Uploaded December 2025 | Updated September 2026, 1 week ago

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AI is built directly into monday CRM to help sales teams work faster, stay organized, and focus on closing deals.

In this tutorial, you’ll learn how to use AI in monday CRM to:

-Capture and summarize sales calls automatically
-Generate meeting notes, transcripts, and next steps
-Assign owners and update CRM data with AI
-Reduce manual follow-ups and sales admin work

Whether you’re a sales rep, sales manager, or CRM admin, this video shows how monday CRM’s AI tools help streamline your sales workflow — from first contact to follow-up — all inside one platform.

Columns where AI can auto-fill:
-Text column
-Date column
-Number column
-Dropdown column
-People column
-Status column

Read more here: support.monday.com/hc/en-us/articles/18640208769682-AI-powered-columns

00:00 - Intro
00:13 - AI auto-compose emails and timeline summaries
01:02 - Auto-fill board columns with AI
02:21 - AI notetaker
02:57 - AI sales agent
03:41 - Outro

#ai #mondaycrm