In this blog post, we look at the new updates released by monday.com in October. We have created a brief overview of the new features for each product, in which you can also see directly which monday.com plan the update applies to and which phase it is currently in.
Let’s start directly with the entire Work OS platform and the overarching product innovations.
monday AI
monday Workdocs as an Input
Status of the update: fully rolled out
Users can now use monday workdocs as input for various AI blocks (Extract, Summarise, Write). This function is available to all monday.com users who have agreed to the AI terms and conditions.
Source: monday.com
Use Case
A project manager maintaining a monday workdoc with detailed project updates can now use the AI block “Summarise” to compress long updates into a short and concise summary for the weekly reports. This makes it possible to communicate the project status to stakeholders quickly and efficiently without having to wade through long blocks of text. This feature is particularly useful for managing:
- Task assignments
- Creation of meeting summaries
- Insights into ongoing discussions
This saves time and increases efficiency in project management.
monday WorkForms
Randomisation, alphabetisation and user-defined arrangement of answer options
Status of the update: partially rolled out
When you create a form, you now have even more flexibility and personalisation options: You can randomise the order of the answer options for each respondent, sort the options alphabetically or customise the selection.
Source: monday.com
monday CRM
Quotations and invoices
Status of the update: being rolled out in stages
With the new functions for quotations and invoices, users can now:
- Create and trackall documents from one central location.
- Personalisedocuments with customisable templates.
- Insertdata from any board into your document.
- Sendthe document by e-mail after creation.
You now have a financial overview as everything is summarised in one place.
This function is available for all CRM users on the Pro plan or higher.
Use Case
- The function is for medium-sized companies – sales and finance teams in companies of all sizes who want to increase their productivity and customer satisfaction through optimised billing processes.
- For small and medium-sized enterprises (SMEs) that want to rationalise their billing processes and improve their cash flow.
- For freelancers looking for a simple but powerful solution for managing customer invoices.
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Zoom AI summary
Status of the update: fully rolled out
Users with a Pro plan or higher can now create an AI summary of their meetings with Zoom’ s AIcompanion from Zoom and view it on the email and activity timeline.
Source: monday.com
Use Case
- Sales managers want to get a quick overview of the progress of a meeting.
- Sales staff returning to a particular business need a brief overview.
monday WorkCanvas
New keyboard shortcuts
Status of the update: fully rolled out
Users now have a complete set of keyboard shortcuts at their disposal, including the newly introduced ” Duplicate” command (Ctrl+D / Cmd+D).
Conclusion
We hope, we were able to give you an insight into the monday updates with this blog post and you can use them to optimize your workflow in your company.
If you still have questions about certain points , please get in touch with us. We will clarify the questions and show you how best to use the updates in your monday.com environment.
