Build monday.com automations with the Claude desktop app
Claude uses Microsoft's Power Automate plugin to build, check, save and test the whole automation for you. Setup takes about 15 minutes, once.
You need
- The Claude desktop app with the Code tab, on a Claude plan that includes Claude Code
- Node.js 18 or later and the Azure CLI (step 1 installs them)
- Plugin Genie installed, the monday connector connected in Power Automate (Getting Started), and permission to create flows
Steps
- Install Node.js and the Azure CLI
In Terminal (this uses Homebrew), then open a new Terminal window:
brew install node azure-cliIn PowerShell, then close and reopen PowerShell so the new commands are found:
winget install OpenJS.NodeJS.LTS winget install Microsoft.AzureCLI - Sign in to Azure
In TerminalPowerShell, run these and check the account shown is the one that owns your Power Automate environment:
az login az account show - Start a local session
In the Claude desktop app, open the Code tab, choose Local (not Cloud) and select an empty folder.
- Add Microsoft's plugin marketplace
Click + next to the prompt box, choose Plugins, and add this as a new marketplace source:
github.com/microsoft/power-platform-skills - Install the Power Automate plugin
Install
power-automatefrom that marketplace for your user account, then start a new local session in the same folder. - Check setup and choose your environment
Paste these one at a time. Replace [your environment] with the name of the Power Automate environment where your monday connection lives.
/power-automate:setup /power-automate:route-environments Resolve the environment named [your environment], show its ID, and make it current after I confirm. - Build your first automation
Claude finds the Plugin Genie steps, reads your real board and columns, then checks and saves the automation.
/power-automate:create-flow Using the Plugin Genie monday connector, when an item on my monday.com board "Projects" changes its Status column to "Done", post a message in the Teams channel "Delivery" in the team "Operations" with the item name and the Owner column.
- Check it worked
Open the automation in Power Automate and read each step. Change a test item in monday.com, confirm the result arrives, and check the run history shows every step succeeded.
Prompts to copy
Swap in your own board, column and channel names, then paste into Claude.
/power-automate:create-flow Using the Plugin Genie monday connector, when an item's Status changes to "Stuck" on my "Projects" board, post the item name and owner to the "Team" channel in Teams.
/power-automate:create-flow When a new response arrives for the form "Client intake", use the Plugin Genie monday connector to create an item on my "Intake" board and fill the Email and Request columns.
/power-automate:create-flow Using the Plugin Genie monday connector, when an item is created on my "Clients" board, create a matching item in the SharePoint list "Clients" at [site URL].
/power-automate:create-flow Every Monday at 8am, use the Plugin Genie monday connector to get items on my "Projects" board whose Due date has passed and whose Status isn't "Done", and email me the list.
/power-automate:create-flow Using the Plugin Genie monday connector, when a new update is posted on an item on my "Support" board, add a row to the Excel table "Activity" in [file] with the item name, author and update text.
/power-automate:create-flow Using the Plugin Genie monday connector, when a sub-item is created on my "Launch" board, create a matching task in the Planner plan "Launch tasks" and assign it to the sub-item's owner.
Tips for better results
- Start with "Using the Plugin Genie monday connector" so it picks Plugin Genie's monday.com steps.
- Put board, column and channel names in quotes, spelled as they are in monday.com.
- Say when it should run first, then what should happen.
- If the automation updates the same board that starts it, add "don't re-trigger on the automation's own changes" to avoid loops.
Questions about Claude
I don't see the Code tab.
Update the Claude desktop app, and check your Claude plan includes Claude Code.
It can't find the monday connector.
Ask: "List all connectors in this environment, including custom ones." If monday isn't there, check that the monday connection exists in Power Automate, in the environment you chose with /power-automate:route-environments.
It signed in to the wrong Microsoft account.
In TerminalPowerShell, run az logout, then az login with the account that owns your Power Automate environment. Check it with az account show.
The automation ran but something failed.
Ask it to fix it with /power-automate:debug-flow, or open the run history in Power Automate to see which step failed. Still stuck? Contact us.
Can Claude change an automation I already have?
Yes. Describe the change and name the automation, for example "In my flow Notify Delivery when Done, also email the owner."
