Get started with monday sidekick

 

monday sidekick is your gateway to AI-powered work. It's an intelligent assistant that brings the leading AI models, AI tools, and your work apps together in one place, with a full context of your business, and helps you get work done through natural conversation.

Sidekick aims to be the AI assistant you rely on for work, eliminating the need to juggle multiple AI tools. Built directly into monday, Sidekick delivers best-in-class AI capabilities while understanding the full context of your work. The result is a single, powerful AI partner that connects everything you need and helps you move work forward, all within the monday platform.

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What can monday sidekick do?

monday sidekick is your personal AI assistant that can handle a wide range of tasks to accelerate your work at every level.

Here's what it can do:

  • Take action on your behalf, such as sending Slack messages, tagging teammates, and updating work
  • Think with you by analyzing board data or researching the web
  • Create for you by generating on-brand documents, plans, and visuals
  • Brainstorm ideas, write content, and streamline your processes
  • Manage your board: create, edit, update, and delete items, groups, columns, and labels
  • Read subitems, including column information and updates
  • Retrieve answers based on your board's data or from monday.com's Help Center
  • Surface insights: catch delays, suggest follow-ups, highlight trends, and recommend actions based on team activity
  • Fill out and submit monday forms through a conversation in Sidekick
  • Browse the web on your behalf, clicking through pages and filling out forms to pull back exactly the data you need
  • Generate visual responses like charts, maps, and photo galleries directly in chat
  • Build shareable, interactive web pages, like a quiz or a calculator, based on your request

And plenty more, all without leaving monday.com!

 

How to use monday sidekick

There are several ways to access and use monday sidekick. You can access sidekick on the account level, the board level, and on individual items. It is also embedded within many other features such as the workflow builder and monday workdocs.

 

monday sidekick on the account level

You can access monday sidekick directly from the left pane menu by clicking on AI Sidekick:

This will take you to the sidekick mini-home, where you will receive instant, context-aware help across your monday account. 

The sidekick chat helps you collaborate and create more effectively by letting you reference boards, docs, and teammates directly in conversations, leading to seamless teamwork.

 

Use the chat to easily create content end to end, from generating docs and images to building boards and monday solutions using monday magic.

You can also use monday integrations like Gmail, Outlook, Google Calendar, and Slack directly within the chat. sidekick works with full context, pulling information from your monday content, attached files, the web, and advanced language models, so you can get accurate, relevant answers all in one place. sidekick can also browse websites directly to retrieve exactly what you're looking for.

 

monday sidekick on the board level

Click the colorful AI star icon at the bottom of your board to open the chat and take action across your entire board. 

sidekick will also give you action suggestions based on the board's data. You can attach the chat to the side of your board for a larger, docked view, or detach it for a smaller, floating window you can drag anywhere on your screen. This way, you can position sidekick wherever it works best for you, without it blocking the content you're working on.

 

Note: If you move from the account-level sidekick to a board-level sidekick (for example, by clicking a board name to open that board), the conversation stays in context, but only the most recent message is carried over.

 

monday sidekick on individual items

You can also use monday sidekick on a specific item by selecting the checkbox next to the item you want to use it for:

 

You can select up to 10 items at a time with batch actions.

Once you've selected the item, click on monday sidekick, it will open up the chat and you can ask monday sidekick to use it in the myriad ways it can to help you in your work processes.

 

Voice mode

sidekick Voice lets you interact with sidekick using natural speech, so you can work faster and stay hands-free when needed.

It understands context, responds quickly with clear voice output, and confirms important actions before carrying them out, giving you confidence and control.

With built-in readbacks and confirmations for impactful changes, you can safely complete tasks using your voice.

 

Side-by-side editing

This gives you a focused space to edit alongside sidekick. When sidekick generates a monday doc or a file, it appears in a content box in the chat. Click expand to open the editing view, where you can refine the content without leaving sidekick.

 

Send formatted emails with HTML and attachments

You can design and format your email body using HTML and send more polished, branded messages directly from within sidekick. In addition, you can attach files to emails sent through these experiences.

When setting up your email action, enter your HTML code directly into the email body field. The email will be sent using your provided formatting.

To attach a file, the file must already be stored in a Files column on the item. sidekick can then include that file as an attachment when the email is sent. The maximum file size for attachments is 5 MB.

 

Historical trends

While using sidekick, historical trends help you understand how your data evolves over time, enabling you to move beyond point-in-time insights and make more informed decisions directly in the platform. To learn more, please check out the Historical trends in monday sidekick article.

 

Creating interactive experiences

sidekick can build lightweight, interactive experiences on demand, like a trivia game built from your board data or a recipe with adjustable quantities. These are shareable, stand-alone outputs.

 

Note: these assets reflect your data at the time they're created. They're not connected to your live monday data, so changes made in your boards afterward won't update automatically.

 

Other usage

You can use sidekick with any MCP or API connectivity within the monday platform, augmenting your abilities to get your work done in the most efficient way possible. 

Please check out this article to see a full list of MCP capabilities.

 

monday AI mobile app

You can take sidekick on the go with you with the monday AI mobile app. For more information, please check out the monday AI mobile app article.

 

Sidekick settings

You can personalize monday sidekick and manage what it remembers by clicking on AI Sidekick in the top left corner, then selecting from the settings menu.

 

Personalization

Use the Personalization tab to help sidekick tailor its responses to you. You can add your nickname, job title, and any other context you want sidekick to consider.

You can also write Custom guidelines, persistent instructions sidekick follows going forward, such as "when writing emails, use a professional tone."

Tip: already trained another AI assistant on your preferences? Use the import option in Personalization to bring your preferences from ChatGPT, Gemini, Claude, and others into sidekick in one step.

 

Daily summaries

The Daily summaries tab shows a calendar-style view of your sidekick conversations, noting which boards and contexts were involved each day.

 

Skills

The Skills tab is where you connect sidekick to tools like Gmail, Slack, Outlook, and Google Calendar, expanding what sidekick can do on your behalf. To learn more, please see the Get started with AI skills in the monday marketplace article.

 

Memory

The Memory tab shows what sidekick has automatically learned from your conversations, such as your location, preferences, and recurring topics. You can view, edit, or delete these memories at any time.

 

Prompt library

For each of the following prompt examples, simply plug the prompt into the chat box once you've opened up sidekick.

 

Board insights: To get board insights from sidekick, try to ask the agent a question like or similar to:

Prompt: "How many items per priority are there?"

 

Board assistance: You can ask sidekick to help you with maintaining your board with prompts such as:

Prompt: "Teach me how to hide subitems and customize asset cards view".

 

For a full library of examples, please check out the Prompt library for monday sidekick article.

 

 

Permissions

You can enable or disable AI features permissions, including for monday sidekick. To use sidekick, you'll need access any or all of the following:

Board permissions:

 

Workspace permissions:

 

or Account level permissions:

 

Note: monday sidekick is in its early stages of release and may sometimes provide incorrect or unexpected results. We're continuously improving its functionality and welcome your feedback. If something seems off, double-check the results before acting on them.

 

Usage and limitations

Starting July 27 2026, sidekick will consume credits. For full details about AI credit consumption, please see the AI Models and Credits: understanding and optimizing consumption article. 

For full details about pricing, please see the monday pricing page. 

 

As of now, monday sidekick is not supported in monday dev entity boards or monday CRM entity boards.

 

Note: Basic plans do not have access to monday sidekick.

 

Your feedback

At the end of an interaction with sidekick, you will be given the option to rate the conversation with a thumbs up or thumbs down. This will help improve the accuracy of sidekick.

If you give a thumbs down reaction, you will be prompted to give more feedback why the interaction wasn't successful.

 

As monday sidekick becomes part of your daily workflow, we'd love to hear your thoughts. Your insights help shape what comes next, so please share your experience with us!

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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