AI: workdocs

 

Who can use this feature:
Users whose Admins have enabled AI capabilities
Available on Standard, Pro, and Enterprise plans

 

monday.com is built to be at the core of any type of work, where customers can build workflows that suit their every need. To further realize that purpose, we launched AI capabilities on monday.com.

With monday's AI Assistant in workdocs, you can use the tool to summarize text within your workdoc, or generate new text to suit your needs in the doc 🤖

 

Summarize text with AI Assistant 

When collaborating with your team on a workdoc, the content in your doc may become voluminous. To assist with efficiency, the AI Assistant in workdocs can summarize either a section of the doc or the entire doc to give readers an overview of key points and ideas.   

To summarize the entire workdoc simply click on the "AI Assistant" button in the menu at the top of your doc, and choose "Summarize". The entire workdoc will be summarized into a shortened paragraph or list with key points from the doc. 

WD-AI Summarize workdoc .gif

 

Once the summary has been generated, you can choose to copy the text to your clipboard to paste elsewhere, or click on the "+Add to doc" button to add the summary directly to your workdoc. 

WD-AI Add Summary to doc.gif

 

To summarize a particular section within your workdoc, highlight the text to be summarized, and click the AI Assistant button, followed by "Summarize". The text will then be condensed, highlighting the key points in the text. 

WD-AI Summarize Section.gif

 

Note: AI capabilities can also be used to extract information from a workdoc in your Doc Column. Read more about this in our article on AI: Blocks

 

Generate text with AI Assistant

Being efficient with your time is a key feature of productivity. The AI Assistant in workdocs can assist with generating text for your workdoc, allowing you to add quality content to your docs in a timely manner.

To generate text in your workdoc, select the "AI Assistant" button in the menu at the top of your doc, and choose "Write with AI". Once the text box is opened, you can request the AI Assistant to generate any information you require. 

WD-AI Generate Text.gif

 

Once the text has been generated, you can choose to "Edit prompt and retry" by selecting the backward arrow, copy the text to your clipboard to paste elsewhere, or add the text to your doc via the "+Add to doc" button. 

WD-AI Generate Text Review or Add.gif

 

You can determine the style of the text that the AI Assistant is generating by altering your prompt accordingly. As an example, if you would like the text to be structured as a numbered or bullet-point list, you can instruct the AI Assistant to structure the text in that way. 

WD-AI Generate Specific Style Text .gif

 

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

 

When you choose to "Write with AI," you will see various prompt ideas at the bottom of the text box that might be helpful to get you started. Click on any of the prompts and add your text thereafter. If none of the prompt ideas are relevant to you, you can click on the "More ideas" icon to the right of the prompts, and further prompt suggestions will be generated. 

WD-AI Prompt Ideas.png

 

Note: Triggering an action will use one credit. For more information about credits, please check out the AI credits article.

 

Start with AI 

You can use AI to generate a workdoc for you, ensuring you have more time to focus on the meaningful content within your workdoc, rather than styling and formatting it!

To generate a workdoc, click on the "Start with AI" button at the top of your workdoc, or click within the "Start with AI" text box at the bottom of your doc.  You can then choose to create your own prompt or choose one of the available prompts at the bottom of the text box. 

WD- Start with AI.gif

 

A formatted workdoc template will then be generated for you, allowing you to input your information into the workdoc. 

WD- Start with AI Template.gif

 

If you are not satisfied with the AI-generated workdoc that has been created, or would like to regenerate a new workdoc, click on the "Try a different prompt" button in the pop-up window in the bottom right-hand corner of your workdoc. 

WD- AI Try a Different Prompt.png

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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