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Testing Instructions

These instructions guide you through the initial setup and verification of the agent's core capabilities, focusing on data retrieval and lookup functions.

A. Agent Setup and Connection

Open the Agent Panel: Open your side panel and select the option to add a new agent. Search for the Monday agent and select it.

Agree and Sign In: Review the agent details on the screen and press the purple button at the bottom labeled Agree and sign in.

Connect Account: You will be brought to a configuration space where you must first connect your account.

Provide API Token: The sign-in process will ask you for an API token. If you require assistance locating the token within your Monday account, click the "where do I find this" link.

Select Data to Index: Once signed in, you must select the information to connect. The agent automatically recognizes your MondayBoards, which shows the boards you have in general.

To index the items or elements within your boards, you must manually select them.

Click the option labeled Boards to start loading the different boards and sub-items in your account.

Select the specific boards and sub-items you wish to bring into the connection. You can choose board by board or sub-item by sub-item to control the data volume.

Initiate Indexing: Once all desired boards and sub-items are selected, press Done.

Monitor Status: The system will indicate connecting Monday. The indexing process may take "a minute or so" to connect and index all of your information. The indexing duration depends on the volume of data, boards, and items you selected. You can check the sync status within the side panel to see how quickly the data comes through.

B. Agent Query Testing

Once the connection is configured and indexing is complete (or sufficiently advanced), you can begin testing core lookup functions:

Test #

Query Focus

Example Prompt (or Action)

Expected Behavior

General Semantic Search

Ask a question using "normal human language," such as: "What are some of the leads we have in our pipeline?"

The agent should search and return the different leads (items) that match the query.

Specific Row Data Lookup

Request full details for a known item, such as: "Tell me more about Delphonic. Provide the full road data for that lead."

The agent should use the internal skill GetRowData and call the information directly from Monday. It should return detailed, comprehensive row data (e.g., relevant date, status).

List All Boards

Request an inventory of connected data sources: "What are all the boards I have?"

The agent should search Monday and find and display the list of boards, providing links directly to the boards themselves.

Filtered Status Search

Request items matching specific criteria (testing filterable properties): "Tell me all of the in progress leads on the second board."

The agent should return results related to "in progress" leads.

Status Match Search

Request items matching a specific label: "Find any leads with this status of done."

The agent should return most, though potentially not all, of the matching results.

There are no rows in this table

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