In the era of Big Data, businesses need more than just analytics. They need an “intelligent entity” that can not only understand data, but also proactively recommend and execute actions on the platform.

This is the core philosophy behind the launch of Monday AI Assistant in May 2023. This feature is considered a strategic move, helping Monday.com redefine how organizations interact with information, automate processes, and accelerate real-time decision-making.

What is monday.com?

As one of the world's largest Work OS (Operating System for Work) platforms, monday.com has surpassed 180,000 users in 200 countries, including leading brands such as Coca-Cola, Canva, and many Fortune 500 names.

However, the rapid increase in the amount of data has posed major productivity challenges. Users and managers spend too much time synthesizing data and creating reports manually. Querying complex KPIs or progress became slow and heavily reliant on IT or Data Analyst teams.

Monday.com saw the solution not as simple automation, but as an intelligent, accessible tool that could communicate and support action directly.

monday AI Assistant: Deep Integration and Breakthrough Operational Capabilities

Monday AI Assistant was announced with the strategic goal: "Turn every employee into a smart decision maker, by enabling them to communicate directly with data using natural language."

The advent of this AI Assistant has brought breakthrough operational capabilities:

1. Task and Report Automation: Users only need to give text commands to automatically create tasks, aggregate data, and generate report charts instantly, eliminating manual operations and democratizing data.

2. Content and Collaboration Support: AI supports email drafting, meeting notes, project descriptions, and the creation of automated formulas and workflows, thereby speeding up communication and standardizing processes.

3. Insights and Action Suggestions: AI is capable of summarizing complex data into easy-to-understand insights, and proactively suggesting next actions (e.g., suggesting follow-up emails, triggering automated workflows) when detecting risks or opportunities, improving the speed of response to operational changes.

4. Extensive Integrations: The AI Assistant also allows for third-party integration and development (via Monday.com's Marketplace), helping to build a seamless automation ecosystem.

By being able to query KPIs, project progress, or customer engagement status without requiring technical expertise, Monday AI Assistant has significantly reduced its dependence on the data team.

Real-World Impact and Customer Verification Data

Monday AI Assistant has quickly gained acceptance in the community, as demonstrated by its usage and positive results:

Product Adoption Index Product

In just the first three months of deployment, the “Sidekick” AI recorded more than 45,000 interactive sessions at Monday.com. In particular, the “Magic” module (AI solution builder) has helped create more than 2,000 automated workflows and 17,000 applications on Monday’s AI platform in just two months, demonstrating the large-scale adoption and generation of AI solutions.

Real Business Performance

Monday.com’s customer case studies have demonstrated a clear quantitative impact.

• XYZ Corporation recorded 30% automation of the sales process, a 25% reduction in closing time, and a 15% increase in revenue after implementing AI-powered CRM.
• Similarly, ABC Inc. reported a 40% increase in sales productivity, 12% revenue growth, and a 10% increase in customer retention.
• DEF Enterprises reduced manual data entry by 50%, reduced complaint processing time by 30%, and improved customer satisfaction by 25% thanks to AI that automatically categorized and optimized request processing flow.

Strategic Lessons: AI "Accompanies" Rather Than Simply "Analyzes"

Monday.com has successfully positioned AI Assistant as a “strategic co-pilot” – a companion tool that supports decision-making. This approach makes Monday.com a pioneer in the "AI-as-a-teammate" model.

Three core lessons from this strategy for any business pursuing digital transformation:

1. Actionable AI: AI must not stop at summarizing reports, but must proactively intervene in the process, suggest solutions and support implementation operations right on the dashboard.

2. Prioritize User Experience (UX-Driven): AI is only effective when it is easily accessible and usable in natural language, without creating technical barriers for any employee.

3. Amplifying Human Capabilities: By removing the burden of data entry and synthesis, AI helps HR focus on strategy, innovation and customer interactions – the factors that create differentiated and sustainable value.

GTG CRM AI Assistant – Bringing “AI companion” closer to SMEs

Monday.com has proven that artificial intelligence can become a true “strategic assistant” in decision-making and business operations. Now, GTG CRM AI Assistant brings that spirit closer to small and medium-sized businesses, through a more suitable version in terms of cost, language and user experience, helping them easily apply AI to their daily marketing, sales and management activities.

Not just supporting data analysis, GTG CRM AI Assistant is designed to accompany and act with users, helping them make decisions faster, understand customers better and optimize business efficiency in every step of operation.

Key capabilities of GTG CRM AI Assistant:

• Ask data in natural language: “Based on user activity, which users should I take care of?”, “Suggest some keywords for me to run Google Ads”, “Report tell me about the effectiveness of Facebook advertising campaigns so far.”
• Instant action suggestions: AI suggests sending nurturing emails, creating automation follow-ups, or suggesting ad content and SEO keywords for upcoming campaigns.
• Deep integration in CRM: All operations, sending emails, creating tasks, viewing reports, and classifying leads can be done right in the software without switching applications.
• Analyze behavior & trend prediction: AI learns from historical data to suggest when to contact customers again or identify leads that are about to go cold.

Why is GTG CRM a better choice for SMEs?

• Simplified experience: no technical skills required, easy to use with Vietnamese and multilingual interface.
• Reasonable cost: only a fraction of international platforms, but still has strong interaction and automation capabilities.
• Seamless connection: AI Assistant is integrated throughout the entire GTG ecosystem (Landing Page, CRM, Email, Social, Messaging, Automations).

GTG CRM helps SMEs leverage the power AI without the need for a technical team, turning every employee into a “data decision maker”.

Conclusion

The Monday.com case study clearly demonstrates that the future of productivity lies in having AI work alongside humans, not replacing them. Their story is a powerful testament to the fact that, with the right integration of AI, any business can achieve superior problem-solving speed, decision-making accuracy, and operational efficiency.

AI is more than just data analysis. AI is the lever for your business to act smarter, faster, and more accurately.