{"id":9038118191378,"title":"Monday.com Get an Item's Column Value Integration","handle":"monday-com-get-an-items-column-value-integration","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eGet an Item's Column Value | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTurn Monday.com Item Data into Action: Retrieve Column Values for Faster Decisions\u003c\/h1\u003e\n\n \u003cp\u003eAt its simplest, the ability to retrieve a single column value from an item in Monday.com is about making the right piece of information available to the right person or system at the right time. Whether that value is a task status, a deadline, an approved budget, or a client priority, being able to pull that single data point automatically removes friction from everyday workflows and keeps teams aligned without manual effort.\u003c\/p\u003e\n \u003cp\u003eThis capability matters because most organizational slowdowns come from waiting: waiting for updates, waiting for confirmations, waiting for someone to copy data between systems. When you automate data retrieval—delivering precise values into reporting tools, notification systems, or downstream applications—you turn waiting into momentum. That’s where AI integration and workflow automation make a real business difference.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of a Monday.com board as a living spreadsheet where each row (item) represents work and each column holds a particular attribute of that work. Retrieving an item’s column value is the process of asking the system for that one attribute and getting it back in a format another system, a report, or a person can immediately use.\u003c\/p\u003e\n \u003cp\u003eIn business terms, this process can be configured two ways: on-demand and event-driven. On-demand retrieval powers ad hoc reporting and dashboards—pull the latest “Status” values for an executive update. Event-driven retrieval triggers downstream actions—when a “Budget Approved” column flips to Yes, a finance process begins automatically. The mechanics are handled behind the scenes, so your teams see fewer manual handoffs and more predictable outcomes.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI and agentic automation elevates simple retrieval from a technical capability into an intelligent workflow assistant. Instead of just pulling a value, AI agents can interpret, predict, route, and act on that value based on business context and rules. That turns data into decisions—automatically.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent monitoring agents that watch key columns (status, priority, risk) and escalate items when thresholds are met.\u003c\/li\u003e\n \u003cli\u003eWorkflow bots that interpret column values and orchestrate multi-step processes across systems—creating invoices, opening tickets, or scheduling reviews.\u003c\/li\u003e\n \u003cli\u003eContext-aware assistants that enrich a retrieved value with historical trends or risk scores before sending it to stakeholders.\u003c\/li\u003e\n \u003cli\u003eAutomated report generators that gather column values across boards, summarize outcomes, and deliver executive-ready narratives.\u003c\/li\u003e\n \u003cli\u003eConversational AI that answers business questions like “Which tasks are blocked this week?” by pulling relevant column values and composing a human-friendly reply.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n Project Status Reporting — Automatically pull the “Status” column for all tasks and compile a daily summary that highlights critical delays and dependencies. AI agents can flag items likely to slip and suggest mitigations.\n \u003c\/li\u003e\n \u003cli\u003e\n Approval Workflows — When the “Approval” column changes, trigger contract generation, update financial systems, and notify stakeholders. This reduces approval-to-action time from days to minutes.\n \u003c\/li\u003e\n \u003cli\u003e\n Sales Pipeline Accuracy — Retrieve the “Deal Stage” value to synchronize your CRM and forecasting models, ensuring pipeline reports are always based on the latest item-level data.\n \u003c\/li\u003e\n \u003cli\u003e\n Resource Allocation — Pull the “Assigned To” and “Estimated Hours” columns to balance workloads automatically and suggest reassignments when team utilization exceeds targets.\n \u003c\/li\u003e\n \u003cli\u003e\n Compliance and Audit Trails — Capture and store historical column values (such as “Risk Rating” or “Regulatory Status”) so auditors can see how and when critical fields changed.\n \u003c\/li\u003e\n \u003cli\u003e\n Customer Support Routing — Read the “Priority” column for incoming support tasks and route high-priority items to senior agents, escalate SLA notifications, or trigger refund workflows.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eRetrieving a single column value automatically sounds small, but deployed strategically it unlocks outsized business impact. The gains are practical and measurable.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n Time savings — Eliminate repetitive lookups and manual copying between systems. Teams regain hours per person per week that can be redeployed to higher-value work.\n \u003c\/li\u003e\n \u003cli\u003e\n Reduced errors — Machines don’t mistype. Automated retrieval ensures accuracy and consistency across reports, dashboards, and integrations, cutting rework and miscommunication.\n \u003c\/li\u003e\n \u003cli\u003e\n Faster decision-making — With reliable, up-to-date values feeding analytics and notifications, leaders make decisions sooner and with more confidence.\n \u003c\/li\u003e\n \u003cli\u003e\n Scalable processes — Manual handoffs don’t scale. Once column values feed automated flows, processes handle growth with minimal additional staffing.\n \u003c\/li\u003e\n \u003cli\u003e\n Better collaboration — Clear, automated signals (like a status change or priority bump) create shared awareness and reduce status-check meetings.\n \u003c\/li\u003e\n \u003cli\u003e\n Improved compliance and traceability — Storing the history of column changes builds an audit trail for governance, reducing risk and simplifying audits.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box translates the technical capability of fetching item column values into practical automation that fits your business. We begin by mapping the decisions your teams actually make from board data—what columns matter, who needs to know, and what downstream actions should follow. From there we design responsible automations that blend Monday.com data with other systems and AI agents, prioritizing business value, security, and change management.\u003c\/p\u003e\n \u003cp\u003eOur approach includes:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eProcess discovery workshops to identify which columns drive the most value and where automation removes the most friction.\u003c\/li\u003e\n \u003cli\u003eBlueprinting automated flows that convert column values into actions—notifications, system updates, or complex orchestrations across tools.\u003c\/li\u003e\n \u003cli\u003eDesigning AI agents that add judgment: triaging items, enriching values with context, and recommending next steps rather than just moving data.\u003c\/li\u003e\n \u003cli\u003eImplementation and integration work that connects Monday.com with CRMs, finance systems, reporting tools, and conversational agents—all while maintaining governance and access controls.\u003c\/li\u003e\n \u003cli\u003eTraining and workforce development so teams adopt and adapt to new automated workflows with confidence, including playbooks and role-based training for continuous improvement.\u003c\/li\u003e\n \u003cli\u003eOngoing managed service to monitor automations, tune AI behaviors, and scale flows as business needs evolve.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eRetrieving a column value from an item in Monday.com is more than a data call — it’s the trigger that turns information into action. When combined with AI integration and workflow automation, that single value can drive approvals, update systems, escalate risks, and power executive reporting automatically. The net result is faster decisions, fewer errors, and teams freed from repetitive, manual work. By designing automations that focus on business outcomes—supported by governance, training, and managed operations—organizations can make small data points work harder and achieve measurable improvements in efficiency and collaboration.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-01-24T00:05:59-06:00","created_at":"2024-01-24T00:05:59-06:00","vendor":"Monday.com","type":"Integration","tags":["Project Management"],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":47889508630802,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":null,"requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Monday.com Get an Item's Column Value Integration","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/MondayLogo_baaa342d-22f8-4918-b225-8ed6fda57e00.png?v=1706108571"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/MondayLogo_baaa342d-22f8-4918-b225-8ed6fda57e00.png?v=1706108571","options":["Title"],"media":[{"alt":"Monday.com Logo","id":37250678554898,"position":1,"preview_image":{"aspect_ratio":1.0,"height":200,"width":200,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/MondayLogo_baaa342d-22f8-4918-b225-8ed6fda57e00.png?v=1706108571"},"aspect_ratio":1.0,"height":200,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/MondayLogo_baaa342d-22f8-4918-b225-8ed6fda57e00.png?v=1706108571","width":200}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eGet an Item's Column Value | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTurn Monday.com Item Data into Action: Retrieve Column Values for Faster Decisions\u003c\/h1\u003e\n\n \u003cp\u003eAt its simplest, the ability to retrieve a single column value from an item in Monday.com is about making the right piece of information available to the right person or system at the right time. Whether that value is a task status, a deadline, an approved budget, or a client priority, being able to pull that single data point automatically removes friction from everyday workflows and keeps teams aligned without manual effort.\u003c\/p\u003e\n \u003cp\u003eThis capability matters because most organizational slowdowns come from waiting: waiting for updates, waiting for confirmations, waiting for someone to copy data between systems. When you automate data retrieval—delivering precise values into reporting tools, notification systems, or downstream applications—you turn waiting into momentum. That’s where AI integration and workflow automation make a real business difference.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of a Monday.com board as a living spreadsheet where each row (item) represents work and each column holds a particular attribute of that work. Retrieving an item’s column value is the process of asking the system for that one attribute and getting it back in a format another system, a report, or a person can immediately use.\u003c\/p\u003e\n \u003cp\u003eIn business terms, this process can be configured two ways: on-demand and event-driven. On-demand retrieval powers ad hoc reporting and dashboards—pull the latest “Status” values for an executive update. Event-driven retrieval triggers downstream actions—when a “Budget Approved” column flips to Yes, a finance process begins automatically. The mechanics are handled behind the scenes, so your teams see fewer manual handoffs and more predictable outcomes.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI and agentic automation elevates simple retrieval from a technical capability into an intelligent workflow assistant. Instead of just pulling a value, AI agents can interpret, predict, route, and act on that value based on business context and rules. That turns data into decisions—automatically.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent monitoring agents that watch key columns (status, priority, risk) and escalate items when thresholds are met.\u003c\/li\u003e\n \u003cli\u003eWorkflow bots that interpret column values and orchestrate multi-step processes across systems—creating invoices, opening tickets, or scheduling reviews.\u003c\/li\u003e\n \u003cli\u003eContext-aware assistants that enrich a retrieved value with historical trends or risk scores before sending it to stakeholders.\u003c\/li\u003e\n \u003cli\u003eAutomated report generators that gather column values across boards, summarize outcomes, and deliver executive-ready narratives.\u003c\/li\u003e\n \u003cli\u003eConversational AI that answers business questions like “Which tasks are blocked this week?” by pulling relevant column values and composing a human-friendly reply.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n Project Status Reporting — Automatically pull the “Status” column for all tasks and compile a daily summary that highlights critical delays and dependencies. AI agents can flag items likely to slip and suggest mitigations.\n \u003c\/li\u003e\n \u003cli\u003e\n Approval Workflows — When the “Approval” column changes, trigger contract generation, update financial systems, and notify stakeholders. This reduces approval-to-action time from days to minutes.\n \u003c\/li\u003e\n \u003cli\u003e\n Sales Pipeline Accuracy — Retrieve the “Deal Stage” value to synchronize your CRM and forecasting models, ensuring pipeline reports are always based on the latest item-level data.\n \u003c\/li\u003e\n \u003cli\u003e\n Resource Allocation — Pull the “Assigned To” and “Estimated Hours” columns to balance workloads automatically and suggest reassignments when team utilization exceeds targets.\n \u003c\/li\u003e\n \u003cli\u003e\n Compliance and Audit Trails — Capture and store historical column values (such as “Risk Rating” or “Regulatory Status”) so auditors can see how and when critical fields changed.\n \u003c\/li\u003e\n \u003cli\u003e\n Customer Support Routing — Read the “Priority” column for incoming support tasks and route high-priority items to senior agents, escalate SLA notifications, or trigger refund workflows.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eRetrieving a single column value automatically sounds small, but deployed strategically it unlocks outsized business impact. The gains are practical and measurable.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n Time savings — Eliminate repetitive lookups and manual copying between systems. Teams regain hours per person per week that can be redeployed to higher-value work.\n \u003c\/li\u003e\n \u003cli\u003e\n Reduced errors — Machines don’t mistype. Automated retrieval ensures accuracy and consistency across reports, dashboards, and integrations, cutting rework and miscommunication.\n \u003c\/li\u003e\n \u003cli\u003e\n Faster decision-making — With reliable, up-to-date values feeding analytics and notifications, leaders make decisions sooner and with more confidence.\n \u003c\/li\u003e\n \u003cli\u003e\n Scalable processes — Manual handoffs don’t scale. Once column values feed automated flows, processes handle growth with minimal additional staffing.\n \u003c\/li\u003e\n \u003cli\u003e\n Better collaboration — Clear, automated signals (like a status change or priority bump) create shared awareness and reduce status-check meetings.\n \u003c\/li\u003e\n \u003cli\u003e\n Improved compliance and traceability — Storing the history of column changes builds an audit trail for governance, reducing risk and simplifying audits.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box translates the technical capability of fetching item column values into practical automation that fits your business. We begin by mapping the decisions your teams actually make from board data—what columns matter, who needs to know, and what downstream actions should follow. From there we design responsible automations that blend Monday.com data with other systems and AI agents, prioritizing business value, security, and change management.\u003c\/p\u003e\n \u003cp\u003eOur approach includes:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eProcess discovery workshops to identify which columns drive the most value and where automation removes the most friction.\u003c\/li\u003e\n \u003cli\u003eBlueprinting automated flows that convert column values into actions—notifications, system updates, or complex orchestrations across tools.\u003c\/li\u003e\n \u003cli\u003eDesigning AI agents that add judgment: triaging items, enriching values with context, and recommending next steps rather than just moving data.\u003c\/li\u003e\n \u003cli\u003eImplementation and integration work that connects Monday.com with CRMs, finance systems, reporting tools, and conversational agents—all while maintaining governance and access controls.\u003c\/li\u003e\n \u003cli\u003eTraining and workforce development so teams adopt and adapt to new automated workflows with confidence, including playbooks and role-based training for continuous improvement.\u003c\/li\u003e\n \u003cli\u003eOngoing managed service to monitor automations, tune AI behaviors, and scale flows as business needs evolve.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eRetrieving a column value from an item in Monday.com is more than a data call — it’s the trigger that turns information into action. When combined with AI integration and workflow automation, that single value can drive approvals, update systems, escalate risks, and power executive reporting automatically. The net result is faster decisions, fewer errors, and teams freed from repetitive, manual work. By designing automations that focus on business outcomes—supported by governance, training, and managed operations—organizations can make small data points work harder and achieve measurable improvements in efficiency and collaboration.\u003c\/p\u003e\n\n\u003c\/body\u003e"}