monday.com AI consultancy
Make AI a useful part of your monday.com setup, not just another feature no one uses.
The Workflow People help teams implement monday.com AI in a practical way, connecting AI features to your workflows, automations, dashboards and day-to-day processes so your team can save time and work more clearly.
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Get more value from monday.com AI
monday.com AI can be powerful, but only if it is set up around the way your team actually works.
That is where The Workflow People come in. We help you understand where AI can support your current setup, where it could improve your workflows, and how to introduce it in a way your team can use confidently.
Rather than switching features on and hoping they help, we look at your boards, processes, automations and reporting needs, then shape AI around the areas where it can make a practical difference.
What is monday AI, and why does setup matter?
monday AI brings artificial intelligence into your monday.com workspace, helping teams speed up everyday tasks, summarise information, support workflows and make better use of the data already sitting inside their boards.
Used well, it can become a valuable part of how your team manages work. It can help reduce manual admin, make updates easier to digest, support reporting and give people faster access to the information they need.
But AI is only useful when it is built on the right foundations.
If your boards are unclear, your automations are confusing or your processes are inconsistent, AI may simply add another layer of complexity. That is why the setup matters. Before introducing AI, your monday.com workspace needs a clear structure, sensible workflows and a good understanding of where AI can genuinely add value.
The Workflow People help you get those foundations right. We look at how your team works, identify where AI could make the biggest difference, and help you implement it in a way that supports your processes rather than complicating them.
What your monday.com CRM setup can include
AI opportunity review
We review your monday.com setup and identify where AI could genuinely help, rather than adding features for the sake of it.
AI workflow setup
We help build AI into your workflows so it supports real tasks, processes and team responsibilities.
Automation and AI support
We combine monday.com automations with AI features where they can reduce manual work and make processes easier to manage.
Dashboards and reporting
We help you use AI to support clearer summaries, updates and reporting, so teams can get to useful information faster.
Team training
We show your team how to use monday.com AI confidently, with clear guidance on what it can and cannot help with.
Ongoing improvement
We help refine your AI setup over time, based on how your team is using monday.com in practice.
Practical support from monday.com specialists
The Workflow People work exclusively with monday.com, so we understand how to make the platform work in real business settings.
We do not just tell you which AI features exist. We help you decide which ones are worth using, set them up properly, connect them to your workflows and train your team so they know how to get the most from them.
That means less guesswork, less wasted time and a clearer route to using AI in a way that actually supports your team.
Ready to use AI more effectively in monday.com?
AI can be a useful addition to your monday.com setup, but only when it is connected to the right workflows, processes and team habits.
If you are ready to explore what AI could do for your team, we can help you take a practical next step. We’ll help you understand where it makes sense, what needs to be in place first, and how to introduce it without adding unnecessary complexity.
Trusted by teams using monday.com every day
Our clients come to us when they need monday.com to be clearer, more reliable and easier for their teams to use. We focus on practical improvements that reduce manual admin, improve visibility and help people feel confident using the system every day.
"The Workflow People took the time to understand our business and what we needed from monday.com. The new procurement process has made a real difference to the finance team and has given us much better visibility across the business."
Joanne Stephenson, Promethean Particles
"The Workflow People understood our business needs, and took a systematic approach to restructuring and refining Monday to meet them. We are now set up for years to come and all thanks to Naomi!"
Chris Bagnall, Up Energy Group
"By working with The Workflow People, Graf UK have successfully eliminated up to 5,000 manual actions per month. That's the equivalent of a full-time employee’s workload."
Matthew Rolf, Managing Director, Graf UK
Common questions about monday.com AI
What is monday AI?
monday AI is the artificial intelligence functionality within monday.com. It can help teams speed up tasks, summarise updates, support workflows, create content, organise information and make better use of the data already held in their monday.com boards.
How can monday AI help my business?
monday AI can help reduce manual admin, make information easier to understand, improve task handovers, support reporting and help teams work through updates more quickly. The biggest value usually comes when AI is connected to clear workflows, useful automations and well-structured boards.
Does monday AI need to be set up properly?
Yes. monday AI is most useful when your monday.com workspace already has a clear structure. If boards, processes or automations are unclear, AI can add confusion rather than save time. A good setup helps AI support your team in the right places.
Can The Workflow People help us implement monday AI?
Yes. The Workflow People can help you identify where monday AI could add value, prepare your workspace, set up practical AI use cases and train your team so they know how to use it confidently.
Is monday AI suitable for every monday.com setup?
Not always. Some teams will get more value from improving their boards, dashboards or automations before adding AI. The Workflow People can help you decide whether AI is the right next step, or whether other improvements should come first.
Can monday AI work with monday.com automations?
Yes. monday AI can work alongside monday.com automations to support processes such as task management, updates, summaries, reporting and workflow improvements. The key is making sure AI and automation are used together in a way that supports your actual process.
Will monday AI replace our team’s processes?
No. monday AI should support your processes, not replace them. It works best when it helps your team save time, reduce repetitive work and get clearer information from an already well-planned monday.com setup.