Your work, across every board
Ugo tells you which items are assigned to you and which are overdue.
How to connect monday.com to WhatsApp
The simplest way to use monday.com from WhatsApp is Ugo, an AI assistant with its own WhatsApp number: switch on monday.com on the Ugo portal, sign in with your account and from then on you ask it what you’ve got to do, what’s overdue and where a board stands. New items, statuses, dates and updates only go ahead once you confirm.
Why connect monday.com to WhatsApp
monday.com boards are made for a big screen: columns, groups, filters. When you’re out, all you need is to know what’s coming up and leave the team an update, but on your phone even that takes a few too many taps.
With Ugo you ask in the chat “what’s overdue?” or “summarise the Product launch board” and get the answer in a few lines, with a link to the item. To mark something as done or add an item, a message is all it takes: Ugo shows you the change and waits for your “Confirm”.
How to connect monday.com to WhatsApp, step by step
It takes a few minutes. You do the first two steps only once, then you connect as many apps as you like.
- 1
Create your Ugo account
Sign up at app.ciaougo.com with your email and password and enter your company name.
- 2
Link your WhatsApp
In Settings → WhatsApp, generate a code and send it in a chat to Ugo’s number: from then on Ugo recognises your number.
- 3
Switch on monday.com
On the Ugo portal, open Skills and connect monday.com.
- 4
Sign in with monday.com
Sign in with your account and authorise Ugo, with monday.com’s official sign-in, to read and update boards and updates. Accept all the permissions requested, otherwise Ugo can’t use it.
- 5
Message Ugo on WhatsApp
Send “What’s overdue?” in your chat with Ugo: if it replies with your items, the connection works.
What you can do with monday.com on WhatsApp
Where a project stands
It summarises a board for you: how many items per status, what’s stuck, what’s due.
A new item in seconds
Ugo creates it in the right board and group, with status and date, and assigns it to you if you like.
Status, dates and updates
It marks an item as done, moves a deadline or writes an update for the team, after your OK.
The first messages to send
- What’s overdue?
- Summarise the Product launch board
- Add “Call Patel” to the Sales board
Summarise the Product launch board
Product launch has 14 items: • Done: 8 • Working on it: 4 • Stuck: 2 (“Catalogue photos”, “Website copy”) Due this week: “Press release”, Friday.
Move the press release to Monday and write that we’re waiting for the photos
“Press release”: • Date: Monday 19 • Update: “Waiting for the photos” Shall I go ahead?
What Ugo doesn’t do (yet)
- It doesn’t assign items to colleagues: when it creates an item it can only assign it to you.
- It doesn’t delete items or create new boards.
- It only sees the boards your user has access to, with your own permissions.
Other ways to connect monday.com to WhatsApp
Ugo isn’t the only option. Here are the most common alternatives, and when they make sense.
Automations with Zapier or Make
They can send a WhatsApp message when an item’s status changes, but you need the WhatsApp Business API and some set-up, and you can’t ask your boards questions.
monday.com marketplace apps
The marketplace has WhatsApp integrations, mostly designed for messaging customers from your boards. Check what they do and who builds them before installing them.
The monday.com mobile app
It has your boards and notifications on your phone, but you have to open it and navigate it: handy for looking things up, less so for quick updates.
Questions about monday.com and WhatsApp
Can I connect monday.com to WhatsApp for free?
There’s no free direct connection for checking your boards from WhatsApp. Ugo costs €50 a month per person (or €550 a year), excl. VAT, with monday.com and every other app included.
Does Ugo change my boards without asking me?
No. New items, status or date changes and updates are shown to you first, and only go ahead after you tap “Confirm”. They appear under your name, as if you’d made them yourself.
Can Ugo see every monday.com board?
Ugo sees the boards your user has access to, with your own permissions.
Does it work with boards other than projects, such as leads or orders?
Yes. Ugo reads the items on any board, with their groups, statuses and dates, and uses the names you’ve chosen.
More guides: Projects and support
Connect monday.com to WhatsApp
Create your account, link your number and switch on monday.com from the portal. Every app is included in the subscription.
