.com setup and the systems around it. Together we pick the first thing worth building.