AI summaries

Feature requests
1

Description

Its great to see Monday add AI capabilities. A great use of AI and a “small language model” is to collect all information about an account into a 1 page summary that can be used to prepare for a meeting. Ideally the summary can be configured to include what the user finds most valuable. It should be able to include information from account specific boards, task boards, contact boards, pipeline boards etc.

What are you trying to achieve

pull together background information and task/action items into a 1 page, configurable summary to prepare for a meeting. Maybe feed into another AI tool to auto-gen a slide deck…

2

Hi @LawrenceDerany We do this using the monday.com agent in Microsoft 365 Copilot. It pulls data from multiple boards, summarizes the information, and then generates a slide deck. Here’s an article that explains it in more detail. Using the monday.com agent in Microsoft 365 Copilot – Support

3

Thanks for that information.

We are mostly a Gemini shop. Monday AI is built on Gemini. A Monday.com agent for Gemini would be great. Or opening up Monday for Gemini notebookLM.