Who can use this feature

Available on monday CRM

Available on Standard plan, Pro plan, and Ultimate plan

Using Email & Activities AI-powered features, composing emails is easier than ever. This article will walk you through how to write emails in Emails & Activities using the AI-powered email composer.

If you're interested in learning more about sending, receiving, and tracking emails, check out the Emails & Activities on monday.com article.

Create a new email

Open Emails & Activities, and click New email to compose a new email:

The email composer will pop up. The app features a fully functional text editor. You can alter text, upload and attach files, add hyperlinks, and more.

Manual timeline association

After sending an email, your email record will appear on your Emails & Activities timeline. With Manual Association, you can decide exactly which records (across your CRM account) a timeline item is linked to. Links can be set when an email is composed and remain fixed — even if the connections between records change later.

You can create a manual association when creating a timeline item or when editing an existing one.

When composing an email:

1. Open the composer
2. Before saving, review the list of records the item will be linked to
3. Deselect any record you do not want this item linked to
4. Click Save changes

To learn more about Manual timeline association, including its rules and limits, check out the "Manual timeline association" article.

Use the AI assistant

To open the AI-powered component of the composer, click on the AI icon ():

Start a dialogue to discuss your specifications. You can choose from the pre-made prompts in the Examples section or write your own prompt. If you choose to make a custom prompt, click Use AI to write an email to open a text box and give instructions.

After you generate an email, click the copy icon () to copy the text:

When you click copy, the text will automatically be pasted into your email draft. The AI Email Generator dialogue will also close. Review the AI-generated content to check for accuracy.

You can further customize your email by adding dynamic fields. Click the columns icon () to add a dynamic field that populates data from the columns on your board.

If you use this option, information will be pulled in from the selected column for each email you send.

Tips for writing prompts

Here are our tips for writing a good prompt. Use these three components:

• A directive. Good examples are "write an email", "craft an email", and "generate an email".
• Conditions. Include any conditions that alter the directive. For example, the email might be a "follow-up" email rather than an "initial contact". 
• Other important details. This might include the client not having been in contact for some time, you targeting startups, or the email being sent after a demo.

If you aren't satisfied with the results, you can redirect with specific instructions. For example, I want the email to sound friendlier, so I write this into the chat, and AI sends back an updated draft:

You can repeat this process as many times as needed to get your desired results.

Give feedback

When the composer generates an email for you, you can review it and give feedback to improve future results. Click the thumbs up if you're satisfied with the results. Click the thumbs down if you aren't:

To give specific feedback, open the three-dot menu at the top right of the dialogue. Click Give feedback to open the feedback form.

We can't wait to hear your thoughts!