With monday AI templates, you can set up your board to run with the intelligence and efficiency of monday AI! You can choose from our pre-created templates to automatically use monday AI with several columns that flow together to support your workflow seamlessly. Read on to learn more! 🤖 

 

What are monday AI templates?

There are a number of pre-made and fully customizable templates that you can choose from when building a board on monday.com. Whether you're looking for a board created especially for your industry, or simply a ready-made board to make your life a little easier, we've got you covered!

To learn more about templates in general, check out our monday.com board templates article.

 

How to add a template

To create a board from a template, open the workspace where you would like your new board to live. From there, click on the blue plus sign at the top of the left hand navigation and then click on Template center:

 

In the Template center, open the AI-powered section in the left side menu:

 

Each monday AI template comes with a template-specific Get started guide. This guide will give you detailed instructions for how to make the most of your new board:

 

Creative processes template

The creative processes template allows you to get your creative team's tasks and projects up and running in no time. It will summarize the task at hand and generate a creative brief automatically for the project.

monday AI Columns

AI will be set up for the following columns:

• Request summary
• Creative type
• Creative brief

 

Feedback digest template

The Feedback digest template helps you to analyze feedback from customers. You can use your insights to direct your product team and improve your bottom line.

monday AI Columns

AI will be set up for the following columns:

• Language
• Translate 
• Summary
• Sentiment
• Category
• Reply
• Original language reply

Integrations

This template integrates with Slack and Gmail. These integrations need to be activated for them to work with your personal third-party accounts.

 

Support/IT processing template

The Support and IT processing template helps you to categorize incoming tickets by urgency and sentiment. This template will automate assigning your tickets to the relevant expert on the team, auto-translate when needed, and draft a resolution email to send out when a ticket is solved.

monday AI Columns

AI will be set up to assist with:

• defining the urgency
• defining the request type
• defining the sentiment of the ticket
• defining the category
• generating a TL:DR for the request
• generating a reply for the requester

Integrations

This template integrates with Slack and Gmail. These integrations need to be activated for them to work with your personal third-party accounts.

 

SDR assistant template

The SDR assistant template will give you tailored discovery questions, translate interactions for further global reach, enrich lead data for deeper insights, and overall optimize sales interactions.

monday AI Columns

AI will be set up to assist with:

• determining which service types the lead is interested in
• generating discovery questions
• extracting the domain for the lead's company from the lead's email address

 

Finance request handling template

The Finance request handling template facilitates in processing requests. It will auto-translate when needed, detect sentiment, and categorize requests by type. It will also assign the right professional and close the loop once the request is handled by sending out an email at the time of completion.

monday AI Columns

monday AI will be set up for the following columns:

• Summary
• Translated request
• Request type
• Sentiment
• Category
• Reply

Integrations

This template integrates with Slack and Gmail. These integrations need to be activated for them to work with your personal third-party accounts.

 

Nonprofit feedback processing

This template is designed to optimize feedback management for nonprofits by automatically collecting and processing volunteer feedback. It uses an easy to customize WorkForm to help simply the feedback process, making it efficient and comprehensive for nonprofit organizations.

monday AI Columns

monday AI will be set up for the following columns:

• Request language
• Translated request
• Request type
• Sentiment
• Category
• Request TL:DR
• Reply
• Original language reply

 

Create your own! 

While this article details the templates that we have created for you with monday AI, you can use the power of monday AI Columns and monday AI Automations to build your own custom template for your team.

To learn more about how to build a template, check out the Create your own board template section of our "monday.com board templates" article.

 

 

 

 

 

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