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Certified Services Partner · Claude Partner Network

AI is great. We make sure it is working safely.

AI tools can take real work off your team, and you should use them. Ability Ops is the partner that sets them up properly, checks they are behaving as intended, and phases AI into your sensitive workflows responsibly, in monday.com and well beyond it.

Illustration with sample data, showing the kind of steps AI can take inside a board.

01

AI is worth using.

The tools are good and getting better. Summaries, sorting, data entry, first drafts: this is work AI can take off your team today. We are not here to slow that down.

02

It has to operate safely.

Switched on is not the same as set up. We are the resource that configures AI properly, then checks it is acting the way it should: the right access, the right data, a person approving what matters.

03

Sensitive work needs a phased approach.

Patient records, public records, financial data. We bring AI into those workflows one step at a time, proving each one before the next.

Why Ability Ops for AI

Certified on both sides: monday.com and Claude.

  • Certified Services Partner in the Claude Partner Network.
  • monday.com's 2025 North America Partner of the Year, Platinum Partner and Advanced Delivery Partner.
  • A monday.com AI Champion on the team.
  • 400+ clients served and 15k+ project hours delivered.
About our monday.com partnership
Claude Partner Network, Certified Services Partner badge

Phase AI into your workflows, responsibly and safely.

Three phases, in order. Each one is finished and checked before the next begins, and sensitive workflows always go last.

Phase 1

Set up safely

Before AI touches any real work.

We check your plan and agreements, decide who can use AI and where, and separate sensitive workspaces from everything else.

  • Plan, permissions, and access review
  • A check of every AI tool and connection
  • Clear rules on what AI may not touch
Phase 2

Put it to work

One workflow, with a person approving.

We start with a task that is repetitive and easy to verify, then build AI into it, using whichever tool fits: the AI built into the platforms you already run, AI agents, or a custom Claude solution built for you.

  • A low-risk workflow first
  • Review and approval steps built in
  • Tested on realistic cases before go-live
Phase 3

Keep it acting properly

Then extend to sensitive workflows.

We set up the checks that show AI is still doing what it should, measure the time it saves, and only then move it into more sensitive work.

  • An activity trail of what AI did and who approved it
  • Spot checks and re-testing when tools change
  • Step-by-step expansion, sensitive workflows last

Not just monday.com. AI where your work lives.

monday.com is where many of our clients run their work, and we are its 2025 North America Partner of the Year. But a lot of AI work sits outside any one platform, and we can discuss that too.

Custom builds

Claude solutions built for you

Purpose-built tools and assistants on Claude, designed around one job your team does every day, with the review steps and access controls built in from the start.

Documents

Reading and processing documents

Forms, faxes, PDFs, and emails read into structured data and sent to the system that needs it, with a person checking anything that matters.

Connections

AI across your systems

AI that works between the tools you already run, such as your EHR, CRM, email, and shared drives, connected through their APIs and reviewed before anything is switched on.

Your existing tools

Safe setup of AI you already have

Most platforms now ship with AI switched on. We review how it is configured, who can use it, and what data it can reach.

monday.com

AI inside monday.com

monday.com AI, monday sidekick, and AI agents set up on your boards and in your automations.

People

Policies and training

Plain rules for what AI may and may not be used for, and training so your team knows how to use it well and when to stop and check.

Where AI fits, across the business.

Examples of where teams put AI to work. Every build is scoped around your own process and the systems you already use.

Sales and CRM

Leads and pipeline

  • Qualifying and routing inbound leads
  • Filling in missing account details
  • Call and email summaries on the deal
  • Drafted follow-ups for review
Operations

Projects and delivery

  • Meeting notes turned into tasks
  • Weekly status drawn from board activity
  • Risks and stalled items flagged early
  • Standardized reports, no rewriting
Service

Requests and tickets

  • Sorting requests by type and urgency
  • Long threads condensed for handoffs
  • Forms and documents read into columns
  • Deadlines tracked, next step prompted
Leadership

Reporting and decisions

  • One summary across many boards
  • Answers to "where does this stand?"
  • Workload and capacity at a glance
  • Less time preparing, more deciding

Guardrails built in

How we know AI is acting properly: someone can always check its work.

  1. Start with the workflow. We pick tasks that are repetitive, well defined, and easy to verify, not the flashiest demo.
  2. Keep a person in the loop. AI drafts, sorts, and summarizes. People approve anything that affects a customer, a record, or a decision.
  3. Measure, then expand. We track the time saved on the first workflow before extending AI to the next.
Talk to us about your workflows

What we set up around the AI

  • Roles that decide who can use AI, and where
  • Workspaces separated by how sensitive the data is
  • Review and approval steps in the workflow
  • A check of every connected tool before it is switched on
  • An activity trail of what AI did and who approved it
  • Training so the team knows what AI should not touch

Working with regulated data? Read our guide to monday.com AI and HIPAA.

AI questions, answered.

What AI services does Ability Ops offer?

Ability Ops helps teams adopt AI safely. We set up the AI in the platforms you already use, build custom Claude solutions, connect AI across your systems, put the permissions and review steps around it, and phase it into sensitive workflows step by step. Ability Ops is a Certified Services Partner in the Claude Partner Network, monday.com's 2025 North America Partner of the Year, and its team includes a monday.com AI Champion.

Do you only build AI inside monday.com?

No. monday.com is where many of our clients run their work, but a lot of AI work sits outside any one platform, and we can discuss that too: custom Claude solutions, document processing, and AI that works across systems such as an EHR, a CRM, or email. We start from the workflow and talk through the tool that fits it.

Is AI safe to use in sensitive workflows?

It can be, when it is set up properly and introduced in phases. We start with the plan, permissions, and agreements, pilot AI on a low-risk workflow with a person approving the output, and move into sensitive work only once that is proven.

How do you make sure AI keeps acting properly after launch?

We build the checks into the workflow: a person approves anything that affects a customer, a record, or a decision; an activity trail shows what AI did and who approved it; and outputs are spot-checked and re-tested when a tool, model, or process changes.

Where should a team start with AI?

With one workflow that is repetitive, well defined, and easy to check, such as summarizing a long update thread, sorting incoming requests, or pulling fields out of a form. We pilot there, measure whether it saves time, and expand once the team trusts the output.

We already use AI tools. Can you review how they are set up?

Yes. Many projects start with a review of what is already switched on: who has access, what data the tools can reach, which agreements are in place, and where a review step is missing.

Will AI replace the people on our team?

No. We set AI up to take over repetitive steps such as sorting, summarizing, and first drafts, with a person approving anything that matters. Your team stays in charge of the work.

Does monday.com use our data to train AI models?

monday.com states that it does not use customer content to train AI models, and that the model providers it uses commit to not retaining customer data after processing. We walk through the current terms with you during scoping, because they are monday.com's to set and can change.

Is Claude HIPAA compliant? Can it be used with patient data?

It can be, on the right plan and setup. Anthropic, the company behind Claude, offers a Business Associate Agreement (BAA) for its HIPAA-ready commercial services, including the Claude API and Claude Enterprise, once HIPAA compliance is switched on for the organization. The free and individual plans are not covered, and not every feature or connected tool falls under the agreement. We confirm the plan, the BAA, and which features are covered before any patient data goes near it. See Anthropic's BAA guidance.

How much does AI consulting cost?

AI and automation setup inside a platform such as monday.com is part of configuration consulting at $200 an hour. Custom development, such as a Claude-based solution or an API integration, is $250 an hour. Each tier has a minimum number of hours, and every project is scoped before work begins. See services and pricing.

Bring AI into your work, safely.

A free 30-minute call about your workflows, where AI fits, and how to phase it in.

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