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30 Minutes to Smarter Projects: AI Workflows & Reports

Key Takeaways and Recording On-Demand of Our monday.com User Group Session

Stop chasing updates and start letting AI do the work – here’s how

If your week involves chasing project updates, building reports from scratch, or finding out something’s off track only after it’s already a problem, you’re not alone. At this month’s MUG, our experts from Provident CRM, Cian Brennan and Shauna Riordan spent 30 minutes showing exactly how AI inside monday.com can change that.

This session is for anyone who wants to learn how AI can handle their reporting, flag their risks, and build their workflows, so your team can focus on actually delivering.

 

What we covered

1. Portfolio management and AI reporting
  • Connected project portfolios that update themselves
  • AI that scans your projects and flags risks before they escalate
  • One-click AI-generated status reports ready to share with stakeholders
  • Ask AI sidekick anything about your portfolio and get an instant answer
  • Auto-generated dashboards built from your live project data
  • Custom portfolio views built in minutes with monday vibe
2. AI workflows in action
  • Build a working workflow from a plain-language prompt — no technical setup needed
  • Customise ready-made templates to match your exact process
  • Automatically route, assign, and escalate across boards without manual intervention
  • Connect workflows across multiple teams — from marketing to sales to customer success

 

Watch the full recording

Missed the live session? Watch the full recording to see Cian and Shauna go from a blank board to a fully working portfolio setup and two live AI workflows. If you’ve ever wondered what AI in monday.com actually looks like in practice, this is the most practical 30 minutes you’ll spend on it.

Watch Recording
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