July 2025 - New Releases
monday AI
WorkCanvas
marketplace
Workflow Builder
New
Work OS Platform
Previous editions
Product Enablement
July 2025 - New releases
Work OS Platform
Activity log with AI
Edit Docs with AI
Quick reply with AI
(cross-products)
[AI] Text to filter
Report button for broadcasts
Doc creation & Add content blocks in Workflow Builder
Automation business importance score
Chart order customization
Gradual Release
Edit docs with AI
Work OS Platform
Feature description Doc users can now edit content with AI from a new entry point block with a drag menu and a contextual menu. These actions will consume AI credits.
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Target audience
Use cases
Full Release
Text to Filter
Work OS Platform
Feature description Users can now easily express their search criteria in plain language, and AI will create the corresponding filter parameters.
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Target audience
Use cases
Enterprise plan only
Gradual Release
Doc creation & Add content blocks in Workflow Builder
Work OS Platform - WorkDocs
Feature description Users can now add new documents and create/add content in WorkDocs using the new "doc action" block within the workflows builder.
Target audience
Use cases
Full Release
Chart order customization
Work OS Platform
Feature description Users can now reorder charts directly from the Widget settings.
Target audience
Use cases
Gradual Release
Activity log with AI
Work OS Platform
Feature description Users can now stay up to date with what has been changed in a board, with the help of AI embedded in the activity log. The AI will allow users:
- Viewing board trend (active users & items over the last two weeks).
- Asking questions
- Gaining insights into risks related to the board, based on activity from the past two weeks.
Target audience
Use cases
Gradual Release
Quick reply with AI
Work OS Platform
Feature description Users can now utilize the "Reply with AI" feature to respond to any update with one of three AI-generated suggestions, fine-tuned for:
- Tone (e.g., supportive, action-oriented)
- Context (e.g., status update, blocker, celebration)
- Thread continuity (e.g., refer to previous message, ask a follow-up)
Target audience
Use cases
Full Release
Report button for broadcasts
Work OS Platform
Feature description Users can now access a new reporting feature in our broadcast system and report boards with a dedicated button. simplifying the process of providing feedback and reporting issues.
Click to enlarge!
Target audience
Tech info
Use cases
Selling points
Gradual Release
Automation business importance score
Work OS Platform
Feature description Users can now classify and filter automations, integrations, and workflows based on their business-critical importance score. This release consists of two phases:
- Phase 1: Categorization and Filtering (current phase)
- Phase 2: Troubleshooting by Importance (Mid Q3)
Click to enlarge!
Target audience
Use cases
July 2025 - New releases
Extract from multiple files
Doc generation with AI
monday MCP server
monday AI
monday AI sidekick
Full Release
Extract from multiple files
monday AI
Feature description Users can now retrieve relevant data while scanning multiple files uploaded to the same file column, supporting various file formats simultaneously.
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Target audience
Use cases
Full Release
monday MCP server
monday AI
Feature description MCP provides a unified, open protocol for external AI tool access. It connects AI assistants like Claude and Cursor directly to your monday workflows, so they can take action on your behalf and move work forward.In monday.com, MCP acts as a gateway between assistants and:
- Boards, items, and column data
- Task updates, comments
- In the future: workdocs, dashboard, automations and more.
Target audience
Use cases
To learn more, click here
Beta
monday AI sidekick
monday AI
Feature descriptionSidekick is a natural conversation agent who deeply understands your business context and personal preferences. It helps you get real, meaningful work done fast! Expected gradual release: Aug ‘25
Target audience
Use cases
Gradual Release
Doc generation with AI
monday AI
Click to enlarge!
Example of a marketing brief generated with AI based on multiple columns on a board with campaigns as line items. To see how it’s done, watch the demo below.
Feature descriptionAI users can now generate long-form content in a standard and structured format based on various data points available in the board.
Target audience
Use cases
July 2025 - New releases
AI Smart Assignment
Enterprise plan only
Gradual Release
AI Smart Assignment
Feature descriptionUsers can now assign actual resources instead of placeholders in the capacity manager, thanks to AI. The system analyzes project tasks, resource skills, job roles, and availability to recommend the most suitable resources for assignment.
Click to enlarge!
Target audience
Use cases
July 2025 - New releases
is fully released to accounts on the Enterprise plan!
workflow Builder
Formula column support
“Not Found” Branch in ALL 4 Find Blocks
Workflow Builder
Block duplication
Enterprise plan only
Full Release
Click to enlarge!
Formula column support
Workflow Builder
Feature description Users can now:
- Use the Formula column values from trigger items
- Access them via the "Get item data" block
- Use them as text anywhere in the workflow
- Convert them into Date or Number using our converter blocks
Target audience
Use cases
Enterprise plan only
Full Release
“Not Found” Branch in all 4 Find Blocks
Workflow Builder
Feature description Users can now set a “Not Found” path for both Find items and Find subitems blocks. Instead of stopping the workflow when nothing is found, you can decide what happens next, such as:
- Or any other action supported by workflows
Click to enlarge!
Target audience
Use cases
Enterprise plan only
Full Release
Block duplication
Workflow Builder
Feature description Users can now duplicate blocks and paste them wherever needed in their workflow.
Target audience
Use cases
July 2025 - New releases
GitLab on prem
IDE extension
Enterprise plan only
Full Release
GitLab on prem integration
Feature description This update extends monday.com's powerful GitLab integration to on-premise (self-managed) GitLab environments. It includes support for key workflow triggers like Merge Request Created, Approved, Unapproved, Merged, and Updated, enabling seamless automation for Enterprise development teams.
Click to enlarge
Target audience
Use cases
Full Release
IDE extension
Feature description Users can now bring their monday Dev users' workspace directly into their development environment (IDE), enabling developers to manage tasks, view item details, and create feature branches without leaving their IDE.
Target audience
Use cases
July 2025 - New releases
Sequences enhancements
Enrollment view in sequences
Meta Funnel integration
Full Release
monday.mnd
Sequences enhancements
Feature description CRM users are now able to view the estimated next step time within conditional runs in sequences and "mark as done" manual tasks within the timeline.
Click to enlarge
Target audience
Use cases
Full Release
monday.mnd
Enrollment view in sequences
Feature description Users can now view enrollment progress and easily see which steps were completed, which are next, and which are upcoming from a dedicated tab. This was previously the "people" tab.
Click to enlarge
Target audience
Use cases
Full Release
monday.mnd
Meta Funnel Integration
Feature description CRM users can now import leads from MetaAds into monday CRM and send deal outcomes back to Meta via the integration.
Click to enlarge
Target audience
Use cases
July 2025 - New releases
Multi-portals
Gradual Release
monday.mnd
Multi-portals
Feature description Admins can now create multiple fully branded, permission-controlled portals within a single monday account, tailored to different internal departments and external stakeholders. Each portal displays relevant content, such as forms and knowledge bases, specific to its audience, ensuring data privacy through domain-based or SSO permissions.
Target audience
Use cases
July 2025 - New releases
New!
Sub-items in card stack
Gradual Release
Full Release
Sub-items in card stack
Feature description WorkCanvas now offers complete, real-time project visibility by extending the live card stack to include monday sub-items, with a new toggle to seamlessly import and display them hierarchically. This enhancement allows users to see and manage their entire workflow, from high-level tasks to granular details, all within the WorkCanvas environment, with real-time, two-way synchronization.
Target audience
Use cases
July 2025Marketplace New releases
Rewind
Backup & Recovery add-on
marketplace
Marketplace link
Rewind
Backup & Recovery add-on
App description An enterprise-grade backup and recovery solution that provides monday.com customers with detailed control over restoring, exporting, and safeguarding their data, all under full governance oversight.
Click to enlarge
Target audience
Capabilities
Use cases
A developer gets a new bug assigned as a task item in monday, the 'Task context' widget immediately provides an instant overview highlighting similar past issues, names relevant team members, and directly links to related code changes and documentation. This allows the developer to rapidly diagnose the problem, understand its history, review the code, and quickly collaborate with the right people, leading to a much faster resolution and minimal user downtime.
Selling points
This improvement helps with the reliability and trust in the form-builder experience. This initiative aligns with our goal of delivering an exceptional product experience by ensuring forms work seamlessly with board-level validations.
Target audiences
monday CRM users only -
- Sales reps
- Marketing ecsecutive
Target audiences
- All users with access to Broadcasts.
Use cases
- A sales rep can view the estimated time the next step will run in the Enrollments tab, allowing them to better plan follow-ups and track progress.
- A sales rep can mark manual tasks as "done" from within the timeline UI without leaving the board
- A sales rep can pause sequences where needed by adding in steps such as "approval required"
Target audience
All WorkCanvas and monday.com users.
Use cases
A large enterprise can use the Multi-Portal feature to create separate portals for different departments, such as IT, HR, and Facilities, as well as for external stakeholders like suppliers.
Selling points
- This feature provides users with a clear and compliant mechanism for "reporting" broadcast boards and aligning with relevant regulatory requirements.
- This feature helps improve our platform's transparency and trust.
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.
Use cases
- A project manager preparing for a team meeting needs a quick summary of what’s been updated, by who, and what’s needs attention spanning the last 2 weeks
- A team lead reviewing performance or blockers can instantly spot which items have stalled, changed status frequently, or haven’t been updated at all
July 2024
Mar 2025
Nov 2024
August 2024
Apr 2025
Dec 2024
May 2025
Sep 2024
Jan 2025
Oct 2024
Feb 2025
June 2025
Tech-info
How does it work?
- When a user uploads a file, they will see Tipseen offering to extract information with AI from the file. After clicking the tips, smart suggestions will be generated for them on what to extract.
- When a user previews a file, they can also click 'extract' on the right-hand pane for smart suggestions.
Use cases
- Sales representatives who want to easily track completing, ongoing, or upcoming tasks in a visual way
Target audiences
- Enterprise accounts
- Admins, builders, and power users who automate workflows
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
- A Project Manager can use data layer elements with custom rules to create a live, visual dashboard that automatically highlights overdue tasks in red or completed milestones in green, gaining instant, actionable insights without leaving the canvas.
- A Team Lead can use the ability to link multiple monday.com items to a single shape to aggregate key metrics or statuses from various tasks onto one central visual element, simplifying team updates and high-level reporting.
- A Business Analyst can use the flexible data presentation on any shape to design custom visual reports that automatically update with live data from monday.com, eliminating manual report generation and ensuring data accuracy.
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.
Target audiences
All monday service users
Target audience
monday dev users on Pro and above plans with AI enabled on their accounts.
Target audiences
- All monday users in accounts that enabled AI
Target audiences
- All monday CRM users in all tiers (available on trial as well).
- Primary Users:
- Sales representatives
- Sales managers
- Account managers
- Customer success managers
- CRM admins
Use cases
- Instant migration - Copy your Jira project to a monday.com board.
- Rapid research - Create a competitor analysis in two minutes.
- Smart note conversation - Translate handwritten notes into monday.com items.
- Product lifecycle analysis - Ask questions about your data and get instant insights.
Watch use case example
Watch use case example
Watch use case example
Watch use case example
Target audiences
- All doc creators for the Enterprise tier only
- Users that are admins/champions/workflow-builders/super-users
Use cases
- Generating a marketing brief
- Generating market research / competitive research
- Generating PRD / Tech design
- Generating legal documents/reports
Target audiences
The Add-on is designed for mid-market and enterprise customers (100-1000+ employees) that rely on monday.com to manage their work efficiently. These organizations use Rewind two primary reasons:
- Business Continuity and Operational Resilience – To ensure critical workflows, processes, and collaboration across departments remain uninterrupted.
- Data Governance and Compliance – To meet strict regulatory requirements and internal governance policies.
Potential personas:
- Decision Makers – CTO, CIO, VP, Director of IT, CISO.
- Buyers – Procurement managers, legal teams, IT procurement specialists.
- Users – IT administrators, account admins, technical leads.
Selling points
- Users can seamlessly create, view, and collaborate on canvases directly within monday workspace, maintaining focus and context.
- Users can easily transform structured board data into dynamic visual formats like Gantt charts, organizational charts, and flowcharts.
- This consolidated workflow can help eliminate the need for external whiteboard tools, streamlining workflows and reducing manual effort between platforms.
- WorkCanvas is now included under monday.com's unified billing system, ensuring trust and a consolidated payment experience.
Selling points
These enhancements enable users to:
- Find specific interactions among large volumes of logged activities.
- Quickly find and focus on relevant data to manage accounts and close deals efficiently.
- Significantly improve user productivity, enhance data usability, and unlock new AI-driven features.
Target audiences
All monday users in all tiers.
Target audiences
- Existing users creating new forms on validated boards
- Form builders across all verticals
- Builders in work management, CRM, and dev who rely on forms as part of intake or workflows
Target audiences
- Existing customers (builders & admins) looking to add autonomous agents without rebuilding GraphQL flows.
- New prospects evaluating monday.com as an AI execution layer—MCP shortens time‑to‑value during the 14‑day trial.
- Workspace Admins and Power Users can enable the Hosted edition via OAuth.
- Developers and Partner ISVs leverage the OSS and Private editions for deeper customization.
- Enterprise & Mid‑Market segments that demand fine‑grained scopes, IdP integration, and on‑prem connectivity.
Target audiences
- Work management, ENT accounts.
- Users who manage their projects and portfolios on monday, in particular the PMO industry
Selling points
- This new version enhances the user experience form building and sets the foundation for future developments.
- the new conditional logic structure will allow for more complex use cases such as reusing questions, use of and/or.
Use cases
- A project manager can click “Reply with AI” on a teammate’s update and select “Sounds great! Let me know if you need support on X.”
- A CSM reviewing a client’s internal comment can reply with “Got it, I’ll add this to our prep doc for the call.”
- A designer replying to engineering feedback can quickly say “Thanks! I’ll update the Figma accordingly.”
Use cases
This enhancement is useful for long forms, especially with a lot of conditional logic. It makes creating and editing them much easier.
Tech info
Additional capabilities: It also supports comprehensive reporting through dashboards and widgets, offering insights into service efficiency and enabling service leaders to demonstrate their organizational impact and professional excellence.
Out of scope at the moment:
- New columns UI
- Auto enrichments for existing users
Target audience
All WorkCanvas and monday.com users.
Target audience
monday dev users on Enterprise plan who have seats in work management.
Target audiences
- Enterprise accounts
- Admins, builders, and power users who automate workflows
Target audiences
- All monday users in accounts with AI enabled
Target audiences
- CRM users on the Enterprise plan
Selling points
- This feature offers the ability to gain a single, consolidated view of all projects across the entire organization, improving transparency, cross-team collaboration and decision-making.
- This feature drives cross-sell growth, making it easier for existing Work management users to expand into monday dev by providing a clear pathway and maintaining visibility.
- This feature enhances visibility and clear insights into development progress by reflecting epics directly in the Work management portfolio.
Target audiences
- Existing monday users - all users, all tiers.
Use cases
A marketing team can use the centralized design tab to quickly customize a lead capture form, setting the background image, font style, and colors to match their brand, all from one location.
Use cases
- Sales CRM: If a matching deal isn’t found, notify the rep or create a new item to follow up.
- Task linking: If the related subitem doesn’t exist, set a flag or trigger a backup flow.
- Onboarding: If a user’s profile item isn’t found, auto-create it instead of halting the process.
- Content review: If a linked review task isn’t found, notify the assignee to check the setup.
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.
Use cases
This feature is especially useful in cases of robust workflows that are loaded with branches, where rapid work and minimal setup time are needed.
Use cases
- Use formula value in textual actions (e.g., notify, send email, create update, etc.)
- Use formula values in the converters (Convert text to number, Convert text to date)
- Based on bullet no.2, you can use the formula value on every number or date field in the workflow builder.
Use cases
This feature is very useful and simplifies the process of providing feedback and reporting issues.
Use cases
A software development team can automatically trigger notifications and actions when a Merge Request (MR) is created, approved, merged, or updated.
Use cases
- Team leads and project managers - providing quick overviews and the abiity to drill down
- Executives - creating high-level dashboards, KPIs and progress at a glance
- New or less technical users - simplicity and ease of use
Use cases
- A Product Manager embeds a WorkCanvas roadmap in a monday project board and collaborates with design and engineering in one place.
- A Team Lead visualizes hiring plans, OKRs, or retrospectives directly inside their HR or team board.
Target audiences
- monday CRM Pro and Enterprise new and existing users who use sequences.
Target audience
monday dev users using Visual Studio, Cursor or Windsurf as their IDE (dev environment).
Use cases
- Rich text formatting for clearer, more engaging emails.
- File attachments for seamless document sharing.
- Link embedding for improved navigation and workflow connectivity.
- "People" column support for dynamic recipient selection.
Target audiences
- All users in all tiers, especially automations builders.
Tech-info
Q: Will users be able to override required status?A: No, form builders cannot override or hide required board-level columns. These are locked by design.
Q: What happens to old forms with logic?
A: The builder cannot newly require a column if it has connected logic from the form. Existing logic remains, but the builder is blocked from conflicting updates via the board.
Selling points
This unified approach not only enhances the form-building experience but also lays the groundwork for future customization options, such as form themes and button styling.
Tech info
How does it work?
- When you open an item in your tasks board, a new "Task context" widget appears at the top of the item description page.
- Quality and relevance improve with more detailed, past-generated items.
- Get full context: similar tickers, relevant people, recent code changes, and more, or request specific context.
Limitations: The quality of the results in 'Task context' is limited by the quality of the data. Accounts with very detailed tasks, sprints and epics, that communicate using monday, will benefit much more than those that use 3 word titles.
Target audiences
Target audiences
All monday service admins.
Selling points
- Users can save time by getting a comprehensive overview of any task in seconds, including related items, involved people, and recent code changes, eliminating the need to search for information.
- Users can boost efficiency by quickly identifying risks like duplicate items or conflicting changes, leading to more efficient issue resolution.
- Messy handoffs can be avoided by providing users with immediate, relevant context, ensuring nothing is missed.
Selling points
- This feature enables real-time custom visualizations. Users can now transform any WorkCanvas shape into a live, dynamic display of their monday.com data, updating automatically to reflect changes.
- Users can eliminate context switching and manual updates by bringing all their monday data directly into their visual workflows, keeping them in the flow of work.
- Users can get better insights by building truly custom dashboards and reports with conditional formatting rules in canvas, highlighting critical information for instant, actionable insights.
Tech-info
- We currently support files from a Board and not by uploading from the computer.
- A simple formatting to begin with was released and later on the formatting full UI will be added.
Use cases
- A sales rep wants to see all meetings with a decision maker in the last 30 days.
- A sales rep wants to follow up on a specific email sent last month.
Target audience
All WorkCanvas and monday.com users.
Use cases
Software developers writing code in their dev environment can quickly see their current sprint backlog, progress, and upcoming tasks directly within their IDE, helping them stay aligned without ever leaving their code. They can see the item ID, open the item to create a feature branch, create a pull request, and open the item in monday dev interface.
Selling points
This feature is a core addition to the monday service. It enhances service quality by providing real-time tracking of service level agreements (SLA).
Target audiences
- All monday users in all tiers.
- Personas: Managers and Project Managers on active boards
Use cases
Users who wish to edit docs using AI from the doc interface can focus more on the content rather than styling, formatting and editing.
Target audiences
- All monday doc uses in accounts that enabled AI
Use cases
- A project manager can surface blockers instantly and reassign tasks in one go.
- A content lead can generate creative briefs or campaign summaries with accurate board context.
- An admin can restructure a team’s board and ensure it aligns with best practices.
- A new product manager can search for everything related to "monday DB" 3.0"
Target audiences
- All tires, all users, especially for communicators.
- This feature unlocks value across key personas:
- ICs save time replying to status updates or task comments.
- Team leads can acknowledge progress, unblock others, or share feedback faster.
Tech info
- Status Label Mapping: Epic's status values can be mapped to project statuses
- One-way sync: Epics sync with the project board, and changes in the project do not affect the source epics. The goal is to reflect work, not control it from the portfolio.
- Connected Boards Column: A connected board column will be created on the Epic board, showing each Epic's linked project item.
- Add More Epics: Use the “Edit Project” modal to include additional epics after setup and edit the columns and labels mapping.
Limitations: In the current phase, the agile projects will not support multiple epics boards.
Selling points
- Dev users now have the ability to see a full list of changes and additions in the context of a sprint
Tech-info
How does it work?
- "Report" Button:
- A new button will be added to the broadcast interface, labeled "Report".
- Redirection to Help Center:
- Upon clicking, users will be redirected to our Help Center, where they can submit a report through a dedicated form.
- Form Submission Workflow:
- The reporting action will open a structured form that collects specific information required by applicable regulations.
Tech-info
Out of scope
- Visual branching or routing will not be included in this scope
Use cases
- Executives and project managers can track the status of large development initiatives (epics) within the broader organizational portfolio.
- Organizations can manage both traditional (waterfall) and agile projects under a single, unified view, providing a comprehensive understanding of all initiatives. They can also bridge the gap between development teams using monday.dev, and other business units using work management by providing a shared, consistent view of project progress.
Target audiences
- Form builders
- for Pro users and higher
Target audiences
Form builders
Target audiences
- Enterprise accounts
- Admins, builders, and power users who automate workflows
Use cases
A common use case involves RFP or content files (PDF, Doc, Excel) that require the retrieval of specific values when dealing with multiple files or versions.
Target audience
monday dev users on the Enterprise plan.
Use cases
Any use case that involves extracting information from files, such as:
- RFP
- Extracting prospect information from business cards
- Extracting candidate information from CVs
- and much more!
Use cases
- A Project Manager can use the new sub-item import toggle to quickly view all detailed tasks linked to their monday.com items in the WorkCanvas card stack, ensuring comprehensive project oversight.
- A Team Lead can quickly gauge project progress using the hierarchical display of sub-items, which facilitates better resource allocation and rapid identification of bottlenecks.
Selling points
- Assist users in realizing value more quickly.
- Assist in discovering and successfully setting up AI to extract information from files.
Use cases
- Users who need to add, create, or adjust content in recurring workflows.
- A project manager can add a AI summary of a project scoping call to the project documentation using a workflow.
Target audiences
- All monday users in the Pro and Ent tiers.
Use cases
Project managers and resource managers need to assign suitable and available resources to projects based on unique attributes such as job role, skills, and location, ensuring the best match for project requirements.
Selling points
These enhancements:
- Provide greater flexibility and control over email communication within integrations.
- Remove existing limitations and address key user requests, making email integration more robust and on par with competitors' capabilities.
Use cases
- Project and portfolio managers who want to streamline the addition of projects from My Work into specific boards
Target audiences
- All monday users in accounts with AI enabled
Selling points
- This feature enables sales reps to manage a significantly higher volume of leads in their boards
- The addition of the "bulk import" feature will allow for higher performance and reliability than was previously experienced
Target audiences
- Businesses using Meta’s Ad Manager
- Ideal for marketers, business owners, and CRM admins
- Available for new users arriving from the new landing page
- Built for businesses seeking to optimize ad performance and streamline lead management
Feb 2024
May 2023
Sep 2023
June 2023
Mar 2024
Nov 2023
Apr 2024
July 2023
Dec 2023
August 2023
May 2024
Jan 2024
Use cases
- Marketeers who wish to import contacts into monday CRM following a campaign or event
- Revenue Operations professionals who need to migrate data at scale from a third party platform such as Hubspot or Salesforce into monday CRM
Target audiences
- Enterprise accounts
- Admins, builders, and power users who automate workflows
Use cases
An HR department conducting an employee satisfaction survey. By clearly indicating that the form is anonymous and showing whether respondents are logged in, employees can feel more secure and informed while providing honest feedback.
Tech info
This feature is currently only available in the CRM product but will later be extended to support additional products, and the scale will be further increased to support importing 100k items by the end of 2025.Known limitations:During Alpha, only the following columns will be supported: Text, long text, email, numbers, link (url), date, name, phone, status Currently out of scope:
- Merge duplicates
- Run Automations on imported items
- Activity Log
- Search (ES)
Use cases
- This feature is designed for large accounts with complex workflows and numerous automations, enabling users to efficiently manage and prioritize their most essential processes.
- A project manager can categorize and focus on automations related to a project’s critical path
- An IT team can categorize and focus on automations related to their ticket SLA
Use cases
- This feature will benefit any use case where you want to present the data in different ways based on the order of the labels
- An example would be a Marketing team wants to present the campaign performance by stage in a logical, narrative driven order (not numerical or default alphabetical)
App capabilities
Enterprise-grade partner:
- Fully compliant with SOC 2, HIPAA, GDPR, and ISO certifications.
- Serving 25,000+ customers, including Panasonic, Deloitte, and Stanley.
This solution enables customers to:
- Automate daily and on-demand backups
- Restore data at both account-level and granular levels
- Maintain unlimited data retention
- Access full audit logs
monday.com experience:
- Simple and intuitive experience
- managed directly within monday.com platform
Target audiences
- All monday CRM users in Pro or Enterprise
- Primary Users:
- Sales representatives
- Sales managers
Apr 2023
Jan 2024
August 2023
Feb 2024
Sep 2023
May 2023
Nov 2023
Mar 2024
June 2023
July 2023
Dec 2023
Use cases
A customer support team can use the SLA management feature to ensure timely responses to customer inquiries. By setting up SLA columns with specific time-to-resolution targets, the team can prioritize tickets based on urgency and track their progress in real-time.
Use cases
Any use case that involves lead management, requiring streamlined lead tracking and closing the loop by syncing deal outcomes (won/lost).
July 2025 - EXTERNAL - New releases
Product Enablement
Created on July 18, 2025
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Transcript
July 2025 - New Releases
monday AI
WorkCanvas
marketplace
Workflow Builder
New
Work OS Platform
Previous editions
Product Enablement
July 2025 - New releases
Work OS Platform
Activity log with AI
Edit Docs with AI
Quick reply with AI
(cross-products)
[AI] Text to filter
Report button for broadcasts
Doc creation & Add content blocks in Workflow Builder
Automation business importance score
Chart order customization
Gradual Release
Edit docs with AI
Work OS Platform
Feature description Doc users can now edit content with AI from a new entry point block with a drag menu and a contextual menu. These actions will consume AI credits.
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Target audience
Use cases
Full Release
Text to Filter
Work OS Platform
Feature description Users can now easily express their search criteria in plain language, and AI will create the corresponding filter parameters.
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Target audience
Use cases
Enterprise plan only
Gradual Release
Doc creation & Add content blocks in Workflow Builder
Work OS Platform - WorkDocs
Feature description Users can now add new documents and create/add content in WorkDocs using the new "doc action" block within the workflows builder.
Target audience
Use cases
Full Release
Chart order customization
Work OS Platform
Feature description Users can now reorder charts directly from the Widget settings.
Target audience
Use cases
Gradual Release
Activity log with AI
Work OS Platform
Feature description Users can now stay up to date with what has been changed in a board, with the help of AI embedded in the activity log. The AI will allow users:
Target audience
Use cases
Gradual Release
Quick reply with AI
Work OS Platform
Feature description Users can now utilize the "Reply with AI" feature to respond to any update with one of three AI-generated suggestions, fine-tuned for:
Target audience
Use cases
Full Release
Report button for broadcasts
Work OS Platform
Feature description Users can now access a new reporting feature in our broadcast system and report boards with a dedicated button. simplifying the process of providing feedback and reporting issues.
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Target audience
Tech info
Use cases
Selling points
Gradual Release
Automation business importance score
Work OS Platform
Feature description Users can now classify and filter automations, integrations, and workflows based on their business-critical importance score. This release consists of two phases:
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Target audience
Use cases
July 2025 - New releases
Extract from multiple files
Doc generation with AI
monday MCP server
monday AI
monday AI sidekick
Full Release
Extract from multiple files
monday AI
Feature description Users can now retrieve relevant data while scanning multiple files uploaded to the same file column, supporting various file formats simultaneously.
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Target audience
Use cases
Full Release
monday MCP server
monday AI
Feature description MCP provides a unified, open protocol for external AI tool access. It connects AI assistants like Claude and Cursor directly to your monday workflows, so they can take action on your behalf and move work forward.In monday.com, MCP acts as a gateway between assistants and:
Target audience
Use cases
To learn more, click here
Beta
monday AI sidekick
monday AI
Feature descriptionSidekick is a natural conversation agent who deeply understands your business context and personal preferences. It helps you get real, meaningful work done fast! Expected gradual release: Aug ‘25
Target audience
Use cases
Gradual Release
Doc generation with AI
monday AI
Click to enlarge!
Example of a marketing brief generated with AI based on multiple columns on a board with campaigns as line items. To see how it’s done, watch the demo below.
Feature descriptionAI users can now generate long-form content in a standard and structured format based on various data points available in the board.
Target audience
Use cases
July 2025 - New releases
AI Smart Assignment
Enterprise plan only
Gradual Release
AI Smart Assignment
Feature descriptionUsers can now assign actual resources instead of placeholders in the capacity manager, thanks to AI. The system analyzes project tasks, resource skills, job roles, and availability to recommend the most suitable resources for assignment.
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Target audience
Use cases
July 2025 - New releases
is fully released to accounts on the Enterprise plan!
workflow Builder
Formula column support
“Not Found” Branch in ALL 4 Find Blocks
Workflow Builder
Block duplication
Enterprise plan only
Full Release
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Formula column support
Workflow Builder
Feature description Users can now:
Target audience
Use cases
Enterprise plan only
Full Release
“Not Found” Branch in all 4 Find Blocks
Workflow Builder
Feature description Users can now set a “Not Found” path for both Find items and Find subitems blocks. Instead of stopping the workflow when nothing is found, you can decide what happens next, such as:
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Target audience
Use cases
Enterprise plan only
Full Release
Block duplication
Workflow Builder
Feature description Users can now duplicate blocks and paste them wherever needed in their workflow.
Target audience
Use cases
July 2025 - New releases
GitLab on prem
IDE extension
Enterprise plan only
Full Release
GitLab on prem integration
Feature description This update extends monday.com's powerful GitLab integration to on-premise (self-managed) GitLab environments. It includes support for key workflow triggers like Merge Request Created, Approved, Unapproved, Merged, and Updated, enabling seamless automation for Enterprise development teams.
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Target audience
Use cases
Full Release
IDE extension
Feature description Users can now bring their monday Dev users' workspace directly into their development environment (IDE), enabling developers to manage tasks, view item details, and create feature branches without leaving their IDE.
Target audience
Use cases
July 2025 - New releases
Sequences enhancements
Enrollment view in sequences
Meta Funnel integration
Full Release
monday.mnd
Sequences enhancements
Feature description CRM users are now able to view the estimated next step time within conditional runs in sequences and "mark as done" manual tasks within the timeline.
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Target audience
Use cases
Full Release
monday.mnd
Enrollment view in sequences
Feature description Users can now view enrollment progress and easily see which steps were completed, which are next, and which are upcoming from a dedicated tab. This was previously the "people" tab.
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Target audience
Use cases
Full Release
monday.mnd
Meta Funnel Integration
Feature description CRM users can now import leads from MetaAds into monday CRM and send deal outcomes back to Meta via the integration.
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Target audience
Use cases
July 2025 - New releases
Multi-portals
Gradual Release
monday.mnd
Multi-portals
Feature description Admins can now create multiple fully branded, permission-controlled portals within a single monday account, tailored to different internal departments and external stakeholders. Each portal displays relevant content, such as forms and knowledge bases, specific to its audience, ensuring data privacy through domain-based or SSO permissions.
Target audience
Use cases
July 2025 - New releases
New!
Sub-items in card stack
Gradual Release
Full Release
Sub-items in card stack
Feature description WorkCanvas now offers complete, real-time project visibility by extending the live card stack to include monday sub-items, with a new toggle to seamlessly import and display them hierarchically. This enhancement allows users to see and manage their entire workflow, from high-level tasks to granular details, all within the WorkCanvas environment, with real-time, two-way synchronization.
Target audience
Use cases
July 2025Marketplace New releases
Rewind
Backup & Recovery add-on
marketplace
Marketplace link
Rewind
Backup & Recovery add-on
App description An enterprise-grade backup and recovery solution that provides monday.com customers with detailed control over restoring, exporting, and safeguarding their data, all under full governance oversight.
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Target audience
Capabilities
Use cases
A developer gets a new bug assigned as a task item in monday, the 'Task context' widget immediately provides an instant overview highlighting similar past issues, names relevant team members, and directly links to related code changes and documentation. This allows the developer to rapidly diagnose the problem, understand its history, review the code, and quickly collaborate with the right people, leading to a much faster resolution and minimal user downtime.
Selling points
This improvement helps with the reliability and trust in the form-builder experience. This initiative aligns with our goal of delivering an exceptional product experience by ensuring forms work seamlessly with board-level validations.
Target audiences
monday CRM users only -
Target audiences
Use cases
Target audience
All WorkCanvas and monday.com users.
Use cases
A large enterprise can use the Multi-Portal feature to create separate portals for different departments, such as IT, HR, and Facilities, as well as for external stakeholders like suppliers.
Selling points
Selling points
Use cases
July 2024
Mar 2025
Nov 2024
August 2024
Apr 2025
Dec 2024
May 2025
Sep 2024
Jan 2025
Oct 2024
Feb 2025
June 2025
Tech-info
How does it work?
Use cases
Target audiences
Tech info
Information that can be pulled:
Out of scop at the moment -
Use cases
Tech-info
Limitations
Target audiences
All monday service users
Target audience
monday dev users on Pro and above plans with AI enabled on their accounts.
Target audiences
Target audiences
Use cases
Watch use case example
Watch use case example
Watch use case example
Watch use case example
Target audiences
Use cases
Target audiences
The Add-on is designed for mid-market and enterprise customers (100-1000+ employees) that rely on monday.com to manage their work efficiently. These organizations use Rewind two primary reasons:
- Business Continuity and Operational Resilience – To ensure critical workflows, processes, and collaboration across departments remain uninterrupted.
- Data Governance and Compliance – To meet strict regulatory requirements and internal governance policies.
Potential personas:Selling points
Selling points
These enhancements enable users to:
Target audiences
All monday users in all tiers.
Target audiences
Target audiences
Target audiences
Selling points
Use cases
Use cases
This enhancement is useful for long forms, especially with a lot of conditional logic. It makes creating and editing them much easier.
Tech info
Additional capabilities: It also supports comprehensive reporting through dashboards and widgets, offering insights into service efficiency and enabling service leaders to demonstrate their organizational impact and professional excellence.
Out of scope at the moment:
Target audience
All WorkCanvas and monday.com users.
Target audience
monday dev users on Enterprise plan who have seats in work management.
Target audiences
Target audiences
Target audiences
Selling points
Target audiences
Use cases
A marketing team can use the centralized design tab to quickly customize a lead capture form, setting the background image, font style, and colors to match their brand, all from one location.
Use cases
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:Use cases
This feature is especially useful in cases of robust workflows that are loaded with branches, where rapid work and minimal setup time are needed.
Use cases
Use cases
This feature is very useful and simplifies the process of providing feedback and reporting issues.
Use cases
A software development team can automatically trigger notifications and actions when a Merge Request (MR) is created, approved, merged, or updated.
Use cases
Use cases
Target audiences
Target audience
monday dev users using Visual Studio, Cursor or Windsurf as their IDE (dev environment).
Use cases
Target audiences
Tech-info
Q: Will users be able to override required status?A: No, form builders cannot override or hide required board-level columns. These are locked by design. Q: What happens to old forms with logic? A: The builder cannot newly require a column if it has connected logic from the form. Existing logic remains, but the builder is blocked from conflicting updates via the board.
Selling points
This unified approach not only enhances the form-building experience but also lays the groundwork for future customization options, such as form themes and button styling.
Tech info
How does it work?
- When you open an item in your tasks board, a new "Task context" widget appears at the top of the item description page.
- Quality and relevance improve with more detailed, past-generated items.
- Get full context: similar tickers, relevant people, recent code changes, and more, or request specific context.
Limitations: The quality of the results in 'Task context' is limited by the quality of the data. Accounts with very detailed tasks, sprints and epics, that communicate using monday, will benefit much more than those that use 3 word titles.Target audiences
Target audiences
All monday service admins.
Selling points
Selling points
Tech-info
Use cases
Target audience
All WorkCanvas and monday.com users.
Use cases
Software developers writing code in their dev environment can quickly see their current sprint backlog, progress, and upcoming tasks directly within their IDE, helping them stay aligned without ever leaving their code. They can see the item ID, open the item to create a feature branch, create a pull request, and open the item in monday dev interface.
Selling points
This feature is a core addition to the monday service. It enhances service quality by providing real-time tracking of service level agreements (SLA).
Target audiences
Use cases
Users who wish to edit docs using AI from the doc interface can focus more on the content rather than styling, formatting and editing.
Target audiences
Use cases
Target audiences
Tech info
- Status Label Mapping: Epic's status values can be mapped to project statuses
- One-way sync: Epics sync with the project board, and changes in the project do not affect the source epics. The goal is to reflect work, not control it from the portfolio.
- Connected Boards Column: A connected board column will be created on the Epic board, showing each Epic's linked project item.
- Add More Epics: Use the “Edit Project” modal to include additional epics after setup and edit the columns and labels mapping.
Limitations: In the current phase, the agile projects will not support multiple epics boards.Selling points
Tech-info
How does it work?
Tech-info
Out of scope
Use cases
Target audiences
Target audiences
Form builders
Target audiences
Use cases
A common use case involves RFP or content files (PDF, Doc, Excel) that require the retrieval of specific values when dealing with multiple files or versions.
Target audience
monday dev users on the Enterprise plan.
Use cases
Any use case that involves extracting information from files, such as:
Use cases
Selling points
Use cases
Target audiences
Use cases
Project managers and resource managers need to assign suitable and available resources to projects based on unique attributes such as job role, skills, and location, ensuring the best match for project requirements.
Selling points
These enhancements:
Use cases
Target audiences
Selling points
Target audiences
Feb 2024
May 2023
Sep 2023
June 2023
Mar 2024
Nov 2023
Apr 2024
July 2023
Dec 2023
August 2023
May 2024
Jan 2024
Use cases
Target audiences
Use cases
An HR department conducting an employee satisfaction survey. By clearly indicating that the form is anonymous and showing whether respondents are logged in, employees can feel more secure and informed while providing honest feedback.
Tech info
This feature is currently only available in the CRM product but will later be extended to support additional products, and the scale will be further increased to support importing 100k items by the end of 2025.Known limitations:During Alpha, only the following columns will be supported: Text, long text, email, numbers, link (url), date, name, phone, status Currently out of scope:
Use cases
Use cases
App capabilities
Enterprise-grade partner:
- Fully compliant with SOC 2, HIPAA, GDPR, and ISO certifications.
- Serving 25,000+ customers, including Panasonic, Deloitte, and Stanley.
This solution enables customers to:- Automate daily and on-demand backups
- Restore data at both account-level and granular levels
- Maintain unlimited data retention
- Access full audit logs
monday.com experience: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
A customer support team can use the SLA management feature to ensure timely responses to customer inquiries. By setting up SLA columns with specific time-to-resolution targets, the team can prioritize tickets based on urgency and track their progress in real-time.
Use cases
Any use case that involves lead management, requiring streamlined lead tracking and closing the loop by syncing deal outcomes (won/lost).