Hi community,
If you're already using AI Sidekick in monday, here's a workflow you might find useful.
We've recently integrated Board Email Reports with AI Sidekick.
What does this mean?
Instead of building reports manually, you can now simply ask Sidekick questions like:
Generate a report on tasks closed during the last 30 days
Sidekick can generate the report directly from your board data, and Board Email Reports can immediately send it to anyone — including people outside your monday account.
No automations.
No integrations.
No guest access.
Just enable the Send Email skill in AI Sidekick and ask for the report you need.
And write an easy prompt:
The best part? Reports can include charts and visual summaries directly in the email body, so recipients get actionable insights without ever opening monday🚀.
And if AI isn't your thing, that's perfectly fine too.
Board Email Reports also includes a collection of custom reports that can be scheduled and sent automatically through monday's Automation Center.
So whether you prefer:
AI-generated reports on demand
Pre-built scheduled reports
you can deliver board data directly to stakeholders without giving them access to monday.