monday.com AI Features: A Complete Guide to What’s Available and How to Use It

monday.com AI features have expanded fast. Between AI Blocks, AI-powered automations, the sidekick assistant, agents, and product-specific power-ups, there’s a lot to sort through. The problem is most teams don’t know what’s available, what’s still in beta, and which features will actually save them time. This guide breaks down every major AI capability in monday.com, explains how each one works, and gives you a practical take on when it’s worth using. If you’re looking for hands-on help, our monday.com implementation team can set all of this up for you.

How to Enable AI on Your monday.com Account

Before you can access any of monday.com’s AI features, you need to enable them at the account level. This is an admin-only setting, so you’ll need workspace administration permissions. If you’re not sure how your workspace is configured, our partner on demand service can walk you through it.

One important thing to note: this is an account-level setting, not a per-user setting. So if an admin enables AI features, everyone in your workspace can access them. There’s no way to restrict AI to specific users or teams, though monday.com may add granular permissions in the future.

AI Blocks: The Building Blocks of Everything

AI Blocks are the foundation of monday.com’s AI capabilities. Think of them as reusable AI functions that you can drop into columns, automations, and workflows. Each block does one specific AI task, and that consistency is what makes them powerful. When you understand how AI Blocks work, you understand 90% of what monday.com’s AI can do.

Here are the core AI Blocks that exist today:

The first five blocks are pre-built templates, but the Custom Block is where the real power lives. With a Custom Block, you can write any prompt you want and tell monday.com’s AI to process any text field or data on your board. This means you’re not limited to pre-built functionality. If you can describe it, you can automate it.

Every time an AI Block runs, it consumes credits from your account. The number of credits used depends on the complexity of the block and the length of the text being processed. Simple categorization of short text uses fewer credits than summarizing a long PDF or running a complex custom prompt on large amounts of data.

AI-Powered Columns

Once you understand AI Blocks, AI-powered columns are straightforward. An AI-powered column is simply an AI Block added to your board as a column. The column reads data from other columns on the same board and outputs the AI result into that new column.

To add an AI-powered column, go to the Column Center (the plus icon next to your existing columns) and look for the “AI-powered” tab. From there, you can choose which AI Block you want to add. When you select it, the column appears on your board and asks you to configure which source column it should read from.

Let’s say you have a board with customer feedback. You’d add a Detect Sentiment column that reads your “Customer Feedback” text column and outputs positive, negative, or neutral tags. Every time someone adds new feedback, the sentiment column auto-populates. Or if you have a “Meeting Notes” long text column, you’d add a Summarize column that condenses those notes into bullet points automatically.

Another example: if you’re managing a support queue, add a Categorize column configured to tag each ticket by department. The source is your support request text column, and the output categories are Support, Billing, Technical, Feature Request. Every new ticket gets auto-tagged within seconds.

The benefit is real-time processing. As soon as a row is added or updated, the AI column runs and populates the result. You don’t need to manually run anything. Your team gets instant classification, summarization, or sentiment analysis on every new item.

AI-Powered Automations

AI-powered automations combine the trigger-action model of monday.com automations with AI Blocks. The pattern is simple: “When [trigger], use AI to [action], then [output].”

Here are three real examples of how this works:

Example 1: Form Submission Triage. When a new form submission arrives on your board, you want it automatically categorized by department. Set up an automation: When a new item is created from a form, use the Categorize AI Block to tag it by department (HR, Finance, Operations, Technical) based on the form content, then move the item to the appropriate board column. Your team never has to manually route requests again.

Example 2: Auto-Summary on Deal Progress. When a deal moves to “Proposal Sent,” you want a summary of the deal details posted as an update. Set up an automation: When a deal item changes status to Proposal Sent, use the Summarize block to condense the deal notes column into a brief summary, then post that summary as an update on the item. Your sales reps see a polished, concise summary posted automatically without lifting a finger.

Example 3: Escalate Negative Feedback. When a support ticket is created, you want to detect if it’s negative sentiment and if so, immediately escalate the priority. Set up an automation: When a new support ticket is created, use Detect Sentiment on the ticket description, and if sentiment is negative, change the priority to urgent. Negative tickets get flagged fast.

The advantage of AI automations over AI columns is context. You can set conditions, take multiple actions, and trigger workflows based on AI results. You’re not just populating a column; you’re orchestrating processes.

AI Workflows

AI Workflows take automation one step further by letting you chain multiple AI actions together. Instead of writing individual automations, you describe what you want in plain English, and monday.com generates a multi-step workflow for you.

The concept is powerful. Rather than manually building five separate automations, you describe the entire process once in natural language, and the system generates the workflow. For example: “When a new client onboarding form is submitted, extract the company name and industry, summarize the requirements, automatically create onboarding items on three different boards, and send the team a summary.”

monday.com’s AI then takes that description and builds out the multi-step automation for you. It extracts the key actions (form submission trigger, extract block, summarize block, create items on multiple boards, send notification) and connects them in sequence.

The catch is that AI Workflows are still rough around the edges. The plain English to automation translation often needs tweaking. You might describe a workflow, have it generated, and then need to go back and manually adjust a few steps or conditions because the AI didn’t interpret your intent perfectly. It’s still faster than building everything from scratch, but it’s not as seamless as the marketing implies.

Our recommendation: use AI Workflows as a starting point to save time, but expect to do some manual refinement. They’re best for moderately complex workflows, not simple automations (which you can build faster manually) and not extremely complex processes (which still need human decision-making to design properly). If you’re struggling to get workflows right, our monday.com consulting team can build and optimize them for you.

monday sidekick: Your Personal AI Assistant

monday sidekick is a new AI assistant that’s currently in Early Access. Think of it as a ChatGPT-style interface built directly into your monday.com workspace. It understands your boards, your data, and monday.com’s features, and it can help you with a range of tasks.

Here’s what sidekick can do today: answer questions about your boards and data, help you write and debug automation formulas, suggest automations or workflows based on your process, help you write content for updates and comments, and guide you through monday.com features and best practices.

The power comes from context. Sidekick isn’t just a generic ChatGPT instance. It has access to your workspace structure, your board layouts, and your existing automations. So when you ask “How can I automate this process?” it can look at your actual boards and suggest specific automations tailored to your setup. When you ask “What formula should I use to calculate this?” it understands the columns and data types you have available.

You access sidekick from a sidebar or panel in your workspace. It’s not yet available to everyone, so if you don’t see it in your account, check back. monday.com is rolling it out gradually to all accounts in early 2026.

monday agents and the Agent Factory

monday agents are a newer concept. They’re essentially digital workers that live in your monday.com workspace and handle specific tasks autonomously or semi-autonomously. Instead of you triggering an automation manually or setting up a rule, an agent actively monitors your workspace and takes action based on what it sees.

Here are the specific agents that exist today:

Project Analyzer. Monitors all your projects in real time, flags bottlenecks, identifies at-risk items, and predicts potential delays based on progress and timelines. It helps you catch problems before they become critical.

Sales Advisor. Analyzes your sales team’s performance, identifies skill gaps, predicts which deals are at risk of being lost, and suggests next steps to close deals faster. It’s like having a sales coach watching every deal.

AI Service Agent. Handles support tickets automatically. It can read incoming tickets, categorize them, provide standard responses to common issues, and escalate complex issues to humans. It reduces manual triage work significantly.

Research Assistant. Gathers information from multiple sources, synthesizes data, and delivers summaries to your team. Useful for competitive intelligence, market research, or internal research tasks.

Campaign Manager. Analyzes campaign performance, tracks metrics, identifies what’s working and what isn’t, and suggests optimizations. It gives you actionable insights without manual review.

Deal Facilitator. Tracks deal progression through your sales pipeline, anticipates delays, identifies blockers, and suggests actions to move deals forward. It’s designed specifically for sales teams using monday CRM.

Onboarding Helper. Answers questions from new users, guides them through your workspace setup, and helps them understand your team’s processes. It reduces onboarding burden on managers.

monday.com Expert. Helps customize your boards, optimize your workspace structure, suggest automations and workflows, and answer general monday.com questions. It’s useful for teams still learning the platform.

Beyond these built-in agents, monday.com also has the Agent Factory, which lets you build custom agents tailored to your specific workflows. The Agent Factory is still in beta, but the concept is straightforward: you describe a process you want automated, and the system helps you build an agent to handle it.

The important caveat: most of the agent functionality is still in beta or Early Access. The built-in agents exist and work, but they’re not as polished as core monday.com features. Expect to refine your setup as monday.com continues to develop and improve agent capabilities.

Product Power-Ups: Risk, Resources, and CRM

Beyond the core AI features, monday.com also offers AI-powered product power-ups tailored to specific use cases. These are more specialized than the general AI tools, and they’re built for specific team types.

Risk Management Power-Up. Designed for project and product teams, this power-up scans your projects and boards for potential risks. It looks at dependencies, timelines, resource availability, and team capacity to flag items that might go off track. It’s useful if you want automated risk alerting without manual monitoring.

Resource Allocation Power-Up. If you’re managing team capacity, this power-up analyzes your team’s availability, skills, and workload, then suggests optimal assignments for new tasks and projects. It helps you avoid overloading individual team members and ensures work is distributed based on actual capacity and expertise. This is especially valuable for consulting teams juggling multiple client engagements.

CRM AI Features. If you’re using monday CRM, there are AI capabilities specific to your sales process. These include deal insights (AI analyzes deal notes and predicts close probability), lead scoring (AI ranks leads by likelihood to convert), and pipeline health analysis (AI flags stalled deals and opportunities).

These power-ups are more specialized than the general AI Blocks, but they’re valuable if you’re using monday.com for project management, resource management, or sales. They save time on manual analysis and flag issues before they become problems.

AI Credits: How Pricing Works

Every monday.com AI action consumes credits from your account. This includes running an AI Block in a column, firing an AI automation, using an AI Workflow, using sidekick, or triggering an agent to take an action. The credit system is designed to give you flexibility while preventing massive unexpected bills.

When you enable AI features on your account, you receive trial credits to test everything. These trial credits are typically enough to experiment with different features and understand what you want to use long-term. Once you’ve used your trial credits, additional credits must be purchased.

The exact pricing of credits changes, so we won’t quote specific numbers here. The general model is that you purchase credits in bulk at discounted rates, and each AI action costs a certain number of credits depending on complexity. Simple categorization of short text costs fewer credits than summarizing a long document or running a complex custom prompt.

One important detail: credits are consumed per action, not per user. If you have a single automation that fires 100 times per day, you use 100 credits per day regardless of how many team members are using your workspace. Plan your credit purchase based on how often your automations and AI columns will fire, not based on team size.

Which AI Features Are Actually Worth Using

Here’s the honest take: not every monday.com AI feature is worth your time and credits. Some are genuinely transformative. Others are interesting but not practical for most teams. This section gives you our unbiased assessment of what’s worth implementing and what you should skip for now.

• 1

  AI Blocks in Automations – Start Here

  This is the highest ROI AI feature. Categorize and Extract Info are the most immediately useful blocks. Use Categorize to auto-tag support tickets, classify leads, or route requests. Use Extract Info to pull structured data from PDFs, emails, or proposals. These two blocks alone can save your team hours per week. Start here.

• 2

  Custom AI Blocks – Where the Real Power Lives

  Once you’re comfortable with the pre-built blocks, write your own Custom Blocks. This is where you unlock automation for processes that don’t fit the standard templates. You can generate summaries tailored to your exact format, classify data by your specific criteria, or extract information unique to your industry. Invest time in writing good prompts and you’ll unlock far more value.

• 3

  AI-Powered Columns for Sentiment and Summarization

  If you manage support tickets, customer feedback, or other high-volume text data, AI sentiment and summary columns are genuinely useful. They give you instant insights without manual review. A sentiment column that automatically flags negative feedback means you can react faster. A summary column that condenses meeting notes saves time for your entire team.

• 4

  monday.com Expert Agent – Useful for Newer Teams

  If your team is still learning monday.com, the Expert agent is helpful. It can suggest automations, help you optimize your board structure, and answer feature questions. This is less valuable if you already have someone on your team who’s fluent in monday.com, but useful for distributed teams or small businesses without dedicated Monday.com expertise.

• 5

  Skip (For Now): AI Workflows

  The idea is great but execution is still rough. Plain English automation generation sounds amazing but often needs heavy editing. You spend more time refining the output than it would take to build the automation manually. Come back to this in 6 months once the feature matures. For now, stick with manual automations or simpler AI features.

The pattern here is clear: AI features that solve specific, repetitive problems are worth implementing. AI features that are still maturing or require heavy customization aren’t worth your time yet. Focus on quick wins first. Get Categorize and Extract running in a few automations, see the results, then expand from there.

Frequently Asked Questions

Explore Our monday.com Services

Whether you’re setting up AI features for the first time or optimizing an existing workspace, our team can help.

monday.com AI features are powerful, but they’re also still evolving. This guide reflects the state of the platform as of March 2026, and features will continue to improve and expand. The principles here remain consistent: start with high-ROI blocks like Categorize and Extract, test automations on lower-volume boards first, monitor your credit usage, and skip features that aren’t mature yet. Do that, and you’ll get real value from monday.com’s AI capabilities.