March 2025 - New Releases
monday workflows
New
Work OS Platform
Previous editions
Product Enablement
March 2025 - New releases
Enterprise integrations add-on powered by Make
Listview as subitems widget
Work OS Platform
New board permissions UI (for non-ENT accounts)
Creative proofing add-on powered by Ziflow
Add-ons
(cross-products)
My Permission (permissions troubleshooter)
Data Leak Prevention (part of the Guardian add-on)
Platform API token audit log events
Export Workdocs to MS Word
Ent tier only
Scheduled Emails with Dashboard PDFs
Migrate & Deprecate Jira on-prem Integration
Gradual Release
Export Workdocs to MS Word
Work OS Platform - WorkDocs
Users can now convert workdocs into MS Word format, providing enhanced flexibility for further editing and customization.
Click to enlarge!
Target audience
Use cases
Gradual Release
Scheduled Emails with Dashboard PDFs
Work OS Platform
Users now have the ability to automate the distribution of reports by scheduling emails with PDF attachments directly from their dashboards. This feature allows dashboard owners to regularly share up-to-date reports with all stakeholders, significantly reducing the manual effort involved in report creation and distribution.
Click to enlarge!
Target audience
Use cases
Gradual Release
New board permissions UI (for non-ENT accounts)
Work OS Platform
Feature description Similar to the recently released update for the Enterprise plan, users on other tiers now have a new permissions interface, showing a detailed view of the exact permissions that are enabled or disabled.
Permissions can be customized on a more granular level only on the Enterprise plan.
Click to enlarge!
Target audience
Use cases
Gradual Release
My Permission (permissions troubleshooter)
Work OS Platform
Feature description Users can now use the new "My permissions" view to see exactly what they can do and cannot do in a certain board. This view takes into account their entire permission set and levels and provides clear reasoning for the blocked permissions and who they should contact to request additional permissions.
Click to enlarge!
Target audience
Use cases
Full Release
Platform API token audit log events
Work OS Platform
Feature description Admins can now see what users are doing with their personal API tokens via the audit log:
- API access token viewed: This event will be added whenever a user views their API token through the admin panel or developer center.
- API access token regenerated: This event will be added whenever a user regenerates their API token through the admin panel or developer center.
Click to enlarge!
Target audience
Use cases
Gradual Release
Listview as subitems widget
Work OS Platform
Feature description The old subitems widget in the item card is being replaced with the new "list view" filtered by "Only subitems" to allows users to enjoy better performance as well as the following capabilities:
- Group by
- Updates
- Filters
- Add subitems from widget
CTA: Existing subitem widgets will need to be deleted and re-installed to get the new experience.
Click to enlarge!
Target audience
Use cases
Full Release
Views management: Allow to pin multiple views
Work OS Platform
Feature description Board owners can now pin views for all board users to see first in the views list. Users can still reorder all other views (unpinned) for their personal needs.
Click to enlarge!
Target audience
Use cases
Gradual Release
Data Leak Prevention (only in the Guardian add-on)
Work OS Platform
Feature description Data Leak Prevention (DLP) is a set of tools and processes used to ensure that sensitive data is not lost, misused, or accessed by unauthorized users. Admins are able to scan their accounts for sensitive data that is improperly stored and mitigate the risk. This capability is now part of the enterprise Guardian add-on.
Click to enlarge!
Target audience
Use cases
Full Release
Enterprise integrations add-on powered by
Work OS Platform
Feature description Make is a visual, flexible, and scalable no-code/low-code automation add-on that helps to visualize systems and streamline processes. monday.com customers can now integrate with 2,000 platforms using 8,000 pre-built solutions using this new add-on.
Target audience
Use cases
Full Release
Creative proofing add-on powered by
Work OS Platform
Feature description Ziflow is a collaborative proofing solution that allows agency, marketing, and in-house creative teams to deliver projects at scale and without compromise. monday.com customers can now enjoy a two-way integration with Ziflow to manage proofs, track updates, and collaborate on approvals across projects without leaving monday.com.
Target audience
Use cases
Sunsetting
Migrate & Deprecate Jira on-prem Integration
Work OS Platform
Feature description The new Jira Data Center integration will be replacing the old on-prem integration, which will be sunsetted in the following months. Accounts using the old integration will need to migrate to avoid disruption and enjoy better performance, enhanced security, and greater flexibility.
Target audience
March 2025 - New releases
Enhancements to "Extract with AI" block
AI packaged columns
Activate AI to remaining Ent+Pro-Wire accounts
AI Blocks description
"Additional instructions" in summarize + sentiment blocks
Explainability to AI result / no-result in the preview
"Updates" as input for all blocks
Full Release
Enhancements to "Extract with AI" block
Feature descriptionUsers can now leverage enhancements in the Extract block, such as:
- Extract from various file formats (image, excel, word doc, pdf).
- Increased limits on the number of pages allowed.
Click to enlarge!
Target audience
Use cases
Full Release
Activate AI to remaining Ent+Pro accounts
Feature descriptionOn March 2nd, we enabled AI by default for Ent+Pro accounts that were notified about this in advance.
Click to enlarge!
Target audience
Full Release
"Additional instructions" in Summarize & Sentiment blocks
Feature descriptionUsers can now use the "Additional instructions" option within the Summarize and Sentiment blocks to achieve more accurate results that meet their needs.
Target audience
Use cases
Full Release
"Updates" as input for all blocks
Feature descriptionUsers can now use their updates as input for a variety of AI actions.
Target audience
Use cases
Full Release
AI Blocks description
Feature descriptionUsers can now view a selected block's description at the top of the modal to understand the block's purpose.
Target audience
Use cases
Gradual Release
AI packaged columns
Feature descriptionUsers can now choose from existing AI capabilities available as pre-made package columns in the columns center.
Target audience
Use cases
Gradual Release
Explainability to AI result / no-result in the preview
Feature descriptionUsers can now view and understand the AI outcome results with a short explanation provided in the .preview window.
Target audience
Use cases
March 2025 - New releases
Resource Planner and Capacity Manager
Gradual Release
Resource Planner and Capacity Manager
Feature descriptionThe Resource Planner allows users to plan which resources they will require for their projects, for how long, and in what capacity. This is done at the project level.The Capacity Manager allows a portfolio-level view of the resources' planned allocation to see who is over/under-utilized.
Target audience
Use cases
March 2025 - New releases
Minimap
Form tags
Rich Text Formatting
Gradual Release
Minimap
Feature descriptionUsers can now easily reorder questions using a minimap or left sidebar, providing a clear overview of a form's structure.
Click to enlarge!
Target audience
Use cases
Full Release
Form tags
Feature descriptionThis feature enables users to add form tags and values directly within the form settings, such as UTM tags, which are appended as URL parameters and captured as a text column on the board.
Click to enlarge!
Target audience
Use cases
Gradual Release
Rich Text Formatting
Feature descriptionForm creators can now enhance their forms with rich text formatting, allowing for greater customization of various description areas, including:
- welcome page
- form description
- question description
- and thank you message
Click to enlarge!
Target audience
Use cases
March 2025 - New releases
Big news! monday workflows is out of beta and it being gradually released to accounts on the Ent plan!
monday workflows
Support for Mirror, Dependency, and File columns
'When any column changes' trigger block
monday workflows
Find matching subitem action block
AI Powered workflow generator
Full Release
Support for Mirror, Dependency, and File columns
Feature description Users can now incorporate new three columns - Mirror, Dependency & File columns within their workflows.
Click to enlarge!
Target audience
Use cases
Full Release
'When any column changes' trigger block
Feature description Users can now trigger their workflows based on any change in their boards, consolidating multiple workflows into one (before, users had to create separate workflows for each column).
Click to enlarge!
Target audience
Use cases
Full Release
Find matching subitem action block
Feature description Users can now search for any subitem by column value across any board, and perform actions on the found subitem or its parent item.
Click to enlarge!
Target audience
Use cases
Full Release
AI Powered workflow generator
Feature description Users can now describe what they want their workflow to look like (in any language), and the new AI workflow generator will suggest a built-out workflow as a starting point to tweak and configure!
Click to enlarge!
Target audience
Use cases
March 2025 - New releases
Daily standup
Sprint summary
Gradual Release
Daily standup
Feature description Available in your sprint's menu, this new daily standup feature provides a clear and organized overview of team updates, ensuring meetings are efficient and productive. It tracks recent activities, current tasks, and offers AI-driven recommendations for future priorities. With features like timers and navigation controls, Daily Standup ensures discussions remain on track, while AI insights assist in prioritizing tasks to enhance team performance and strategic decision-making.
Click to enlarge!
Target audience
Use cases
Gradual Release
Sprint summary
Feature description Our new feature leverages AI to capture and summarize all activities and outcomes of a past sprint into a comprehensive monday workdoc. The summary provides a clear and concise overview of key achievements, challenges, and learnings, enabling teams to quickly review and reflect on their performance.
Target audience
Use cases
March 2025 - New releases
Quickbooks Integration
Quotes and Invoices | V1 deprecation (CRM + WM)
Timeline overview
AI emails & activities improved summary
CRM E&A autofill with AI
Gradual Release
monday.mnd
Quickbooks Integration
Feature description Our new native integration between monday CRM and QuickBooks streamlines workflows by providing real-time data synchronization between sales and finance teams. With pre-built automation recipes, users can eliminate manual data entry and errors, ensuring seamless updates for customer, product, and invoice information.
Target audience
Use cases
Sunsetting
monday.mnd
Quotes and Invoices V1 deprecation (CRM + WM)
Feature description We are phasing out our V1 Quotes and Invoices experience with the rollout of the new Quotes & Invoices V2.5 feature. Accounts using this feature in monday work management will have the capability removed after a 90-day notice, as Quotes and Invoices is a CRM-exclusive feature.
Target audience
Gradual Release
monday.mnd
AI emails & activities improved summary
Feature description Our updated AI timeline summary transforms the previous dense block of text into a more structured and readable format.
Click to enlarge!
Target audience
Use cases
Full Release
monday.mnd
CRM E&A autofill with AI
Feature description This AI driven feature leverages communication data to provide key insights at the board level, enabling:
- AI-Driven Insights – Identify trends, sentiment, and intent to improve decision-making.
- Forecasting & Optimization – Predict deal success, churn risk, and improve sales strategies.
Click to enlarge!
Target audience
Use cases
Full Release
monday.mnd
Timeline overview
Feature description Users can now enable a reflection of thier internal state of the Emails & Activities timeline at the board level.
Click to enlarge!
Target audience
Use cases
Full Release
monday.mnd
Sequence analytics v1
Feature description Users can now visualize analytics at the sequence level for reply rates, open rates, and clickthrough rates through a Sequences table.
Click to enlarge!
Target audience
Use cases
March 2025 - New releases
Self resolution of tickets by end users
Allow AI to reply to portal users (AI assistant autonomy)
Service AI assistant/co-pilot - Context enrichment with more sources
Gradual Release
monday.mnd
Service AI assistant/co-pilot - Context enrichment with more sources
Feature description This new co-pilot AI feature for support teams streamlines ticket resolution by:
- summarizing correspondences
- highlighting core issues
- facilitating smooth shift transitions
It suggests solutions based on past resolved tickets, complete with confidence indicators, to help team members quickly address recurring issues.
Target audience
Use cases
Gradual Release
monday.mnd
Self resolution of tickets by end users
Feature description With the introduction of a "This helped me" button, end users can mark their tickets as resolved, reducing unnecessary reopenings and saving valuable time for the service team. Additionally, users can reopen tickets through the portal or email, with clear timeline indications for any reopen actions.
Target audience
Use cases
Gradual Release
monday.mnd
Allow AI to reply to portal users (AI assistant autonomy)
Feature description With AI auto-reply, service team members can resolve more tickets quickly, as the AI will automatically respond to tickets that meet a set confidence threshold. Additionally, service team members and admins have the flexibility to disable AI auto-replies on a per-ticket basis, ensuring control over the resolution process. Users can still request human assistance if the AI response is unclear or unsatisfactory.
Target audience
Use cases
Target audiences
monday CRM users only -
- Sales managers
- Pro+ and above
Use cases
By implementing AI auto-resolution, service teams can automatically address common and repetitive issues, such as password resets or account inquiries, that meet a predefined confidence threshold.
Use cases
Any use case that involves more than two statuses in a status column, for example, "Priority - 1, 2, 3" or "Progress - stuck, in progress, done".
Target audiences
monday CRM users only -
- Sales reps
- Marketing ecsecutive
Use cases
In a team setting, a ticket will be marked as resolved when:
- A service team member provides a reply that is designated as a resolution in the timeline.
- An AI-generated response effectively addresses the issue.
- Any email reply from a service team member is deemed sufficient to resolve the ticket.
Use cases
- Marketing teams creating a customer feedback form for a new product launch.
- HR department designing an employee satisfaction survey.
Target audiences
monday CRM users only -
- Sales reps using the CRM for outreach.
Target audiences
- All monday users thant have AI enabled in thier accounts.
Use cases
- Enriching any canvas with pre-made icons for better visual communication.
- An IT specialist can build professional diagrams like IT architecture, cloud infrastructure, and system design diagrams.
- A UX designer can quickly add UI elements like buttons and indicators, reducing design time.
- A product manager can adjust icon sizes and colors to align visuals with brand or presentation styles.
- A marketing team can use icons to create clear, engaging storyboards, improving internal and external communication.
Use cases
Support teams: Quickly resolve recurring issues by accessing suggested solutions based on past tickets, improving response times and efficiency. IT team leads: Gain better oversight of ticket progress through summarized information, enabling them to provide timely support and maintain consistent service quality across their team
Tech-info
- Eliminate the use of nested "if-else" statements for checking various statuses.
- Users can dynamically create a single level of "If" conditions for all the options they need by adding multiple branches and continuing the workflow based on the selected values.
- This functionality supports an "otherwise" branch to capture all other statuses.
Selling points
A complementary solution for monday.com users Outlook Calendar Integration Plus solves major gaps in the existing native solution that made users choose not to use it, making this integration viable. Pricing
- 14-days free trial
- Plans range in increments from $4/month (billed yearly) for 20 automated actions/month - $107/month (billed yearly) for 15,000 automated actions/month.
Selling points
- Time-Saving Automation: Eliminates the need for manual research by automatically pulling detailed information (e.g., job title, company, location, industry, and social profiles) from trusted sources.
- Enhanced Lead Context: Provides a 360-degree view of each lead, enabling more personalized and impactful outreach.
- Increased Accuracy: Reduces errors and incomplete data by ensuring up-to-date and verified information is available.
- Streamlined Workflow: This tool integrates directly into the sales rep’s existing workflow within Monday CRM, offering real-time enrichment without switching tools.
- Improved Conversion Rates: Equips sales teams with the insights they need to better understand and engage their prospects, increasing the chances of closing deals.
Target audiences
- Enterprise customers
- Admins, builders, and power users who automate workflows
Target audiences
- Admins in enterprise accounts
- Data-sensitive sectors (government, finance, health, etc.).
Tech info
Information that can be pulled:
- LinkedIn Profile
- Facebook Profile
- Twitter Profile
- Company Revenue
- Contact Location
- Department
Out of scop at the moment -
- New columns UI
- Auto enrichments for existing users
Use cases
- Driving efficiency gain and organizational agility through improved business process automation.
- Automating business processes and integrating with tools like Google Sheets, OpenAI, WordPress, LinkedIn, Instagram for Business, Dropbox, and more.
Use cases
A product manager can use this feature to efficiently prepare for a sprint retrospective meeting with dynamic information pulled directly from a sprint on their Sprints board.
Selling points
- Pre-made icons and shapes allow users to represent their ideas and thoughts without being tied to simple whiteboard-app shapes, thus improving clarity and visual storytelling.
- Having a library of shapes and icons from industry-recognized libraries like AWS, Google Cloud, and Azure allows users to create professional diagrams with ease, eliminating the need for manual import.
Use cases
All teams on monday dev conducting daily standups!
Use cases
- Status tracking—Status updates can be categorized into different labels, providing a clear picture of progress, projects, releases, etc.
- Information in specific updates, such as dates, owners, instructions, and more, can be extracted into text columns.
Tech-info
Limitations
- New items that are created must be connected to an existing board. The item will conform to the board's structure and columns.
- Items can only be added to boards with a People Column.
- After adding a new item, the new items might take a few minutes to be presented. Users must refresh the page in order to see the changes reflected.
Use cases
This feature can serve as a good starting point for any use case of up to 10 automation blocks.
Use cases
Managers who needs to provide weekly performance updates to the executive team and other stakeholders.
Use cases
Scanning for:
- Personally Identifiable Information
- Payment methods
- Medical information
- Financial information
- and more!
Use cases
This enhancement is particularly beneficial for first-time users who needs more clarity on the actions they are trying to run with AI.
Target audiences
Sales
- Proposals and quotes
- Order forms
Finance
- Invoices and receipts
- Credit notes
- Check printing
Legal
- NDAs, confidentiality agreements, legal letters
- E-signature workflows
HR
Operations
- Dispatch sheets
- Job cards
Use cases
- Visualizing how leads progress through the sales funnel, from initial contact to conversion, across various stages (e.g., prospect → qualified lead → opportunity → closed sale).
- Tracking the effectiveness of marketing campaigns across different channels over a set period (e.g., email, social media ads, content marketing).
- Analyzing the sequence of customer interactions across multiple touchpoints (e.g., website visits, email opens, social media engagement, purchases, support tickets).
Support
High-touch support: sami@docugen.io or
via Slack
Use cases
Complying with enterprise security policies that require logging of key events such as who can access the Platform API and from where.
Selling points
- This feature is a big step towards becoming a true enterprise-grade platform, enabling leadership teams visibility into hundreds of initiatives at a glance, out-of-the-box!
- This is the first stepping stone towards Account-Level Reporting and Executive View we want to provide by the end of 2025.
Target audiences
- Available only for the Enterprise tier of monday work management
- Target users: Project Managers
Target audiences
- Available only for the Enterprise tier of monday work management
- Target users: PMO
Use cases
This improvement is highly useful for first-time users and in cases where new blocks are added to the blocks suite.
Use cases
Sales managers preparing for a weekly team meeting can use the AI timeline summary to quickly review the most recent 10-15 sales activities.
Use cases
This feature supports any use case that utilizes the Item card to view subitems:
- Project management
- Creative asset creation
- and many more!
Target audiences
Pro + Enterprise accounts only.
Use cases
- When subitem is updated in a "Leads" board, users can search for a subitem with the same name in "Open positions" board.
- This can be used in many use cases for performing actions on subitems and their parent items.
Target audiences
- Finance personas in a mid-size companies
- Sales reps and managers (especially for SMBs but upmarket as well)
Target audiences
- All monday users thant have AI enabled in thier accounts.
Use cases
- When any column changes in one team's low-level board, the workflow finds the connected item on the department's high-level board and updates the information there.
- This can be used in many use cases for triggering workflows based on any change in any board!
Use cases
- Any form builders or survey creators who need to organize questions logically to improve respondent flow and comprehension.
Use cases
- Board owners (builders) can make sure their end users see the important views immediately, without confusion. For example:
- "My tickets" dynamic view
- "Project plan" view
- "Current month" view
- and more!
- End users (consumers) still have the option to reorder all unpinned views to easily & quickly find the view they usually work on. For example:
- Views they created themselves
- Dedicated team or department views
Target audiences
All monday service users
Target audiences
- Enterprise tier only
- In-house creative teams or creative agencies for:
- Medium to large-sized brands with significant in-house marketing and creative departments
- Retail, consumer goods, technology, healthcare, and finance
- Teams that span multiple locations or have a global footprint
Target audiences
Target audiences
- New & existing users
- All tiers
Selling points
- A complementary solution for monday.com users
- Security & Compliance: DocuGen offers HIPAA (Health Information Portability and Accountability Act) compliance for enterprise customers upon request, ensuring total privacy and security.
Pricing (yearly)
- 1000 docs - 1080$
- 2000 docs - 2160$
- 3000 docs - 3240$
- 4000 docs - 4320$
- 5000 docs - 5400$
- 6000 docs - 6480$
- Note: Due to the provider's requirements and limitations, DocuGen is being supported only in USD ($) deals.
Use cases
Marketing:
- As a Marketing Executive, I want to automatically enrich my CRM contacts with detailed profiles so that I can create targeted campaigns.
- As a Marketing Executive, I want to receive company hierarchy details to tailor our outreach strategies effectively.
Sales:
- As a Sales Representative, I want to have enriching details for my leads so that I can personalize my sales pitch accurately.
- As a Sales Representative, I want enriched data to include recent company news and funding information to stay relevant during outreach.
July 2024
Nov 2024
Mar 2024
August 2024
Dec 2024
Apr 2024
Sep 2024
Jan 2025
May 2024
Oct 2024
Feb 2025
June 2024
Use cases
- Users can create an update using the mirror column result:
- Managing document approvals within monday workflows.
- Managing task dependencies in projects using workflows.
Target audiences
All WorkCanvas users, and especially Power users, solution architects, DevOps engineers, IT professionals, and project managers who need accurate cloud and infrastructure visualizations.
Target audiences
- All monday users thant have AI enabled in thier accounts.
Target audiences
Any users (only dashboard owners)
Tech-info
The alpha version supports rolling up information from 4 column types only - Date, Number, Status, and Timeline
Target audiences
- Accounts using the subitems widget in the Item card
Target audiences
App capabilities
- The app enables you to select from any of the calendars linked to your Outlook account - instead of defaulting to the primary calendar.
- Solves all the gaps in the existing monday.com integration:
- Subitem fully supported
- Control over event hours - instead of a full day
- Supports full mapping and updates, including links, files etc.
- Flexible and robust triggers for enhanced control - you can choose which items or events are created based on your conditions.
- Automatically invite attendees
Target audiences
Use cases
Sales managers preparing for a weekly team meeting can use the AI timeline summary to quickly review the most recent 10-15 sales activities.
Target audiences
Use cases
This feature contributes to any use case in monday, but benefits the most to complex permissions sets (e.g., account-workspace-board combinations).
Target audiences
- monday dev users
- R&D leads
- Scrum Masters
Target audiences
- Admins in accounts using the Platform API
Target audiences
All monday users, especially those working on large collaborative boards with many stakeholders.
Target audiences
- monday workflows users - ENT tier only
Target audiences
- All monday users thant have AI enabled in thier accounts.
Use cases
- CRM and marketing teams who need to integrate campaign-specific data without modifying the form's visible questions.
Use cases
This enhancement is particularly beneficial for first-time users and for cases when they are uncertain about which AI block to use.
Target audiences
- Enterprise tier only
- C, VP, and D level executives in IT/Biz-tech/Ops
- Managers across various non-technical business units (Project Management, Finance, Marketing, HR, etc.)
Target audiences
All monday service users
Use cases
The enhancements to the Extract block are particularly beneficial in the following scenarios:
- Receiving price quotes in multiple file formats from vendors.
- Extract key details from Legal and Compliance Documentation that are considered long and complex.
Use cases
Reporting and visibility into hundreds of projects at once.
Target audiences
- WM & CRM users utilizing Q&I V1
Target audiences
- All monday users thant have AI enabled in thier accounts.
Use cases
Sales reps need the fastest and most intuitive tools to track, monitor, analyze, and improve their customer engagement, such as emails, phone calls, meetings, and chat conversations.
Selling points
- Dev users now have the ability to see a full list of changes and additions in the context of a sprint
Target audiences
Form builders
Target audiences
- Enterprise accounts using the Jira on-prem integration
Target audiences
- All monday users thant have AI enabled in thier accounts.
Target audiences
- Enterprise customers
- Admins, builders, and power users who automate workflows
Target audiences
- Enterprise customers
- Admins, builders, and power users who automate workflows
Use cases
The enhancements to the Summarize and Sentiment blocks are particularly beneficial in the following scenarios:
- Handling support tickets when dedicating the inquiry sentiment can influence the SLA.
- Receiving emails and feedback from multiple customers and session participants, and need to quickly summarize specific structured details from it.
Use cases
This feature benefits sny use case where resource planning or high-level planning in advance is a part of the project process.
Target audiences
- Sales Representatives: Needing quick insights into lead and client communications to prepare for calls and meetings.
- Sales Managers: Seeking a high-level overview of the team's communication efforts to monitor deal progress, identify areas for improvement, and provide guidance to their sales reps.
Selling points
- This feature allows for supporting more robust and complex enterprise workflows with many statuses and branching options.
- This feature saves time and provides more accuracy when selecting multiple statuses under a single condition.
Use cases
- Project and portfolio managers who want to streamline the addition of projects from My Work into specific boards
Feb 2024
May 2023
Sep 2023
June 2023
Mar 2024
Nov 2023
Apr 2024
July 2023
Dec 2023
August 2023
May 2024
Jan 2024
Target audiences
All monday and Outlook users, and especially:
- Project managers
- Team managers
- Customer service
- Sales
- Customer success
Use cases
SMB teams that uses monday CRM for managing sales activities and QuickBooks for financial operations.
Target audiences
- All users on non-enterprise plans
Support
High-touch support: daniel@fantasymedia.io
Target audiences
- Enterprise customers
- Admins, builders, and power users who automate workflows
- Employees who are not tech-savvy
App capabilities
- Generate proposals, invoices, receipts, legal documents, letters, HR documents, or any type of document.
- Automatically send documents via email using your templates, with dynamic content embedded from your monday.com data.
- Use your own Word templates and branding for a personalized touch and consistent formats.
- Receive free assistance from real experts via live chat and email.
Use cases
- All creative operations use cases
- Creative processes that demand high coordination, pace and consistency
- Managing complex review workflows or a high volume of creative assets
Target audiences
All monday service users
Target audiences
- Enterprise and Pro accounts
- Customers who selected "Disable AI" from the Admin panel will also be excluded.
Apr 2023
Jan 2024
August 2023
Feb 2024
Sep 2023
May 2023
Nov 2023
Mar 2024
June 2023
July 2023
Dec 2023
Use cases
Example use cases:
- A user needs the ability to give access to edit groups without also giving access to editing columns and automations
- A board owner would like an option to restrict users so they can't make updates on objects. (Today, the lowest permission level is "Can only make updates")
Target audiences
All form builders.
Use cases
- Support exports in non-latin languages (currently not supported in the PDF export)
- Enable users to further edit their content, offline
- Enable users to export to format that is in their SPO, many cases, for audit purposes
March 2025 - EXTERNAL - New releases
Product Enablement
Created on March 23, 2025
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Transcript
March 2025 - New Releases
monday workflows
New
Work OS Platform
Previous editions
Product Enablement
March 2025 - New releases
Enterprise integrations add-on powered by Make
Listview as subitems widget
Work OS Platform
New board permissions UI (for non-ENT accounts)
Creative proofing add-on powered by Ziflow
Add-ons
(cross-products)
My Permission (permissions troubleshooter)
Data Leak Prevention (part of the Guardian add-on)
Platform API token audit log events
Export Workdocs to MS Word
Ent tier only
Scheduled Emails with Dashboard PDFs
Migrate & Deprecate Jira on-prem Integration
Gradual Release
Export Workdocs to MS Word
Work OS Platform - WorkDocs
Users can now convert workdocs into MS Word format, providing enhanced flexibility for further editing and customization.
Click to enlarge!
Target audience
Use cases
Gradual Release
Scheduled Emails with Dashboard PDFs
Work OS Platform
Users now have the ability to automate the distribution of reports by scheduling emails with PDF attachments directly from their dashboards. This feature allows dashboard owners to regularly share up-to-date reports with all stakeholders, significantly reducing the manual effort involved in report creation and distribution.
Click to enlarge!
Target audience
Use cases
Gradual Release
New board permissions UI (for non-ENT accounts)
Work OS Platform
Feature description Similar to the recently released update for the Enterprise plan, users on other tiers now have a new permissions interface, showing a detailed view of the exact permissions that are enabled or disabled. Permissions can be customized on a more granular level only on the Enterprise plan.
Click to enlarge!
Target audience
Use cases
Gradual Release
My Permission (permissions troubleshooter)
Work OS Platform
Feature description Users can now use the new "My permissions" view to see exactly what they can do and cannot do in a certain board. This view takes into account their entire permission set and levels and provides clear reasoning for the blocked permissions and who they should contact to request additional permissions.
Click to enlarge!
Target audience
Use cases
Full Release
Platform API token audit log events
Work OS Platform
Feature description Admins can now see what users are doing with their personal API tokens via the audit log:
Click to enlarge!
Target audience
Use cases
Gradual Release
Listview as subitems widget
Work OS Platform
Feature description The old subitems widget in the item card is being replaced with the new "list view" filtered by "Only subitems" to allows users to enjoy better performance as well as the following capabilities:
- Group by
- Updates
- Filters
- Add subitems from widget
CTA: Existing subitem widgets will need to be deleted and re-installed to get the new experience.Click to enlarge!
Target audience
Use cases
Full Release
Views management: Allow to pin multiple views
Work OS Platform
Feature description Board owners can now pin views for all board users to see first in the views list. Users can still reorder all other views (unpinned) for their personal needs.
Click to enlarge!
Target audience
Use cases
Gradual Release
Data Leak Prevention (only in the Guardian add-on)
Work OS Platform
Feature description Data Leak Prevention (DLP) is a set of tools and processes used to ensure that sensitive data is not lost, misused, or accessed by unauthorized users. Admins are able to scan their accounts for sensitive data that is improperly stored and mitigate the risk. This capability is now part of the enterprise Guardian add-on.
Click to enlarge!
Target audience
Use cases
Full Release
Enterprise integrations add-on powered by
Work OS Platform
Feature description Make is a visual, flexible, and scalable no-code/low-code automation add-on that helps to visualize systems and streamline processes. monday.com customers can now integrate with 2,000 platforms using 8,000 pre-built solutions using this new add-on.
Target audience
Use cases
Full Release
Creative proofing add-on powered by
Work OS Platform
Feature description Ziflow is a collaborative proofing solution that allows agency, marketing, and in-house creative teams to deliver projects at scale and without compromise. monday.com customers can now enjoy a two-way integration with Ziflow to manage proofs, track updates, and collaborate on approvals across projects without leaving monday.com.
Target audience
Use cases
Sunsetting
Migrate & Deprecate Jira on-prem Integration
Work OS Platform
Feature description The new Jira Data Center integration will be replacing the old on-prem integration, which will be sunsetted in the following months. Accounts using the old integration will need to migrate to avoid disruption and enjoy better performance, enhanced security, and greater flexibility.
Target audience
March 2025 - New releases
Enhancements to "Extract with AI" block
AI packaged columns
Activate AI to remaining Ent+Pro-Wire accounts
AI Blocks description
"Additional instructions" in summarize + sentiment blocks
Explainability to AI result / no-result in the preview
"Updates" as input for all blocks
Full Release
Enhancements to "Extract with AI" block
Feature descriptionUsers can now leverage enhancements in the Extract block, such as:
Click to enlarge!
Target audience
Use cases
Full Release
Activate AI to remaining Ent+Pro accounts
Feature descriptionOn March 2nd, we enabled AI by default for Ent+Pro accounts that were notified about this in advance.
Click to enlarge!
Target audience
Full Release
"Additional instructions" in Summarize & Sentiment blocks
Feature descriptionUsers can now use the "Additional instructions" option within the Summarize and Sentiment blocks to achieve more accurate results that meet their needs.
Target audience
Use cases
Full Release
"Updates" as input for all blocks
Feature descriptionUsers can now use their updates as input for a variety of AI actions.
Target audience
Use cases
Full Release
AI Blocks description
Feature descriptionUsers can now view a selected block's description at the top of the modal to understand the block's purpose.
Target audience
Use cases
Gradual Release
AI packaged columns
Feature descriptionUsers can now choose from existing AI capabilities available as pre-made package columns in the columns center.
Target audience
Use cases
Gradual Release
Explainability to AI result / no-result in the preview
Feature descriptionUsers can now view and understand the AI outcome results with a short explanation provided in the .preview window.
Target audience
Use cases
March 2025 - New releases
Resource Planner and Capacity Manager
Gradual Release
Resource Planner and Capacity Manager
Feature descriptionThe Resource Planner allows users to plan which resources they will require for their projects, for how long, and in what capacity. This is done at the project level.The Capacity Manager allows a portfolio-level view of the resources' planned allocation to see who is over/under-utilized.
Target audience
Use cases
March 2025 - New releases
Minimap
Form tags
Rich Text Formatting
Gradual Release
Minimap
Feature descriptionUsers can now easily reorder questions using a minimap or left sidebar, providing a clear overview of a form's structure.
Click to enlarge!
Target audience
Use cases
Full Release
Form tags
Feature descriptionThis feature enables users to add form tags and values directly within the form settings, such as UTM tags, which are appended as URL parameters and captured as a text column on the board.
Click to enlarge!
Target audience
Use cases
Gradual Release
Rich Text Formatting
Feature descriptionForm creators can now enhance their forms with rich text formatting, allowing for greater customization of various description areas, including:
Click to enlarge!
Target audience
Use cases
March 2025 - New releases
Big news! monday workflows is out of beta and it being gradually released to accounts on the Ent plan!
monday workflows
Support for Mirror, Dependency, and File columns
'When any column changes' trigger block
monday workflows
Find matching subitem action block
AI Powered workflow generator
Full Release
Support for Mirror, Dependency, and File columns
Feature description Users can now incorporate new three columns - Mirror, Dependency & File columns within their workflows.
Click to enlarge!
Target audience
Use cases
Full Release
'When any column changes' trigger block
Feature description Users can now trigger their workflows based on any change in their boards, consolidating multiple workflows into one (before, users had to create separate workflows for each column).
Click to enlarge!
Target audience
Use cases
Full Release
Find matching subitem action block
Feature description Users can now search for any subitem by column value across any board, and perform actions on the found subitem or its parent item.
Click to enlarge!
Target audience
Use cases
Full Release
AI Powered workflow generator
Feature description Users can now describe what they want their workflow to look like (in any language), and the new AI workflow generator will suggest a built-out workflow as a starting point to tweak and configure!
Click to enlarge!
Target audience
Use cases
March 2025 - New releases
Daily standup
Sprint summary
Gradual Release
Daily standup
Feature description Available in your sprint's menu, this new daily standup feature provides a clear and organized overview of team updates, ensuring meetings are efficient and productive. It tracks recent activities, current tasks, and offers AI-driven recommendations for future priorities. With features like timers and navigation controls, Daily Standup ensures discussions remain on track, while AI insights assist in prioritizing tasks to enhance team performance and strategic decision-making.
Click to enlarge!
Target audience
Use cases
Gradual Release
Sprint summary
Feature description Our new feature leverages AI to capture and summarize all activities and outcomes of a past sprint into a comprehensive monday workdoc. The summary provides a clear and concise overview of key achievements, challenges, and learnings, enabling teams to quickly review and reflect on their performance.
Target audience
Use cases
March 2025 - New releases
Quickbooks Integration
Quotes and Invoices | V1 deprecation (CRM + WM)
Timeline overview
AI emails & activities improved summary
CRM E&A autofill with AI
Gradual Release
monday.mnd
Quickbooks Integration
Feature description Our new native integration between monday CRM and QuickBooks streamlines workflows by providing real-time data synchronization between sales and finance teams. With pre-built automation recipes, users can eliminate manual data entry and errors, ensuring seamless updates for customer, product, and invoice information.
Target audience
Use cases
Sunsetting
monday.mnd
Quotes and Invoices V1 deprecation (CRM + WM)
Feature description We are phasing out our V1 Quotes and Invoices experience with the rollout of the new Quotes & Invoices V2.5 feature. Accounts using this feature in monday work management will have the capability removed after a 90-day notice, as Quotes and Invoices is a CRM-exclusive feature.
Target audience
Gradual Release
monday.mnd
AI emails & activities improved summary
Feature description Our updated AI timeline summary transforms the previous dense block of text into a more structured and readable format.
Click to enlarge!
Target audience
Use cases
Full Release
monday.mnd
CRM E&A autofill with AI
Feature description This AI driven feature leverages communication data to provide key insights at the board level, enabling:
Click to enlarge!
Target audience
Use cases
Full Release
monday.mnd
Timeline overview
Feature description Users can now enable a reflection of thier internal state of the Emails & Activities timeline at the board level.
Click to enlarge!
Target audience
Use cases
Full Release
monday.mnd
Sequence analytics v1
Feature description Users can now visualize analytics at the sequence level for reply rates, open rates, and clickthrough rates through a Sequences table.
Click to enlarge!
Target audience
Use cases
March 2025 - New releases
Self resolution of tickets by end users
Allow AI to reply to portal users (AI assistant autonomy)
Service AI assistant/co-pilot - Context enrichment with more sources
Gradual Release
monday.mnd
Service AI assistant/co-pilot - Context enrichment with more sources
Feature description This new co-pilot AI feature for support teams streamlines ticket resolution by:
- summarizing correspondences
- highlighting core issues
- facilitating smooth shift transitions
It suggests solutions based on past resolved tickets, complete with confidence indicators, to help team members quickly address recurring issues.Target audience
Use cases
Gradual Release
monday.mnd
Self resolution of tickets by end users
Feature description With the introduction of a "This helped me" button, end users can mark their tickets as resolved, reducing unnecessary reopenings and saving valuable time for the service team. Additionally, users can reopen tickets through the portal or email, with clear timeline indications for any reopen actions.
Target audience
Use cases
Gradual Release
monday.mnd
Allow AI to reply to portal users (AI assistant autonomy)
Feature description With AI auto-reply, service team members can resolve more tickets quickly, as the AI will automatically respond to tickets that meet a set confidence threshold. Additionally, service team members and admins have the flexibility to disable AI auto-replies on a per-ticket basis, ensuring control over the resolution process. Users can still request human assistance if the AI response is unclear or unsatisfactory.
Target audience
Use cases
Target audiences
monday CRM users only -
Use cases
By implementing AI auto-resolution, service teams can automatically address common and repetitive issues, such as password resets or account inquiries, that meet a predefined confidence threshold.
Use cases
Any use case that involves more than two statuses in a status column, for example, "Priority - 1, 2, 3" or "Progress - stuck, in progress, done".
Target audiences
monday CRM users only -
Use cases
In a team setting, a ticket will be marked as resolved when:
Use cases
Target audiences
monday CRM users only -
Target audiences
Use cases
Use cases
Support teams: Quickly resolve recurring issues by accessing suggested solutions based on past tickets, improving response times and efficiency. IT team leads: Gain better oversight of ticket progress through summarized information, enabling them to provide timely support and maintain consistent service quality across their team
Tech-info
Selling points
A complementary solution for monday.com users Outlook Calendar Integration Plus solves major gaps in the existing native solution that made users choose not to use it, making this integration viable. Pricing
Selling points
Target audiences
Target audiences
Tech info
Information that can be pulled:
Out of scop at the moment -
Use cases
Use cases
A product manager can use this feature to efficiently prepare for a sprint retrospective meeting with dynamic information pulled directly from a sprint on their Sprints board.
Selling points
Use cases
All teams on monday dev conducting daily standups!
Use cases
Tech-info
Limitations
Use cases
This feature can serve as a good starting point for any use case of up to 10 automation blocks.
Use cases
Managers who needs to provide weekly performance updates to the executive team and other stakeholders.
Use cases
Scanning for:
Use cases
This enhancement is particularly beneficial for first-time users who needs more clarity on the actions they are trying to run with AI.
Target audiences
Sales
- Proposals and quotes
- Order forms
Finance- Invoices and receipts
- Credit notes
- Check printing
LegalHR
- Offer letters
- HR letters
OperationsUse cases
Support
High-touch support: sami@docugen.io or
via Slack
Use cases
Complying with enterprise security policies that require logging of key events such as who can access the Platform API and from where.
Selling points
Target audiences
Target audiences
Use cases
This improvement is highly useful for first-time users and in cases where new blocks are added to the blocks suite.
Use cases
Sales managers preparing for a weekly team meeting can use the AI timeline summary to quickly review the most recent 10-15 sales activities.
Use cases
This feature supports any use case that utilizes the Item card to view subitems:
Target audiences
Pro + Enterprise accounts only.
Use cases
Target audiences
Target audiences
Use cases
Use cases
Use cases
Target audiences
All monday service users
Target audiences
Target audiences
Target audiences
Selling points
- A complementary solution for monday.com users
- Security & Compliance: DocuGen offers HIPAA (Health Information Portability and Accountability Act) compliance for enterprise customers upon request, ensuring total privacy and security.
Pricing (yearly)Use cases
Marketing:
- As a Marketing Executive, I want to automatically enrich my CRM contacts with detailed profiles so that I can create targeted campaigns.
- As a Marketing Executive, I want to receive company hierarchy details to tailor our outreach strategies effectively.
Sales:July 2024
Nov 2024
Mar 2024
August 2024
Dec 2024
Apr 2024
Sep 2024
Jan 2025
May 2024
Oct 2024
Feb 2025
June 2024
Use cases
Target audiences
All WorkCanvas users, and especially Power users, solution architects, DevOps engineers, IT professionals, and project managers who need accurate cloud and infrastructure visualizations.
Target audiences
Target audiences
Any users (only dashboard owners)
Tech-info
The alpha version supports rolling up information from 4 column types only - Date, Number, Status, and Timeline
Target audiences
Target audiences
App capabilities
Target audiences
Use cases
Sales managers preparing for a weekly team meeting can use the AI timeline summary to quickly review the most recent 10-15 sales activities.
Target audiences
Use cases
This feature contributes to any use case in monday, but benefits the most to complex permissions sets (e.g., account-workspace-board combinations).
Target audiences
Target audiences
Target audiences
All monday users, especially those working on large collaborative boards with many stakeholders.
Target audiences
Target audiences
Use cases
Use cases
This enhancement is particularly beneficial for first-time users and for cases when they are uncertain about which AI block to use.
Target audiences
Target audiences
All monday service users
Use cases
The enhancements to the Extract block are particularly beneficial in the following scenarios:
Use cases
Reporting and visibility into hundreds of projects at once.
Target audiences
Target audiences
Use cases
Sales reps need the fastest and most intuitive tools to track, monitor, analyze, and improve their customer engagement, such as emails, phone calls, meetings, and chat conversations.
Selling points
Target audiences
Form builders
Target audiences
Target audiences
Target audiences
Target audiences
Use cases
The enhancements to the Summarize and Sentiment blocks are particularly beneficial in the following scenarios:
Use cases
This feature benefits sny use case where resource planning or high-level planning in advance is a part of the project process.
Target audiences
Selling points
Use cases
Feb 2024
May 2023
Sep 2023
June 2023
Mar 2024
Nov 2023
Apr 2024
July 2023
Dec 2023
August 2023
May 2024
Jan 2024
Target audiences
All monday and Outlook users, and especially:
Use cases
SMB teams that uses monday CRM for managing sales activities and QuickBooks for financial operations.
Target audiences
Support
High-touch support: daniel@fantasymedia.io
Target audiences
App capabilities
Use cases
Target audiences
All monday service users
Target audiences
Apr 2023
Jan 2024
August 2023
Feb 2024
Sep 2023
May 2023
Nov 2023
Mar 2024
June 2023
July 2023
Dec 2023
Use cases
Example use cases:
Target audiences
All form builders.
Use cases