10 Game-Changing AI Features in monday.com You Need to Know

monday.com has invested significantly into integrating AI directly with the platform. I'm excited to share with you

today some of the ways that you can use AI. Stick around all the way to the end because the last three features are

gamechanging and you don't want to miss them. Hi, my name is Tara and I'm a certified monday.com partner and the

founder of Simple Day. My goal is to help you build powerful yet simple workflows with monday.com. If you need

help with a custom implementation, my contact details are in the description below. Let's jump into today's tutorial

and make Monday the best part of your week. The first way that I want to share with

you how you can use AI is in a filter. Here you can see that I have an opportunities board and let's say I want

to very easily filter information. I can click on this filter button or go to advanced filters which would be clicking

on here and I can click filter with AI. Now what I can do is add a prompt. So here I'm going to say show me all the

leads that are assigned to me that are not closed and over $15,000. I just need to hit filter.

Now you can see that my filter was applied. So, there's only three items on the board where I am marked as rep and

the deal value is over $15,000. Now, for very basic filters, like if you just want to search by yourself, you may

not need to use AI. But if you have something that's multi-step or more complicated or you're just not sure how

to use filters, this AI filtering option is something that could really be helpful. Let's head over to the second

way that you can use AI. The second way that you can use AI is within the update section. As you can see here, I have an

update and I'm writing back to Rosa saying this is an update from the client. I just copied what the client

wrote, but it's actually pretty long. I can click on this star and I'm going to have the option to either improve the

text or shorten it. In this case, I'm going to shorten it. You can see that the AI gave me a

shortened version of the text and I can add it to my update. So, do you see that now it added the information here? So, I

have the original, but I also have either a shortened or an improved version of the text that I wrote in an

update. So, if you're writing quick updates to your team member and you kind of just want to jot down some notes, you

can use this feature to make your notes a little more eligible, give more details, so that way the person reading

them can fully understand them. One of the more powerful ways that you can use AI is to have AI columns within your

Monday boards. You can't do it on every column, but a lot of the columns allow you to have a feature called autofill

with AI. So, I'm going to jump into this contacts board. And one of the issues that I find is pretty common that when

you're sending out an email to a contact, you don't necessarily want to say, you know, hi, Amber Smith. You just

want to say, hi, Amber. So, you need to be able to pull out their first name because why would you want to do it

manually? So, what you can do is you can actually have an AI column that will do this for you. So, if you click on these

three dots here, I'm going to add a column to the right and I'm going to add a text column.

Now, once I click on these three dots here, you see I have this option to autofill with AI.

There actually are a lot of different options that you can use for this autofill. You can extract information,

summarize, translate, or use a custom prompt. So, the custom prompt is really, you know, whatever you decide to add.

But for this example, I'm going to extract information. And you can see here that I have a

preview. So, here I'm going to extract the first name. It even like prompts it because it knows that I'm already on

this board and helps me out. And I'm going to pull it from the contacts name. Now, if I want, I can also add

instructions. And you can see this is a preview of what it's going to look like once I hit save and reply. So, watch

what's going to happen to this column. First, you can see that it has this little star showing over here showing me

that it's an AI column. And you can see that everything was automatically added. Now, I know this is a pretty

straightforward example, but there's a lot of examples like this where people want information divided in a different

way. For example, I've seen uh companies that have a location column, but they want the state separated out for some

reason. So, again, that's another example where you can use an AI column to just pull out the state. But there's

a lot of different scenarios where you can use the custom AI prompts to pull out information from other columns

within your board. So this is a feature that I highly recommend you check out to see how many more things you can

automate on your board using AI. The fourth feature that we're going to discuss about AI is within the emails

and activities app. This is an app that is unique to the Monday CRM or Monday service. Here you can see that I'm in a

specific client called Glen Auto. Now I added as part of the emails and activities, I added a note about my call

with him and just a little bit about the company. You can see my notes here. These are kind of like shorthands that I

take while I'm on a call. Now if I click on this AI summary, you can see here that it gives me

information about recent communication, interaction summary, uh deal stages, participants,

needs and pain points, proposal solution. It gives me a whole summary of everything that was in my note and I can

add it to my timeline. So if I add it to my timeline, let's just see what happens.

So here you can see I have the AI summary on top and it is really nice because I have a summary. I can click on

key details, next steps. Obviously this is dependent on the information that I've added here, but it's a really easy

way to just summarize everything that's going on and it's all automated. If I click on these three dots, I can pin it

to the top. So for you know an active sales board, it's probably really helpful

to have these summaries on the top. Continuing with emails and activities, I can also use AI to help me write emails

within Monday. So if I click on new email, you can see that an email pops up here. Now I can click again on the AI

assistant and you can see that it gives me some options. an example, write me a

hundredword friendly email to a prospect or I can use AI to write my own email. So, I'm going to add in here, write back

to the client asking if they're still interested in moving forward. Let's see what it generates.

Now, you can see that an entire email is being created for me. It has a subject line, more information,

um, you know, expanding upon my email, and then some information on the bottom. If I click this button, you can see that

it automatically adds to my email. However, these are not placeholders from the columns. Maybe that's something that

Monday will work on. So, this is something that it looks like there's more to be developed here. You know, one

specific thing is like pulling in the placeholders from the board, but for helping me write my emails, I'm having

an email editor and writer write within Monday where I'm sending the emails from.

The next AI feature that I'm going to share with you is a form builder. Essentially, what I can do is have a

form builder help me build out my form. It will build out all the columns and build out the form that I need. So,

let's jump in. I can click on this plus button and click on the option for form. You can see up here it's creating a form

for me. And right now I have this AI builder that popped up and it's asking me for

details about what I want on my form. As soon as I click in, you can see that it actually gives me suggestions for things

that I can use. For this example, I'm going to add a custom prompt. So, I'm going to paste my prompt here, which is

I want to build out a form for my website that has basic information, name, company, email, and location.

Let's see what happens when we click generate preview. You can see that my form was built. I

have the four columns that I mentioned. Now, I can change the prompt. Let's say I realized I wanted to add something

else. It even made two of the columns required. Let's say that this is good enough for me. I can click on confirm.

And now I have a form within my board that I can easily share or copy to use on my website. If I go back to the main

table, you can see these are the columns that I wanted in my form and that showed up in my form. And again, if I want to

edit my form, I simply can go back to the form and make whatever changes I want.

This next feature that I'm going to share with you really takes AI to the next level. Not only is it analyzing the

information, but it's creating a report for me. Here you can see that we are in the enterprise version of work

management and I have a dashboard of a portfolio and all of the project boards within that portfolio. When I click on

the option export, I have an option to generate a report doc. Let's click on that. Here you can see that I have a

notification that says generate an editable AI report. It's basically a summary of your dashboards just letting

you know there are some unsupported widgets. So, let's generate it. You can see that my report was just

generated. First, it pulls in a title, the date that I generated it, and here it has a summary. Now, you can see here

some of them don't have an AI generated summary for each widget, but let's look at a a good example. So, here you can

see this widget. It gives me information. All projects on the website portfolio dashboard so show

show a consistent trend of spending 28 hours of effort against a plan's 34 hours indicating a shortfall of 6 hours

per project. But this gave me insights like valuable insights into a dashboard which is summarizing a lot of different

projects. Now if I want to take this to the next step I also can share this with clients. I can download this and I have

this to share. I even can use an AI assistant on this to make more changes. But you can see that with a click of a

button, I was able to use AI to summarize the dashboards in a report about all my projects that I'm working

on. The next gamechanging feature that Monday released is the Monday MCP. The Monday MCP connects Monday to an AI

agent like Claude or cursor. Here you can see I am connected to Claude and what I can do is trigger the creation of

boards, items, make updates, do tons of things from within Claude and it automatically happens within my Monday

board. So let's use an example. I'm going to paste this simple prompt. add a task to do monthly reports on this

board. And I need to list the board. I'm going to click this button. And if you look down here, you can see

the last task is a make error. Here I need to just allow the MCP. Here you can see that it's starting to

get the board schema. Now it's telling me what it's doing. It's creating a task.

And you can see that the task monthly report was created. I know this is a really simple example, but can you

imagine if you're working in your AI agent and all of a sudden you remember tasks you need to do, you want to build

out boards, you want to even get an update, you know, look at my board and analyze this information. If you're

writing an email within your AI agent and you want to pull in information from your boards, you can probably set a

prompt to pull in data from your boards. The Monday MCP is just at the beginning. It was just launched, but I think this

is a really, really powerful tool to integrate your AI agents directly within Monday. Currently, Monday Magic is in

the alpha version, which means that it's still being built. Just seeing it in the alpha version, it's so cool. I think

that you're going to see that over time there's going to be a lot more features that are developed and it's going to

become a really, really powerful tool for you to use. But essentially what Monday Magic does is it allows you to

enter a prompt and it will make a suggestion to build out boards, dashboards, and a whole workflow for

you. So, first it will explain what its reasoning is, why it did it, why it suggested what it suggested for your

boards. Then it actually automatically creates a video explaining how these boards work. And then you can actually

have it built within your workspace. So, let's jump into an example. Here you can see I created a prompt saying that I am

an ops lead managing internal and external events. I want to plan venues, sign different roles, track RSVPs, and

keep vendors and teams aligned. Now, you can see here as the prompt ran, it gave me the reasoning about why it built it

out. And here's the whole reasoning. I'm not going to go through all the details. Then it built my solution.

Then what it did is it actually created this video explaining what the solution was and why it created it and how it

works which are just really cool. So technically you can like use this as an SP showing your team, okay, we built

this out and this is how it works. If you want to make changes, you can always come in here and make changes. But here

you can you can see the details of everything that happens. I have a preview of it over here. So I can jump

between different boards like here's the dashboards that I created. Here's a board about vendor management. Another

dashboard all the different information that it's created. I also can click on solution overview.

And what this does is it explains the backgrounds and the thinking behind the AI. So here it talks about personas,

different features, the user flow, building blocks, all of this information and I can easily sort

through the different ones and I can download it which is really cool because again you have it as an SOP.

Now assuming that this is a solution that I like, I then just click on this button create solution and it's going to

automatically create the solution within my monday.com boards. Honestly, like this will save you hours of time. You

can tell Monday what you need and then it will go build it. Monday Sidekick is one of the newest features that

monday.com released. It literally is a sidekick that sits right next to you on every single task that you're on and you

simply need to click it and it helps you with whatever you need. In the example of this video, someone needs to find

venues with New York and they're asking the sidekick for ideas and it generates ideas. I personally love the idea of

Monday side. It's so easy to use and it's so intuitive. It sits on every single task and every single item that

you have on your board and you literally just need to click it and you can do anything. You don't need to go to

another board. You don't need to open other things. You don't need to open a file. Everything is right there. I'm

really excited to see how this feature is developed over time. Hit the like button if you enjoy this video and

remember to subscribe to receive tips and tricks on how to use monday.com. Thanks so much for watching and I'll see

you soon. [Music]