PROJECT MANAGEMENT
Agentic Cross-Board WIP Rebalancer
When a Monday column overflows, an agent inspects related boards, decides whether to move, reassign, or split work across teams.
How it runs
The automated pipeline, trigger to output.
- TriggerMonday WIP-threshold webhookmonday.com
- ActionAgent maps load across linked Monday boardsmonday.com
- ActionRead team capacity and throughput from PostgresPostgres
- LogicAgent decides defer vs reassign vs split
- ActionOpen approval thread in MS TeamsMicrosoft Teams
- OutputExecute approved cross-board moves in Mondaymonday.com
What it does
Handles WIP overflow that can't be solved inside a single board. An agent looks at the overloaded column alongside connected boards (upstream backlog, downstream review), reasons about where capacity exists, and proposes a cross-team rebalance rather than just deferring items.
When to use it
Use this in larger orgs where one team's overflow is another team's idle capacity. Good when rebalancing requires judgment — splitting an epic, reassigning to a sister squad — not a fixed rule, and decisions need a manager's sign-off.
How it works
- 1A Monday webhook trigger fires when a column crosses its WIP limit.
- 2The agent reads the offending board plus linked boards via the Monday API to map current load and owners.
- 3It queries Postgres for each team's configured capacity and historical throughput.
- 4The agent reasons over options — defer, reassign, or split — and drafts a recommended plan with rationale.
- 5It opens an MS Teams thread tagging the affected leads with the proposal and an approve action.
- 6On approval, the agent executes the moves across boards in Monday and records the rationale.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect Microsoft TeamsChannels, chats, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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