Visualize charts using monday sidekick

Make smarter decisions faster with Sidekick charts. Easily turn your item fields into visualized item data in clear, dynamic charts — so you can spot trends quickly and act with confidence.

Automate follow-ups with Emails & Activities workflow triggers

Use Emails & Activities workflow triggers to automate responses the moment a portal message, email, or call is logged.

Build dashboards instantly with Sidekick dashboard creation

Describe your reporting need to Sidekick dashboard creation and get a ready-to-use reporting board view in seconds.

Query meeting transcripts instantly with monday MCP

Query meeting transcripts in natural language to surface action items, themes, risks, and feedback across all your meetings.

Control builder access with monday vibe creation permissions

Assign monday vibe creation permissions separately — controlling builder access and AI credit usage by role.

Build CRM apps with monday vibe for Emails & Activities

Create custom views and apps with monday vibe for Emails & Activities to turn communication data into insights and workflows.

Track AI spend by user with AI Admin Usage dashboard

Use the AI Admin Usage dashboard to view spend per user, filter by feature or team, and export data for reporting and chargeback.

Enforce accurate data entry with Data Validation Rules

Set required fields and create Data Validation Rules to enforce accurate, structured data across every item lifecycle stage.

Enforce data standards with managed template data validation

Apply validation rules to managed templates to maintain data quality and consistency across all child boards.

Build a branded landing experience with monday Vibe homepage

Set a monday Vibe homepage as your accounts landing page — build branded portals, onboarding hubs, and action centers for your team.

Perform more actions with monday Sidekick expanded actions

create sub-items, connect and mirror columns, manage folders, and execute any monday action through natural conversation.

Plan resources conversationally with Sidekick in Resource Planner

Use Sidekick in Resource Planner to create, update, query plans through natural conversation — keeping your data accurate and planning fast.

Extract data from images with Extract Information with AI for images

Extract Information with AI for images now reads PNG, JPG, WEBP, and scanned PDFs — pulling structured fields like vendor, totals, and line items automatically.

Choose your AI engine with monday vibe AI model picker

select the AI model that best fits your use case and get more relevant, precise results.

Build live workflows with monday Vibe AI Notetaker access

Use monday vibe AI Notetaker access to surface action items, query transcripts, and auto-fill CRM fields after every call.