How to add Monday to Dropbox Dash

You can add your Monday account to Dropbox Dash so you can access and search your Monday content directly within Dash. This requires OAuth authentication to ensure Dash only retrieves information relevant to your data, giving you full control over what Dash can access. Dash strictly follows the OAuth model, meaning it only accesses the data you specifically permit.

Requirements

To add Monday to Dash, make sure you meet the following requirements:

• Admin approval: The app must be enabled by your Dash admin. If Monday isn’t listed in your Apps, contact your admin.
• Authorization: You must authorize Dash in Monday.
• Active account: You need an active account with Monday.

Integration features

For Monday, Dash captures the following details:

• Documents: Dash allows you to access document content, titles, and metadata, along with creation dates and links.
• Folders: Dash allows you to organize documents and boards by capturing folder names, creation dates, and relationships to other entities.
• Boards: Dash allows you to manage workflows by capturing board names, descriptions, and item details, including task states and creators.
• Workspaces: Dash allows you to categorize projects by capturing workspace names, descriptions, and relationships with users and teams.
• Assets: Dash allows you to manage assets by capturing names, file sizes, extensions, public URLs, and uploads.

API permissions

• Read your profile information: Allows Dash to access your public Monday profile, which is required for integration.
• Read all your board data: Grants Dash permission to access and manage all data related to your boards.
• Read user’s documents: Enables Dash to access and manage documents associated with your account.
• Read all of your workspaces data: Allows Dash to access data from all workspaces in your account.
• Read information about teams in your account: Grants Dash permission to access details about the teams associated with your account.
• Read general information about your account: Enables Dash to access essential information regarding your account.
• Read the profile information of the users in your account: Allows Dash to access the profile details of users within your account.
• Read your account’s tags: Grants Dash permission to access and manage tags associated with your account.

How content syncing works

• Content sync begins immediately after establishing a connection, to ensure you can start searching right away, prioritizing the most relevant data.
  • “Recent/latest items" refer to content that a user has interacted with through actions such as preview, upload, create, comment, open, modify/update, share, and shared-with-me.
• Monday performs continuous full syncs that run until all data is ingested, immediately starting a new sync cycle upon completion, with duration varying based on the amount of data in your account.

How to add your Monday account to Dropbox Dash

To add Monday to Dropbox Dash:

1. Log in to dash.ai.
2. Click Apps near the bottom of the left sidebar.
3. Locate Monday in the apps list.
4. Click (add) to the right of Monday.
5. Enter your Monday account’s web address, then click Next.
6. Enter your Monday login credentials, or select a Monday account to connect to Dash.
7. Review the permissions requested, then click Authorize.

How to remove your Monday account from Dropbox Dash

1. Log in to dash.ai.
2. Click Apps near the bottom of the left sidebar.
3. Locate Monday in the apps list.
4. Click (more options) to the right of Monday.
5. Click Disconnect.
6. Click Disconnect in the pop-up window that appears. 
   • Note: You can reconnect the app anytime.

How to check your added apps

To check what apps you’ve added to Dropbox Dash:

1. Log in to dash.ai.
2. Click Apps near the bottom of the left sidebar.

You’ll see a list of your added apps in the Added section, along with their connection status.

Admins: How to add Monday for your team

Before your team members can connect their Monday accounts to Dropbox Dash, you’ll need to enable it in the admin console. To do this:

1. Log in to dash.ai using your admin credentials.
2. Click Admin console in the left sidebar.
3. Click Dash. 
4. Click Apps. 
5. Click the More apps tab. 
6. Click Add to the right of Monday.
7. Click Enable Monday in the pop-up window that appears.

You’ll see a notification that says Monday was enabled.