In the era of Big Data, businesses' needs have gone beyond simply owning analytical tools. They need an "intelligent entity" capable of not only understanding data, but also proactively suggesting and executing actions directly on the platform.

This is the core philosophy behind the launch of Monday AI Assistant in May 2023. This feature is seen as 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 businesses using its services in 200 countries, including leading brands such as Coca-Cola, Canva, and many Fortune 500 companies.

Work OS platform - monday.com

However, the rapid increase in data volume has posed significant productivity challenges. Users and managers spend too much time aggregating data and generating reports manually. Querying complex KPIs or progress becomes slow and heavily reliant on IT teams or data analysts.

Monday.com recognizes that the solution isn't simply automation, but rather an intelligent, accessible tool that can communicate and support action directly.

Monday AI Assistant: Deep Integration and Breakthrough Operational Capabilities

Monday AI Assistant was announced with the strategic goal: "To transform every employee into an intelligent decision-maker by enabling them to interact directly with data in natural language."

Monday.com's AI Sidekick

The introduction of this AI assistant has brought about groundbreaking operational capabilities:

1. Automated Tasks and Reports: Users can simply issue text commands to automatically create tasks, aggregate data, and generate charts and reports instantly, eliminating manual operations and democratizing data.

2. Content and Collaboration Support: AI assists in drafting emails, taking meeting notes, describing projects, and building automated formulas and workflows, thereby accelerating communication and standardizing processes.

3. Insights and Action Recommendations: AI can summarize complex data into easily understandable insights and proactively suggest next steps (e.g., suggesting follow-up emails, activating automated workflows) when it detects risks or opportunities, improving the speed of response to operational changes.

4. Extended Integration: The AI assistant also allows for the connection and development of third-party applications (via Monday.com's Marketplace), helping to build a seamless automation ecosystem.

Thanks to its ability to query KPIs, project progress, or customer interaction status without requiring technical expertise, Monday AI Assistant has significantly reduced reliance on data teams.

Real-world Impact and Verified Customer Data

Monday's AI Assistant was quickly embraced by the community, as evidenced by the high level of usage and positive results recorded:

Product Acceptance Index

In just the first three months of deployment, the AI “Sidekick” recorded over 45,000 interactions on Monday.com. Notably, the “Magic” module (an AI solution building tool) helped create over 2,000 automated workflows and 17,000 applications on Monday's AI platform within two months, demonstrating the large-scale use and generation of AI solutions.

Actual Business Performance

Monday.com's customer case studies have demonstrated a clear, quantifiable impact.

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

Strategic Lesson: AI Should "Accompany" Instead of Simply "Analyze"

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

Three core lessons from this strategy for all businesses pursuing digital transformation:

1. Actionable AI: AI shouldn't just stop at compiling reports; it must proactively intervene in processes, suggest solutions, and support implementation directly on the dashboard.

2. User Experience-Driven Prioritization: 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 aggregation, AI helps personnel focus on strategy, innovation, and customer interaction – elements that create differentiated and sustainable value.

GTG CRM AI Assistant – Bringing "AI companionship" closer to SMEs

Monday.com has demonstrated 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 cost-effective, language-friendly, and user-friendly version, making it easier for them to apply AI to their daily marketing, sales, and management activities.

Beyond simply supporting data analysis, GTG CRM AI Assistant is designed to work alongside users, helping them make faster decisions, better understand their customers, and optimize business efficiency at every stage of operation.

Key capabilities of GTG CRM AI Assistant:

• Ask for data in natural language: “Based on user activity, which users should I focus on?”, “Suggest some keywords for running Google Ads campaigns”, “Report on the effectiveness of my past Facebook advertising campaigns.”
• Immediate action suggestions: AI suggests sending follow-up emails, creating automated follow-up campaigns, or suggesting ad content and SEO keywords for upcoming campaigns.
• Deep integration within CRM: All operations, such as sending emails, creating tasks, viewing reports, and categorizing leads, can be performed directly within the software without switching applications.
• Behavioral analysis & trend prediction: AI learns from historical data to suggest when to contact customers again or identify leads that are about to "cool down".

GTG CRM's AI assistant is easy to use.

Why is GTG CRM a better choice for SMEs?

• Streamlined experience: no technical skills required, easy to use with a Vietnamese and multilingual interface.
• Reasonable cost: only a fraction of the price of international platforms, yet still offering powerful interactivity and automation capabilities.
• Seamless connectivity: AI Assistant is integrated seamlessly across the entire GTG ecosystem (Landing Page, CRM, Email, Social, Messaging, Automations).

GTG CRM helps SMEs leverage the power of AI without needing a technical team, transforming every employee into a "data-driven decision-maker".

Conclude

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 powerful proof 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 leverage that enables your business to act smarter, faster, and more accurately.