Colture Consulting
Monday.com AI and Automation
Monday.com has built-in automations and AI features, and many teams should start there. Colture adds what those features do not cover: Gemini, Claude, or ChatGPT called through the Monday.com API to classify requests, draft replies, summarize threads, and fill columns, with a person reviewing anything that reaches a customer or changes a record.
What AI Can Do on a Monday.com Board
- Classify
- Sort incoming requests by type and urgency, and write the result to a column.
- Draft
- Prepare a first reply or summary on the item for a person to edit and send.
- Summarize
- Condense long update threads and attachments into a short note on the item.
- Extract
- Pull names, dates, and amounts from documents into the right columns.
- Route
- Assign the item and notify the owner, using rules the team can read.
How We Set Up AI Workflows
- 01
Pick One Job
Start with a single repeated task, such as triaging a request queue, instead of a general assistant.
- 02
Test on Real Items
Run the workflow on your own past items, including the awkward ones, before anyone relies on the output.
- 03
Add a Review Step
Put a person between the draft and anything a customer sees or any record that changes.
- 04
Hand Off the Workflow
A named owner and a log of what the workflow did, so the team can trust and adjust the result.
Built-In AI or Custom AI
If a built-in Monday.com automation or AI feature does the job, we use that. Custom code is for the gaps. We do not promise outcomes a model cannot guarantee, and we write down what is sent to the model and what is kept.
FAQs
Can AI Be Used Inside Monday.com?
Yes. Monday.com has built-in AI, and Colture can add Gemini, Claude, or ChatGPT through the Monday.com API for work the built-in features do not cover, such as classifying requests or drafting replies. A person reviews anything that changes a record or reaches a customer.
Which AI Models Can Connect to Monday.com?
Gemini, Claude, and ChatGPT, through the Monday.com API and each provider API. We pick the model for the job and build the workflow so the model can be swapped later.
Is Our Monday.com Data Sent to an AI Provider?
Only the fields a workflow needs, and only to the provider chosen for that job. We check the provider terms and write down what is sent before the build starts.