6 min read
Feature
users whose Admins have enabled AI capabilities
Available on Pro and Enterprise plans
With Autofill with AI, you can set up your board to use AI automatically on your behalf. With opportunities to use AI with several columns, we're working to take the possibilities even further. Read on to learn more about how it works and what's next.
How to access AI automations and columns
First things first: where can you find all of these amazing, time-saving automations? The main way to access AI functionality on your board is through Autofill with AI.
Directly access AI Blocks from your board by clicking on the three dot menu on the right side of any column and then clicking on Autofill with AI.
You'll then be able to browse through AI actions and configure exactly what you want to do.
Which columns work with AI?
You can use AI functionality with the:
- Text column
- Date column
- Number column
- Dropdown column
- People column
- and Status column
but keep an eye out as we are working to add more.
When AI capabilities have been applied to a column, you will see a symbol on the right side of the column header:
Adding AI to a column with Autofill
To apply AI capabilities to a column using the Autofill option, click on the three-dot menu to the right of the column header. From the menu, select Autofill with AI:
Once you click on Autofill with AI, you'll be able to choose an AI action, as seen below:
Once you've selected an action, you can fill in the rest of the details in order to preview your results before saving the column preferences:
When you're satisfied with the preview results, click on Save, and now your AI-powered column is ready.
AI actions
AI actions are the key to accessing the power of AI in your columns. Each one will help streamline your work process and seamlessly integrate into the columns you already know and love using.
These are the AI actions available for each column:
- Text column - Detect sentiment, Extract info, Improve text, Summarize, Translate, Writing assistant, and Custom action
- Date column - Custom action
- Numbers column - Custom action
- Dropdown column - Categorize
- Status column - Categorize
- People column - Assign person
So what does each AI action do?
Writing assistant
With the writing assistant autofill option, you can provide a simple prompt that will guide the AI assistant to write the perfect text you need for your Text column. Click on the three dot menu and then choose Autofill with AI.
Select Writing assistant in the dropdown menu and then fill in the prompt for the text that you need the AI assistant to write. Then choose the tone and length you're looking for, and watch the AI assistant create the perfect text right in front of your eyes!
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 in the Files column (not the docs column), and images.
Specific details (like names, invoice numbers, text extracted from images, etc.) will appear directly in your monday board columns, eliminating the need for manual input and saving critical time.
Categorize
The Categorize action will select a label to assign to the column you've chosen. Choose the column you'd like to categorize and then watch the Categorize AI action choose and apply a label to your selected column.
You can also add new and edit existing column labels directly from the Autofill panel by clicking on the pencil icon on the right, as seen below:
A few tips for best results:
- try using 3-10 labels that are easy to understand
- make sure your labels are distinct from each other
- check that the input text has enough information for AI capabilities to use
Custom action
The Custom action allows you to give instructions to AI. In your instructions you can reference any column on your board for input. AI will then generate output, per your specifications, into the selected column.
When you choose Custom block, you can put your custom instructions into the text field. When inputting your instructions, you can choose a variable from your board to factor into AI's output.
For best results:
- use clear instructions, leaving no room for misunderstanding
- make sure to choose the most relevant columns for the task
- experiment with different prompts on a small scale before applying them to your entire board
Detect sentiment
The Detect sentiment AI action will determine whether the text input can be categorized as Positive, Negative, or Neutral.
Translate
The Translate AI action will automatically translate your chosen text into whichever language you need from the wide variety available in the dropdown menu.
Summarize
The Summarize AI action will automatically summarize text input into a much shorter piece of text that is faster to read and scan.
Improve text
The Improve text AI action will automatically generate an improved version of the text that has been provided.
Assign person
The Assign person with AI action will automatically assign a person in the People column based on your specific description of each person's role and expertise.
For best results:
- When selecting a column from the Choose an input source dropdown, be sure to chose the one column that is most relevant to making the assignment.
- Be sure to select every possible assignee in the Choose eligible assignees section.
- When describing each person's role and expertise, give a full list of all of their skills. You can include hard and soft skills, as relevant to your work.
How to deactivate AI Blocks
To deactivate AI capabilities on any column, first click on the three-dot menu and then hover over the Autofill with AI option in the dropdown menu. You'll have the option to either Customize or Deactivate AI. Click on Deactivate AI to remove the functionality from the column.
To see related changes in the Automation Center, refresh your browser.
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 Run history at the top right of the screen. There you will see a summary of the AI actions taken on the column:
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.
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