1Register
2Monday
3WhatsApp
4Team
5Done

Connect WhatsApp to Monday.com

Bring your WhatsApp conversations into Monday.com boards — automate workflows, sync messages, and collaborate with your team.

What you'll get
  • 📥Team inbox for all WhatsApp chats
  • 🔄Auto-sync messages to boards
  • ⚡Board automations & recipes
Step 1 of 5 — Register

Welcome, John! 👋

Create your TimelinesAI account to connect WhatsApp with Monday.com.

✓ Auto-filled from Monday
1
Monday OAuth Data: me.email Pre-filled from Monday authorization. Also available: me.name, me.phone, me.title, me.photo_thumb, me.time_zone_identifier, me.country_code. Used for registration + PostHog identification.
✓ Auto-filled from Monday
2
Monday OAuth Data: account.name + account.id Company name from Monday account. account.id used for DB lookup (existing workspace?). account.slug also available for URL generation.
📡 Monday OAuth data: me (id, name, email, phone, photo, timezone, country_code, is_admin, title), account (id, name, slug, plan.tier, plan.max_users), users list (12 members)
Scopes: me:read, users:read, boards:read, account:read
3
Decision Tree Entry Point Check: 1) Has active session? → reconnect. 2) Company exists in DB? (by account.id) → existing path. 3) New company + is_admin? → register. ~85% are new users (happy path).

Already have an account? Sign in

By continuing, you agree to our Terms and Privacy Policy

Verify your email

Passwordless authentication — no password needed. Just enter the code we sent to your inbox.

Security
  • 🔒6-digit OTP, 5 min expiry
  • 🔄Max 3 attempts before re-send
  • ✅Account created AFTER verification
Step 1 of 5 — Register

Check your email 📧

We sent a 6-digit code to

📧john@acmecorp.com

Didn't receive it?
Code expires in 4:32

1
PostHog: otp_code_entered Track: attempts count, time_to_enter, auto_submitted. OTP auto-submits when 6 digits filled. Email pre-known from Monday OAuth.
2
Flow: OTP → Create Resources On success: CREATE_WORKSPACE → CREATE_USER → navigate to Connect Monday step (Step 2). Resources created AFTER email verified. monday_account_id stored on workspace.

Account found!

Your Monday.com account matched an existing TimelinesAI workspace. No signup needed.

How it works
  • 🔗Matched via Monday account.id
  • ⚡Instant setup — no registration
  • 👤Individual connection created
Step 1 of 5 — Register

Welcome back!

✓
Account detected
Your Monday.com account (ACME Corp) is already linked to a TimelinesAI workspace.
AC
ACME Corp workspace
3 team members active
1
Monday account.id matching We look up existing workspaces by monday_account_id in DB. If found → auto-link user, skip registration. User is a MEMBER (not creator) → skip Team invite at Step 4.

Invitation found!

You've been invited to join an existing TimelinesAI workspace. Accept to get started immediately.

What happens next
  • ✅Accept the invitation
  • 🔗Connect your Monday account
  • 📱Link WhatsApp (optional)
Step 1 of 5 — Register

We found your invitation! ✉️

✉️
Pending invitation
You were invited to join the ACME Corp workspace on TimelinesAI.
AC
ACME Corp workspace
Invitation sent: Jan 5, 2026
Your email: john@acmecorp.com
1
Invitation Detection Matched me.email against pending_invitations table. On accept: CREATE_USER (in existing workspace) → CREATE_INDIVIDUAL_CONNECTION → proceed to Step 2. User is MEMBER → skip Team step.

Welcome back!

Sign in to your existing TimelinesAI account to connect it with this Monday.com board.

Passwordless login
  • ✉️Enter your email address
  • 🔢Receive a 6-digit code
  • ✅Enter code to sign in
Sign In

Sign in to TimelinesAI

✓ Auto-filled from Monday

Don't have an account? Create one

1
PostHog: signin_started Same passwordless OTP flow. After sign-in: check if returning user (uninstall/reinstall) → reconnect flow. Email pre-filled from me.email.

Team already set up

Your company already has a TimelinesAI workspace. Contact the admin to get access.

What to do
  • 👤Ask your admin to invite you
  • 📧They'll send you an invitation
  • ✅Then return here to complete setup
Account

Your company already uses TimelinesAI

🏢
Workspace already exists
Ask your workspace admin to invite you. You cannot create a separate workspace.
AC
ACME Corp workspace
3 team members active
Workspace Admin
SJ
Sarah Johnson
sarah@acmecorp.com
1
No self-join (Igor's decision) "All edge cases = contact admin." Users cannot auto-join or create a second workspace. Admin info from users list (is_admin=true).
2
PostHog: workspace_exists_blocked Track: email, monday_account_id, existing_workspace_id, admin_email. Can use create_notification mutation to alert admin (needs notifications:write scope).

Join your team's workspace

Your company already uses TimelinesAI. Request access — the workspace admin will approve it.

How it works
  • 📨Send a join request
  • 📧Admin gets an email to approve
  • ✅Once approved, you'll receive an invitation
Account

Join ACME Corp on TimelinesAI

🏢
Your company is on TimelinesAI
Your Monday account is part of ACME Corp. You can request access — the admin will be notified by email.
AC
ACME Corp workspace
12 team members active
Workspace Admin
SJ
Sarah Johnson
sarah@acmecorp.com
1
When this fires (row 8 in Fedor's QA matrix) Trigger: connection_type=individual + ws exists + master alive + is_wa_connected=FALSE + TL role=AGENT + MD role=ADMIN + no invite + no pending JR. Cloned from HubSpot DEV-4832.
2
PostHog: join_request_sent On submit: CREATE join_request(origin='monday') → dispatch admin email (template same as HubSpot, beware DEV-3650/DEV-4888 regressions) → transition to pending-join-request.

Waiting for approval

Your join request was sent. Contact your admin directly to speed things up.

What's next
  • ⏳Admin reviews your request
  • 📧You'll get an invitation email once approved
  • 🔗Click the link to join the workspace
Account

Your join request is pending ⏳

⏳
Request still in progress
Your request to join ACME Corp was sent 2 days ago. Contact your admin directly via Monday, Slack, or another channel to speed up approval.
AC
ACME Corp workspace
12 team members active
Request status
Sent
Jan 5, 2026
Expires
Jan 12, 2026
Workspace Admin
SJ
Sarah Johnson
sarah@acmecorp.com
1
When this fires (row 9 in Fedor's QA matrix) Trigger: same as send-join-request + pending JR already exists in DB for this email+workspace. Also shown right after user submits from send-join-request. Cloned from HubSpot DEV-4831.
2
Expires field Sent date + pending_requests_expiration_time (default 7d, see DEV-2352).

Connection issue

Your existing session could not be reconnected due to a role or organization mismatch with this Monday.com account.

What happened
  • 🔍Session found in our system
  • ⚠️Role or org mismatch detected
  • 👤Contact your admin to resolve
Account

Unable to reconnect ⚠️

⚠️
Session mismatch
Your session exists but cannot be reconnected to Monday.com. This may be due to a role or organization mismatch.
Workspace Admin
SJ
Sarah Johnson
sarah@acmecorp.com
1
Session check → reconnect fail Session check happens FIRST before company lookup. If role/org mismatch → show this screen. User has an active TL session but the Monday account doesn't match expectations.

Connection lost

The master Monday.com connection for your workspace is no longer active. Your admin needs to re-establish it.

What happened
  • 🔗Master connection was removed
  • 🚫Integrations are paused
  • 👤Admin must reconnect Monday
Account

Workspace connection lost 🔗

🔗
Master connection inactive
The Monday.com connection for this workspace is no longer active. Your admin needs to reconnect Monday before you can continue.
Workspace Admin
SJ
Sarah Johnson
sarah@acmecorp.com
1
Master connection dead Two outcomes: if user is TL owner/admin AND is_admin in Monday → can establish new master. Otherwise → show this error. Checked after OAuth completes.

Connect Monday.com

Link your Monday.com workspace to TimelinesAI. This creates the master connection that enables all integrations.

What we'll access
  • 👤Your profile & team members
  • 📋Board names & structure
  • 🏢Account info & plan details
🔗
Connection Type
Master (Admin)
Step 2 of 5 — Connect Monday

Connect your Monday.com workspace

As the first admin, you'll create the master connection between Monday.com and TimelinesAI.

👑 Master Connection
Permissions requested
👤
me:read
Your profile information
✓
👥
users:read
Team member list
✓
📋
boards:read
Board names & items count
✓
🏢
account:read
Account name, plan, slug
✓
1
Monday vs Pipedrive OAuth Unlike Pipedrive where OAuth happens during install, Monday requires a separate authorization step. First admin creates MASTER connection, subsequent users create INDIVIDUAL connections. Aliya: "App is installed ONCE by admin."
2
PostHog: monday_connect_started Track: connection_type (master/individual), monday_account_id, is_admin. Initiates monday.execute('openAppFeatureModal') or OAuth redirect depending on SDK availability.
3
Master Connection Details Creates org-level tokens for API access. Required before any individual connections. Stores: access_token, account_id, user_id. All board recipes depend on this master connection.

Connecting...

Establishing your Monday.com connection. This will only take a moment.

Step 2 of 5 — Connect Monday

Connecting to Monday.com

Authorizing with Monday.com...

Verifying permissions and creating connection

✓ OAuth token received
✓ Account verified
Creating master connection...
○ Syncing workspace data
1
Connection creation flow 1) Receive OAuth tokens 2) Verify account match 3) Create MASTER or INDIVIDUAL connection 4) Sync users, boards data. Poll status until complete. Timeout: 30s.
✅

Monday.com Connected!

Master connection established. Your workspace is ready for integrations.

👥
Users synced
12 members
📋
Boards found
8 boards
Step 2 of 5 — Connect Monday

Connection successful!

✓
Monday.com connected
ACME Corp workspace is now linked to TimelinesAI.
👑 Master Connection — Active
Connection Details
AccountACME Corp
Connected asjohn@acmecorp.com
PlanStandard (12 seats)
TypeMaster + Individual
1
PostHog: monday_connected Track: connection_type, monday_account_id, users_synced, boards_found, plan_tier. Auto-redirect to Step 3 after 2s. Both master AND individual connections created for this user.

Connection failed

The Monday.com authorization couldn't be completed. This may be a temporary issue.

Possible causes
  • ❌OAuth consent was denied
  • ⏱Authorization timed out
  • 🔒Insufficient permissions
Step 2 of 5 — Connect Monday

Unable to connect

✕
Monday.com connection failed
We couldn't complete the authorization with Monday.com. Please try again or contact support if the issue persists.
1
PostHog: monday_connection_failed Track: error_type (denied/timeout/permission), monday_account_id, attempt_count. Igor: "If any mismatch in roles/org, we tell them sorry, it didn't work."

Authorize your account

Your team already has a master connection. You just need to authorize your individual Monday.com account.

Your access
  • 👤Individual access to your boards
  • 🔔Personal notifications
  • 📱Connect your own WhatsApp
Step 2 of 5 — Connect Monday

Authorize your Monday account

Your team's master connection is already active. Authorize your individual account to start using TimelinesAI.

👤 Individual Connection
Workspace
AC
ACME Corp
Master connected by Sarah Johnson
Your account
JD
John Doe
john@acmecorp.com
1
Individual vs Master Connection Aliya: "Each consecutive user authorizes for THEMSELVES (without app installation, just authorization)." Master already exists → only create individual connection. No app reinstall needed.
2
Master connection check On entry to Step 2: check if master connection exists for this monday_account_id. If yes → show this individual auth screen. If no → show master connection screen. Race condition: if master dies mid-flow → error.

Connect WhatsApp

Link your WhatsApp account to start syncing messages with your Monday.com boards.

How it works
  • 🔄Messages sync automatically
  • 📱Works with personal or business WA
  • 💬Choose which chats to sync later
Step 3 of 5 — WhatsApp

Connect WhatsApp

We'll send a pairing code to your WhatsApp

1
Phone pairing vs QR Pairing code is default for Monday (Board View = iframe, can't scan QR). me.phone + me.country_code from Monday OAuth can pre-fill the phone input.

Enter the code

Open WhatsApp on your phone and enter the pairing code to link your account.

Instructions
  • 1️⃣Open WhatsApp on your phone
  • 2️⃣Settings → Linked Devices
  • 3️⃣Tap "Link with phone number"
  • 4️⃣Enter the code shown here
Step 3 of 5 — WhatsApp

Your pairing code

7A3X-9K2M
Code expires in 4:32

WhatsApp → Settings → Linked Devices → Link with phone number

1
Polling: connection status Frontend polls GET /whatsapp/status every 3s. On connected → auto-navigate to success. On expired → code-expired state. 5 min expiry.
✅

WhatsApp Connected!

+371 29 123 456 is now linked to your workspace.

Step 3 of 5 — WhatsApp

Connection successful

✓
WhatsApp connected
+371 29 123 456 is now syncing messages to your workspace.

Auto-redirecting in 3 seconds...

1
PostHog: whatsapp_connected Track: phone_number, connection_method (pairing/qr), time_to_connect. Creators → Team invite (Step 4). Members → Done (Step 5, skip team).

Connection failed

The pairing couldn't be completed. Try again or use a different method.

Step 3 of 5 — WhatsApp

Connection failed

✕
Couldn't connect WhatsApp
The pairing code was not entered correctly or timed out.

Code expired

The pairing code has a 5-minute expiry. Generate a new one.

Step 3 of 5 — WhatsApp

Code expired

⏱
Pairing code expired
The code is valid for 5 minutes. Please request a new one.

Number in use

This WhatsApp number is already connected to a different workspace.

Step 3 of 5 — WhatsApp

Number already connected

🔗
Connected to another workspace
+371 29 123 456 is linked to a different TimelinesAI account.

Already connected

This number is connected by a teammate in your workspace.

Step 3 of 5 — WhatsApp

Connected by a teammate

👥
Already in your workspace
+371 29 123 456 was connected by Sarah Johnson.

No problem!

You can connect WhatsApp anytime from the Board View or dashboard.

Step 3 of 5 — WhatsApp

WhatsApp skipped

⏭️
You can connect later
WhatsApp connection isn't required to explore the board view.

Changed your mind? Connect WhatsApp now

1
PostHog: whatsapp_skipped Track: reason (manual_skip). Critical metric — what % skip? Follow up with in-app nudge after 24h.

Invite your team

Teams who invite colleagues convert 4x higher (58% vs 14%). Select Monday.com teammates to invite.

Team Benefits
  • 👥Shared WhatsApp inbox
  • 📊All conversations in boards
  • 🔔Get notified on new messages
👤
Monday.com Users
12 members
📋
Plan Capacity
25 max seats
Step 4 of 5 — Team

Select teammates to invite

These are your Monday.com account members. Select who should get access to TimelinesAI.

JD
John Doe
john@acmecorp.com
You
SJ
Sarah Johnson
sarah@acmecorp.com
Admin
MW
Mike Wilson
mike@acmecorp.com
EB
Emily Brown
emily@acmecorp.com
DL
David Lee
david@acmecorp.com
AT
Anna Torres
anna@acmecorp.com

+ 6 more members not shown

📡 Monday API: users query returns all account members (id, name, email, phone, title, is_admin, is_guest, is_pending, is_view_only, photo_thumb). Invites sent via create_notification mutation (Monday bell icon) or email.
account.plan.max_users = 25 seats. Scope: users:read.
1
Creator-only step This step is ONLY shown to users who CREATED the workspace in Step 1 (CREATORS). Members who joined via invitation or account-detected → skip to Step 5 (Done).
2
Monday Notifications Two invite channels: 1) Email invites (standard). 2) Monday create_notification mutation → shows in Monday bell icon. Needs notifications:write scope (not currently in scopes — TODO).
✉️

Invitations sent!

2 teammates will receive an invite to join TimelinesAI.

Step 4 of 5 — Team

Invitations sent

✓
2 invitations sent
Your teammates will receive invites to authorize their Monday.com accounts.
Invited
JD
john@acmecorp.com ✓ Sent
SJ
sarah@acmecorp.com ✓ Sent
1
PostHog: team_invites_sent Track: invited_count, total_team_size, invite_method. Each invited user goes through Step 1 (register) + Step 2 (individual auth) only. Aliya: "Each consecutive user authorizes for THEMSELVES."

Going solo?

You can invite teammates later from the dashboard.

Step 4 of 5 — Team

Team invite skipped

⏭️
You can invite later
Your Monday.com account has 12 members — invite them anytime.

Changed your mind? Invite teammates now

1
PostHog: team_invite_skipped Track: total_team_size, monday_account_id. Follow up with in-app nudge after 48h. Teams who invite convert 4x higher.
🎉

All done!

Your WhatsApp-Monday.com integration is ready.

✅
Account
Created
🔗
Monday.com
Master + Individual
📱
WhatsApp
Linked
👥
Team
2 invited
Step 5 of 5 — Done

Get Started 🚀

Setup Complete
  • ✓TimelinesAI account — connected
  • ✓Monday.com — master + individual
  • ✓WhatsApp — linked via pairing
  • ✓Team — 2 teammates invited
Recommended Recipes
📥
Incoming Message → Create Item
Auto-create board items from new WhatsApp messages
→
📤
Status Change → Send Message
Notify contacts via WhatsApp when status updates
→
👤
Known Contact → Update Item
Match incoming messages to existing board items
→
Add Recipes in 30 Seconds
1
Open board
Go to any board
2
Automate
Click ⚡ in header
3
Search
Find "TimelinesAI"
1
PostHog: onboarding_completed Track: total_time, steps_completed, role: creator, whatsapp_method, teammates_invited. Primary conversion event. monday.get('context').boardId for recipe deep links.
2
Recipe deep links Each recipe card → deep link to Monday Automations Center with TimelinesAI pre-selected. boards query gives boardId. Track: recipe_clicked.
👋

You're all set!

Your Monday.com account is connected to your team's TimelinesAI workspace.

✅
Account
Joined
🔗
Monday.com
Individual
📱
WhatsApp
Linked
Step 5 of 5 — Done

Welcome to the team! 🎉

Your Setup
  • ✓Joined ACME Corp workspace
  • ✓Monday.com — individual connection
  • ✓WhatsApp — linked via pairing

Your admin has already set up the workspace. You can start using the Board View and WhatsApp integrations right away.

Quick Actions
📋
Explore Board View
See WhatsApp messages synced to your boards
→
⚡
Browse Automations
Set up recipes for your workflow
→
1
Member vs Creator done screen Members don't see Team invite step (Step 4 skipped). Different content: no "invite team" nudge, focus on exploring existing setup. PostHog: onboarding_completed, role: member.
🗂 State Navigator
Step 1 — Register
Step 2 — Monday
Step 3 — WhatsApp
Step 4 — Team (Creator only)
Step 5 — Done