A monday.com email integration that creates board items from conversations
Sektra connects to monday.com so that a customer conversation becomes an item on the board where the team tracks its work. It fits operations and account teams that manage requests on monday.com boards and answer customers from a shared inbox. Each new item opens with an update that links back to the conversation, and the item's status and board show beside the thread.
What Sektra does with monday.com
Create a monday.com item from an email
The Apps button on a conversation opens a card for each connected tool. Choose Create item on the monday.com card and paste the link of the board the item belongs on. The item is named after the conversation's subject unless you type another title, and Sektra lists it on the card once it is created.
The conversation is posted as the item's first update
Your note goes onto the item as its first update, followed by the customer's name and email address and a link back to the conversation. When you write no note, the update starts with the conversation's preview text. Anyone who opens the item sees where the request came from.
Link an existing monday.com item to a conversation
If the request is already on a board, choose Link item and paste the item's link. Linking posts nothing to the item, so it can be done from every conversation that concerns it.
Item status and board beside the thread
The monday.com card lists the items linked from conversations with the same customer and shows each one's status with the name of its board. The status is the label in the item's first status column, or the group the item sits in when that column is empty. Finished and archived items move under Done.
Rules that create monday.com items
Create item in monday.com becomes available as a rule action as soon as the connection is made, with the board set inside the rule. A rule can run on a new conversation or an added tag, with an AI check such as whether the message is a new order. Each matching conversation then produces one item on that board.
The assistant can read linked monday.com items
The assistant, Sektra's built-in AI, reads the items linked to a conversation or a customer, with their status and board. Asked where a customer's request stands, it answers from those items and changes nothing on the board.
How to connect monday.com
- 1
Open Integrations in Settings
Open Settings and choose Integrations, a page shown to teammates with permission to manage integrations, then find monday.com in the Tasks and issues group.
- 2
Approve Sektra on the monday.com site
Choose the Connect button and sign in on the monday.com site, where Sektra never sees the password. Approve Sektra to read boards, add items and post updates.
- 3
Start from any conversation
The connection now appears under Connected with your account's name and a Working label. Anyone who can reply in an inbox can then create and link items from its conversations.
Common questions
Setup, permissions and what Sektra reads from monday.com, with a contact link for anything not covered here.
Can I create a monday.com item from an email?
Yes. Sektra connects to monday.com, and any email, WhatsApp or live chat conversation can be turned into an item from the Apps button on the thread. You paste the board's link, and your note, the customer's details and a link back are posted as the item's first update.
Which status does Sektra show for a monday.com item?
Sektra shows the label from the item's first status column, followed by the board's name, and falls back to the item's group when the column is empty. An item counts as done when its label reads Done, Complete, Completed, Closed, Resolved or Shipped. On a board whose final label is a different word, finished items stay in the open list.
Does Sektra change items on our monday.com boards?
Sektra adds the items your team creates from conversations, posts one update on each, and reads the items that are linked. It does not move, edit, archive or delete items, and linking an existing item posts nothing to it. An item deleted on the board drops off the card the next time the card opens.
Connect monday.com and see it work
Connect a mailbox first, then add monday.com from Settings. Both steps take a few minutes, and the team can work from the inbox the same day.