monday.com setup guide
Get started with Claervo
Connect your account, inventory visible boards and turn governance signals into a practical improvement workflow.
Before you begin
A monday.com account administrator must install and authorize Claervo.
- Claervo requests documented read permissions only.
- Private boards appear only when already visible to the authorizing administrator.
- The product does not create, edit or delete boards, columns, groups, items, updates or files.
1. Install and connect
Open Claervo from monday.com, select the intended account, review the read-only scopes and complete onboarding.
2. Review inventory
Open Boards to verify visible workspaces and boards. Search and inspect owners, structure, activity and evidence.
3. Publish a standard
Create a standard from a representative board or define rules manually. Preview impact, then publish an immutable version.
4. Run a scan
Start a manual scan or enable the weekly schedule. Claervo reports progress, retries, partial API coverage and deterministic findings.
5. Improve and report
Triage findings, record notes and lifecycle decisions, analyze ownership and adoption, and export PDF or CSV evidence.