Monday AI

Monday AI is a collection of artificial intelligence features built into the monday.com work platform. It is designed to help teams manage projects understand workplace information automate routine activities and complete tasks with less manual effort.

Instead of operating as an independent chatbot Monday AI works alongside boards tasks documents updates workflows and connected applications. This gives it access to relevant workplace context based on the user’s existing permissions.

A project manager can ask for a summary of delayed tasks. A marketing team can use it to organize a campaign brief. A customer service department can automatically classify incoming requests. These capabilities make Monday AI useful across many types of business workflows.

How Monday AI Uses Workplace Context

General AI tools often require users to explain a project from the beginning. Monday AI can work with information already stored inside an authorized monday.com account.

It may use board items column values task updates documents deadlines and assigned responsibilities to prepare more relevant results. The quality of those results still depends on how accurately the workspace is maintained.

When project information is incomplete or outdated the AI may produce a summary that does not reflect the current situation. Teams should therefore keep task statuses deadlines ownership and project notes updated.

Monday Sidekick

Monday Sidekick is the conversational assistant inside the platform. Users can ask questions in normal language and receive answers related to their work.

Sidekick can help users:

• Summarize project activity
• Identify overdue assignments
• Draft project updates
• Create task descriptions
• Explain workplace information
• Suggest useful next steps
• Organize rough notes
• Prepare internal communication

For example a team leader could ask Sidekick which tasks are creating delays. A salesperson might request a customer follow-up draft based on information stored in a CRM board.

Sidekick can save time when users need an overview without manually opening several items. Important answers should still be checked against the original workspace information.

AI Blocks

AI Blocks allow businesses to place artificial intelligence directly inside boards and workflows. They can process text extract information classify content and generate useful outputs.

A support team may use an AI Block to detect whether a message sounds positive or negative. A recruitment team could extract a candidate’s skills from submitted information. A marketing department might use it to summarize a detailed creative request.

AI Blocks can perform activities such as:

• Creating summaries
• Translating text
• Improving written content
• Detecting sentiment
• Extracting selected details
• Assigning labels
• Categorizing requests
• Generating responses

The output can appear inside a board column which makes it easier to review alongside the original information.

AI Workflows

Monday AI Workflows combine automation rules with intelligent analysis. They help teams create processes that can review information before deciding what should happen next.

A workflow may begin when someone submits a form or creates a new item. Monday AI can then examine the information and perform a selected action.

An IT department could use a workflow to categorize support requests. A human resources team may route onboarding questions to the correct person. A marketing team can check whether a campaign brief includes the required audience deadline and objective.

These workflows can reduce repetitive administrative work. However teams should monitor automated actions carefully during setup to make sure information is being classified and routed correctly.

Monday AI Agents

Monday AI Agents are configurable assistants created to handle defined workplace activities. They are more action-focused than a standard chat assistant.

An agent may be instructed to review incoming requests prepare a project report monitor selected changes or check whether tasks contain all required details.

Businesses can use agents for repetitive processes that normally require employees to review similar information again and again.

A company could create an agent that checks new sales opportunities for missing details. Another agent might prepare a weekly project summary. A support agent could identify urgent requests and send them to the correct team.

AI Agents should be given clear instructions and limited permissions. Important financial legal customer or employee decisions should still involve human approval.

Monday Vibe

Monday Vibe is an AI-powered no-code application builder. It allows users to describe the software or internal tool they need through everyday language.

The platform can then generate a working application based on the request. Users can continue refining the app through additional instructions.

Monday Vibe may be used to create:

• Request portals
• Campaign trackers
• Customer dashboards
• Inventory systems
• Approval tools
• Internal reporting apps
• Service management portals
• Team planning solutions

This can help nontechnical departments build simple business tools without beginning a full software development project.

Generated applications should be tested carefully before they are used for sensitive or business-critical processes.

AI Notetaker

Monday AI Notetaker helps teams capture information from meetings. It can create a transcript summary and list of follow-up actions.

The main advantage is that meeting outcomes can be connected directly with monday.com projects. Tasks mentioned during a conversation can become trackable work instead of remaining hidden inside a notes file.

A project team can use AI Notetaker to record decisions and assign next steps. A sales team may use it to preserve customer requirements. Managers can review meeting summaries without replaying the complete recording.

Transcription quality may be affected by poor microphones background noise technical terminology and people speaking at the same time. Names dates prices and promises should always be checked.

Writing and Content Assistance

Monday AI can help users create and improve workplace writing. It may produce task descriptions project reports emails customer messages meeting summaries and internal announcements.

Users can also ask it to:

• Shorten long text
• Improve clarity
• Change the tone
• Translate content
• Simplify technical language
• Organize scattered notes
• Create a first draft

This can make everyday communication faster. Generated writing still needs human editing to ensure that the message is accurate and appropriate for the intended audience.

Formula Assistance

Monday AI can help users prepare formulas for board calculations. Instead of memorizing formula syntax users can describe the result they want in plain language.

For example someone could request a formula that calculates the number of days between two dates or displays a warning when a deadline has passed.

The generated formula should be tested on sample items before it is used across an important board.

Project Management Support

Monday AI works alongside the broader project management capabilities of monday.com.

Teams can use boards to assign work set deadlines track progress and manage responsibilities. AI features add support by summarizing activity identifying patterns and transforming unstructured information into organized actions.

Project managers may use Monday AI to prepare weekly reports. Department leaders can ask for an overview of important work. Team members can turn conversations into tasks or use AI to clarify complicated instructions.

The platform can support marketing operations sales software development recruitment human resources and customer service.

Monday CRM and AI

Monday CRM includes AI features that support customer communication lead management and sales administration.

Sales teams can use AI to improve emails summarize customer information detect sentiment and organize incoming data.

It may also help classify opportunities or extract details from customer messages. This can reduce manual CRM updates and allow representatives to spend more time communicating with prospects.

Important customer information should still be reviewed before it is saved as a final record.

Monday Service and AI

Monday Service applies artificial intelligence to support requests and ticket management.

It can help teams:

• Summarize incoming tickets
• Detect customer sentiment
• Assign categories
• Route requests
• Draft responses
• Identify urgent cases
• Organize support priorities

These features may help service teams handle larger numbers of requests. Automated replies should be reviewed when a ticket involves refunds complaints legal concerns or sensitive information.

Monday Dev and AI

Monday Dev is designed for product and software teams. Its AI features can help organize bug reports development tasks and product requests.

Teams may use AI to summarize technical discussions categorize issues or improve task descriptions. It can also support planning by turning rough requirements into clearer work items.

AI-generated technical suggestions should be reviewed by qualified developers before they affect code production systems or security.

Integrations

Monday.com supports integrations with many popular workplace applications. These connections allow teams to bring information from different services into one environment.

Common integrations include:

• Slack
• Microsoft Teams
• Salesforce
• Gmail
• Outlook
• Google Drive
• Google Sheets
• Zoom
• Jira
• GitHub

Available integrations and usage allowances may depend on the selected monday.com plan.

Monday MCP

Monday MCP uses the Model Context Protocol to connect authorized workspace information with compatible external AI applications.

This can allow tools such as Claude Cursor or Microsoft Copilot Studio to interact with approved monday.com data.

Users may be able to ask questions about boards create items or access selected project information from another AI environment.

The connection follows existing workspace permissions. Organizations should still review which information external applications are allowed to access.

Mobile Access

Monday.com provides mobile applications for Android iPhone and iPad. Users can review tasks update boards communicate with colleagues and monitor project activity from their phones.

Monday Sidekick also has mobile access for users who want to interact with the AI assistant while away from a desktop computer.

Some advanced tools may offer a more complete experience through the web version than through mobile applications.

AI Credits

Monday AI uses credits to measure artificial intelligence activity. Different tools may consume different amounts.

Simple text actions may require fewer credits. Meeting transcription agents application building and multi-step workflows may use more.

Administrators should monitor the account’s credit usage so important workflows do not stop unexpectedly. Active teams may need to purchase a larger allowance.

Because AI costs are added to workspace subscriptions businesses should calculate the total expense across all users and features.