Field assistantAssembles the morning briefing
Bernard
AI & automation
AI agents built into your operations, not bolted on.
The system lives in monday.com, and AI works from inside it: Sidekick, AI Agents, monday workflows and Claude, Anthropic's AI, configured on your real data. They prepare the work. You keep the decisions. An implementation can also be plain and simple, with no AI at all: this page is the other door.
HORIZON NORD
AI that preps the work, in your boards.
Sidekick, AI Agents, monday workflows and Claude: four ways AI executes inside your system, on your real data. No gimmick chatbot, no demo that dies in a drawer.
Spotted by AI · Invoice F-2026-118 is not linked to any project, and 2 follow-ups need a nudge.2 follow-ups1 exception
Bernard · Field coordinatorMorning follow-up built: 3 decisions ready for you
Morning follow-upReady since 7 AM
Sidekickmonday.com's built-in AI assistant, day to day: ask a question about your boards, it answers with your data. It summarizes, drafts, and helps each person in their daily work.
AI AgentsComplete sequences: read, classify, link to the right project, prepare the follow-up. Agents configured on your rules and your processes, not on generic templates.
monday workflowsAutomation with AI blocks: they read your documents, pull the information out of your invoices, contracts and forms, then file it in the right places, with no manual re-entry.
Claude, Anthropic's AIClaude connects directly into monday.com: it analyzes your boards, writes summaries and prepares files from your real data. You approve before anything goes out.
And when AI isn't the right answer, we say so: a simple automation often costs less and breaks less. Our own tool, OCR by Horizon, reads supplier invoices and structures them in monday.com: AI in production, not a slide-deck promise.
A crew of AI agents, configured for you.
Four example roles, built in monday.com around your operations. They prepare the work. You keep the decisions.
Accounts payableLinks invoices to projects
Diane
DocumentationSpots missing pieces
Nora
BidsAssembles the files
Sam
Your agents, custom-builtConfigured for your operations
Not four rigid products
Bernard · Field assistant
Gathers reports, blockers and follow-ups; the daily briefing is assembled in monday.com before you walk in. Your team decides: priorities and commitments.
Diane · Accounts payable
Gathers invoices, links each one to the right project, then prepares the approval requests. Your team decides: approve, send back, or release payment.
Nora · Documentation
Spots missing documents and keeps every project file complete and accessible. Your team decides: what goes out to the client or the inspector.
Sam · Bids
Gathers the context and assembles the bid files. Your team decides: the price and the send.
Four examples, not a catalog: your agents are configured on your operations, with the names your team recognizes.
For specialty contractors: these agents, packaged in Direction by Horizon.
The limits, in black and white.
AI becomes useful when it knows your system, its role, and the moment your team must decide. This is what we write into every mandate, before any configuration.
Agents prepare. You decide.
No commitment, approval, payment or client send without a responsible person. That's the rule, not an option.
AI sees only what you allow.
Every agent has a precise mandate: the boards and documents it can access are listed and documented, board by board.
Your data stays with you.
Your environment, your access, your decisions. We document what the AI sees and doesn't see, for your compliance (Law 25 in Quebec, equivalent requirements elsewhere in North America).
No pilot project that stalls.
An agent goes live on your real files, with a measured result, or not at all.
Simple first.
When a plain automation solves the problem, we tell you. It costs less and breaks less.
What you want to know before calling.
Your question isn't here? You'll talk to the person who would do the work at your company.
Discuss your operationsIs AI mandatory in an implementation?
No. A monday.com implementation can be simple, with no AI at all. Agents come in only where they create concrete value, and only if you want them.
Who decides, in the end?
People, always. Agents gather context, link information and prepare follow-ups. Every commitment, approval or important send stays with your team.
How does it work, concretely?
Sidekick assists your teams day to day, AI Agents run complete sequences, the AI blocks inside monday workflows read your documents, and Claude, Anthropic's AI, connects directly into monday.com. Everything is configured on your real files, with your real words, before go-live.
Is our data safe with AI?
Your data stays in your monday.com environment, and each agent sees only what you allow. We document those accesses in black and white, for your compliance (Law 25 in Quebec and equivalent requirements elsewhere in North America) and your internal governance.
Last stop
Your system should give you
real direction.
A person reads your message. Reply within 24 business hours, in English or French.
A 30-minute call, no commitment. You talk to the person who would do the work at your company.
You leave with the first process where an agent would create value. Follow-ups, invoices or documents: we name the starting point, whether you continue with us or not.
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