Create AI Task Workflows with Monday.com AI

If your team loses time tracking tasks manually or your project boards lack intelligence like effort estimation, deadline alerts, or automation suggestions, Monday.com AI can help you upgrade your workflow instantly. This guide shows how to build AI-enhanced task boards, automate status updates, and integrate it end-to-end into your business safely — even as a solo developer.

🧩 What You’ll Learn

• Create smart task boards 🧰
• Enable AI for estimation & insights 📊
• Build automations (no code needed) 🤖
• Integrate boards securely with role-based access 🔐
• Showcase your AI pilot for industry-ready use-cases 💼

🪜 Step 1: Create a Board

1. Open Monday.com → Create Board → Project Management Template 🧰
2. Rename columns:
   • Task
   • Owner
   • Status
   • AI Effort Estimation (Numeric)
   • Priority

💡 Tip: Use “Main Table” as your task database.

🧩 Step 2: Enable Monday AI

1. Open top menu → Click AI Assistant ✨
2. Enable insights:
   ✅ Deadline risk alerts ⏰
   ✅ Effort estimation 📊
   ✅ Follow-up suggestions 🧭

Save ✅

🔁 Step 3: Create Automated Rules‍

Go to Automations → Add Rule

Add:

When status changes → Notify owner via email 📧
If deadline is close → Mark priority high 🚨⚡

⚙️ Step 4: Secure Embed Board Internally or Public Link‍

For your site:

1. Use ONLY official share/embed links 🔗✅
2. Paste into Webflow Embed block in your “Services” or “Use Cases” page.

🎯 Outcome

• AI-driven task board ready ✅
• No overlapping card sizes if later filtered 📊
• Scales safely without WordPress-style plugin risk 🔐

💬 Pro Tips

• Keep column names consistent to avoid filter mapping errors ✅
• Test automations with 5 sample tasks 🧪
• Export data to CSV if migrating later 🔁

🚀 How We Can Help

✅ Build multi-tool workflow automations
✅ Add team training + monitoring dashboards
✅ Create scaling roadmap for your first 1000 tasks/projects
✅ Monthly support for upkeep

👉 Get Started — from $99/month

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