Overview and Rebranding as an AI Work Platform
- monday.com has rebranded as an AI work platform, and its new features and pricing have been thoroughly examined to determine its suitability for various teams 10s.
- The platform offers different types, including CRM and dev service, but the primary focus is on the all-rounder version, which is suitable for 90% of scenarios 2m6s.
User Experience and Onboarding Improvements
- The onboarding process of monday.com has improved significantly, making it more approachable for new users, who can now set up a project and board without feeling overwhelmed 4m22s.
- monday.com provides various views, including table view, which is similar to a spreadsheet but more interactive, and other views such as Gant Chart and Kanban, which allow for customization and data interaction 6m15s.
Customization and View Options
- The platform allows users to customize their views, save specific views for themselves and others, and utilize filtering and sorting options to make the interface more interactive 8m30s.
- The Kanban view, in particular, enables users to move items across different areas and update the data in real-time, without creating a new area or losing previous data 10m5s.
Dashboards, Reporting, and Integrations
- Dashboards and reporting in monday.com provide a high-level overview of the necessary information, allowing users to see data in real time, including the number of tasks completed, and connect external applications through the market integrations area, which is a useful feature for teams to stay updated 10s.
- Automations in monday.com enable users to connect cards to different experiences, using if-then statements to trigger actions, such as notifying a team member when a status changes or creating an event in Google Calendar, which is a helpful tool for streamlining workflows 2m6s.
My Work and My Feed Features
- The "My Work" feature is a table and calendar view that organizes all of a user's work in one location, allowing them to focus on their tasks and access their work quickly, with the option to save it as a pinned area on the left side 4m42s.
- The "My Feed" area is a notification center where users can see team updates, mentions, and other relevant information, serving as an inbox for monday.com, and is a useful tool for staying informed about team activities 5m30s.
AI Capabilities and Credit System
- monday.com's AI capabilities are a key feature, with each account allocated a certain number of credits that can be used for AI add-ons, and while the first year of credits is free, most AI tools will charge for this on top of the basic service in the future 7m10s.
- The AI credits area provides information on the cost of each AI feature, with some features being free until a certain date, such as Agents or Vibe, which are free until June 8th, after which credits will be charged 8m20s.
AI Sidekick: Features and Usage
- One of the AI features is called Sidekick, which is similar to Microsoft Copilot but designed for monday.com, and is one of the AI tools that users can utilize with their allocated credits 9m40s.
- Sidekick is an entry point that allows users to correspond with it using simple messages, and it is available on both Android and iOS, but requires the installation of monday.com agents to access its AI capabilities 10s.
- Sidekick does not currently charge credits for its services, but it may have a daily limit on interactions, and it is possible that a credit system may be introduced in the future 42s.
- Sidekick can be used to build structures for boards, and it has been used to reinvent a board, doing a good job of breaking things down and structuring it, although it may take a tad longer than other applications 2m6s.
- Sidekick can be helpful in daily workflow by allowing users to correspond with refinements, such as checking updates on a review or changing how something is done in the board, and it can help with background tasks 2m6s.
Monday Vibe: App Building and Prompt Usage
- Monday Vibe is a different experience that allows users to build and test different apps that operate with their data, and it can be used to create custom apps, such as a time tracker or a client portal 2m6s.
- Monday Vibe uses example prompts to create mini apps that interact with monday.com data, and it requires clear and specific prompts to work effectively, as vague prompts can lead to hiccups and unexpected results 2m6s.
- The basic plan of a particular service provides one published vibe, which allows for only one project to be used, and additional plans include credits that can be used, with the cost of credits being a factor to consider when using the service 10s.
- The vibe coding area can get a user 80% of the way to their goal with a vague prompt, but it will do a decent job with a clear prompt, especially when used internally, making it a helpful feature for those looking to save time in building an internal tool 42s.
AI Agents: Creation and Customization
- AI agents, such as Dave, can be built to perform tasks like scripting a video with an outline every time a new task item is entered, and they can be created by simply talking to the system, allowing for easy interaction and customization 2m6s.
- The AI agents are easy to build and approachable, with a simple setup that makes it easy to create and interact with them, and they can be customized with details like a name, avatar, and context to improve their performance 2m6s.
- Building small and clear agents is recommended, and creating a document to use as context before building the agents can help ensure they are super clear on what to do, and they will incur costs as they operate in the background 4m30s.
AI Governance and Management
- The AI usage and AI governance area in the settings provides more control over how AI is operating within the system, allowing users to manage their AI agents and other AI-related features 8m40s.
- The AI feature can be turned off, and when it is, it does not interact with AI credits, and there is also an option to connect it with certain plans, such as enterprise, to save money by using APIs or Microsoft C-Pilot 10s.
- Two AI sections were tested, including an AI notetaker and AI columns, with the AI notetaker being able to summarize meetings and break them down into topics, but it requires 120 credits per hour to use and may not work well with shorter meetings 1m30s.
AI Columns and Workflow Builder
- The AI notetaker feature has been available for some time and can be used to estimate the total AI note-taking costs, which can be around 400-460 credits per month for three 20-minute meetings per week 2m40s.
- AI columns is another feature that helps unpack information and can be used to automatically turn video types into labels, and it does a good job but can be a bit fiddly to set up 3m20s.
- The AI workflow builder is available in plans above pro and allows users to connect experiences and create automated workflows by talking to the system, making it perfect for those who want to avoid the complexity of pressing and connecting them up 5m30s.
Pricing, Plans, and Integrations
- Monday.com has an extensive library of integrations, including a marketplace, and connecting apps is very easy, with recent additions such as MCPS, and the platform has four major plans: basic, standard, pro, and enterprise 6m40s.
- The pricing plans have different limitations, with the free plan only available for one or two user accounts, having a 200-item limit, and three active boards or projects, and not including any AI features, while the pro trial includes 3,000 AI credits, three vibe apps, AI columns, and the AI workflow builder 7m30s.
- The estimated monthly cost of using monday.com's AI features could be around 2,000 AI credits, with the minimum tier available being three seats, and the pricing is cheaper when paid yearly, which also includes one year of free AI access 10s.
User Experience and Setup
- Monday.com's out-of-the-box setup is decent and approachable, even for those with little knowledge of AI, and the AI system, including Sidekick, is easily accessible and woven into the setup 42s.
- The dashboards and reporting features in monday.com are particularly good and easy to set up, making it a standout aspect of the platform 2m6s.
Performance Issues and Limitations
- Some areas of monday.com, such as the agents, can be slow and may freeze or require re-corresponding to function properly, and the AI columns can be overwhelming to use 2m6s.
- There are some minor bugs and issues, such as difficulties with uploading photos and formatting errors in documents, and the credit transparency could be improved with a feature to track credit usage 2m6s.
Recommendations and Target Audience
- Despite some drawbacks, monday.com is a well-established player in the project management space and can be a good option for small to medium-sized teams, but may not be the best choice for very small teams with fewer than five people 2m6s.
- The new anchor AI capabilities in monday.com are decent and can help reduce administrative tasks, and users can find more information and alternative tools through resources like toolfinder.com and a newsletter 2m6s.
Comparison with Other Tools and Room for Improvement
- Monet.com is considered to have room for improvement, particularly in investing in a better default model, as some of the existing models are slower compared to those in other apps like Notion, where users have the flexibility to choose the most suitable tools 0s.
- The review highlights the importance of having efficient models, and the comparison with Notion suggests that users value the ability to pick and choose apps that work well for them 10s.
Conclusion and Call to Action
- To stay updated on more reviews, viewers can visit toolfinder.com or subscribe to the channel, which will feature reviews of various project management tools in the future 1m20s.
- The conclusion of the review invites viewers to look forward to upcoming videos, especially those interested in exploring more project management tools, with a friendly farewell message 2m6s.
