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AI Transformation Package for monday.com

Put AI to work inside your monday.com.

The manual processes your team runs every week, turned into AI-run workflows: agents, automations and apps built on monday.com, delivered in a fixed-price scope by Australia's monday.com specialists.

Book a free AI discovery callSee the packages monday.com Silver Partner295+ clientsAITP Foundations certified teamMelbourne · Sydney · Brisbane · NZ

What one agent does on a construction ops board

A basic agent, the first use case in most AI Quick Starts 1

A site request lands on the board

From an email form, the mobile app, or a site manager on their phone.

Trigger AI

The agent classifies it, sets priority and assigns the PM

Using your routing rules and SLA document as its knowledge sources.

About 30 credits a run 3

A one-line summary is posted and the client is notified

Nobody reads every request by hand any more. You review what the agent did, once a week.

Done
Why now

Your monday.com plan already includes AI. Most teams use almost none of it.

monday.com now runs AI agents, an AI assistant (Sidekick), AI Blocks and Vibe apps on a monthly credit model. In the accounts we see, the gap between what the plan includes and what the team actually uses is where the hours are hiding: the same requests triaged by hand, the same status report written every Monday, the same chasing of subcontractors, clients and documents.

Our package closes that gap one workflow at a time, and measures the difference.

What we deliver

AI that actually runs inside your business, not a demo.

01

Find the bottlenecks that cost the most

We audit the activity on your busiest boards and score where manual work is slowing the team down, so the first use case is the one with the biggest payback.

02

Design AI-run workflows for how you actually work

Agents first, apps on top. Board architecture, automation logic and agent instructions built around your process, your rules and your systems.

03

Deliver measurable impact

Hours saved, errors removed, cycles shortened. We document the "before" on day one and track the "after" on a live monday.com dashboard your leadership can see.

04

Make it stick

Champion training, plain-English documentation and a monitored go-live. We stay until the agent is running in production and your team is using it every day.

How we work

Assess. Align. Adopt.

A three-phase, fixed-scope engagement of 6 to 16 weeks depending on the package. Each phase has written exit criteria, so you always know where the project is and what "done" means.

Weeks 1 to 2 · Assess

Understand before we build

  • Discovery workshop with the people who run the process
  • 30 minute outcome session with the business owner: the 1 to 3 results this has to deliver, in your words
  • Process mapping, then every pain point tested with one question: could an agent own this end to end?
  • Success criteria and a documented "before" baseline
  • Scope, timeline and credit budget agreed in writing
About a quarter of the engagement Weeks 3 to 7 · Align

Design, prove, build, test

  • Solution design signed off before any build
  • A proof of concept you see running, agent reasoning included
  • Boards, automations, agents, AI Blocks and Vibe apps built
  • Integrations to your existing systems
  • Agent testing protocol, then your validation session
About half Week 8 on · Adopt

Launch and make it stick

  • Role-based training: end users, champions, admins
  • Watched go-live and light-touch support
  • Handoff kit: agent guide, prompt library, admin guide
  • 30 to 90 day monitoring and adoption tracking
  • Transition to AI Care
About a quarter
Use cases we deliver

Built for the industries we already know.

Every package starts from a proven pattern for your sector, then gets shaped around your workflows. Each one passes the same test: could an agent own this end to end?

Construction & trades

Variation and RFI triage agent

Site requests classified, prioritised and assigned automatically, with a field app for photos and defects. The triage meeting goes away.

Agent · AI Blocks · Vibe app Property development

Portfolio status agent

Weekly status across every development, overdue consultant deliverables flagged, Monday morning brief written before you sit down.

Agent · Sidekick · Dashboard Professional services

Proposal intake and capacity router

Enquiries scored and routed to the right principal with a draft scoping brief. Meeting notes become action items on the board.

Agent · Notetaker · AI workflow Accounting & finance

Document and invoice exception agent

Missing documents chased, exceptions flagged for review, client onboarding status summarised. Works with our monday.com to Xero integration.

Advanced agent · Xero · AI Blocks Not-for-profit

Grant and volunteer intake router

Applications categorised, eligibility checked against your rules, acknowledgements drafted, reporting deadlines tracked.

Agent · AI Blocks · AI workflow Legal · Education

Enquiry to engagement intake

New matter or student enquiries triaged and followed up, synced to Smokeball, LEAP, aXcelerate or Wisenet, with a partner or ops dashboard.

Agent · Integration

Don't see your process? Every engagement starts with your workflows, not ours. The audit finds the first use case; the pattern library just makes it faster.

Packages

Fixed scope, fixed price, sized to where you are.

Expressed in the same units monday.com uses (boards, agents, workflows, sessions) so there is nothing to translate. Every proposal leads with one sentence: what will be running, by when, and the number it will move. Prices in AUD, ex GST.

Not sure yet?

Start with an AI Pilot.

Three weeks. One basic agent on a board you already run, with the "before" and "after" measured. If it earns its keep, the full fee is credited against any package you start within 60 days.

$4,950fixed, ex GST · 3 weeks · 1 board · 1 agentStart a Pilot AI Quick Startfrom $8,5006 weeks · 1 team · up to 25 users

One workflow, one agent. The right first move for most teams.

  • AI opportunity audit and readiness scorecard
  • Up to 4 boards + 1 dashboard
  • 1 basic agent + 1 AI workflow + AI Blocks
  • Sidekick setup and prompt templates
  • 4 working sessions, 1 training session
  • Documented "before" baseline
  • 30 day go-live monitoring
Includes 60 days of AI CareGet started Most popularAI Essentialfrom $16,5008 weeks · 1 team · up to 50 users

One use case done properly, with your systems connected.

  • Full discovery + business impact alignment
  • Up to 5 boards + 1 dashboard
  • 2 AI workflows + 1 agent + 1 Vibe app
  • 1 integration from our standard list: Outlook or Gmail, Microsoft Teams, Google Drive, DocuSign, HubSpot, or our monday.com to Xero connector
  • 5 working sessions, 1 training session
  • Handoff kit and admin guide
  • 30 day go-live monitoring
Includes 60 days of AI CareGet started AI Advancedfrom $32,00012 weeks · up to 2 teams · up to 250 users

Two teams, two use cases, integration-heavy.

  • AI maturity assessment across departments
  • Up to 10 boards + 2 dashboards
  • 4 AI workflows + 2 agents or Vibe apps
  • Industry integration: Procore, simPRO, Smokeball, LEAP, aXcelerate or Wisenet, plus Xero
  • Champion certification program
  • 8 working sessions, 2 training sessions
  • 60 day monitoring, fortnightly check-ins, Slack channel
Includes 90 days of AI CareGet started AI PremierScoped16 weeks · up to 3 teams · up to 500 users

Multi-agent, governed, our team embedded with yours.

  • Our team embedded with yours, on site
  • Up to 20 boards + 5 dashboards
  • 6 AI workflows + 3 agents + custom Vibe apps
  • AI governance framework and rollout plan
  • Internal champion network
  • 12 working sessions, 3 training sessions
  • 90 day support and quarterly roadmap reviews
Includes 90 days of AI CareTalk to us After go-live

AI Care: somebody has to watch the agents.

Monthly agent monitoring, credit optimisation, prompt tuning and a quarterly AI roadmap review. Included in every package, then rolling month to month.

$1,500 /mo4 support hours · monthly credit report · agent checks$2,500 /mo8 hours · prompt and instruction tuning · quarterly roadmap$4,000 /mo14 hours · new use case pipeline · champion refreshers

Packages are a guide. Every engagement starts with a free discovery call and a written fixed-price scope. Industry integrations beyond the standard list are scoped and priced separately. monday.com AI credits are purchased through your monday.com plan; we recommend the right credit bundle as part of scoping so there are no surprises after go-live.

Before we start

Is your business ready for AI?

Score yourself on the five things that decide whether AI sticks. Low scores are normal. The gaps become the roadmap.

Data Our operational data is clean, accessible and lives in systems we can connect People Someone owns AI adoption internally and has time to champion it Governance We have documented rules for how AI can act on our data Culture Staff are encouraged to propose and try AI on their own work Tooling We can prototype a workflow change without waiting on IT
Why Kick

More than an implementation. A team that stays until it works.

Local delivery, your timezone

Melbourne, Sydney, Brisbane and NZ. Workshops in the room, support in your working day, and a team that understands Australian business and compliance.

We own the outcome, not the deliverables

We measure ourselves on adoption. The engagement ends when the agent is running in production and your people use it, not when the last board is built.

295+ monday.com clients

We were building on monday.com before AI was in the product. We know the architecture, the limits and the shortcuts, so your project is not our learning exercise.

Vertical solutions, not generic templates

Pre-built patterns for construction, property, professional services, accounting and not-for-profits. A starting point that already speaks your language.

The systems your industry actually runs on

Our own monday.com to Xero connector, plus integrations to Procore and simPRO for builders and trades, Smokeball and LEAP for law firms, aXcelerate and Wisenet for training organisations, and the Microsoft and Google tools everyone already uses.

AI that compounds

AI Care includes a quarterly roadmap review that finds the next use case as your business changes. One project becomes a capability.

Measuring success

What good looks like, in numbers we agree on day one.

We document the baseline before we touch anything and measure against it at 30, 60 and 90 days. Four families of measures, chosen with you in discovery.

ProductivityHours returned to the team, shorter cycle times25%monday.com reference target: manual status updates down 25% QualityFewer errors, less rework, cleaner data90%+monday.com reference target: data accuracy on AI-enriched boards AdoptionPeople actually using it, credits actually working70%monday.com reference target: active AI users at 90 days Business impactThe number your leadership already watches15%+monday.com reference target: improvement in on-time delivery
Questions

The things people ask before they book.

What monday.com plan do I need?

AI features run on Standard, Pro and Enterprise plans with AI credits enabled. Most of our packages assume Pro. If you are on a lower plan, the discovery call covers what an upgrade would cost against what the workflow saves.

What are AI credits, and what will they cost me?

monday.com charges AI usage in credits bundled with your seats: roughly 8 credits per AI Block action, 10 to 250 per agent run depending on complexity, and 10 to 150 per Sidekick message. We estimate the credits your use case will consume during scoping and recommend the right bundle, so the monthly cost is known before we build.

Is our data safe? Who controls the agents?

Agents only get the boards, columns and actions we scope for them, and nothing more. Governance is a deliverable of the Assess phase: what the agent may do, who can pause or change it, and how you review what it did. You get an admin guide and a named internal owner before we step back.

We already use monday.com. Can you add AI to what we have?

Yes, and that is the most common starting point. The audit looks at the activity on your existing boards to find the repetitive work an agent can take over. You keep your current setup; we add the AI layer where it pays.

Why fixed price instead of a block of hours?

Because a block of hours pays for our time, not your result. Buckets of hours tend to end one of two ways: used up before the goal is reached, or used up after it is, on things that did not need doing. A fixed-scope package buys a working, tested workflow that hits the success measure we agreed together in discovery. We can be efficient because the testing and your sign-off are built into the process, not because we watch the clock.

What if our needs change mid-project?

They usually do, and discovery is where we protect against it: scope and success criteria are signed off before we build. New ideas get captured as they come up. We land the original outcome first, then the new ideas become a tier upgrade or the first item on your AI Care roadmap, with the timeline impact made explicit rather than absorbed quietly.

How long does it take?

Six weeks for an AI Quick Start, eight for AI Essential, twelve for AI Advanced, sixteen for AI Premier. Each phase has written exit criteria, so you always know where the project stands.

What happens after go-live?

Every package includes 60 to 90 days of AI Care: we monitor the agents, tune prompts and instructions, watch credit usage and check adoption. After that it rolls month to month, or your internal owner takes over with our documentation.

Do you work with monday.com directly?

We are a monday.com Silver Partner and work alongside monday.com's account executives. For larger accounts we can co-deliver with monday.com's own AI team.

Ready to start?

Let's find your first AI use case together.

Book a free 45-minute AI discovery call. We map your top three AI opportunities on monday.com, estimate the hours at stake and recommend the right package. No commitment.

Prefer to pick a time now? Book directly in our calendar.

Book a free 45-minute AI discovery call: https://calendly.com/d/cpjm-szz-fpm

monday.com partner

© 2026 Kick Consulting

Melbourne · Sydney · Brisbane · NZ

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