Our marketplace aims to extend monday's capabilities through the power of ecosystem. With Sidekick tools, you are not only expanding what you can do, but you are enabling monday to actually do the work for you.

Within one platform and with zero context-switching, you can use Sidekick tools to your native agent.

Both agents and skills are built to adapt to your ways of working. They reflect your team's tone, follow your established processes, and can be enhanced with domain expertise for even more relevant actions.

What are Sidekick tools?

You can use your favorite apps directly within monday sidekick to get more done in a faster and smarter way.

This will allow you to instantly summarize updates, rewrite content, classify data, and more - all directly from within your workspace. Skills deliver instant responses and actions when you call on them.

How to add Sidekick tools

AI hub

Once you click on AI hub, you'll be redirected to the monday marketplace page where you can explore all of the apps that have Sidekick tools available. These apps will all feature the AI rainbow icon next to their name.

Browse through your options and choose the one that suits your needs.

From within sidekick

If you already have apps installed and see which ones have skills available for:

1 Click on the Sidekick button on the top right of the screen

2 Click on the skills icon on the bottom left of the sidekick chat as shown below

Choose from the list of skills available in the list to toggle on or off, or browse for more in the marketplace by clicking on "Extend Sidekick's abilities with new skills" and then Manage skills and finally on Explore new skills.

Using skills on sidekick

Once you've chosen the skills you want to use, you can finally get started! 

Open up sidekick and make sure to toggle the app skills you want to use to on.

In our example, we are using the Gmail skills and have asked sidekick to send a summary of all tasks that have a status set to "Done". 

As you can see below, sidekick sent the specified email address a list of all items on the specified board that have a status label marked as "Done".

Skills use cases

Wondering how skills might be helpful for your specific needs? Here's a guide for what they can be used for in various scenarios:

Marketing

Skills in sidekick can help marketing teams plan campaigns faster, adapt messaging on the fly, and track performance without switching tools. They can help you:

• Build a campaign plan with tasks, deadlines, and owners for an upcoming launch
• Summarize competitor updates and share them with the team
• Check campaign spend against budget and highlight if it's over or under
• Turn customer feedback into headline ideas or campaign angles
• Write social copy for product updates in your brand's voice

Operations

Operations teams can streamline vendor management, scheduling, and data checks with skills that automate repetitive tasks and keep boards accurate. Skills can help you:

• Start vendor onboarding with the correct form and notify the legal team
• Check delivery schedules and flag and delays
• Draft purchase orders using details from existing suppliers
• Review contract pricing against agreed rates and update if needed
• Plan logistics for an event, including travel, rooms, and catering

Project management
By triggering key updates right from their sidekick, project managers can keep plans current, timelines balanced, and risks visible. Skills can help you:

• Turn meeting notes or conversations into a roadmap with milestones.
• Adjust timelines and dependencies after changes or delays.
• Group related tasks and update their priorities in bulk.
• Nudge owners of overdue tasks with reminders.
• Create a risk summary for an upcoming project or launch.

Leadership

Can get concise, tailored updates and communication support, saving time while keeping teams aligned. Skills can help you:

• Summarize an initiative in your preferred tone for a board meeting.
• Draft professional replies to stakeholder emails.
• Create concise investor or leadership progress reports.
• Identify trends in productivity and highlight changes over time.
• Summarize weekly wins and key updates for team communications.

General

Skills in sidekick give any team member a faster way to find, summarize, and organize information. Skills can help you:

• Provide a daily or morning briefing with key updates, blockers, and priorities.
• Summarize call recordings into key points, next steps, and action items.
• Analyze feedback, delays, and notes to surface emerging risks.
• Reorganize a cluttered board for clarity and usability.
• Identify who hasn’t completed their part of a task or project and send reminders.