How to use AI sidekick features on Monday.com
Quick Answer
Monday.com's AI Sidekick helps automate tasks, generate content, and provide insights across your boards. Access it through the AI icon in your workspace or board views to get assistance with project management, data analysis, and workflow optimization.
Prerequisites
- Active Monday.com account
- Admin or member permissions on workspace
- Access to boards with data
- Basic understanding of Monday.com interface
Step-by-Step Instructions
1
Access the AI Sidekick
Log into your Monday.com workspace and look for the AI Sidekick icon (sparkle or robot icon) in the top navigation bar. Click on it to open the AI assistant panel. You can also access it from within any board by clicking the AI button in the board toolbar.
The AI Sidekick icon may appear differently depending on your Monday.com plan and workspace settings.
2
Choose your AI task type
In the AI Sidekick panel, select from available options such as:
- Generate content - Create item descriptions, status updates, or project summaries
- Analyze data - Get insights from your board data and metrics
- Automate workflows - Set up automated actions and notifications
- Ask questions - Get help with Monday.com features or board management
Start with simple tasks like content generation to familiarize yourself with the AI capabilities.
3
Provide context and instructions
Type your request in the chat interface using natural language. Be specific about what you want the AI to do. For example:
"Create a project timeline for a website redesign project""Analyze the completion rates for tasks assigned to the marketing team""Generate status update templates for weekly reports"
The more specific your request, the better the AI can tailor its response to your needs.
4
Review and apply AI suggestions
The AI Sidekick will provide suggestions, templates, or analysis based on your request. Review the output carefully and click Apply to implement suggestions directly to your board, or Copy to use the content elsewhere. You can also click Regenerate if you want alternative suggestions.
Always review AI-generated content before applying it to ensure it matches your project requirements.
5
Use AI for board automation
To set up automated workflows, select Automation suggestions from the AI Sidekick menu. The AI will analyze your board structure and suggest relevant automations such as:
- Status change notifications
- Due date reminders
- Task assignment rules
- Progress tracking updates
Test automations on a small scale before applying them to critical workflows.
6
Generate reports and insights
Ask the AI Sidekick to create reports by requesting:
"Generate a progress report for [board name]" or "Show me productivity insights for this month". The AI will analyze your data and create visual summaries, identify bottlenecks, and suggest improvements. You can export these insights or share them with your team. Use AI-generated insights during team meetings to discuss project status and areas for improvement.
7
Customize AI responses
In the AI Sidekick settings (gear icon), you can customize preferences such as:
- Response style - Professional, casual, or technical
- Default context - Specify which boards or teams to focus on
- Privacy settings - Control what data the AI can access
Regular users should set up default contexts to speed up common requests.
Common Issues & Troubleshooting
AI Sidekick icon is not visible
Check if your Monday.com plan includes AI features. Contact your workspace admin to verify permissions or upgrade your plan if necessary.
AI suggestions are not relevant
Provide more specific context in your requests. Include board names, column types, and specific goals. Try rephrasing your question with more details.
Automation suggestions fail to create
Ensure you have Admin or Member permissions for the board. Check that the suggested automation doesn't conflict with existing board rules or column types.
AI responses are slow or timing out
Try breaking complex requests into smaller, more specific questions. Check your internet connection and refresh the page if the AI panel becomes unresponsive.
Prices mentioned in this guide are pulled from current plan data and may change. Always verify on the official Monday.com website before purchasing.