The AI workflow builder is one of the most powerful tools you can incorporate into your monday work routine! Need some help getting started? This FAQ guide is here to help.
Using the workflow builder
Why should I use the AI workflow builder?
By automating your entire workflow, your team will be freed up to think more strategically about the future. The workflow builder is the next step in monday.com's evolution as a platform and in your team's evolution toward more efficient and productive work.
How is the AI workflow builder different than Automations and Integrations?
The the AI workflow builder uses blocks on a blank canvas to visually build out an automated process to support your entire workflow.
It encompasses automations and integrations, but they are not limited to one board. Rather, they're built on the level of the workspace, spanning across multiple boards.
Building a workflow
How do I know where to start?
Start out by creating an outline of your needs and asking yourself the following questions to guide the building process:
- What is the starting point of your workflow, and where do you want to end up?
- What are all of the steps needed to be taken to get from point A to your final goal?
- Are there other team members involved in the process? If yes, where can you loop them in and assign tasks?
- What is the timeline for this particular workflow?
Try to think of all of the components of the workflow you need to build and slowly put them together. Of course, you can always test the workflow you have produced and keep optimizing and editing as needed even after publishing.
Can I use multiple boards in my workflow?
Absolutely! The AI workflow builder seamlessly works across boards. In fact, that's what it was built to do. It can connect every aspect of your workflow that's built out (or will be built out) on monday boards.
Can my workflow cross workspaces and products?
Yes! Your workflows can work across workspaces and products.
Can I make a workflow into a template?
If you create a template out of your workspace, your workflow will also be copied when the workspace template is used. To learn more about workspace templates, check out the Managed templates article.
Who can see my workflow?
Your workflow can be private, public to your whole account, or even shared with external users. You can choose your preference when first creating your workflow.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.