AI Agent Operation in SaaS Platforms Based on User Profiles and Interaction Patterns
Summary
The USPTO published patent application US20260094029A1 by monday.com Ltd. covering systems and methods for integrating generative AI agents within SaaS platforms as credentialed users with read/write privileges. The AI agents automate data operations, synchronize cross-platform workflows, and enable intent-based interactions. Filing date was September 29, 2025; application number 19344215.
What changed
Monday.com Ltd. filed a patent application with the USPTO (Application No. 19344215, Publication US20260094029A1) covering AI agent integration within SaaS platforms. The system allows AI agents to be enrolled as credentialed users with hierarchical access schemes, enabling read/write privileges across platform tables and workflows. Key innovations include cross-platform data synchronization, workflow automation based on column types and role profiles, deviation detection, and natural-language explanation capabilities. Inventors include Vlad Mystetskyi, Matan Lachmish, Shai Mishali, and Elad Douenias.
Patent applications do not impose compliance obligations on third parties. This publication is informational for intellectual property tracking purposes only. Companies developing similar AI agent technologies for SaaS environments should review the claims for potential licensing considerations or to assess freedom-to-operate. No immediate action is required, though IP teams may flag this application for prior art review.
Archived snapshot
Apr 3, 2026GovPing captured this document from the original source. If the source has since changed or been removed, this is the text as it existed at that time.
PERSONALIZED ARTIFICIAL INTELLIGENCE AGENT OPERATION BASED ON USER-SPECIFIC PROFILES AND HISTORICAL INTERACTION PATTERNS
Application US20260094029A1 Kind: A1 Apr 02, 2026
Assignee
monday.com Ltd.
Inventors
Vlad MYSTETSKYI, Matan LACHMISH, Shai MISHALI, Elad DOUENIAS
Abstract
Systems and methods for integrating generative artificial intelligence (AI) within Software-as-a-Service (Saas) platforms to automate data operations, synchronize cross-platform workflows, and enable intent-based interactions. A platform displays table structures of items and characteristics linked to a common objective, provides input interfaces, and enrolls AI agents as credentialed users with read/write privileges. The system prompts agents with column types, structural relations, and role profiles to generate and execute editing instructions that progress workflow objectives, detect missing or inconsistent data, and notify users or request information as needed. Hierarchical access schemes permit multiple agent instances with inherited privileges and resource limits managed through an AI center. Agents can operate as autonomous team members, analyze outputs, and support natural-language explanation sessions. Additional embodiments coordinate inter-service updates, maintain deviation detection tools, and construct tailored products and platform elements. These capabilities improve robust automation, decision support, and operational efficiency in complex SaaS environments.
CPC Classifications
G06N 5/04 G06F 3/04847 G06N 5/022 H04L 67/306
Filing Date
2025-09-29
Application No.
19344215
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