AI Transformation Package · monday.com partner
AI agents running real workflows on monday.com, measured against numbers you set. Fixed scope. Outcome owned.
We own the outcome, not just the delivery. Every engagement starts with a baseline and ends with a before‑and‑after you can show your leadership.
Most teams have tried AI. Few have it running in production. The gap is the last mile: messy data, unclear ownership, no agreed definition of success.
of organizations already use AI in at least one part of the business
McKinsey, The state of AI, 2025of leaders call their company mature: AI built into the work and paying off
McKinsey, Superagency in the workplace, 2025of organizations saw no measurable return from their generative AI pilots
MIT NANDA, The GenAI Divide, 2025Agencies juggling many clients, and in-house teams running campaigns, content and reporting. We know the work, the tools and where the hours disappear.
Also delivered for professional services and SMB operations teams. Example objectives illustrate the format; your targets are set with you during Assess.
monday.com’s three-phase AI transformation framework, with clear exit criteria, so nothing moves forward on a guess.
~20-25% of the engagement
Kickoff (1 hr), sponsor session (30 min), 1-3 discovery sessions (60-90 min each), access to boards and data
Prioritized use cases with SMART objectives, AI opportunity map, agent candidates, signed-off impact targets.
~45-55% of the engagement
Weekly 30-min check-in, design sign-off, POC demo, validation with 2-3 end users
Design and POC approved in writing, agents tested and validated, credit budget confirmed.
~25-30% of the engagement
Training sessions (45-120 min by role), go-live week, closure meeting
Team using AI independently, monitoring owner named, handoff docs delivered, before/after measured.
ROI review against the baseline we documented together.
Timeline shown for a Growth engagement. Duration scales with the tier and number of use cases.
Before kickoff we check five things. Rate yours from 1 to 5. You don’t need a perfect score: every gap becomes a scoped priority in your plan.
Rate all five to see where you’d start.
The first question on every use case: can an AI agent own this workflow end to end? If not, we write down why and use a lighter tool.
Multi-step, judgment-based, recurring work: the default choice for execution
Several agents and AI steps handing off across teams or systems
Single-step classification, extraction, summarization, translation
On-demand assistance, meeting capture and action-item extraction
Custom interfaces and client portals, layered on top of agents
When an agent fits, we design its triggers, instructions, tools, permissions and knowledge sources. Every decision is documented, so you know exactly what was built and why.
Fixed-price packages priced on outcomes, not hours. You’re buying a defined result with clear success criteria, not a bucket of time.
Teams new to AI that want to prove value on one workflow.
Teams ready to transform a core process across a department.
Multi-team organizations making monday.com their AI operating layer.
| Feature | Starter | Growth | Scale |
|---|---|---|---|
| Timeline | 2-3 weeks | 4-8 weeks | 8-16 weeks |
| Use cases | 1 | 2-3 | 4+ across teams |
| Agents | 1 basic | Up to 4, incl. advanced | Multi-agent |
| AI Workflows | Not included | 1 | Multi-agent |
| Vibe apps | Not included | 1 | Client-facing portals |
| Integrations | Not included | 1 external | Custom |
| Training | 1 session + champion coaching | Role-based, all audiences | Champion program + admin certification |
| Governance and permissions design | Not included | Not included | Included |
| Post-launch support | 30 days | 60 days | 90 days + quarterly review |
| Day-90 ROI review | Included | Included | Included |
after go-live.
Prices in Canadian dollars, before applicable taxes. Final pricing is confirmed after a free AI fit call.
Before we change anything, we capture how the work happens today. Your 1-3 impact targets go into the statement of work, in your words.
Hours saved per user, cycle time, manual entry eliminated
25% fewer manual status updates
Error and rework rates, AI classification accuracy
95%+ correct request routing
Active users of AI features, agent runs, champion activity
80% of the team using AI weekly by week 4 post-launch
Client capacity, turnaround time, revenue per head
Take on 2 more clients with the same team
A live KPI dashboard on monday.com, weekly check-ins during delivery, a closure review against your original targets, and a Day-90 ROI review.
Example targets show the format. Yours are set with your executive sponsor.
Our in-house engineers build custom integrations, connectors and AI agents (Python, Node.js, LangChain, n8n, cloud). When a workflow needs something monday.com can’t do out of the box, we build it instead of telling you no.
We start by finding the real problem. We’d rather recommend a smaller scope that pays off than sell a big build that becomes shelfware.
We bring Fortune 500 capabilities to small and mid-size businesses, with a senior team that stays with you from discovery to handoff.
We document who reviews agent runs, governance and credits, whether that’s us on retainer or your trained admin.
If usage stalls, we diagnose which stage is missing (awareness, desire, knowledge, ability or reinforcement) rather than defaulting to “more training.”
Solution overview, agent documentation, prompts, admin guide and escalation path.
Every closure ends with the next opportunity ranked and scoped, so expansion is a decision, not a sales pitch.
They are starting prices per tier, in Canadian dollars, before applicable taxes. After a free AI fit call, the final fixed price and scope are locked in a one-page outcome statement.
In 60 minutes we look at one of your workflows together, tell you honestly whether AI fits it, and which package makes sense. You leave with a clear next step, whether or not you work with us. There is no commitment. The full workflow mapping, baseline and agent candidates are the work of Assess, the first phase of every package.
Credits are budgeted during Assess, so there are no surprise AI bills, and billed separately at cost plus a small management fee.
40% at kickoff, 40% at proof-of-concept approval, and 20% at closure. New requests after design sign-off are handled as a change order, never absorbed silently.
Every tier includes post-launch support (30, 60 or 90 days) and a Day-90 ROI review against your baseline. After that, the Care & Run retainer keeps your agents healthy, tuned and improving, from CAD $2,500 a month.
No. You bring the knowledge of how your business runs. We build, test and document everything, and train your end users, champions and admins to run it.
We’ll look at one of your workflows, tell you honestly whether AI fits it, and which package makes sense. You’ll leave with a clear next step, whether or not you work with us.
