Migrate from Kuverto to monday CRM

Kuverto agents define LLM prompts, instructions, model selection, and tool permissions. Monday.com has no AI agent construct. We extract each agent's system prompt, name, and tool permissions and produce a written agent specification document that the customer uses to configure Monday.com AI columns, automation recipes, or an AI add-on that approximates the agent's function. Agent names become board names; agent tool permissions become a list of integration connections to re-authenticate.

Kuverto workflows define named automation sequences with trigger conditions and sequential steps. We map each workflow to a Monday.com board: the trigger condition becomes an automation trigger in Monday.com's recipe builder, and each sequential step becomes an automation action. Multi-step workflows with branching become multiple automation recipes on the same board. We document every recipe as a step-by-step specification for the customer's admin to rebuild; we do not translate workflow logic into executable Monday.com automations directly.

Kuverto stores OAuth tokens and API credentials for connected third-party platforms. These credentials are scoped to Kuverto's environment and are not portable. We inventory every integration connection during discovery, recording the integration name, connected account, and the data it syncs. At migration, we produce a re-authentication checklist organized by priority so the customer can reconnect each integration in Monday.com before go-live. No credential data transfers between platforms.

Kuverto does not maintain a native contact database; contact records exist in connected CRMs or external systems that Kuverto agents query via integrations. If the customer uses Kuverto with a CRM integration (e.g., pulling contact records into agents for enrichment), those contacts may be accessible via the source CRM's export. We extract contact data from whichever source system Kuverto connects to and load it into Monday.com CRM Contacts using the Monday.com GraphQL API. Email addresses serve as the dedupe key.

Similar to contacts, company records in Kuverto exist in connected systems rather than within Kuverto itself. If the customer's agents reference company data (e.g., firmographic enrichment via an API call), we identify the source system, export the company records, and load them into Monday.com CRM Companies as a separate entity with a relationship to the corresponding Contact records.

Kuverto custom tools define API endpoint specifications, parameter schemas, and response parsing logic that agents call. Monday.com does not have a direct equivalent custom tool construct. We export the tool definition (endpoint URL, method, parameters, expected response shape) as a written specification. If the tool wraps a data source, we recommend the equivalent Monday.com integration or a custom integration built via Monday.com's API.

Kuverto supports team workspaces with user roles controlling who can edit agents, view logs, or manage integrations. Monday.com uses a permission model with board-level owners, members, and guests plus workspace-level admin settings. We map Kuverto role names to the equivalent Monday.com permission tier and produce a permission matrix for the customer to apply post-migration. Group-level permissions require manual configuration in Monday.com.

Kuverto agent templates are reference designs shipped with the platform or created by the customer. Pre-built templates cannot be transferred because they are Kuverto-native. Customer-modified templates receive the same treatment as custom agents: we export the prompt, instructions, and tool permissions as a specification document. Monday.com board templates serve as the destination equivalent for board structure, not for agent logic.