Monday.com Integration

Connect monday.com with OAuth to import monday Docs and board file attachments (PDF and Word) into Contracts.ai for AI contract analysis.

Contracts.ai can pull contract documents from monday.com — monday Docs and file attachments on boards — and run them through AI analysis.

Open Admin → Integrations → Monday (under Document Repository) to connect and sync.

What gets imported on connect: After you authorize monday.com, Contracts.ai automatically starts a full import of every document it can access under your account. You can run the same import again anytime with Sync all documents now.

Prerequisites

A monday.com account with access to the workspaces, boards, and Docs you want imported
Permission to approve OAuth access for the Contracts.ai monday.com app
A Contracts.ai user who can open Admin → Integrations
Your Contracts.ai deployment must have the monday.com OAuth app configured (MONDAY_CLIENT_ID / MONDAY_CLIENT_SECRET). If Connect to Monday fails with a configuration error, contact your platform administrator.

What Contracts.ai imports

Source in monday.com	How it is handled
monday Docs	Exported as markdown via the monday API, converted to PDF, then analyzed
PDF attachments on board items	Downloaded directly and analyzed
Word attachments (`.doc`, `.docx`) on board items	Downloaded and processed (PDF or DOCX supported by the analysis pipeline)

Not imported: Other file types on boards (images, spreadsheets, etc.), board metadata without attachments, and items you cannot access in monday.com.

Imports run under the connecting user’s monday.com account. If your user cannot see a workspace, board, or Doc in monday.com, Contracts.ai cannot import it.

How to connect

Step 1 — Start OAuth in Contracts.ai

Open Admin → Integrations → Monday.
Read the connection summary:
- You sign in on monday.com and approve read access.
- Contracts.ai imports accessible monday Docs (as PDF) and PDF/Word attachments on boards.
- Documents re-sync automatically on a schedule (see Automatic re-sync below).
Click Connect to Monday.

Step 2 — Approve access on monday.com

You are redirected to monday.com to sign in and authorize Contracts.ai. Approved scopes include:

boards:read
assets:read
docs:read
workspaces:read
me:read
account:read

After approval, you are returned to Contracts.ai. On success you’ll see Monday connected and a toast that import has started.

Step 3 — Wait for background processing

The first sync runs in the background. New contracts appear on the Contracts page as analysis completes (typically minutes; large workspaces take longer).

After connecting — sync options

The Monday panel is intentionally simple today:

Action	What it does
Sync all documents now	Re-scans monday.com and imports any new documents not already linked
Disconnect	Removes stored OAuth credentials from Contracts.ai
Last sync	Shows when the most recent sync finished (when available)

There is no browse/search dialog or per-board picker in the UI yet. Each sync uses sync everything — all accessible monday Docs plus qualifying board attachments.

Note for administrators: The backend supports optional selected_sources (workspaces, boards, or individual Docs) via API, but the current admin UI always syncs the full accessible set.

How documents are linked

Each imported item gets a stable source identifier:

Item type	Source unique ID format	Example
monday Doc	`monday://doc\|\|<doc_id>`	`monday://doc
Board attachment	`monday://asset\|\|<board_id>\|\|<item_id>\|\|<asset_id>`	`monday://asset

When available, the original monday.com URL is stored as the contract source link (Doc URL or asset URL).

In the contracts list, the source displays as Monday.com.

Deduplication and updates

If a document was already imported (same monday://… ID), later syncs skip it — Contracts.ai does not re-download or re-analyze existing links.
Updated files in monday.com (same Doc or attachment ID, new content) are not automatically refreshed. To re-import changed content, you would need to remove the existing contract in Contracts.ai first (or use reanalyze workflows if applicable to your process).
Duplicate file detection (same file hash as another contract) may also skip imports, consistent with other document sources.

Automatic re-sync

After the initial connect, Contracts.ai periodically re-syncs monday.com for all connected users:

Schedule: approximately every 6 hours (platform Celery job).
Scope: same as manual sync — all accessible Docs and qualifying board attachments.
New files only: only documents not yet linked via monday:// are imported.

The panel copy refers to re-sync “every few hours,” which matches this schedule.

There is no toggle in the admin UI for automatic sync; it is enabled by default for connected accounts (auto_sync_enabled on stored credentials).

Contract identification

monday.com is treated as a document repository, not a dedicated CLM source. Unless your organization enables allow uploading non-contract files in Organization Settings, imported files may go through an AI contract check before full analysis. Non-contract files (e.g. marketing PDFs, invoices attached to board items) may be skipped.

If you expect mixed content on boards, consider:

Attaching only contract PDFs to dedicated contract boards, or
Working with your admin on organization import settings.

Disconnecting

Click Disconnect in the Monday panel.

Already-imported contracts remain in Contracts.ai.
OAuth tokens are removed from Contracts.ai.
Automatic periodic sync stops for that user until they connect again.

Typical workflows

Bring monday Docs into analysis

Store agreements in monday Docs (or attach PDFs to a “Contracts” board).
Connect Monday in Admin → Integrations.
Wait for the initial import; review contracts on the Contracts page.
Rely on periodic re-sync for new Docs and attachments.

Ongoing board-based intake

Team attaches signed PDFs to monday board items.
Monday stays connected in Contracts.ai.
Every ~6 hours (or after Sync all documents now), new attachments are picked up automatically.

Re-run sync after adding content

Add new Docs or attachments in monday.com.
Open Admin → Integrations → Monday.
Click Sync all documents now.
Check the Contracts page for new entries.

Troubleshooting

Issue	What to check
Connect to Monday does nothing / config error	monday.com OAuth app not configured on the server; contact administrator
Connection failed after monday login	OAuth state expired; try connecting again within a few minutes
Token invalid / disconnected unexpectedly	monday.com app access revoked; reconnect from the Monday panel
No documents imported	Connecting user lacks access in monday.com; boards have no PDF/Word attachments; Docs are empty
monday Doc import fails	Doc has no exportable content, or markdown→PDF conversion failed
Expected file skipped	Already imported (`monday://` match), failed contract identification, or unsupported file type
Sync started but nothing new appears	Only new IDs are imported; existing links are skipped; check Celery/worker logs
Wrong account’s data	Connection is per user — connect with the monday.com user who owns the workspaces
Word attachment not analyzed	File may be corrupt, empty, or rejected by contract identification

Permissions and security

Credentials are stored per Contracts.ai user (one monday.com connection per user).
OAuth tokens are used only to read workspaces, boards, Docs, and assets.
Imports are attributed to the user who connected; contract visibility in Contracts.ai still follows your org’s roles and access rules.
Disconnecting removes tokens from Contracts.ai but does not delete content in monday.com.

Organization Settings — analysis language, contract identification behavior (allow_uploading_non_contract_files), and other org-wide import preferences.
Custom Fields — org-specific metadata on analyzed contracts (populated by AI, not from monday.com columns).
Roles & Permissions — who can view and edit contracts after import.

Summary

The monday.com integration is a straightforward document pull: connect with OAuth, import monday Docs and board PDF/Word attachments, re-sync manually or on a ~6-hour schedule for new files, and analyze contracts in Contracts.ai. There is no two-way sync or field mapping — monday.com is your document source; Contracts.ai is your analysis layer.

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