March brings exciting new features for monday.com! The latest updates make the platform even more powerful, flexible and intuitive. Whether improved automations, optimised workflows or new integrations – these features will help you, your work processes even more efficiently.

In this blog post, you can find out all the important details about the current changes and how they can make your everyday work easier.

Work OS platform

Enterprise Add-on with make.com

Status of the update: fully rolled out

Make is a visual, flexible and scalable add-on for no-code/low-code automation, that helps to organise processes efficiently and map systems clearly.
Thanks to this new add-on, monday.com users can connect over 2.000 platforms with more than 8,000 pre-built integrations.

Only for:

• Enterprise subscriptions
• C, VP and D level managers in IT/Biz-tech/Ops
• Managers in various non-technical business areas (project management, finance, marketing, HR , etc.)

Find out more about Make and its possible uses with monday.com:

Source: monday.com

Audit log Insight into the API token

Status of the update: fully rolled out

Admins gain insight into the use of personal API tokens by users via the audit log:

• API access token is displayed: This event is logged when a user accesses their API token via the Admin Panel or the Developer Centre.
• API access token regenerated: This event appears when a user regenerates their token via the administration console or the developer centre.

Source: monday.com

New list view for sub-items

Status of the update: partially rolled out

The previous sub-items widget in the item card has been replaced by the new list view, which is automatically filtered by “Sub-items only”. This change not only improves performance, but also brings new functions:

This function is suitable for:

• Grouping according to various criteria
• Real-time updates
• Advanced filter options
• Add sub-items directly via the widget

Source: monday.com

New “My rights” view for more clarity on authorisations

Status of the update: partially rolled out

Users now have access to the new “My permissions” view, which shows them exactly which actions they are authorised to perform on a particular board – and which they are not. All authorisations and access levels are taken into account. Users also receive clear information on why certain permissions are blocked and who they can contact to request additional permissions.

Use Case

This function contributes to every use case in monday.com, but is most beneficial for complex authorisation approaches (e.g. combinations of account, workspace and board).

Source: monday.com

Automatic dispatch of dashboard reports as PDF files

Status of the update: partially rolled out

Users can now automate the sending of reports by scheduling emails with PDF attachments directly from their dashboards. This feature allows dashboard owners to share up-to-date reports with all relevant stakeholders on a regular basis – significantly reducing the manual effort required for creation and distribution.

Use Case

This function is suitable for managers who need to present weekly performance reports to the leadership team and other stakeholders.

Source: monday.com

monday Work Management

Resource planner and capacity manager

Status of the update: partially rolled out

The resource planner helps users to define at project level which resources they need, for how long and to what extent.
The Capacity Manager also provides users with an overview at portfolio level to identify which team members are over- or under-utilised.
This function is only available for the Enterprise level of monday work management

Use Case

This function benefits all use cases where resource planning or high-level planning in advance is part of the project process.

monday CRM

Timeline for emails & activities in focus

Status of the update: full released

Users can now enable a reflection of their internal timeline status for emails and board level activities.
Available for:

• monday CRM users
• Sales Manager
• Subscription: Pro+ and higher

Use Case

Sales employees need fast and user-friendly tools to centrally record, analyse and optimise customer contacts such as emails, calls, meetings and chats. This allows them to maintain an overview, react faster and continuously improve their sales processes – for more efficient workflows and stronger customer relationships.

Source: monday.com

CRM emails & activity autofill with AI

Status of the update: fully rolled out

This AI-supported function analyses communication data and provides valuable insights for the management level. It enables:

• Intelligent analyses: Recognition of trends, moods and intentions to support well-founded decisions.
• Forecasting & optimisation: assessment of business success and churn risks as well as targeted improvement of sales strategies.

The function is available for:

• New and existing users
• The test version is based on the AI offer
• All levels

Use Case:

Sales managers in particular, who are preparing for a weekly team meeting, can use the AI timeline to get a quick overview of the last 10-15 sales activities.

Source: monday.com

monday dev

Daily Standup

Status of the update: partially rolled out

The new Daily Standup function in the Sprint menu provides a structured overview of team updates to make daily meetings more efficient and focussed. It displays current activities and tasks and provides AI-supported recommendations for prioritisation. With integrated timers and navigation aids, the feature ensures that discussions remain focused – and supports teams in optimising their performance and strategic decisions.

Find out more about monday dev and its possible applications in our blog post:

Source: monday.com

Sprint summary

Status of the update: partially rolled out

The new function uses AI to automatically create a structured summary of all activities and results of a completed sprint – directly in a clear monday workdoc. The report highlights key successes, challenges and learnings and enables teams to reflect on their performance quickly and in a targeted manner.
The function is available for all monday dev pro+ & Enterprise accounts.

Use Case

A product manager can use this function to efficiently prepare for a sprint retrospective by retrieving dynamic information directly from a sprint on their sprints board.

monday Service

“That helped me” – Faster ticket resolution by end users

Status of the update: partially rolled out

The new “This helped me” button allows end users to mark resolved tickets themselves, avoiding unnecessary reopening and saving the service team time.
At the same time, flexibility is maintained: Tickets can be reopened via the portal or by email if required – including a clear time frame for all reopen activities.

Use Case

In a team environment, a ticket is considered solved if:

• a service team member gives an answer that is marked as a solution in the timeline,
• an AI-generated answer successfully solves the problem or
• an e-mail reply from the service team is sufficient to clarify the problem.

Autonomous AI responses in the customer portal – efficient & controllable

Status of the update: partially rolled out

Thanks to the automatic AI response, service team members can process tickets much faster, as the AI responds automatically if the ticket is trustworthy. At the same time, team members and admins retain full control and can deactivate the automatic response for individual tickets if required.
If the AI response is not sufficient or unclear, users can request human support at any time.

Use Case

By implementing the automated AI solution, service teams can automatically resolve common and repetitive issues, such as password resets or account requests that meet a predefined trust threshold.

monday AI

Extensions to the “Extract with AI” block

Status of the update: fully rolled out

Users now benefit from the extended functions in the Extract block, including

• Support for multiple file formats such as images, Excel, Word documents and PDFs
• Higher page limits for data extraction

Use Case

The improvements to the Extract block offer a clear advantage, particularly in the following use cases:

• Receipt of offers in different file formats by suppliers
• Filtering out relevant information from extensive and complex legal or compliance documents

Source: monday.com

Additional instructions in the AI block “Summarise”

Status of the update: fully rolled out

Users can now use the “Additional instructions” option in the “Summarise” block to obtain even more precise results that are better tailored to their needs.

Use Case

The extended functions of the “Summarise” block offer real added value in the following situations in particular:

• Processing of support tickets where the assessment of the enquiry has an impact on SLAs
• Quickly summarise structured information from emails and feedback from multiple customers or meeting participants

AI now uses updates as input for all blocks

Status of the update: fully rolled out

Users can now use their updates as input for a variety of AI actions.

Use Case

• Status tracking: Status updates can be organised into different categories to provide a clear overview of progress, projects, approvals and more.
• Important content from certain updates – such as dates, persons responsible or instructions – can be specifically transferred to text columns.

Understandable AI blocks thanks to integrated descriptions

Status of the update: fully rolled out

Users can now view the description of a selected block at the top of the module to understand the purpose of the block.

Use Case

This improvement is very useful for first time users and in cases where new blocks are added to the block suite to understand what this AI block is used for or what it is currently implementing.

monday Workforms

Rearrange questions in the form using the sidebar

Status of the update: partially rolled out

Users can now easily rearrange the questions using a minimap or the left sidebar, giving them a clear overview of the structure of a form.

Source: monday.com

monday Workflows

New trigger block: Trigger workflows for every column change

Status of the update: fully rolled out

Users can now trigger workflows by making any changes to their boards, thereby bundling multiple processes into a single workflow – instead of having to create separate workflows for each column as before.
The feature is available for all enterprise accounts, administrators, designers and power users who automate workflows.

Use Case

If any column in a team’s low-level board changes, the workflow automatically recognises the corresponding element in the department’s high-level board and updates the corresponding data there.
This allows workflows to be triggered flexibly and effectively based on changes in any board – ideal for numerous application scenarios!

Source: monday.com

New action block: Find & link specific sub-items

Status of the update: fully rolled out

Users can now search for sub-items based on column values in any board and apply specific actions to either the found sub-item or its parent element.

The function is available for all enterprise accounts, administrators, designers and power users who automate workflows.

Use Case

If a sub-item in the “Leads” board is updated, users can search for a sub-item of the same name in the “Vacancies” board.
This function is suitable for numerous use cases in which actions are to be applied specifically to sub-items and their superordinate elements.

Source: monday.com

Conclusion

The march updates of monday.com once again show how consistently the platform is being further developed to offer users an even better working environment. With improved functions for automation, structuring and integration, team collaboration is further optimised. Whether you want to refine existing workflows or discover new possibilities, these updates will take you one step closer to working more efficiently with monday.com.

Utilise the full potential of monday.com! 🚀

With the new monday.com updates, you can organise your workflows even more efficiently. But that’s just the beginning! As an official monday.com partner, we support you in setting up your automations and integrations in the best possible way – without any programming effort.

👉 Book a free consultation now and find out how you can perfectly adapt monday.com to your business processes

📺 Learn more in our tutorials: Watch our YouTube videos with helpful tips and best practices for monday.com and automations: