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For the status report somebody rebuilds every week

Prepare client updates from the work, with a review before sending.

Read live delivery state from monday.com and billing, or run the delivery operation in Bondi. Either way, the workflow identifies changes, drafts the client update, and waits for the account owner before Microsoft 365 sends it.

See the workflow Build your own process

From event to outcome

Follow the work through its human decision.

A schedule or delivery event starts the run. Bondi reads current milestones, time and approved commitments from the records you chose—inside Bondi or through defined connections—then drafts the update from that evidence. The account owner approves or edits it before the communication step runs, and the sent version is stored with the client record.

Illustrative workflow
Reviewing draft
  • monday.com Delivery milestones and status Built-in connector
  • Time or billing system Hours, budget or commercial exceptions API / HTTP
  • Bondi Reconciliation, draft and approval Bondi runtime
  • Microsoft 365 Approved client communication Built-in connector
  1. 01 Start on schedule or milestone change scheduleTrigger / integrationTrigger
  2. 02 Read delivery and commercial state monday.com + HTTP actions
  3. 03 Find the changes and draft the update filter + aiText · source records attached
  4. 04 Wait for the account owner interactiveForm · approve, edit or expire
  5. 05 Send and store the approved version Microsoft 365 + bondiDataUpdate

Configured human task

Account owner

The account owner approves the customer-facing summary and any changed commitment

Context shown

The source milestones, drafted update and changed commitments.
  • Edit and approve
  • Return for changes
The approved update continues to the configured communication action.
sample_ops / automations / weekly-client-status Illustrative execution
Run inspector

Sample account · weekly delivery update

Two milestone changes and one budget exception are attached to the exact draft waiting for approval.

Delivery
2 milestones changed
Commercial
Budget threshold crossed
Current step
Account owner review
Next action
Send through Microsoft 365
Illustrative data. The connection methods, node boundaries and suspended human step reflect current product capabilities; this is not a customer implementation.
If nobody responds

The draft remains pending, the missed review is assigned, and the customer receives nothing stale or unapproved.

Where the records live

Run the process beside your tools or within Bondi.

Keep one authoritative home for each business record. Choose the boundary that fits the process you are building.

Beside existing systems

Keep delivery and billing in their current systems

monday.com can remain the delivery board and the billing system can keep hours and value. Bondi reads defined fields and owns the cross-system draft, review and recorded outcome.

Inside your Bondi system

Run delivery operations in Bondi

Milestones, owners, client records and status history can live in a complete Bondi system. Billing may remain external, while the same review gate controls every customer-facing update.

Connection requirements

Set up the connections this example uses.

This is a worked example of a configurable workflow. Connections and decision rules must be set up for your system.

Explore integrations

  • monday.com

    Typed actions read the board state the workflow is configured to use.

  • Time or billing system

    Reached through the system's API; it remains the source of those numbers.

  • Microsoft 365

    The send is a separate action after approval, never part of the draft step.

The wider operation

See the system around this workflow.

Explore the records, screens and other decisions that can stay connected to this process.

Start with your process

Describe one handoff you want to improve.

Name the starting event, the records involved and the decision that needs a person. Review the plan before building the workflow.

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