What can we help you with?

AI: Automation blocks

 

Who can use this feature:
users whose Admins have enabled AI capabilities
Available on Pro and Enterprise plans

If you want to harness the power of AI directly into your monday boards and improve your workflow, then it's time to incorporate 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.

 

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 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.Group 64 - 2024-10-14T164745.526.png

 

Tip: 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. 

Group 64 - 2024-10-14T170526.806.png

 

You'll then be able to browse through AI actions and configure exactly what you want to do.Screenshot 2024-10-14 at 17.17.13 1.png

 

  • 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.

Group 64 - 2024-10-14T164532.934.png

 

 

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:Screenshot 2024-10-14 at 12.04.24 1.png

 

When a categorize automation is triggered, the AI capabilities 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. Untitled design (69).gif

 

For tips on creating effective categories and to review an example of how this automation can fit into a workflow, check out our "AI Automations: categorize" article.

 

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:Screenshot 2024-10-14 at 12.21.42 1.png

 

When a summarize text automation is triggered, the AI capabilities will read the text in a designated field on your board and summarize the text in a separate designated field. Screenshot 2024-10-14 at 12.27.14 1.png

 

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:Screenshot 2024-10-14 at 12.32.26 1.png

 

When an improve text automation is triggered, AI capabilities will read the text in a designated field on your board and refine the text in a separate designated field.Untitled design (70).gif

 

Using the automation, 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:Screenshot 2024-10-14 at 13.23.58 1.png 

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: Screenshot 2024-10-14 at 13.50.16 1.png

 

When a translate text automation is triggered, the AI capabilities will read the text in a designated field on your board and translate the text to the specified language you've chosen. Untitled design (72).gif

 

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:Screenshot 2024-10-15 at 15.25.30 1.png

 

Extract Information with AI

Extract Info with AI automatically extracts and organizes key information from files like invoices, resumes, or contracts. Information can also be extracted from text columns, monday docs, and images.

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:Screenshot 2024-10-14 at 16.41.48 1.png

 

Custom block

With the custom block, you can get customized results for anything else you might need.

Tell 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.Screenshot 2024-10-15 at 13.39.11 1.png

 

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 AI capabilities to retrieve information from by using the buttons at the bottom of the text box:

Screenshot 2024-10-15 at 13.35.36 1.png

Here, we've indicated that we want the AI capabilities to read the Status column and fill in the Text column. We've given AI the following instructions:

"Send message to {pulse.person} that {pulse.status} has changed."

The more specific and clear your instructions, the more accurate 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.

 

 

Using run history to troubleshoot 

If you want to understand why a column may be showing No result, then you can check the Run history.

Group 65 (22).png

 

Click on the Automate button on the top right of your screen and then click on Run history at the top right of the screen. There you will see a summary of the AI actions taken on the column:screenshot_2024-11-13_at_10.58.29 1 (1).png

In this example, Extract Info was used to extract an email address from a different column. You can see the Run history explains that the No result is due to the fact that "this item doesn't seem to contain any Email address."

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.