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monday AI Automations

 

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

 

Note: This feature is currently in beta and is in the process of being released gradually to customers. 

 

Today is a day to celebrate! Two monday.com favorites, monday AI and monday Automations, have teamed up to form monday AI Automations. Now, you can unite the intelligence of monday AI and the efficiency of monday Automations in new and improved ways to power up your workflow.

With the implementation of monday AI Automations, you can't lose. Who doesn't love a power couple? 😍 

 

What is monday AI?

monday AI is the incorporation of artificial intelligence technology into the monday.com platform. All of the tools that utilize monday AI were built internally at monday.com by a few different teams on a shared infrastructure.

 

Who can use monday AI?

When a user first interacts with monday AI, if monday AI hasn't been approved for their account, they will need to submit a request to their Admin for approval. When a request is made, the admin will receive an email. To use monday AI, the Admin must agree to the monday AI Terms and Conditions. This process occurs differently for Enterprise users.

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Note: The terms of service for this tool differ from the platform's general terms and conditions. You must read the monday AI Beta Terms and Conditions before adding monday AI to your account.

 

The admin can also disable monday AI on the account via the Administration section. To learn how to do this, please visit the "How to disable monday AI" in the "Get started with monday AI" article.

 

What are Automations?

Automations are a no-code way to tell monday.com to automatically complete a task or processes. The most basic automation consists of a trigger and an action. You can set up an automation once, and every time the trigger occurs (for example, "when a new item is created" is a popular trigger), the action you designate will be completed.

We have a variety of automation capabilities available to suit your needs. To learn more about Automations, check our our "monday Automations" article.

 

monday AI Automation blocks

At present there are six categories of AI blocks that you can use in automations. In total, there are ten different action blocks to choose from:

In this article, we'll give you a brief overview of what each of these Automation blocks can do. For a more in-depth review, click on the links above to visit articles dedicated to each block.

 

Categorize by AI

There are two AI categorize blocks:

  • Categorize by AI using the item name
  • and Categorize by AI using a text column

You can add the "Categorize by AI" blocks when building a custom automation or by searching "categorize" in the Automation center and choosing from the available templates:

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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. 

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

 

Summarize text with AI

There are two AI summarize blocks:

  • Summarize text with AI using the item name
  • and Summarize text with AI using a text column

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:

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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. 

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Improve text with AI

There are two AI improve text blocks:

  • Improve text with AI using the item name
  • and Improve text with AI using a text column

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:

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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.

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In general, monday AI's improve text blocks will lend your text a more professional and presentable tone. It will also correct grammar! For example:

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  • Original text: That's kinda cool, but I think it could be a lot better.
  • Improved text: That's quite cool, but I believe it has the potential to be significantly better.
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: Group 58 (1).png

With this AI block, you'll be able to detect the sentiment of the text on your board.

 

Translate text with AI

There are two AI translate blocks:

  • Translate text with AI using the item name
  • and Translate text with AI using a text column

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:

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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. 

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Custom block: "use AI"

With the our custom block, you can use AI to do a variety of things! This automation can be used to:

  • summarize the data in another columns
  • generate replies
  • enrich & extract column data
  • translate column data into another language
  • and more

The key with the custom block is to give monday AI very clear and specific instructions. 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.

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We have several tips on giving instructions to monday AI. To learn more about this Automation block and see an example of how it can fit within a workflow, take a look at our "monday AI Automations: use AI" article.

 

What's next?

We're just scratching the surface of what we can accomplish with AI! We have so much more in store for monday.com customers. With several monday AI Automation blocks currently in development, there's so much more to look forward to. Stay tuned to our What's New page or check back here to learn about future releases.

If you have feedback on monday AI Automations, we'd love to hear it! Send us your thoughts using this feedback form. You can also send feedback, at any time, from within the platform while using monday AI:

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As AI is continuously integrated into the platform, the possibilities are endless! We can't wait to explore the possibilities with you. ✨

 

 

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