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AI Workflows

The AI workflow that keeps you in control

monday Notetaker records the meeting, holds the context, and turns decisions into action items, so every meeting leaves you with real progress.

How it works

Three ways to
build your workflow

Describe it

Describe your process in plain language, and get back a working workflow, every step and condition already built in.

Describe it

Build it

Build the exact path your process needs by dragging blocks onto the canvas, rules, approvals, AI, and agent steps, wired together in one flow.

Build it

Start from a template

Pick a workflow built for a common process, like new hire onboarding, access provisioning, or expense reviews, then adjust it to fit.

Start from a template
Describe your process in plain language and get a working workflow back Build the exact path your process needs by dragging blocks onto the canvas Start from a template built for a common process and adjust it to fit

Why monday workflows

Your tools. Your rules.

See it before it runs

Run the full workflow anytime before it's live, so you know exactly what it'll do before it does it.

Get started
Previewing a workflow run before it goes live

A person decides when it matters

The workflow waits for a named person to approve, or for you to trigger it yourself, nothing runs until you say so.

Get started
A named approver deciding when a workflow step runs

Know exactly what happened

Every run is logged step by step, agent activity included, so you can check exactly what happened, anytime.

Get started
A step-by-step log of everything a workflow run did

Every step makes the right call, everywhere it runs

Rules and approvals

Smart conditions

Send every item down the right path, based on what's actually in it.

Approval checkpoint

Pause exactly where you need a human yes, right inside the step.

AI and agents

AI blocks

Summarize, translate, extract, or prioritize in a single step.

Agent block

Delegate tasks to an agent that works within your set boundaries.

Consistent workflows

Loop block

One set of logic, applied the same way across every item on the board.

Cross-board find and update

Update matching items everywhere they live, no need for a workflow per board.

Enterprise-ready AI work platform

Trusted by enterprises.
Recognized by industry leaders.

Privacy and control

Private by default.
You choose what to share.

Every meeting stays private unless you decide otherwise. Recordings and transcripts aren't viewed, shared, or used without your say, case by case.

Security

Enterprise-grade security

Enterprise-grade AI infrastructure with built-in protection and security, data privacy, governance, permissions, and compliance. SOC 2 Type II, ISO 27001, GDPR, and HIPAA, with granular permissions over who sees what.

ISO 27001, HIPAA, GDPR, and AICPA SOC 2 compliance badges