With artificial intelligence integrated into the monday.com platform, you gain access to improved workflows that help you optimize and streamline your daily tasks!
Who can use monday AI?
To start using monday AI, the user must first request access if the AI features are not already enabled on their account. When a user submits a request, the administrator receives an email with the request. To activate monday AI, the administrator must accept the platform’s terms and conditions.
Please note that this process differs for enterprise customers.
Administrators have full control over the AI features and can disable monday AI at any time through the administration section, giving them the flexibility to decide whether AI should be available to users within the organization.
Useful AI Features in monday.com
With monday AI Automations, you can harness the full potential of AI in your monday.com automations.
Currently, there are six categories of AI blocks available that you can integrate into your automations. In total, you have ten different action blocks to choose from.
1. Categorize by AI (item name)
2. Categorize by AI (text column)
3. Summarize text with AI (item name)
4. Summarize text with AI (text column)
5. Improve text with AI (item name)
6. Improve text with AI (text column)
You can add the “Improve text with AI” blocks when building a custom automation or by searching for “improve” in the automation center and choosing from the available templates.
When a categorization automation is triggered, Monday AI will read the text in the specified field on your board and determine which label (if you’re using a status column) or label (if you’re using a dropdown column) best fits the situation.
When a text summarization automation is triggered, monday AI will read the text in a designated field on your board and summarize it in a separate designated field.
When an “improve text” automation is triggered, monday AI will read the text in a designated field on your board and refine it in a separate designated field.
In general, monday AI’s “improve” text blocks will give your text a more professional and polished tone. The AI will also correct grammar! For example:
7. Detect a sentiment with AI (text column)
8. Translate text with AI (item name)
9. Translate text with AI (text column)
You can add the “translate text with AI” block when building custom automation or by searching for “translate” in the automation centre and selecting from the available templates.
When a text translation automation is triggered, monday AI will read the text in a specified field on your board and translate it into the selected language.
10. Custom block use AI
With our custom block, you can use AI to:
- Summarize data into another column
- Generate responses
- Enrich and extract column data
- Translate column data into another language
- And more
The purpose of the custom block is to provide monday AI with clear and specific instructions. Tell monday AI what you need, create the automation, and see it in action! You can revise and test your instructions as often as needed to ensure you achieve the desired results.
Monday AI Columns
With the implementation of monday AI columns, you can use AI with your monday columns.
Currently, you can use AI in the following columns:
- Text column
- Status column
- Dropdown column
To apply monday AI in a text column, status column, or dropdown column, open the three-dot menu to the right of the column header. Select “Fill with AI” from the menu.
Text Column
AI actions available are:
- Summarize your text
- Improve the text
- Sentiment analysis
- Custom block
- Translate
Each AI action provides different options in the secondary dropdown menu.
Status Column & Dropdown Column
“Categorize” is the only available action for the status and dropdown columns.
With “Categorize,” monday AI reads a text and automatically selects one of the available labels you’ve created for your dropdown or status column. The selected label is then applied to the column.
When you choose “Categorize,” another status or dropdown menu will allow you to specify which text monday AI should analyze. You can choose between “Item name” or “Any other text column.”
If you select “Item name,” monday AI will read the text in the “Item name” field, categorize it, and then update the column label based on its choice.
If you select “Any other text column,” monday AI will read the text from the chosen column, select an appropriate category, and update the column label accordingly.
For more information about monday AI columns, you can visit monday.com’s page.
3 Tips for Using monday AI Most Effectively in Text Columns, Status Columns, and Dropdown Columns
1. Use 3-10 easily understandable labels. This makes it easier for AI to categorize correctly by reducing ambiguity and ensuring the AI can make accurate selections.
2. Make sure your labels are well-defined and distinct from one another. This helps prevent confusion and ensures the AI can choose the most appropriate label without mixing them up.
3. Provide sufficient information in input text. This allows the AI to make more accurate decisions and improve the overall effectiveness of categorization.
Monday AI Templates
With monday AI templates, you can optimize your board by integrating monday AI’s intelligence and efficiency. Choose from monday.com’s pre-defined templates to automatically apply monday AI across multiple columns, seamlessly supporting your workflow.
Currently, the following templates are available:
- SDR Assistant
- IT/Support Ticketing System
- Feedback Summarization
- Creative Processes
- Expense Management
To learn more about the various templates, read the full article on monday.com.
