Search, Find and Create task from Monday in Klu Chat

Klu transforms how you manage tasks and projects by connecting Monday.com with other tools like Slack, Notion, Google Drive, and more. With Klu, you can search for information across different platforms, find relevant data, and easily create tasks in Monday.com, all by asking simple questions. Klu acts as a bridge, streamlining your workflow by allowing you to move information between apps effortlessly.

Key Features of Klu’s Monday.com Integration

Search and Find Information: Retrieve tasks, project boards, and workdocs from Monday.com by asking Klu simple questions.
Create Tasks Easily: Move information from other apps like Slack, Notion, and Google Mail into Monday.com, converting it into actionable tasks.
Connect Multiple Tools: Klu serves as the central hub, allowing you to pull information from various platforms and sync it with Monday.com, keeping everything organized and in one place.

Workflow: How Klu Connects Monday.com with Other Tools

1. Search and Retrieve Information in Monday.com

Klu enables you to easily search for and retrieve information from Monday.com, such as tasks, projects, or workdocs. Simply ask Klu for the information you need, and it will fetch the data for you.

Query Example: "Show me my tasks in Monday.com for the [Board Name]."
Workflow:
- Klu retrieves all tasks assigned to you in the specified board, allowing you to review and prioritize your work for the day.
- Example: "Show me my tasks in the marketing board."

2. Find Information from Other Apps and Move It to Monday.com

Klu acts as a bridge between your apps. It allows you to gather information from other platforms—such as Slack messages, Notion notes, or emails from Google Mail—and move that information into Monday.com as tasks or action items.

Query Example: "Check Slack #product for any to-do lists."
Workflow:
- Klu searches Slack for any relevant to-do lists or action items.
- Once found, you can easily move that information to Monday.com.
- Next Step: "Create a task in Monday.com based on the to-do list from Slack."

3. Create Tasks in Monday.com from Different Platforms

Once you’ve pulled information from another platform (e.g., Slack, Notion, Google Mail), you can quickly create tasks in Monday.com based on that information.

Query Example: "Create a task in Monday.com from my meeting notes in Notion."
Workflow:
- Klu fetches the relevant information from Notion and automatically creates a task in Monday.com, allowing you to assign it to team members or set a due date.

4. Check Task Updates and Share Status Across Platforms

Klu lets you keep your team informed by allowing you to check the status of tasks in Monday.com and share updates across other platforms like Slack or email.

Query Example: "What’s the status of the 'Design logo' task in Monday.com?"
Workflow:
- Klu retrieves the task’s status in Monday.com and allows you to share it directly in Slack or via email.
- Next Step: "Send the update about 'Design logo' to Slack #design channel."

Example Workflow Scenarios

1. Moving from Slack to Monday.com

Action: A user finds a to-do list in Slack and wants to create tasks in Monday.com.
Steps:
- Query: "Check if there are any to-do lists in Slack #marketing and #product channel."
- Once Klu finds the list, the user says: "Create a task in Monday.com from the to-do list found in Slack."

2. Creating Tasks from Notion

Action: A user takes meeting notes in Notion and wants to create tasks in Monday.com based on those notes.
Steps:
- Query: "Summarize my meeting notes in Notion."
- Klu fetches the notes and creates a task: "Create a task in Monday.com from the meeting notes in Notion."

3. Tracking Progress Across Platforms

Action: A user wants to check the status of tasks in Monday.com and share it with the team in Slack.
Steps:
- Query: "What’s the status of the task 'Prepare presentation' in Monday.com?"
- After retrieving the status, the user says: "Send an update about the 'Prepare presentation' task to Slack."

Conclusion: Klu as a Bridge Between Monday.com and Other Apps

Klu’s integration with Monday.com doesn’t just help you manage tasks—it allows you to connect and bring together information from various apps, creating a seamless workflow across platforms. Whether you’re pulling action items from Slack, converting meeting notes from Notion into tasks, or sharing progress updates, Klu makes it easy to stay organized and in control.

By acting as a bridge between Monday.com and other tools, Klu empowers you to streamline your tasks, collaborate with your team, and stay on top of your projects—all with simple questions.