Monday.com, AI를 현대 기업의 '전략적 비서'로 만드는 여정

in the era of Big Data, business needs have gone beyond simply having analytical tools. They need an “intelligent entity” capable of not only understanding data but also proactively recommending 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 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 businesses in 200 countries, including top brands like Coca-Cola, Canva, and many Fortune 500 companies.

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

Monday.com recognized that the solution is not mere automation, but an intelligent, accessible tool that can communicate and directly support action.

Monday AI Assistant: Deep Integration and Breakthrough Operational Capabilities

Monday AI Assistant was announced with a strategic goal: "Empower every employee to be an intelligent decision-maker by allowing them to communicate directly with data in natural language."

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

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

2. Support Content and Collaboration: AI assists in drafting emails, meeting notes, project descriptions, 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 recommend next actions (e.g., suggesting sending follow-up emails, triggering automated workflows) when it detects risks or opportunities, enhancing response speed to operational changes.

4. Extended Integration: The AI Assistant also allows for connecting and developing third-party applications (through 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 AI Assistant has been quickly embraced by the community, as evidenced by its usage rates and positive feedback received:

Product Adoption Metrics

In the first three months of implementation, the AI "Sidekick" recorded over 45,000 interaction sessions on Monday.com. Notably, the "Magic" module (an AI solution builder) helped create over 2,000 automated workflows and 17,000 applications on Monday's AI platform in just two months, demonstrating large-scale AI usage and solution generation.

Real Business Impact

Monday.com's customer case studies have demonstrated clear quantitative impacts.

• XYZ Corporation reported automating 30% of their sales processes, reducing sales closing time by 25%, and increasing revenue by 15% after implementing an AI-powered CRM.
• Similarly, ABC Inc. reported a 40% increase in sales productivity, a 12% revenue growth, and a 10% increase in customer retention rate.
• DEF Enterprises reduced manual data entry by 50%, decreased complaint processing time by 30%, and improved customer satisfaction by 25% thanks to AI automatically classifying and optimizing request handling workflows.

Strategic Lessons: AI as a "Companion" Rather Than Just "Analytics"

Monday.com has succeeded in positioning the AI Assistant as a "strategic co-pilot" – a tool that accompanies and aids decision-making. This approach has made Monday.com a pioneering platform in the "AI-as-a-teammate" model.

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

1. Actionable AI: AI should not just stop at summarizing reports but should proactively intervene in processes, suggest solutions, and support execution actions directly 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. Amplify Human Capabilities: By removing the burden of data entry and summarization, AI allows staff to focus on strategy, creativity, and customer interaction – factors that create differentiated and sustainable value.

GTG CRM AI Assistant – Bringing the "Companion AI" Closer to SMEs

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

Beyond just supporting data analysis, GTG CRM AI Assistant is designed to accompany and act with users, helping them make faster decisions, understand customers better, and optimize business efficiency in every operational step.

Key capabilities of GTG CRM AI Assistant:

• Ask Data in Natural Language: "Based on user activity, who should I nurture?", "Suggest some keywords for running Google Ads campaigns", "Report on the effectiveness of past Facebook ad campaigns."
• Instant Action Recommendations: AI suggests sending nurturing emails, creating follow-up automations, or recommending ad content and SEO keywords for upcoming campaigns.
• Deep CRM Integration: All actions, sending emails, creating tasks, viewing reports, and lead classification can be done directly within the software without switching applications.
• Behavior Analysis & Trend Prediction: AI learns from historical data to suggest the optimal time to re-engage customers or identify leads who are about to become inactive.

Why is GTG CRM a better choice for SMEs?

• Streamlined Experience: requires no technical skills, is easy to use with a Vietnamese and multi-language interface.
• Affordable Cost: only a fraction of the cost of international platforms, yet offers powerful interaction and automation capabilities.
• Seamless Connectivity: AI Assistant is integrated across the entire GTG ecosystem (Landing Page, CRM, Email, Social, Messaging, Automations).

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

Conclusion

The Monday.com case study clearly demonstrates that the future of productivity lies in letting AI work alongside humans, not replace them. Their story is a powerful testament that with properly integrated AI, any business can achieve faster problem-solving, greater decision-making accuracy, and superior operational efficiency.

AI doesn't just analyze data. AI is the leverage for your business to act smarter, faster, and more accurately.