4 min read

Feature

Who can use this feature:

Users whose Admins have enabled AI capabilities

Available on Standard, Pro, and Enterprise plans

monday.com is designed to be at the core of any type of work, allowing you to build workflows tailored to your specific needs. With monday Sidekick, you have an account-wide assistant integrated into your workdocs, helping you create a doc, summarize or refine text, and generate new content at every step of the way 🤖

Create a workdoc  

Starting from scratch never looked this easy. There are two very easy ways to begin creating a workdoc using our AI features. 

Use Sidekick

You can ask Sidekick to create a workdoc for you! Click on the Sidekick tab directly from your left pane, and describe the workdoc that you want to create. Sidekick will get to work on detailing the doc for you and creating it in your workspace. 

Start with AI

If you've already created a new doc in your workspace and want to make a structured template, use the Start with AI feature. Click the Start with AI box, select a prompt or type your own, then let AI build the doc structure. This saves time on styling and formatting, letting you focus on meaningful content.

A formatted workdoc template will be generated for you to input your information. If you're not satisfied with the AI-generated workdoc or want to create a new one, click Try a different prompt in the bottom right corner of your workdoc. 

Tip: AI content generated by monday Sidekick might be inaccurate from time to time. We suggest reviewing the content either before or after adding it to your doc. 

Generate text with Sidekick

Need assistance in creating your content? monday Sidekick in workdocs can help you generate text, making it easier for you to add high-quality content to your docs in no time.

To generate text in your workdoc, click the Sidekick button at the top of your doc and enter your prompt into the text box. You can request Sidekick to generate any information you require. 

Once the text has been generated, you can refine your prompt by continuing the chat with Sidekick, copying the text to your clipboard to paste elsewhere, or adding it to your doc via the Insert to doc button. 

Tip: To begin a new chat, click on the "Pencil" icon at the top of the Sidekick panel on the right-hand side of your doc. 

You can determine the style of the text Sidekick generates by adjusting your prompt. As an example, if you would like the text to be structured as a bullet-point list instead of the table shown above, you can instruct Sidekick to structure the text in that way. 

Summarize text with Sidekick

When collaborating with your team on a workdoc, the content can become long and tedious. To assist with efficiency, monday Sidekick in workdocs can summarize either a section of the doc or the entire doc to give you an overview of key points and ideas. 

To summarize your workdoc, click the Sidekick button in the top right corner of your doc, and select Summarize this doc from the right-hand panel that opens. Sidekick will then use your content and files to provide an accurate and relevant summary, condensed into a paragraph or a list of key points.

Once the summary has been generated, you can copy the text to your clipboard to paste elsewhere or click on the dropdown arrow next to the Insert to doc button, and choose where to add the summary directly in your workdoc. 

Note: You can also use AI extract information from a workdoc in your Doc Column. Read more about this in our article on AI: Blocks. 

Refine with AI

With the workdocs inline editor, you can easily make changes to the text in your workdocs, whether by shortening, improving, elaborating, or changing the tone of the text. Select the text you wish to refine and click the Refine button from the menu bar that appears.

From the dropdown menu, choose which action you would like to perform to refine the highlighted text. You can then choose to either add it below or replace the text with the refined version.