How to leverage AI for monday.com

    January 20, 2022

    It is no secret that AI takes a bigger and bigger part of businesses and life to support us (humans) with different kinds of tasks. Within the past years, the possibilities have grown and you can offload mundane tasks, repetitive work and a lot of administrative overhead to increase productivity and efficiency by understanding the content. But A.I. sounds really complicated with all these deep learning mambo jumbo, you might think - not so fast! Let’s look into a couple of scenarios with monday.com and the no-code A.I. app called Bitskout.

    The overall workflow is fairly simple once you get into it: With a few clicks, you can create smart automations powered by A.I. and add it to your board. There is no need for coding or training; simply choose what you want to do, provide some examples, and you are ready to go. And again, you might think - that sounds too easy to make my process more efficient. And it actually is, the trick is to start with simple things and then add more use cases. 

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    Example 1: Processing Invoices

    You can manage your invoicing process on monday.com with invoices coming in by email or manually entered into the board. 

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    The invoices that come in now need some data extraction as we need to understand:

    • Invoice Date
    • Total Amount
    • Invoice Nr or ID
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    With easy integration with Bitskout it will look something like that:

    After the processing is done (this is a matter of seconds), you will find the empty columns in our board magically filled by the integration: 

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    Here you can see a sneak-peak of the process in an interactive demo:

     

    This is just one relatively simple example of how you can set up and use AI to your advantage. And by having invoices and expenses on monday.com you can have more visibility and use more advanced things like forecasting based on the data in your boards. In the coming weeks, we will publish more examples and workflows to showcase the possibilities of Bitskout for monday.com.

    Interested in knowing how AI can help eliminate work overload and improve the efficiency of your business? Get in touch with us! 

    Contact Us!