monday.com
monday.com appears in the Planning category under Settings →
Integrations → monday.com. One monday account is connected per workspace, and
that single connection does two separate jobs:
- a board can be the source of truth behind a planning calendar — trading,
promotion or custom; - a board can be AI context — the assistant reads the whole grid when a
question bears on it.
Both are read-only. Twelfth never writes to a board, never moves an item, and
never creates a board webhook.
Connect the account
Choose Manage (or Connect) on the monday.com row, then Connect
monday.com. monday asks you to approve read access to your boards,
workspaces and account name; Twelfth stores the grant encrypted and shows which
monday account it belongs to.
Only workspace owners and admins can connect or disconnect. Every board the
connected account can see becomes available in Twelfth — there is no
“share this board with Twelfth” step, because monday has no such thing. Give
the account access to a board in monday and it appears here automatically.
A workspace stays bound to the monday account it first connected. Reconnecting
with a different account is refused, because the boards already linked here
would silently change underneath. To move to another monday account,
Disconnect first.
Disconnect revokes the stored token. Calendars linked to a monday board
stop loading and boards linked as context stop being readable until the account
is reconnected. Nothing in monday changes. Removing the Twelfth app from within
monday has the same effect — Twelfth is told, and marks the connection revoked
rather than failing every read with an unexplained error.
Boards as AI context
Under Boards as AI context, choose Add a board, pick it from the
inventory, say who should be able to read it (the whole workspace, or one
remit), and add a line about what it is for.
Twelfth reads the board — its columns as headings, its items as rows — and
keeps a text snapshot. From then on the assistant sees the board in every
conversation it is entitled to and reads it when a question bears on it, citing
it by name. The line you wrote is what the assistant uses to decide whether the
board is relevant, so say what question it answers: “Seasonal launch plan —
the brief behind the promotion dates” is more useful than “marketing board”.
Use it for the boards that carry the reasoning — briefs, supplier
commitments, launch plans, the status column nobody writes down anywhere else —
rather than boards that are only dates. Dates are better served by a calendar.
A snapshot refreshes automatically when it is more than an hour old and the
assistant reads it; Refresh on the row reads it again now. Remove takes
the board out of Twelfth. A calendar linked to the same board keeps working
either way — the two are independent.
Boards linked as context also appear on Artefacts with every
other file the workspace holds.
Who can link a board
A workspace admin can link a board for the whole workspace or any remit. A
remit owner can link boards to their own remits. Everyone can read the
workspace-wide boards and those in their remits.
Limits
A board is read up to 5,000 items and 52 columns; past either, link a board
with fewer. Very large boards are capped and the row says so.
monday counts API calls against your account’s daily allowance, which can
be as low as 1,000 calls on the Standard plan. Twelfth holds everything monday
answers for a minute per workspace so that several people reading the same
board — or several calendars sitting on it — cost one read, not one each.
Boards as calendars
A board whose rows carry dates can be linked as a planning calendar under
Settings → Calendars. Choose Map a board to a
calendar from the monday page to go there.
A board is read exactly like a spreadsheet tab: its columns become headings and
you say which one means what. Two facts monday’s own column types settle are
filled in for you — the item’s id and name, and the two ends of a timeline
column. Everything else competes on its heading, the same way a buyer’s
spreadsheet is read. A board reads whole unless you choose one of its groups,
so two calendars can sit on one board.
A calendar can be scoped to the whole workspace or to a single remit, and the
board stays the only copy — linking it does not merge anything Twelfth already
held.