Monday - OpenText Core Experience Insights Integration and Automation

Common Integration Use Cases Between Monday.com and OpenText Core Experience Insights

Monday.com provides a flexible work management layer for planning, tracking, and coordinating business processes, while OpenText Core Experience Insights delivers analytics on how users interact with content and applications. Together, they can connect operational execution with real usage data so teams can improve adoption, streamline workflows, and make better decisions based on actual behavior.

1. Track Monday.com workflow adoption using OpenText usage insights

Data flow: Monday.com to OpenText Core Experience Insights

Organizations can send Monday.com board activity, automation usage, and user interaction events into OpenText Core Experience Insights to measure how teams are adopting specific workflows. This is useful when rolling out new project templates, intake processes, or approval flows across departments.

• Identify which boards or automations are used consistently and which are being ignored
• Compare adoption by team, region, or business unit
• Spot process steps that create friction or low engagement
• Use findings to refine board design, permissions, and automation rules

2. Surface low-engagement projects and processes for operational review

Data flow: Monday.com to OpenText Core Experience Insights

Monday.com project and task activity can be analyzed in OpenText Core Experience Insights to detect patterns such as delayed updates, low collaboration, or repeated task reassignments. This helps operations and PMO teams identify workflows that are not being followed as intended.

• Flag projects with limited task updates or poor collaboration activity
• Detect recurring bottlenecks in approval or handoff stages
• Measure whether teams are using standardized processes or creating workarounds
• Support continuous improvement initiatives with evidence from actual usage

3. Improve digital workplace experience by linking user behavior to work execution

Data flow: Bi-directional

OpenText Core Experience Insights can reveal how employees interact with content and applications, while Monday.com can manage the follow-up actions needed to improve the experience. For example, if users struggle with a knowledge article, portal page, or internal application, a Monday.com board can automatically create an improvement task for the responsible team.

• Convert experience issues into actionable work items in Monday.com
• Assign fixes to content owners, IT support, or process owners
• Track remediation status and due dates in Monday.com
• Validate whether changes improve engagement after release

4. Manage content and campaign operations based on engagement signals

Data flow: OpenText Core Experience Insights to Monday.com

Marketing and communications teams can use OpenText Core Experience Insights to identify which content, campaign assets, or internal communications are getting attention and which are underperforming. Those insights can then trigger updates in Monday.com to adjust content calendars, creative tasks, or campaign priorities.

• Prioritize content refreshes based on engagement trends
• Trigger Monday.com tasks when asset usage drops below a threshold
• Coordinate revisions across content, design, and channel teams
• Align campaign planning with real audience behavior

5. Optimize onboarding and training workflows

Data flow: Bi-directional

When Monday.com is used to manage onboarding or training programs, OpenText Core Experience Insights can measure how new employees interact with onboarding content, learning portals, or internal tools. If engagement is low or users repeatedly revisit certain steps, Monday.com can automatically create follow-up tasks for HR, enablement, or IT teams.

• Monitor completion and engagement with onboarding materials
• Identify steps that cause confusion or drop-off
• Assign content updates or support actions in Monday.com
• Improve time to productivity for new hires

6. Support product and customer experience improvement programs

Data flow: OpenText Core Experience Insights to Monday.com

Product teams can use OpenText Core Experience Insights to understand how customers or internal users interact with product documentation, portals, or digital services. Insights can be pushed into Monday.com as enhancement requests, defect investigations, or UX improvement tasks.

• Create Monday.com items when usage patterns indicate friction
• Route issues to product, UX, or support teams
• Track remediation and release readiness in one place
• Use engagement data to prioritize roadmap decisions

7. Measure the impact of process changes after Monday.com rollout

Data flow: Monday.com to OpenText Core Experience Insights

After a new workflow, board template, or automation is launched in Monday.com, OpenText Core Experience Insights can measure whether the change improved user engagement and process consistency. This is especially valuable for enterprise transformation programs where leaders need proof that a new operating model is working.

• Compare pre and post rollout usage patterns
• Measure whether teams are completing tasks faster or with fewer exceptions
• Assess adoption of new standard operating procedures
• Provide leadership with evidence of business impact

8. Create a closed loop for continuous improvement

Data flow: Bi-directional

OpenText Core Experience Insights can identify where users struggle or disengage, and Monday.com can manage the corrective actions through to completion. Once changes are implemented, Monday.com activity can be analyzed again in OpenText Core Experience Insights to confirm whether the improvement had the desired effect.

• Capture experience issues from analytics
• Assign and track corrective actions in Monday.com
• Review adoption and engagement after changes are made
• Establish an ongoing governance cycle for process optimization

These integrations are most valuable when Monday.com is used as the execution layer for work management and OpenText Core Experience Insights is used as the measurement layer for adoption and experience analytics. Together, they help organizations move from reactive process management to data-driven continuous improvement.