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monday AI Columns

 

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. 

 

With monday AI columns, 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. 😍 

 

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.

 

How does monday AI work with columns?

We've joined the power of monday AI with some of our most popular columns to allow you to apply monday AI automatically on your board. At the moment, monday AI can work with the Text column, Dropdown column, and Status column.

When monday AI has been applied to a column, you will see a symbol to the right of the column header:

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Text column

To apply monday AI to a Text column, open the three-dot menu to the right of the column header. From the menu, select "Fill with AI":

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AI actions

In the following window, you can choose an AI action:

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The options for AI actions are:

  • Summarize
  • Improve text
  • Sentiment
  • Custom block
  • Translate

Each AI action will result in different options for the second dropdown menu.

 

Summarize

When you choose "Summarize", the second dropdown menu will allow you to choose which text you would like to summarize. Currently, the options are the "Item name", an "Item's thread", or any other text column on the board:

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  • Item name. If you choose the "Item name", when a new item is created, monday AI will summarize the text in the item's name field.
  • Item's thread. If you choose the "Item's thread",  monday AI will summarize the text in the Updates Section when a new update is posted in the updates section. monday AI will continue to update the summary perpetually with each new comment in the update section until it is deactivated. 

 

Improve text

When you use monday AI's improve text action, monday AI will refine the designated text text, aiming to give it a more professional and presentable tone. It will also correct grammar! 

When you choose "Improve text", the second dropdown menu will allow you to choose which text you would like to improve. Currently, the options are the "Item name" or any other text column on the board.

  • Item name. If you choose the "Item name", when a new item is created, monday AI will improve the text in the item's name field and fill it into the Text column using monday AI.
  • Any other text column. If you choose a Text column, monday AI will summarize the designated text in the Text column using monday AI.

 

Sentiment

The "Sentiment" action asks monday AI to interpret the sentiment of a piece of text and, in this case, output that interpretation into a Text column.

When you choose "Sentiment", the second dropdown menu will allow you to choose which text you would like monday AI to interpret. Currently, the options are the "Item name" or any other text column on the board.

  • Item name. If you choose the "Item name", when a new item is created, monday AI will read the text in the "Item name" field, interpret it, and fill in the Text column with its interpretation.
  • Any other text column. If you choose a Text column, monday AI will interpret the sentiment of the designated text and output its interpretation in the Text column.

 

Custom

The "Custom" action allows you to give instructions to monday AI. In your instructions you can reference any column on your board for input. monday AI will then generate output, per your specifications, into a Text 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 monday AI's output.

For the 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

Let's take a look at an example, I asked monday AI to:

"Read the {item name} and determine if the item is important to read immediately or whether it can wait until later." Fill the text column with your decision."

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When I input the following text:

"I really like classic songs like "Blackbird" by John Lennon and Paul McCartney."

monday AI returned the following determination:

"It can wait until later."

 

Translate

The "Translate" action asks monday AI to translate a piece of text and, in this case, output that translation into a Text column.

When you choose "Translate", the second dropdown menu will allow you to choose which text you would like monday AI to translate. Currently, the options are the "Item name" or any other text column on the board.

  • Item name. If you choose the "Item name", when a new item is created, monday AI will read the text in the "Item name" field, interpret it, and fill in the Text column with its interpretation.
  • Any other text column. If you choose a Text column, monday AI will interpret the sentiment of the designated text and output its interpretation in the Text column.

The third dropdown menu will allow you to choose which language you would like monday AI to translate the text into. The options are:

  • English
  • Spanish
  • French 
  • German
  • Hebrew
  • Chinese
  • Korean

 

Tips

A few tips for successfully using AI with a Text column:

  • monday AI understand English best
  • the input text should be clear and coherent for the best results
  • the input text should include relevant context to get an accurate summary
  • when using "translate", you will achieve the best results if your target language is "English"
  • when using "sentiment", if the sentiment is unclear, monday AI's answer will be "unknown"

 

Status column

To apply monday AI to a Status column, open the three-dot menu to the right of the column header. From the menu, select "Fill with AI":

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AI action

In the following window, you can choose an AI action. With the Status column, "Categorize" is the only available action.

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Categorize

The "Categorize" action asks monday AI to read a piece of text and choose from the available labels you've created for your Status column. It will then apply that label to the Status column.

When you choose "Categorize", the second dropdown menu will allow you to choose which text you would like monday AI to read. Currently, the options are the "Item name" or any other text column on the board.

  • Item name. If you choose the "Item name", when a new item is created, monday AI will read the text in the "Item name" field, categorize it, and change the Status column label to reflect its choice.
  • Any other text column. If you choose a Text column, monday AI will read the designated text, choose a category, and change the Status column label to reflect its choice.

 

Tips

A few tips for successfully using AI with a Status column:

  • 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 monday AI to use

 

Dropdown column

To apply monday AI to a Status column, open the three-dot menu to the right of the column header. From the menu, select "Fill with AI":

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AI action

In the following window, you can choose an AI action. With the Dropdown column, "Categorize" is the only available action.

 

Categorize

The "Categorize" action asks monday AI to read a piece of text and choose from the available labels you've created for your Dropdown column. It will then apply that label to the Dropdown column.

When you choose "Categorize", the second dropdown menu will allow you to choose which text you would like monday AI to read. Currently, the options are the "Item name" or any other text column on the board.

  • Item name. If you choose the "Item name", when a new item is created, monday AI will read the text in the "Item name" field, categorize it, and change the Dropdown column label to reflect its choice.
  • Any other text column. If you choose a Text column, monday AI will read the designated text, choose a category, and change the Dropdown column label to reflect its choice.

 

Tips

A few tips for successfully using AI with a Dropdown column:

  • 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 monday AI to use

 

Deactivate monday AI Columns

To deactivate monday AI on any column:

  1. Open the column menu using the three dots that appear to the right of the column header when you hover your mouse
  2. Open the menu and select "Fill with AI"
  3. Select "Deactivate AI" in the lower left corner

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What's next?
We're just getting started! We have more in store for you, including monday AI functionality for additional columns and additional actions for existing columns. Stay tuned to learn more.

If there's a specific action and column combination that you'd like to see or if you'd like to provide feedback on our existing monday AI Columns, please reach out to us. We want to hear from you!

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