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:
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Board automation center - navigate to the board automation center by clicking on the Automate button on the top right of your board. Then click on the Create tab and search for "AI." You'll then see all of the relevant AI-powered action block categories and templates that you can use.
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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.
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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.
Next, click on the AI-powered tab on the left side menu. Now you can browse through all the amazing AI columns available to you.
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
- Summarize text with AI
- Improve text with AI
- Detect a sentiment with AI
- Translate text with AI
- Writing assistant
- Extract information with AI
- Custom block
- Custom block: Web search feature
Prompt preview
When filling out your AI prompt, you will be given a preview of what your result is going to look like. Using this feature, you can make any adjustments as needed to make sure you get the exact result you're looking for. Look for the Here's what AI will do section at the bottom of the panel to see what the prompt will generate.
Categorize with AI
Add the Categorize by AI when building a custom automation or by searching "categorize" in the Board automation center and choosing from the available templates:
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.
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, the AI capabilities 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, AI capabilities will read the text in a designated field on your board and refine the text in a separate designated field.
The "improve text blocks" will lend your text a more professional and presentable tone. It will also correct grammar and typos.
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, 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.
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. 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:
Custom block
With the custom block, you can get customized results for anything else you might need that's not covered by the pre-set actions.
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.
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.
Custom block: web search feature
Within the custom block, the web search feature opens up the option to use the web to provide answers by retrieving publicly available information from the web. For best results, words like “current, updated, up-to-date” will help the AI understand that it should fetch data from the web.
To use the web search feature, click on the three-dot menu on the right side of the column and click on Autofill with AI and then choose the Custom action option. In the Tell AI what to insert section, write what information you need AI to fetch for you, and choose the value that corresponds with it.
For example, you can create a column with the names of companies that you'd like to get information about. Then, set up empty text columns that will be filled in with the search results.
In this example, to fill in the "City of Headquarters" column, ask the AI to "please provide me the city of the main headquarters of the company in Item name." You'll see a preview of the answer so you can adjust as needed.
When you're done, click on Save & apply, and the information will be populated into the column:
The possibilities are truly endless! Use this feature to help synthesize all of the information you need with one simple prompt.
If you would like to turn off this option for your account, please reach out to your account manager or support@monday.com.
This feature is gradually being released, so if you don't see it yet, you will soon!
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.
Click on the Automate button on the top right of your screen and then click on the Manage tab. Next, click on the Run history tab. There you will see a summary of the AI actions taken on the column:
The Run history will explain each AI action taken and will give an explanation if an action has failed so you can take the appropriate steps to fix the issue.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.