Auto-update CRM keeps your CRM records current by reading the emails and activities on your items and suggesting updates to their columns. You review each suggestion, edit it as needed, and approve it with one click, keeping your data up to date without manual entry.

How it works

When a new email or activity is added to an item on a supported CRM board, Auto-update CRM reads it and suggests updates to the item's columns if needed. Suggestions are created in real time and usually appear right away, though sometimes it can take a few moments.

Auto-update CRM reads these communication types:

• Emails
• Notetaker meetings
• Smart call
• Custom notes
• Calendar
• WhatsApp

To give Auto-update CRM the full context, connect all of these channels to monday CRM. The more channels you connect, the more it can see of what is happening on each item, and the more accurate its suggestions will be.

Supported boards

Auto-update CRM currently works on the Leads and Deals boards in monday CRM. Other boards, including boards you create yourself, don't receive suggestions at the moment. On supported boards, only the columns that came with the template receive suggestions, not columns you add yourself.

Identify a supported board

Board names can change, so identify a supported board by its icon:

How to access suggestions

You can open Auto-update CRM from the board or from the item card. In both places, a counter on the Auto-update button shows how many suggestions are waiting for your review.

From the board

1Go to one of the supported boards.

2In the board header, select Auto-update. The board panel opens with the suggestions for every item on the board, grouped by item.

From the item card

1Open an item on one of the supported boards.

2In the item card, select Auto-update. The panel opens with the suggestions for that item only.

Review suggestions

Read a suggestion

Each suggestion card shows the column name, the current value on the left, and the suggested value on the right. Below them is the reason, a short explanation of why the change is suggested. Hover over the reason to read it in full.

Edit, approve, or dismiss

Edit: Before approving, change the suggested value directly on the card. Status columns open a list of the column's labels, and date columns open a date picker.

Approve: Select Approve to write the value to the column on your board. The card is marked Updated. To approve every pending suggestion at once, select Approve all at the bottom of the panel.

Dismiss: Select Dismiss if the suggestion is wrong or not needed. The card is marked Dismissed and the column doesn't change. To dismiss every pending suggestion at once, select Dismiss all at the bottom of the panel.

Undo

Select the undo icon on an Updated or Dismissed card. The suggestion goes back to pending, and if you approved it, the column returns to its previous value.

Privacy and permissions

Auto-update CRM only works with data that is already in your monday CRM account. Only people who have edit permissions on the board and access to the communications a suggestion is based on can see it.

Auto-update CRM respects your existing CRM permissions and never shows you more than you can already see or do. You see a suggestion only if all of the following are true:

• You have access to the board the item is on.
• You can view and edit the column it would change. Columns that are hidden from you, or that you can't edit, don't show suggestions.
• You have access to every communication the suggestion is based on. A private email or meeting you can't open won't reveal its content through a suggestion.

Approving a suggestion updates the column with your own permissions. If you lose access to a board, column, or communication, its suggestions stop appearing for you, but people who still have access keep seeing them.

AI credits

Auto-update CRM doesn't consume AI credits. It is free to use for now, and this may change in the future.

Share feedback

Select the three-dot menu at the top of the Auto-update panel and select Feedback to share what is working and what isn't.

FAQs

Why didn't I get an Auto-update CRM suggestion after an email?

Suggestions appear only when a communication clearly shows that a column should change, and only on supported boards and columns.

Can other people see and approve the same Auto-update CRM suggestion?

Yes. Suggestions belong to the item, so everyone with the right permissions sees the same suggestions, and anyone who sees one can approve it.

How can I see who approved or rejected an update in monday CRM?

Nothing changes until someone approves a suggestion, and the Activity Log shows every action on a board or item, where you can also undo an action.

Why did an older Auto-update CRM suggestion disappear?

Each column on an item has one pending suggestion at a time, so newer communication that leads to a different suggestion replaces the older one.

Does Auto-update CRM read communications from other integrations?

Yes. It reads anything an integration logs to an item's Emails & Activities timeline as a note or activity, and each suggestion links to the communication it came from.