33 articles
/01monday.com · · Peter Marroquin · 15 min readHow does monday sidekick pricing work? The real credit numbers, as of 28 August 2026The short answer: monday meters sidekick in AI credits, and publishes real numbers. As of 28 August 2026, monday's AI Feature Catalog prices one credit at $0.01 on a yearly plan and $0.0125 on a monthly plan in US dollars, and its models and credits article puts a sidekick message in one of four bands, from roughly 10 to 30 credits for a simple one up to 150 or more for an extra complex one. monday dates sidekick metering to 27 July 2026, and publishes no per-request rate./02monday.com · · Peter Marroquin · 9 min readmonday.com Rebuilt Itself Around Claude. Here Is What That Means for Your Team.The short answer: In August 2026, monday.com shared how it rebuilt its platform around Anthropic's Claude, moving from a work tool with AI features added on to an agent-first product where people and AI agents work side by side on the boards teams already use. Two months after launch, monday reported more than five million interactions with agents. You do not need monday's scale to use the same approach. The transferable part is the method, and helping teams make exactly this shift is what we do as a Platinum monday.com partner and a Select partner in the Claude Partner Network Services Track./03monday.com · · Peter Marroquin · 25 min readWhat Happens in a Data Migration to monday.com? A Consultant's WalkthroughThe short answer: there is no single "data migration to monday.com." monday.com publishes at least nine named import routes for third-party systems, plus a bulk import API. Four of those routes and the API publish a volume ceiling, ranging from 3,000 to 20,000 rows. monday.com's own Implementation packages page puts custom data migrations outside its packaged offering and routes them to its certified partner network. A consultant's job is choosing the right route and rebuilding what it drops./04monday.com · · Peter Marroquin · 22 min readWhich monday.com product and plan should you choose?The short answer: monday.com sells five products, its own pricing page publishes rates for only four of them. Pick the product by the work your team does, then pick the tier by the first limit you will hit. On yearly billing the AI work platform publishes $9, $12 and $19 per seat and monday CRM publishes $12, $17 and $28 per seat, while monday service and monday dev publish three-seat totals instead. Automations begin at Standard pricing. Check every limit that decides your purchase on two monday pages, because they disagree./05Case Study · · Keenan Theron · 7 min readGovernance first. Then the whole company.How BuildBak® — a multi-state restoration franchisor and a heavy automation user for years — took Claude from the owner's own toolkit to a governed, company-wide Enterprise deployment, and then began building its own software with Claude Code./06monday.com · · Peter Marroquin · 11 min readmonday.com Implementation Lessons: What Actually Decides Whether It SticksThe lessons that hold up across monday.com implementations are about arithmetic and habits, not software. The documented limits that shape every build — automation actions, active workflows, board items, imports, permissions — plus the only client results we can actually check, and the numbers we won't claim./07monday.com · · Peter Marroquin · 10 min readHow to Manage monday.com Automations From an External AI Agent With monday MCPAn external AI agent connected to monday MCP can list, create, enable, disable and delete monday.com automations — but not edit one, because monday publishes no tool for it. The exact verbs and ship dates, why the help centre says otherwise, which meter each action spends, and what an admin can see afterwards./08monday.com · · Peter Marroquin · 9 min readHow to Add a Human Approval Step to monday.com AI Workflows: What Is Documented Todaymonday.com released a human-in-the-loop block for AI Workflows on 3 August 2026 — in a one-sentence release note, with no step-level documentation yet. Exactly what monday has published about the block, what it hasn't, which plans include the builder, and the two cost meters an approval step touches./09Tech · · Peter Marroquin · 11 min readWhen Should an AI Workflow Require Human Approval? How to DecideGate the actions that are hard to reverse or that affect a person's rights or money — no general legal rule forces a checkpoint on ordinary business automation today. The four-question test, where the approval step should sit, what it costs on each platform, and why a rubber-stamp checkpoint is worse than none./10monday.com · · Peter Marroquin · 33 min readHow Do We Govern AI in Our Company's Work Platform?Governing AI in a work platform comes down to four questions: who may use it, on which data, with what oversight, and how you would prove any of it six months later. The monday.com controls that answer each one — AI permissions, the Agent directory, MCP settings, the activity log — and what the EU AI Act actually requires today./11Tech · · Peter Marroquin · 10 min readHow Do I Find Out Which AI Tools My Employees Are Using Without Permission?You can answer this in an afternoon with admin consoles you already pay for — Google Workspace API controls, Microsoft Entra app permissions, monday.com installed apps, and the expense report. Which shadow-AI statistics actually survive checking, where each console falls short, and what to do once you know./12Tech · · Peter Marroquin · 11 min readIs Claude AI safe for enterprise data? SOC 2, HIPAA and what the BAA actually coversAnthropic holds SOC 2 Type I and II, ISO 27001, and ISO 42001, and doesn’t train on commercial data by default — but coverage varies by product, access method, and retention setting. What the HIPAA BAA actually covers, what zero data retention switches off, and what stays your responsibility. Every statement verified against Anthropic’s own documentation./13Tech · · Peter Marroquin · 10 min readHow Do I Deploy Claude in My Company’s Workflows?There’s no single Claude product you install — there are seats, connectors, and automation. What Team vs Enterprise actually costs, how the monday.com connector works, what happens to your data, and the rollout order that doesn’t disturb what already works. Every figure verified against Anthropic’s and monday.com’s own documentation./14monday.com · · River Sol · 4 min readWorkiflow Wins monday.com's Rising Star Award for North America, 2025monday.com stood in front of its entire global partner network and named Workiflow the Rising Star of North America. Here's what the award actually measures, the numbers behind it — #1 in outbound across the NAM network, one of the fastest-growing partners in company history — and what it's worth to you if you're still deciding who to hand your implementation to./15monday.com · · River Sol · 6 min read10 Questions to Ask Before Hiring a monday.com Implementation Partner (And Red Flags To Look For)Every partner says the same three things: certified, experienced, results-driven. That's the minimum bar, not a differentiator. Here are 10 questions — with the strong answers to listen for and the red flags that should send you back to the shortlist — to run on every discovery call./16Case Study · · River Sol · 6 min readFrom a Pile of Papers to One System: How Florman Tannen Outgrew Trello on monday.comFlorman Tannen ran two decades of healthcare consulting on Trello — until 70–80 entities per client broke it. Workiflow rebuilt their operations on one monday.com instance: 40+ client companies, a unified CRM, cross-board automations, and real-time dashboards that saved hours every week and opened the door to bigger clients./17Case Study · · River Sol · 8 min readThree Teams Reclaimed Dozens of Hours a Week After Managed monday.com ImplementationA tool is only as good as the system built around it. One team was drowning in spreadsheets. One had outgrown the very platform they loved. One had monday.com for years and still hadn't unlocked it. All three ended up in the same place: less manual work, more visibility, and a managed operations partner who stuck around past the handoff./18Tech · · Peter Marroquin · 17 min readEverything Claude Can Do: The Complete Business GuideClaude is a work platform, not just a chatbot. You talk to it in Chat for quick back and forth, hand whole tasks to Cowork to run on its own, and wrap recurring work in a Project so the context is always there. A plain-English tour of all of it, with prompts you can paste in and try as you read./19monday.com · · River Sol · 22 min readThe Managed Tech Stack GlossaryEvery team has a stack. Not every team has a plan for it. This glossary breaks down the terms that matter most when you're trying to figure out whether your tools are working for you, or you're working around them./20Tech · · Peter Marroquin · 10 min readHow to Pitch Claude to Leadership: The Compliance, Efficiency, and ROI Case That Actually Gets ApprovedWinning approval for Claude comes down to answering three questions in the right order: is it safe, what will it actually do, and what is the return. Lead with compliance, make the value concrete, put it in money, and close with a bounded pilot instead of a company-wide rollout./21monday.com · · Peter Marroquin · 11 min readmonday.com AI ROI: 2026 Statistics, a Calculation Model, and What Actually Drives the ReturnThe data on AI return in 2026 is strong and getting stronger. Independent Forrester analysis of monday.com has measured returns as high as 288 percent with payback in under three months. But the numbers also show a real split: the teams that see clear returns tend to do a few specific things differently./22monday.com · · Peter Marroquin · 15 min readmonday.com AI Agents: The Complete Guide for Business Teams (2026)A monday.com AI agent is a no-code digital worker that lives inside your workspace. Unlike a fixed automation, it handles judgment. Unlike a chat assistant, it runs the work end to end./23monday.com · · River Sol · 6 min readmonday Sidekick Credit Billing Starts July 27: What Changes, What It Costs, and How to PrepareStarting July 27, monday.com Sidekick moves from free to credit-based billing. Here is exactly what changes, what it costs, and what your team should do before the switch./24monday.com · · Kiki Ruff · 3 min readGetting Team Buy-In: The Psychology Behind monday.com Adoption39% of employees say new technology roll-outs often create internal chaos rather than operational improvement./25monday.com · · Kiki Ruff · 2 min readHow to Implement monday.com's New AI Features StrategicallyEveryone's talking about AI in project management — but most monday.com teams are still just experimenting. Testing new AI features without a clear strategy./26Case Study · · Kiki Ruff · 3 min readHow Global Mobility Partners 3x Their Caseload with CaseflowWhen Growth Outpaces Capacity. Every Workiflow transformation starts with a problem worth solving — but this one grew into a partnership that reshaped both./27Workiflow · · Kiki Ruff · 2 min readWorkiflow at Elevate 2025: From Vision to VibeThis year's monday.com Elevate 2025 was more than a conference — it was a glimpse into the future of intelligent work./28Legal · · Kiki Ruff · 2 min readWhy Immigration Law Practices Are Moving to monday.com + CaseflowCaseflow — a monday.com–powered operating system designed specifically for immigration workflows. Immigration law has never been more complex — or more competitive./29Case Study · · Kiki Ruff · 3 min readHow monday.com Transformed Olivia Clarke HomesFor fast-growing builders and construction companies, choosing the right project management system can determine whether projects run smoothly—or fall apart./30Case Study · · Kiki Ruff · 2 min readHow Service Express Took Their monday.com Workflows to the Next LevelWhen a team is already passionate about monday.com, unlocking its full power becomes the next challenge./31monday.com · · Kiki Ruff · 3 min readChange Management & Adoption: How to Get Your Team To Use monday.com Properlymonday.com has already won you over. You understand the possibilities that integrations, automation and custom configuration have, but your team still does not lean in./32monday.com · · River Sol · 6 min readDo You Want to Quit monday.com? Or Did You Just Build the Wrong System?Short answer: Almost nobody actually quits monday.com. What they quit is the system they accidentally built inside it. The tool isn't the problem./33monday.com · · River Sol · 5 min readWhat Does a monday.com Consultant Actually Do?Short answer: A monday.com consultant doesn't just build boards. A good consultant diagnoses how your team actually works and designs a system around that reality.