If you want to harness the power of AI directly into your monday boards and improve your workflow, then it's time to incorporate monday AI automations into your boards. These tools will help you save time by working more efficiently and avoiding minute, rote tasks. This way, you can focus on your priorities instead. Read on to find out how you can implement these AI-powered automation blocks.
Note: This feature is currently in beta and is in the process of being released gradually to customers.
How to access AI automations and columns
First things first: where can you find all of these amazing time-saving automations? There are actually several ways to access monday AI automations and columns:
Automation center - navigate to the Automation center by clicking on the Automate button on the top right of your board. Then click on the Templates tab and search for "AI." You'll then see all of the relevant AI-powered action block categories and templates that you can use in your workflow.
Tip: monday AI automation templates are intended for those who are looking for solutions for more complex workflows. Using AI automation templates will allow you to add multiple steps and change variables that may not be available in the pre-made AI-powered columns.
Autofill with AI - you can also directly access AI automations from your board by click on the three dot menu on the right side of any column and clicking on Autofill with AI.
You'll then be able to browse through AI actions and configure exactly what you want to do.
Column Center - navigate to the Column Center by clicking on the plus sign on the right end of your board, then click on More columns, and finally, click on the AI-powered tab on the left side menu. Now you can browse through all the amazing AI columns available to you.
monday AI Automation blocks
There are many AI action blocks that you can use to improve your workflow. Here are the different action block categories you can choose from in the Automation center: Categorize with AI
Add the Categorize by AI when building a custom automation or by searching "categorize" in the Automation center and choosing from the available templates:
When a categorize automation is triggered, monday AI will read the text in the designated field on your board and determine which label (if you're using a status column) or labels (if you're using a dropdown column) are the best match.
Summarize text with AI
You can add the Summarize text with AI blocks when building a custom automation or by searching "summarize" in the Automation center and choosing from the available templates:
When a summarize text automation is triggered, monday AI will read the text in a designated field on your board and summarize the text in a separate designated field.
Improve text with AI
You can add the Improve text with AI blocks when building a custom automation or by searching "improve" in the Automation center and choosing from the available templates:
When an improve text automation is triggered, monday AI will read the text in a designated field on your board and refine the text in a separate designated field.
Using the automation, monday AI's improve text blocks will lend your text a more professional and presentable tone. It will also correct grammar and typos!
Tip: This automation block can work with any language, but it works best with English.
Detect sentiment with AI
You can add the Detect sentiment with AI block when building a custom automation or by searching "sentiment" in the Automation center and choosing from the available templates:
With this AI block, the sentiment of the text on your board will be automatically detected.
Translate text with AI
You can add the Translate text with AI block when building a custom automation or by searching "translate" in the Automation center and choosing from the available templates:
When a translate text automation is triggered, monday AI will read the text in a designated field on your board and translate the text to the specified language you've chosen.
Writing assistant
You can add the Write with AI block when building a custom automation or by searching "write with AI" in the Automation center and choosing from the available templates:
Extract Information with AI
Extract Info with AI automatically extracts and organizes key information from files like invoices, resumes, or contracts. This information can also be extracted from text columns and monday docs.
You can add the Extract information with AI block when building a custom automation or by searching "extract" in the Automation center and choosing from the available templates:
Custom block
With the our custom block, you can get customized results for anything else you might need.
Tell monday AI what you need, create the automation, and watch it work! You can revise and test your instructions as many times as needed to make sure you're getting the results you want.
When you click on the use AI field, a text box will open. This is where you write out your instructions. This is the most important part! You can choose columns for monday AI to retrieve information from by using the buttons at the bottom of the text box:
Here, we've indicated that we want monday AI to read the Status column and fill in the Text column. We've given monday AI the following instructions:
"Send message to {pulse.person} that {pulse.status} has changed."
The more specific and clear your instructions, the more accurate monday AI's output will be.
Tip: Please note that any actions you wish to accomplish with AI that are already covered by the pre-set actions above will yield better results than setting them up in the custom block. The custom block should be used for tailor-made situations that may not already be covered.
Who can use this feature:
beta users whose Admins have enabled the feature
Available on Pro and Enterprise plans
💡 Stay tuned for more updates in the future!
👉👉Start your free trial with us today: www.achievan.com/mondaydotcom
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