This month is all about efficiency, flexibility and smarter automation.
The July updates bring numerous improvements that will save you time in your day-to-day work: whether filtering by voice input, setting up complex workflows or integrating AI tools into your processes.
Whether you work with monday CRM, use WorkCanvas or create automations, these features will help you get to your goal faster and get even more out of monday.com.

Here you can find an overview of all the highlights of the month, including practical use cases!

Work OS platform

New “Report” function for boards

Status of the update: fully rolled out

There is now an easy way to report boards directly – thanks to a new “Report” button in the board view.

What is new?

• Users can use the new button to give feedback or report problems
• You will be forwarded directly to the Help Centre
• This opens a structured form that collects all the necessary information, including with regard to regulatory requirements

Why is this helpful?

• This function ensures greater transparency and trust when dealing with boards and makes it easier than ever to provide feedback or report problematic content.
• In larger teams in particular, this is an important step towards clearer responsibilities and better communication.

Source: monday.com

Rearrange diagrams directly in the widget

Status of the update: fully rolled out

You can now adjust the order of your charts directly in the widget settings without any workarounds or detours.

What is new?

You decide yourself in which order the data is displayed in the diagram – instead of according to standard logic (e.g. alphabetically or numerically).

Use Case

A marketing team wants to visualise the performance of a campaign by phase – from awareness to conversion – in a clear, narrative sequence. No longer a problem with the new function. Ideal for anyone who not only wants to present data correctly, but also in a meaningful and understandable way.

Convert text directly into filters with monday AI

Status of the update: fully rolled out

With the new “Text to Filter” function, you no longer need complicated filter menus:
You can simply enter your search criterion in natural language and monday AI automatically converts it into the appropriate filter settings.
This function is particularly helpful for anyone who wants to get a quick overview without having to struggle with manual filters.

Use Cases

The function is particularly useful for:

• Team leads & project managers who need quick drilldowns or status overviews
• Managers who want to view KPIs or progress at a glance
• New or less tech-savvy users who want to use monday as intuitively as possible

Source: monday.com

monday Work Management

AI Smart Assignment: Find the right resources automatically

Status of the update: partially rolled out

With the new AI Smart Assignment, resource planning in Capacity Manager is now even more intelligent:
Instead of placeholders, monday.com now automatically suggests specific, suitable team members for assignment.

How does it work?

The AI analyses tasks, skills, roles and availability to find the best match.

Why does this make sense?

Project and resource managers save valuable time and ensure that tasks are assigned to the right people with the right skills and capacities, regardless of role, location or expertise.
Particularly relevant for enterprise accounts and PMOs working with complex project portfolios.

Source: monday.com

monday CRM

Improvements to the CRM sequences

Status of the update: fully rolled out

The sequences function in monday CRM is constantly getting smarter, with the latest updates you can control and keep an eye on your sales processes even better.

What is new?

CRM users can now view the estimated time for the next step in conditional runs in sequences and mark manual tasks as completed within the timeline.

Use Cases

Sales teams in Pro and Enterprise plans who want to plan their follow-ups better, maintain an overview and control their sequences flexibly will benefit from these improvements.

Source: monday.com

Improved overview in the enrolment view of sequences

Status of the update: fully rolled out

The previous “People” view in the sequences is now called “Enrollment” and offers a clearer representation of progress.

You look at one step:

• which steps have already been completed
• what is currently running
• and what tasks are coming up next

Use Cases

This is a practical aid, especially for sales staff in Pro and Enterprise plans, to track their sequences clearly and visually.

Source: monday.com

New meta funnel integration: seamlessly bring leads into the CRM

Status of the update: fully rolled out

For all those who work with Meta Ads, there is now a practical extension in the monday CRM:
With the new Meta Funnel integration, you can import leads directly from the Meta Ad Manager and in return also return deal results (won/lost).

Why is this helpful?

• No more manual transfer of leads
• Lead tracking and campaign performance remain synchronised throughout
• Ideal for marketers, entrepreneurs and CRM admins who want to optimise their ads in a targeted manner and automate the entire process

This is perfect for anyone who values efficient lead management and clear performance measurement.

Source: monday.com

monday dev

monday.dev directly in the code: The new IDE extension

Status of the update: fully rolled out

With the new IDE extension, you can bring your monday Dev Workspace directly into your development environment – without having to switch tools.

What is possible?

• View tasks from the current sprint directly in the IDE
• Call items, create feature branches and create pull requests
• Everything without leaving the IDE, regardless of whether you are working with Visual Studio, Cursor or Windsurf

Why is this practical?

Developers stay in the flow: they see progress, backlog and upcoming tasks right next to the code and are always synchronised with the team via monday dev.
A real plus for anyone who prioritises efficiency and focus in development.

monday Service

Several service portals in one account, for internal & external target groups

Status of the update: rolled out in stages

With the new multi-portal function in monday Service, admins can now create multiple, individually branded portals within a single monday account, including specific authorisations.

What is new?

• Separate portals for internal departments (e.g. IT, HR, facility management)
• Own portals for external stakeholders such as suppliers or partners
• Each area only sees the content that is relevant to it, e.g. forms, knowledge base articles or status updates
• Access can be controlled via domains or SSO authorisations

Use Cases

Ideal for large companies that want to control their service processes centrally and at the same time structure them clearly, without compromising on data protection or usability.

monday AI

AI now reads multiple files simultaneously

Status of the update: fully rolled out

With the new “Extract from multiple files” function, you can now retrieve specific information from several uploaded files at the same time, whether PDFs, Word documents or Excel files.

What is new?

• Supports different file formats simultaneously
• Works with multiple files in the same file column
• Ideal if you need specific values or content from different versions or attachments

Use Case

You are working on a content project with several documents and want to extract certain information (e.g. prices, requirements or schedules) quickly without having to search through everything manually.
This is now possible with this function, which not only saves time but also increases accuracy, especially in complex document processes.

Source: monday.com

MCP: The new interface between AI-Tools and monday.com

Status of the update: fully rolled out

With the new MCP (monday Communication Protocol), monday.com opens up to external AI tools such as Claude, Cursor & Co. and takes your workflows to the next level.

What does MCP do?

MCP is an open protocol that enables external AI assistants to interact directly with monday – for example with:

• Boards, items and columns
• Updates & comments
• Also in the future: workdocs, dashboards, automations and more

Find out more about monday MCP here

Why is that exciting?

Instead of laboriously building your own integrations, you can now integrate AI agents with just a few clicks, which perform tasks automatically and speed up processes.

Typical use cases:

• Migration: Quickly transfer Jira projects to monday – Learn more
• Notes: Automatically convert handwritten notes into items – Learn more
• Research: Create competitive analyses in 2 minutes – Learn more
• Analysing the product lifecycle: ask questions about your data and get instant insights – Learn more

Who is MCP intended for?

The monday MCP Server is aimed at a wide range of user groups who want to seamlessly integrate AI into their workflows without having to completely rebuild existing structures:

• Existing customers such as admins or builders who want to integrate autonomous AI agents without redeveloping their GraphQL flows
• New prospects evaluating monday.com as an AI execution platform – especially during the 14-day trial period, MCP ensures a quick start with noticeable added value
• Workspace Admins & Power Users who can conveniently activate the hosted version of MCP via OAuth
• Developers & partners who want to implement in-depth customisations through the open source or private edition
• Enterprise and mid-market customers who have high requirements for security, IdP integration or on-premise connectivity

MCP offers the right approach for every target group, from rapid activation to customised system integration.

monday WorkCanvas

Sub-items now also visible in the card stack of WorkCanvas

Status of the update: fully rolled out

With the latest extension in the WorkCanvas, you can now display not only main tasks but also sub-items directly in the card stack, including real-time synchronisation with monday.com.

What is new?

• Sub-items can be seamlessly displayed using a toggle
• Display in a hierarchical structure for a better overview
• Two-way synchronisation ensures that changes in WorkCanvas and monday are automatically synchronised
• This allows you to see all project information at a glance, from the big picture to the details

Use Case

• Project managers activate the sub-item toggle to see all detailed tasks from monday directly in the card stack
• The hierarchical visualisation enables team leads to better assess project progress, deploy resources in a more targeted manner and identify potential bottlenecks more quickly

monday Workflow

! Is now fully rolled out for accounts with the Enteprise plan!

Formulas can finally be used in the automation flow

Status of the update: fully rolled out

You can now use values from the formula column directly in your workflows.

What is new?

• Formula values can be retrieved via the “Get item data” block
• They can be included as text in emails, notifications or updates
• The converter blocks can be used to convert formula values into numbers or data
• You can use them in all fields that expect numbers or data – fully integrated in the Workflow Builderl

Use Case

• Email with formula value: You can now display a calculated result in an automated message
• Convert date or number: Formula value as text? Convert with one click and use in the next step, e.g. for due dates, amounts or periods.
• Full integration: Use formula values in all actions where you work with calculations, filters or conditions.

Source: monday.com

Not Found” branch: Workflows continue to run – even if nothing is found

Status of the update: fully rolled out

A common problem in automated processes is finally a thing of the past:
Users can now set a “Not found” path for “Find elements” and “Find sub-elements” blocks. Instead of stopping the workflow if nothing is found, you can now decide what should happen next, e.g:

• Sending a notification
• Creating an alternative article
• Updating a status
• Or any other action supported by workflows

Use Case

• Sales CRM: If no suitable deal is found, the responsible sales rep automatically receives a message or a new entry is created
• Task link: If the linked subitem does not exist, a status can be set or a replacement flow can be started
• Onboarding: If the profile item for a new employee is missing, it is created automatically without manual intervention
• Content Review: If a review task cannot be found, the person responsible is informed to check the setup

Source: monday.com

Simply duplicate blocks

Status of the update: fully rolled out

A small but extremely helpful update for anyone who builds complex automations:
You can now duplicate individual workflow blocks and insert them again at any point.

What is new?

• Each block can now be easily copied
• Ideal for extensive workflows with many branches and repetitions
• Saves time during assembly and ensures greater clarity

Conclusion

The July updates show once again how monday.com is consistently sharpening up in the right places – with features that make everyday life noticeably easier: from better AI integration and more workflow flexibility to practical improvements for developers, admins and project teams.
Whether CRM, automation, WorkCanvas or service portals – there is something for every team.

Do you want to use the new functions directly in your company?

Contact us!
We support you in making the most of the new possibilities with a project tailored to your processes.We support you in making the most of the new possibilities with a project tailored to your processes.