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Complete Capture, Supervision,
and Archiving for Monday.com

Complete with multiple areas for individuals to share content and collaborate over specific tasks and/or projects, regulated organizations must ensure compliant capture and retention of collaborative communications – including communications happening on work management platforms. The Theta Lake integration allows organizations to automatically capture changes and updates made in Monday project boards across a wide variety of attributes. 

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Theta Lake and Monday Integration 2023 1

Theta Lake and Monday.com
Integration Overview

Challenges

Regulated companies are obligated to treat collaborative communications that take place on the Monday platform as they would other eComms. In order to comply with capture, surveillance, and retention requirements, financial services organizations need a method for managing these communications. To date, many have taken the approach of exporting data manually on a weekly or monthly basis and performing spot-check supervision. This is not a scalable solution and as adoption continues to increase, a more automated workflow is crucial.

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Theta Lake Use Cases for Monday.com

Complete eCommunications Capture

Monday.com attributes including Task, Comments, Edits, Replies, Emojis, GIFs, Attachments and more are captured and stored in their native format and fully threaded across the conversation history. 

Automated Risk Detection

Powered by AI and Machine Learning, Theta Lake offers 90+ built-in policy classifiers to detect risk in Monday.com collaboration, such as data loss, regulatory and corporate compliance violations, inappropriate behavior, and more.

Lightning Fast eDiscovery

Theta Lake offers robust eDiscovery capabilities across hundreds of search filters and metadata, such as participants, date ranges, and policy detections, with the ability to apply granular legal holds on.

Flexible Storage Options

Theta Lake is a SOC 2 Type 2-certified, 17a-4 compliant archive, purpose-built to preserve dynamic communications. Apply rule-based retention policies on all communications, or connect in to any existing third party archive and send content downstream.

How we Integrate

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Theta Lake’s Content Source Integration for Monday.com automates the capture of  changes made to dozens of attributes such as: Task Comment Post, Edits, Replies, Emojis, Attachments, GIFs, etc. eliminating the need for manual export of data, saving time and resources for IT. After ingestion, content is threaded natively so that reviewers can easily gain key insights into context and identify potential data loss or regulatory risk. Theta Lake can act as the archive of record for institutions needing to comply with SEC 17a-4 Books and Records, or act as an archive connector and route captured Monday content to a customer’s existing storage instance.

Security and Compliance for Modern Collaboration Platforms

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