Unveiling the AI Magic in monday.com: Transform Your Workflow with AI Assistant (Beta)

Summary

Kirsten from Path to Summit LLC explores the AI assistant feature on money.com, demonstrating its utility in generating content ideas for project management pain points and creating tasks for post-launch website checks. She also uses it to generate a scrum sprint retrospective agenda, showcasing its potential to streamline project management tasks.

Takeaways

• 🌐 Kirsten is from Path to Summit LLC, a virtual project management firm that offers project staffing, guidance, and PMO creation for global organizations.
• 🤖 Money.com is testing an AI assistant feature in beta, which Kirsten explores to automate tasks and improve efficiency.
• 📈 Kirsten sees opportunities in AI to reduce manual work, save time, and work smarter, especially in her role as a project manager.
• 📚 The AI assistant is used to generate content ideas for a 2023 marketing creative planning board, focusing on project management pain points.
• 🔍 Initially, Kirsten is not satisfied with the AI-generated tasks and refines her request to get more relevant content ideas for Facebook.
• 📋 After refining her request, Kirsten receives actionable content ideas related to project management pain points, which she can edit as needed.
• 💻 Kirsten also uses the AI assistant to generate tasks for a recently completed project, specifically for post-launch quality assurance of a new website.
• 🎉 The AI suggests tasks like checking cross-browser compatibility, fixing broken links and images, and hosting a launch party, which Kirsten adds to her project board.
• 📝 In Monday.com, Kirsten tests the AI assistant's ability to create a scrum sprint retrospective agenda, demonstrating its utility in document creation.
• 📈 The AI-generated agenda template is practical and can be used in various formats, such as a dashboard or an email summary.
• 📢 Kirsten encourages viewers to try the AI assistant beta, share their experiences, and provide feedback for continuous improvement.

Q & A

What is Kirsten's role and what does her company do?

Kirsten is from Path to Summit LLC, a virtual project management firm. They provide project staffing, project guidance, and create PMOs (Project Management Offices) for organizations globally.

What is the purpose of using an AI assistant in Kirsten's workflow?

Kirsten uses an AI assistant to automate tasks, save time, and work more efficiently. She is particularly interested in using it to generate content ideas and streamline project management tasks.

What is the current status of the AI assistant feature mentioned in the script?

The AI assistant feature is in beta, which means it is still in the testing phase and will likely have more capabilities in the future.

What is one of the main challenges Kirsten faces as a project manager?

Kirsten mentions that coming up with content ideas is one of her biggest challenges, as she is a project manager, not a marketer.

How does Kirsten use the AI assistant to generate content ideas?

Kirsten uses the AI assistant by selecting 'ideas' in the dropdown and asking the AI to generate 10 content ideas related to project management pain points in an actionable format.

What was Kirsten's initial feedback on the AI-generated content ideas?

Kirsten was not initially satisfied with the tasks generated by the AI assistant, so she refined her request to focus on content ideas for Facebook.

How did Kirsten refine her request to the AI assistant?

Kirsten refined her request by specifying that she wanted content ideas for Facebook related to project management pain points.

What project did Kirsten mention in the script and what was its status?

Kirsten mentioned the 'PTS website revamp project' which was completed in July 2023.

What tasks did the AI assistant suggest for the 'next steps' after launching the new website?

The AI assistant suggested tasks such as checking cross-browser compatibility, fixing broken links and images, and hosting a launch party for the team.

How does Kirsten plan to use the AI assistant in Monday.com?

Kirsten plans to use the AI assistant in Monday.com to create a scrum sprint retrospective agenda template.

What is Kirsten's final recommendation for others interested in the AI assistant feature?

Kirsten encourages others to check out the AI assistant beta, experiment with it, and share their experiences and successes.