Ever wished you could tap into the expertise of monday.com wizards who could reveal all those productivity secrets you’ve been wondering about? Our monday.com AMA (Ask Me Anything) sessions are here to make that happen! Hosted by Provident CRM’s Customer Success team, Amy McLaughlin and Cian Brennan, we’re pulling back the curtain on everything from simple board setups to advanced automation strategies. It’s all about YOU and making sure you get the most out of monday.com.
If you missed the live session or simply want to revisit the insights shared, we’ve got you covered. Below, we’ve listed the top 8 questions we answered during the AMA, along with video explanations to guide you through each one. Dive in to find solutions to your most pressing monday.com questions!
Here are just a few of the questions from our attendees that we tackled live:
Click on any question to jump directly to the answer and video explanation.
Answer: Yes, absolutely! monday.com has big plans for AI in 2025, and the platform will be evolving with even more advanced AI features designed to help you streamline workflows and make smarter decisions. During the AMA, we shared some exciting insights from monday.com’s 2025 roadmap, including the introduction of AI-driven risk management features and AI-analysed reports.
Here’s a glimpse of what’s to come:
AI Risk Management: monday.com will soon be able to automatically identify risks across hundreds of projects. This feature will continuously execute AI insights, highlighting urgent risks, so you can take action faster. It’s all about staying ahead of the curve and managing projects proactively.
AI-Driven Portfolio Report: With the new portfolio report, you’ll be able to spot key trends at a glance and uncover potential risks with clear, data-backed summaries. The AI will analyse patterns and insights, turning complex data into easy-to-understand summaries, charts, and key metrics that will help you make informed decisions.
It’s clear that monday.com’s AI capabilities will only get more powerful as the year progresses.
Watch Amy’s explanation in the video below to learn more about how AI will be a game-changer for your monday.com experience in 2025.
Answer: Yes, you can! While formulas are one way to dynamically insert values, there are alternative methods to include column values in a description without using formulas.
Cian explains two methods during the AMA session:
Automation Method: The first option is setting up an automation to update the description whenever a column value changes. You can set it up by saying, “When a column changes, create an update with this text.” The automation will automatically take the dynamic value from the column and update the description for you.
Monday Docs Method: Another way is using monday.com Docs. In monday Docs, you can easily bring dynamic values from your boards into a document. To do this, go to “More Options” in the document, select “Dynamic Values”, then choose “Column Values”. This will automatically pull in the relevant data from your board directly into your document, making it easy to manage and share dynamic information.
Watch Cian’s demo below to see both methods in action and learn how to apply them to your own monday.com setup!
Answer: Yes, you can send emails ad hoc within monday.com’s Work Management tool. However, if you’re looking to bulk send or mass email, you’ll need monday CRM, which is specifically designed for sales pipelines and business processes where mass communication is essential.
In Work Management, to send emails, simply open a task on your board, click on the “+” button, select “Add a View,” and choose “Emails and Activities.” However, keep in mind that this feature will soon be a paid add-on, so be sure to check if it’s a fit for your needs.
The first time you use it, you’ll need to integrate your email address, but once that’s done, you can use features like templates and quick population to make the process more efficient.
If you find yourself frequently needing this feature and want more robust options, monday CRM is the next step. It’s designed to handle bulk emails, sales processes, and integrations at scale. If that’s something you’re interested in, reach out to us to get set up with monday CRM, which can provide more tailored solutions for your business.
Watch Amy’s explanation in the video below to see how this all works in action.
Answer: The email notification titles in monday.com are part of the platform’s standard functionality, and they usually include the entire content of the notification in the subject line. Unfortunately, this can’t be customised in the default notification settings.
However, Cian explains that you do have some control over user notifications. To manage your email notifications, go to the Administration section, then head to Customisation and select “User Notifications”. From there, you can tick or untick different notifications to control what you receive, helping tailor the experience to your preferences.
Watch Cian’s explanation in the video below to see how you can manage your notifications and customise your own automated emails.
Answer: While monday.com doesn’t offer an official way to group widgets together within a dashboard, Cian shares a clever workaround to help you organise them. You can move widgets around and position them closer together, and if you want to give them a title, simply add a text widget and use it as a title for the grouped widgets.
This is a great example of how, even though no platform is perfect, our experts can help you get as close to your ideal setup as possible. These little workarounds can help you create a more organised, intuitive dashboard, and while this feature isn’t available yet, hopefully, it will be added in future updates.
Watch Cian’s demonstration in the video below to see how this can be done!
Answer: monday Service is the latest addition to the monday.com platform, designed specifically to streamline the service experience for support teams. It’s a ticket-based system that includes built-in automations, AI features, and automatic responses to help you manage and resolve customer requests efficiently.
Amy explains that monday Service comes with a fully customisable portal, where users can submit their tickets, similar to software like Jira, but with the added benefit of being fully integrated into monday.com. You can even customise the portal to match your branding, ensuring it aligns with your team’s unique needs.
The real advantage here is that monday Service consolidates everything into one platform, eliminating the need for external tools. By using monday.com for both project management and service management, you create a single source of truth for your team, making it easier to stay organised and reduce tool overload. Less fragmentation means lower costs and more efficiency in your processes.
Watch Amy’s detailed explanation in the video below to learn how monday Service can help your team.
Answer: Yes, monday.com has a mobile app that allows you to perform most of the tasks you can do on the desktop version, making it easy to stay productive while on the go. Cian explains that while there are a few limitations, like the inability to mass email, the app has been regularly updated with a faster engine to ensure smooth animations and a better overall user experience.
For teams on the move, the mobile app is crucial. Being able to update their tasks, perform audits, or collect data in real-time without needing to be at a computer is essential. And the monday.com app ensures that all information syncs seamlessly with the desktop version, making it just as robust and user-friendly.
Answer: As of now, automations on mirror columns aren’t possible, but Cian mentions that it may be something we see in the future. While there’s no confirmed timeline yet, monday.com is always evolving, and features like this can be implemented based on user feedback and needs.
Speaking of feedback, Amy shows us how you can submit your ideas directly to the monday.com development team, by simply navigating to the Help button at the bottom right of your screen, select “Contact Us”, and then choose “Submit an Idea”. From there, you can share your suggestions, check if anyone else has submitted a similar idea, and keep an eye on whether it gets rolled out in future updates.
This is just one of the reasons why monday.com is so great – they listen to their users and are constantly working to improve the platform to make it better and more usable for all teams.
Watch below to see how you can submit your ideas and potentially see them come to life!
It was fantastic to have the time and space to dive into your questions and give you the answers you’ve been looking for. We’re incredibly grateful for everyone who participated and made this first AMA such a success. This is exactly what makes these sessions so valuable – getting to interact directly with you and tackle the topics that matter most.
Stay tuned for our next AMA session, where we’ll continue answering your questions, diving into new features, and exploring ways to make your monday.com experience even better. You can also watch the recording in its entirety here. In addition to the AMA, don’t miss our monday.com User Group (MUG) sessions. Every two months, we focus on a particularly exciting feature, new roll-out, or real-life use case that many users have found extremely helpful. It’s a great way to get insider knowledge and see how others are using monday.com to achieve success.
If you’d like to learn more about monday.com or have specific questions tailored to your unique use case, don’t hesitate to reach out to us. We’re is here to provide expert guidance and help you optimise monday.com to fit your business needs.
