Monday.com BI Agent

An AI-powered Business Intelligence agent that answers founder-level queries by fetching live data from Monday.com boards.

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Tech Stack

• Frontend: React + Vite
• Backend: Node.js + Express
• AI: Google Gemini 1.5 Flash (via @google/generative-ai)
• Data: Monday.com GraphQL API (live, no caching)
• Deploy: Render.com

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Setup Instructions

Step 1: Accounts You Need

1. Monday.com — free account
2. Google AI Studio — free Gemini API key
3. Render.com — free hosting

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Step 2: Create Monday.com Boards

Board 1 — "Deal Funnel": Create a new board with these columns (exact names matter for import):

Column Name	Type
Owner code	Text
Client Code	Text
Deal Status	Status
Close Date	Date
Closure Probability	Text
Masked Deal value	Numbers
Tentative Close Date	Date
Deal Stage	Text
Product deal	Text
Sector/service	Text
Created Date	Date

Board 2 — "Work Orders":

Column Name	Type
Customer Name Code	Text
Serial #	Text
Nature of Work	Text
Execution Status	Status
Date of PO/LOI	Date
Probable Start Date	Date
Probable End Date	Date
BD/KAM Personnel code	Text
Sector	Text
Type of Work	Text
Amount (Excl GST)	Numbers
Billed Value	Numbers
Collected Amount	Numbers
Amount Receivable	Numbers
WO Status	Text
Billing Status	Text

Get Board IDs:

1. Open each board in Monday.com
2. Copy the number from the URL: https://monday.com/boards/XXXXXXXXX

Get API Key: Go to: Monday.com → Profile picture (top right) → Developers → My Access Tokens → Copy token

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Step 3: Get Gemini API Key

Go to: https://aistudio.google.com/app/apikey → Create API key → Copy it

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Step 4: Configure Environment

Edit backend/.env and fill in your keys:

GEMINI_API_KEY=your_gemini_key_here
MONDAY_API_KEY=your_monday_token_here
MONDAY_DEALS_BOARD_ID=123456789
MONDAY_WORKORDERS_BOARD_ID=987654321
PORT=3001

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Step 5: Import Data to Monday.com

Place both Excel files in the import/ folder, then:

cd import
npm install
npm run import

This uploads all 347 deals and 177 work orders to Monday.com automatically.

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Step 6: Run Locally

Terminal 1 — Backend:

cd backend
npm install
npm start

Terminal 2 — Frontend:

cd frontend
npm install
npm run dev

Open: http://localhost:5173

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Step 7: Deploy to Render.com

Backend:

1. Push this project to GitHub
2. Go to Render.com → New → Web Service
3. Connect your GitHub repo
4. Set:
   • Root Directory: backend
   • Build Command: npm install
   • Start Command: npm start
5. Add Environment Variables (from your .env file)
6. Deploy → Copy the URL (e.g. https://bi-agent-backend.onrender.com)

Frontend:

1. Create frontend/.env:

   VITE_API_URL=https://your-backend-url.onrender.com
   

2. New → Static Site
3. Root Directory: frontend
4. Build Command: npm install && npm run build
5. Publish Directory: dist
6. Deploy → Share this URL with evaluators

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Sample Questions to Ask

• "How's our overall pipeline looking?"
• "Which sector has the highest deal value?"
• "What's our total receivables outstanding?"
• "Who is the top performing owner/salesperson?"
• "How's our energy sector pipeline this quarter?"
• "Compare Mining vs Powerline in terms of deal value"
• "Show me all deals in Negotiations stage"
• "What's our collection efficiency on work orders?"

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Architecture

User Query
    ↓
React Chat UI (shows messages + tool traces)
    ↓
Express Backend (/api/chat)
    ↓
Gemini 1.5 Flash (decides which tools to call)
    ↓
Tool Functions (5 tools)
    ↓
Monday.com GraphQL API (LIVE - no cache)
    ↓
Results → Gemini synthesizes → Answer to user