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.
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.
Theta Lake Use Cases for Monday.com
How we Integrate
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.