Resources
The Workiflow blog.
Articles on automation, AI, platform strategy, and change management, written from client work.
34 articles
monday.com
What does a monday.com consultant do? (Updated)
You're already paying for monday.com. Half the team still lives in Excel. The boards exist, but nobody trusts them, so status still happens elsewhere, like Slack.
· Justin Maguire · 8 min read
monday.com
monday.com's Guardian Add-On, and the Framework Behind It
At our most recent security and governance webinar we made a point on security we want to repeat clearly: monday.com doesn't treat AI security as a separate story from platform security, it's the same story, audited under the same posture. For teams that want to go further, there's an enterprise add-on called Guardian that includes tenant-level encryption, bring-your-own-key, data leak prevention, and multi-SSO.
· River Sol · 4 min read
monday.com
Agent Talent in monday.com Explained: What "Hiring" an AI Agent Involves
Agentalent.ai is a managed marketplace, built by monday agent labs (monday.com's internal incubation unit for agentic work), where businesses can discover, evaluate, and hire AI agents for defined operational roles. It launched in March 2026, developed in collaboration with AWS, Anthropic, and Wix.
· River Sol · 5 min read
Legal
Outcomes for Legal Solutions with Workiflow on monday.com
Strip away the specialty, and most legal practices run on the same underlying shape: a matter comes in, it moves through defined stages, it generates documents and deadlines along the way, a client needs to be kept informed, and the firm needs to bill accurately for the work. That's true whether the matter is an immigration case, a personal injury claim, a family law dispute, or a corporate filing.
· River Sol · 9 min read
monday.com
monday Smart Call: This Quarter's Biggest AI Update
In a recent webinar, we called monday Smart Call the biggest AI update monday.com has shipped this quarter (and we stand by that). The clip above covers the basics: dial straight out of your monday workspace, no personal minutes touched, and an AI-generated transcript and summary waiting for you the moment you hang up.
· River Sol · 4 min read%2Fclaude-vs-chatgpt-for-business-banner.webp&w=3840&q=75)
AI
Claude vs. ChatGPT for Business: An Honest Comparison (2026)
The short answer: Claude and ChatGPT charge the same USD price for equivalent business seats. Price is not the axis that should decide this choice for you. The real differences that matter, covered in detail below, show up in how each vendor prices its enterprise tier, where each will let you store and process business data, and how each charges once a request crosses a long-document threshold. Each vendor has other checkable advantages the price tags alone will not show you.
· Peter Marroquin · 31 min read
Case Study
Governance 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.
· Keenan Theron · 7 min read
monday.com
monday.com Implementation Lessons: What Decides Whether It Sticks
The 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.
· Peter Marroquin · 11 min read
monday.com
How to Manage monday.com Automations From an External AI Agent With monday MCP
An 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.
· Peter Marroquin · 10 min read
monday.com
How to Add a Human Approval Step to monday.com AI Workflows: What Is Documented Today
monday.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.
· Peter Marroquin · 9 min read
Tech
When Should an AI Workflow Require Human Approval? How to Decide
Gate 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.
· Peter Marroquin · 11 min read
monday.com
How 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.
· Peter Marroquin · 33 min read
Tech
How 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.
· Peter Marroquin · 10 min read
Tech
Is Claude AI safe for enterprise data? SOC 2, HIPAA and what the BAA covers
Anthropic 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.
· Peter Marroquin · 11 min read
Tech
How 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.
· Peter Marroquin · 10 min read
monday.com
Workiflow Wins monday.com's Rising Star Award for North America, 2025
monday.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.
· River Sol · 4 min read%2Fpartner-vetting-banner.webp&w=3840&q=75)
monday.com
10 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.
· River Sol · 6 min read
Case Study
From a Pile of Papers to One System: How Florman Tannen Outgrew Trello on monday.com
Florman 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.
· River Sol · 6 min readCase Study
Three Teams Reclaimed Dozens of Hours a Week After Managed monday.com Implementation
A 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.
· River Sol · 8 min read
Tech
Everything Claude Can Do: The Complete Business Guide
Claude 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.
· Peter Marroquin · 17 min read
monday.com
The Managed Tech Stack Glossary
Every 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.
· River Sol · 22 min read
Tech
How to Pitch Claude to Leadership: The Compliance, Efficiency, and ROI Case That Gets Approved
Winning 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.
· Peter Marroquin · 10 min read
monday.com
monday.com AI ROI: 2026 Statistics, a Calculation Model, and What Drives the Return
The 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.
· Peter Marroquin · 11 min read%2Fmonday-ai-agents-complete-guide.webp&w=3840&q=75)
monday.com
monday.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.
· Peter Marroquin · 15 min read
monday.com
monday Sidekick Credit Billing Starts July 27: What Changes, What It Costs, and How to Prepare
Starting 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.
· River Sol · 6 min read
monday.com
Getting Team Buy-In: The Psychology Behind monday.com Adoption
39% of employees say new technology roll-outs often create internal chaos rather than operational improvement.
· Kiki Ruff · 3 min read
monday.com
How to Implement monday.com's New AI Features Strategically
Everyone's talking about AI in project management — but most monday.com teams are still just experimenting. Testing new AI features without a clear strategy.
· Kiki Ruff · 2 min read
Case Study
How Global Mobility Partners 3x Their Caseload with Caseflow
When Growth Outpaces Capacity. Every Workiflow transformation starts with a problem worth solving — but this one grew into a partnership that reshaped both.
· Kiki Ruff · 3 min read
Workiflow
Workiflow at Elevate 2025: From Vision to Vibe
This year's monday.com Elevate 2025 was more than a conference — it was a glimpse into the future of intelligent work.
· Kiki Ruff · 2 min read
Legal
Why Immigration Law Practices Are Moving to monday.com + Caseflow
Caseflow — a monday.com–powered operating system designed specifically for immigration workflows. Immigration law has never been more complex — or more competitive.
· Kiki Ruff · 2 min read
Case Study
How monday.com Transformed Olivia Clarke Homes
For fast-growing builders and construction companies, choosing the right project management system can determine whether projects run smoothly—or fall apart.
· Kiki Ruff · 3 min read
Case Study
How Service Express Took Their monday.com Workflows to the Next Level
When a team is already passionate about monday.com, unlocking its full power becomes the next challenge.
· Kiki Ruff · 2 min read
monday.com
Change Management & Adoption: How to Get Your Team To Use monday.com Properly
monday.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.
· Kiki Ruff · 3 min read
monday.com
Do 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.
· River Sol · 6 min read
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