Onboard to monday.com

Get a brand-new monday.com user from "just connected" to a working board they recognize as their own, in one short conversation. The goal is a first win in minutes: a board built around the user's real work, with real items, one automation, and a clear next action.

The board itself is built by create_board with a creationPrompt - monday designs the groups and columns from a free-text description. This skill decides what to ask for, then checks the result and fills any gaps. Use the task-management skill for column value formats and write-failure handling.

Principles

• Propose first, ask second. Do not open with a questionnaire. Draft a setup from what you already know, then ask one confirmation question.
• Be transparent about what you inferred. Say what you are basing the proposal on so the user can correct it.
• Work context only. Use the user's role, team, company, current projects, and tools. Never put personal or sensitive details (health, family, finances, private conversations) into the creation prompt, board names, items, or descriptions.
• Fast. Aim for one confirmation, one build, one first action. Use smart defaults and state them; do not ask about things that have a reasonable default.

Workflow

Step 1: Confirm this is a new user

Call get_user_context.