How to Switch from Monday.com to ClickUp AI Agents

If you are using Monday.com and want a more flexible, AI-powered work hub, ClickUp offers AI Agents, task automation, and customizable views to centralize projects, docs, and team communication in one place.

This step-by-step how-to guide walks you through evaluating your current setup, planning your move, and rebuilding smarter workflows so you can run your entire business in a single ClickUp workspace.

Step 1: Map Your Monday.com Workflows Before Moving to ClickUp

Before you start building anything, document how you currently work in Monday.com. This helps you recreate and improve those processes in ClickUp instead of simply copying chaos.

List your main boards: Projects, sales, marketing, product, operations, support, and any internal request boards.
Capture column usage: Note how you use statuses, timelines, people, tags, and formula columns.
Identify automations: List recurring rules like status changes, notifications, and item creation.
Note integrations: Email, chat, calendars, CRMs, dev tools, and file storage.

Keep this inventory handy. You will rebuild the important parts as ClickUp Spaces, Folders, Lists, tasks, and AI workflows.

Step 2: Create a ClickUp Workspace for Your Company

Next, create or refine your central ClickUp workspace so it can replace the fragmented boards and apps you rely on today.

Design Your ClickUp Hierarchy

Use the ClickUp hierarchy to mirror your organization and make information easy to find.

Workspace: Your entire company hub.
Spaces: Departments or major functions, like Product, Marketing, Sales, Operations, and Support.
Folders: Big programs or categories inside each Space.
Lists: Specific projects, pipelines, or backlogs.
Tasks and Subtasks: Individual pieces of work, replacing Monday.com items and subitems.

Building this structure first lets you plug in AI Agents, automations, dashboards, and docs in the right context.

Invite Your Team to ClickUp

Bring your team into the new workspace early so they can start collaborating as you build.

Invite teammates by email.
Assign them to relevant Spaces and Lists.
Set permissions so each person sees what they need without clutter.

Step 3: Rebuild Monday.com Boards as ClickUp Spaces and Views

Now, recreate your core Monday.com boards as rich, flexible ClickUp Spaces and Views customized for each team.

Convert Boards into ClickUp Lists

For each major Monday.com board:

Create a new Space or Folder if one doesn't already exist.
Add a List that corresponds to the board's purpose, such as "Product Roadmap" or "Sales Pipeline."
Create custom fields to match key data from your Monday.com columns.

Common column types and their ClickUp equivalents include:

Status columns → Statuses on tasks.
Date or timeline columns → Due dates, start dates, or custom date fields.
People columns → Assignees and watchers.
Tag columns → Tags or dropdown custom fields.
Numbers and formulas → Number fields or calculated fields in dashboards.

Create ClickUp Views to Match and Improve Monday.com

Monday.com offers a handful of board views, but ClickUp provides a wide variety so each team can see work the way they prefer.

For each List or Space, add Views like:

List view: A clean, spreadsheet-style view that resembles many Monday.com boards.
Board view: Kanban-style columns grouped by status, assignee, or custom fields.
Calendar view: Visual scheduling for tasks by due date.
Timeline or Gantt view: Cross-project planning to see dependencies and long-running initiatives.

Because these Views are layered on the same data, you avoid scattering the same work across multiple boards.

Step 4: Use ClickUp AI Agents to Automate Work

The biggest difference between Monday.com and ClickUp is how deeply you can integrate AI into daily work. ClickUp AI Agents let you automate knowledge, tasks, and workflows across your workspace.

Choose AI Agents for Each Team

The platform provides specialized Agents trained on workflows for different functions, such as:

Project management and delivery
Marketing and content teams
Sales, revenue operations, and customer success
Product, engineering, and design teams
HR, finance, and operations

Assign relevant AI Agents to Spaces so they can help each team summarize updates, create tasks, draft documentation, and surface context from your workspace content.

Connect AI to Your Work in ClickUp

To get real value from AI, connect Agents to the work you already have in ClickUp.

Store project briefs, docs, tickets, and requirements in ClickUp Docs and tasks.
Link Docs directly to Lists and tasks so context is one click away.
Enable AI in Docs and tasks to generate summaries, next steps, and answers based on workspace content.

This turns your workspace into a centralized brain instead of scattered notes across different tools.

Step 5: Automate Processes with ClickUp Workflows

Where Monday.com relies heavily on board-level automations, ClickUp combines AI, rules, and views to keep work moving automatically.

Set Up Automation Rules in ClickUp

Recreate your key Monday.com automation flows using built-in automation triggers and actions.

Common examples include:

When status changes → Reassign task, change List, or set a due date.
When a task is created → Add watchers, apply templates, or set priority.
When due date arrives → Send reminders or update status.
When custom fields update → Adjust workflow or notify stakeholders.

Layer AI Agents on top of these rules to auto-generate updates, drafts, and summaries so your team spends less time on manual busywork.

Create End-to-End Workflows in ClickUp

Use a combination of Lists, custom fields, dependencies, and automations to build workflows that span teams, for example:

Intake requests from forms into a triage List.
Automatically assign owners based on request type.
Move tasks to execution Lists when approved.
Notify stakeholders when work reaches key milestones.

Unlike siloed Monday.com boards, these workflows can cross Spaces and keep all work connected.

Step 6: Monitor Performance with ClickUp Dashboards

Instead of checking multiple Monday.com boards to understand status, build real-time dashboards in ClickUp that pull from every Space.

Build Role-Based Dashboards

Create dashboards tailored to leadership, project managers, team leads, and individual contributors.

Use widgets to track:

Task status by team or project.
Throughput and cycle time.
Workload by assignee.
Upcoming deadlines and at-risk tasks.
Progress toward goals and OKRs.

Because everything lives in a single ClickUp workspace, your dashboards become a live source of truth instead of another static report.

Step 7: Train Your Team to Live in ClickUp

A successful switch from Monday.com relies on adoption as much as configuration. Help your team treat ClickUp as their daily work hub.

Set Clear Usage Guidelines

Document how each team should use the platform, for example:

Where to create new tasks and docs.
How to name tasks and Lists.
Which Views to use for planning and daily execution.
When to use comments versus Docs.

Store these guidelines in a shared ClickUp Doc pinned to your main Spaces.

Encourage AI-First Habits

Show your team how AI can remove friction from everyday work:

Use AI in Docs to draft briefs, emails, and updates.
Ask AI to summarize long threads and project histories.
Let AI generate task checklists and acceptance criteria from high-level ideas.

When people see how much faster they can work, they are more likely to adopt ClickUp as their central tool.

Additional Resources for Implementing ClickUp

To go deeper into building an AI-powered workspace, review the official information about AI Agents on the vendor website: ClickUp AI Agents vs Monday.com. For strategic implementation and consulting support, you can also explore services from partners such as Consultevo, which specialize in modern productivity stacks.

By following these steps, you can move from scattered Monday.com boards to a unified ClickUp workspace, powered by AI Agents, automation rules, and flexible Views that keep every team aligned and every project moving.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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ClickUp AI vs Monday.com Guide