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Creative Brief Intake for monday.com · Marketing

Turn messy client asks into clear briefs on your monday.com board

Each client request becomes an item on your monday.com intake board with a structured brief and clarifying questions, and the client is emailed what's missing.

Coming soon — waiting for monday.com approval $79 one-time · never renewsIncluded in Enterprise
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Can't be bought yet: waiting for monday.com approval. It opens for purchase on its own once approved.

  • Starts when your form or app sends it something
  • 1 AI step
  • A person approves before it acts
  • About 15 min to set up

Sound familiar?

The job, before and after this agent.

What it feels like today

  • “Requests come in as a sentence and our board fills with items nobody can start on.”
  • “We waste the first day of every project chasing basic specs.”
  • “Clients assume we've started when we haven't even confirmed receipt.”

What you get with the agent

  • A structured brief from each request: objective, audience, deliverables and specs, key message, tone, mandatory elements and deadline.
  • Up to six clarifying questions, never invented specs.
  • An item on your monday.com intake board with the client's email and deadline in two Text columns you choose.
  • The brief and questions posted as an update on the item.
  • A confirmation email to the client; unclear, out-of-scope or money questions wait for your approval.

Before

Someone retypes an email into a monday.com item, forgets the deadline, and the project manager spends the morning chasing details.

After

The item appears with the client's email and deadline filled in, the full brief in the updates, and the client already asked for the missing pieces.

How it works

The whole workflow, step by step.

Each request from your client form is turned by AI into a structured creative brief (objective, audience, deliverables and specs, key message, tone, mandatory elements, deadline) with up to 6 clarifying questions, using only what the client wrote. It becomes an item on your monday.com intake board, with the client's email and deadline in two Text columns you choose (column ids are set once at setup) and the brief and questions posted as an update. The client gets a confirmation email with the questions, Reply-to your studio inbox; unclear, out-of-scope or money questions wait for approval.

  1. TriggerNew client request
  2. LogicCheck the deadline
  3. AI stepWrite the creative brief
  4. App callCreate the item on monday.com
  5. App callPost the brief as an update
  6. OutputItem created
  7. LogicSend the confirmation how?
    • No email:No confirmation
    • Routine:Email the client
    • Review:Approve the confirmation
  8. OutputNo confirmation
  9. Human approvalApprove the confirmation
    • Approved:Email the client
  10. OutputEmail the client
  11. OutputConfirmed

This is the workflow that opens in your workspace when you set the agent up. Every step can be edited.

  1. Step 1New client requestYour client request form (or your site) posts each request to this webhook.
  2. Step 2Check the deadlineIn code, not AI: reads the client's deadline and works out how many business days away it is; 5 business days or fewer (or already past) marks the request urgent. Change the number here (within.max) and set your time zone here (timezone, e.g. America/Chicago; UTC when blank). Requests are never dropped here.
  3. Step 3Write the creative briefAI turns the request into a structured brief (objective, audience, deliverables, specs, tone, deadline) and lists the clarifying questions. Whether it's urgent was worked out in code.
  4. Step 4Create the item on monday.comAdds an item to your intake board with the client's email and deadline in the text columns you pick.
  5. Step 5Post the brief as an updatePosts the full brief, the open questions and the original request as an update on the item.
  6. Step 6Item createdThe run history keeps the monday.com item link.
  7. Step 7Send the confirmation how?No email address: no confirmation. Routine requests: sent at once. Unclear, out-of-scope or money questions (or every one, if you switch review on): approved first.
  8. Step 8No confirmationThe request had no email address; it's filed on your board.
  9. Step 9Approve the confirmationA teammate checks the confirmation and questions in Reviews, edits them if needed and approves.
  10. Step 10Email the clientEmails the confirmation with the clarifying questions, with replies going to your studio inbox.
  11. Step 11ConfirmedThe run history keeps the brief and the confirmation.

Example run

What goes in, and what comes out.

Example with fictional data

Comes in

Form request from Acme Fitness: a promo video cut-down and two display banners for a January campaign, deadline December 15.

The agent produces

monday.com item Acme Fitness January campaign, email and deadline columns filled. Update with the brief and questions: video length and formats, banner sizes, offer wording, approver. Confirmation emailed to the client.

What you need

Everything it takes to run it.

About 15 minutes from purchase to live. A checklist above the canvas takes you through each step.

Plan

Included in Enterprise; on other paid plans it's $79 once. Agents run live on paid plans, from Basic ($39/mo).

Your AI key

Connect any of 14 AI providers on your own key. Your provider bills usage directly, at cost; we add no markup.

Apps

Checklist

  • A paid plan (agents run live on paid plans).
  • An AI provider key (Settings → AI Providers).
  • monday.com, connected in Settings → Integrations. monday.com is waiting for vendor approval, so this agent switches on once it's live.
  • A request form or site that can post to a webhook.

Setup, about 15 minutes

  1. Connect your AI provider. The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.
  2. Connect monday.com. Connect monday.com (Settings → Integrations → monday.com).
  3. Describe your studio. Open “Write the creative brief” and replace the placeholder with your studio and brief rules.
  4. Pick the board and columns. Open “Create the item on monday.com”, pick your account and intake board and put your two Text column ids in the column values; then pick the account in “Post the brief as an update”.
  5. Add your studio inbox. Open “Email the client” and enter the address the client's answers should go to.
  6. Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
  7. Switch the trigger on. Open the trigger, copy the webhook URL and secret into your request form or site, and switch it on. Fields: client, name, email, request, deliverables, deadline, budget, references.

Is it a fit?

Who it's for, and what it won't do.

Built for

  • Agencies running client work on monday.com
  • In-house creative and marketing teams
  • Project managers who own intake

What it doesn't do

  • Column ids are set once at setup; it fills only the two Text columns you choose (no status, people or date columns).
  • It doesn't assign people, set statuses or estimate hours.
  • It never promises prices or dates you haven't written in your studio rules.
  • It doesn't read attached files, only the text and links in the request.

We list the limits up front so you can decide before you buy.

Price

$79 one-time

Per workspace. It never renews.

Coming soon — waiting for monday.com approval
  • Included at no extra cost on Enterprise.
  • Buying and running it live need a paid plan, from Basic ($39/mo).
  • Dry Run costs nothing: simulated AI and app calls, nothing sent.
  • AI usage is billed by your own provider, at cost. No AI credits to buy from us.
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One-time agent purchases aren't covered by the 30-day money-back guarantee. Refund policy

FAQ

Questions about Creative Brief Intake for monday.com.

Which apps does it need?

monday.com, where each brief becomes an item. Asana and Trello versions exist too. The agent's page shows whether each app is ready to connect.

Which columns does it fill?

Two Text columns you choose, for client email and deadline, set once at setup. It doesn't set status, people or date columns; the brief goes in an update.

Will it promise things we can't deliver?

No. It never promises prices or dates you haven't written in your studio rules, and sensitive requests wait for your approval.

Is it worth the price?

A one-time price that never renews. Setup takes about 15 minutes. Live runs need a paid plan and your own AI provider key.

Which group does the item go in?

Your board's top group, unless you pick another group in “Create the item on monday.com”.

Is this a subscription?

No. Creative Brief Intake for monday.com is a one-time purchase of $79 per workspace and never renews. The Enterprise plan includes it at no extra cost. Running it live needs a paid plan (from Basic ($39/mo)), and your AI provider bills you directly for usage.

Can I test it before it touches real data?

Yes. Once it's set up in your workspace, Dry Run plays every step on sample data with simulated AI and app calls: nothing is sent and nothing in your apps changes. Switch the trigger on only when you're happy.

Creative Brief Intake for monday.com is almost ready.

Can't be bought yet: waiting for monday.com approval. It opens for purchase on its own once approved. Create a free account now and you'll find it on your Agents page.

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