How monday Sidekick Turning Conversations into Actions with AI
monday Sidekick is an AI-powered assistant built directly into the monday.com platform that helps teams work smarter by automating routine tasks, summarizing important information, and identifying potential project risks. By handling these time-consuming activities, it allows users to focus on more strategic and high-value work.
Easily accessible through the star icon in monday.com, Sidekick acts like a smart, context-aware teammate. It can update tasks, generate reports, and even communicate using natural language, making it simple for teams to manage projects and stay informed without extra effort.
What does Sidekick app do
monday sidekick is like having a smart, reliable teammate built right into your workspace ready to help you move faster and get more done without switching tools.
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Handle tasks for you: From sending Slack messages to tagging teammates and updating work, it takes care of routine actions so you don’t have to
Think alongside you: It can analyze your board data, find insights, or even research information to support your decisions
Create on demand: Need a plan, document, or content? It can generate it instantly, aligned with your style and goals
Spark ideas and simplify work: Whether you’re brainstorming or writing, it helps you organize thoughts and streamline processes
Manage your boards effortlessly: Create, edit, or update items, groups, columns, and labels—all through simple commands
Understand the details: It can read subitems, track updates, and pull relevant information whenever you need it
Find answers instantly: Get quick insights from your board data or even from monday.com’s Help Center
Highlight what matters: It flags delays, suggests next steps, spots trends, and keeps you one step ahead
Everything You Need to Get Started with monday sidekick
Getting started with monday sidekick is simple and flexible.
- Account Level: Access Sidekick from the left panel to get a full overview and interact across your workspace
- Board Level: Use the AI icon on any board to analyze data, automate updates, or take actions instantly
- Item Level: Dive deeper into specific tasks update items, ask questions, or trigger actions directly
- Across Features: Sidekick is also embedded in workflows, docs, and integrations so you can work without switching tools
Take your AI assistant with you wherever you go.
The monday Sidekick mobile app lets you:
- Stay connected to your work on the go
- Ask questions, update tasks, and get insights instantly
- Use voice commands for a hands-free experience
Not sure what to ask? Sidekick makes it easy.
The prompt library gives you ready-to-use examples to:
- Get insights from your boards
- Manage and customize workflows
- Generate content and automate tasks
You stay in control of how Sidekick works across your organization.
- Enable or disable AI features at account, workspace, or board level
- Control who can access and use sidekick
- Ensure secure and compliant usage across teams
monday Sidekick is designed to scale with your needs, offering different usage tiers:
- Sidekick Lite: Basic usage with limited daily interactions
- Sidekick Plus: Higher limits with account-wide context and more capabilities
- Super Sidekick (Coming Soon): Advanced usage with extended limits for high-performance teams
Who Can Benefit from monday sidekick?
monday Sidekick isn’t limited to one function; it’s designed to support teams across the entire organization by simplifying work, improving visibility, and automating everyday tasks.
Marketing Teams
Plan campaigns faster, generate content instantly, and track performance without manual effort. Sidekick helps with content creation, campaign planning, and reporting so your team can focus more on strategy and creativity.
Sales Teams
Stay on top of leads, follow-ups, and deal progress. Sidekick can summarize conversations, update CRM data, and help draft emails, making your sales process more efficient and responsive.
It Operations Teams
Manage workflows, track requests, and resolve issues faster. Sidekick helps automate repetitive tasks, surface bottlenecks, and ensure nothing slips through the cracks.
Project Management Teams
Keep projects moving smoothly with automated updates, risk identification, and real-time insights. Sidekick helps project managers stay ahead with better planning and visibility.
Product Development Teams
From sprint planning to task tracking, sidekick supports agile workflows by organizing work, updating items, and providing quick insights into progress and blockers.
HR & People Operations
Simplify hiring, onboarding, and internal processes. Sidekick can help manage candidate pipelines, generate documentation, and streamline employee workflows.
Finance Teams
Track budgets, approvals, and financial workflows with ease. Sidekick helps organize data, generate reports, and ensure accuracy across financial operations.
Leadership & Executives
Get high-level insights without digging into dashboards. Sidekick provides summaries, highlights trends, and helps leaders make faster, data-driven decisions.
How Is monday Sidekick Different from Existing Automation?
monday.com has always been strong when it comes to automation. You can set up rules like “if this happens, then do that,” which works great for repetitive tasks like sending reminders or moving items across boards.
It doesn’t just wait for instructions; it can highlight delays, suggest next steps, and help you stay on track.
Traditional automation helps you execute tasks you already know. monday Sidekick helps you figure out what to do next and then helps you do it.
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Start Using monday sidekick to Work Smarter Today
Whether you're just getting started with monday.com or ready to unlock AI across your workflows, Empyra helps you implement monday sidekick faster and more effectively.
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No commitment required · Free discovery call · Certified monday.com experts
What Our Customers Have to Say
"monday.com and Empyra provided us with a scalable solution that allows my team to respond quickly to client requests. Additionally, the user-friendly UI with improved workflows helped our underwriting team manage the business in one platform alongside business development. Empyra has done a wonderful job and I envision a long-term relationship on a go-forward basis."
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Daniel Cottrel
Managing Partner, VasarcaRx
"monday.com and Empyra provided us with a scalable solution that allows my team to respond quickly to client requests. Additionally, the user-friendly UI with improved workflows helped our underwriting team manage the business in one platform alongside business development. Empyra has done a wonderful job and I envision a long-term relationship on a go-forward basis."
Daniel Cottrel
Managing Partner, VasarcaRx
"monday.com and Empyra provided us with a scalable solution that allows my team to respond quickly to client requests. Additionally, the user-friendly UI with improved workflows helped our underwriting team manage the business in one platform alongside business development. Empyra has done a wonderful job and I envision a long-term relationship on a go-forward basis."
Daniel Cottrel
Managing Partner, VasarcaRx
"monday.com and Empyra provided us with a scalable solution that allows my team to respond quickly to client requests. Additionally, the user-friendly UI with improved workflows helped our underwriting team manage the business in one platform alongside business development. Empyra has done a wonderful job and I envision a long-term relationship on a go-forward basis."
Daniel Cottrel
Managing Partner, VasarcaRx
"monday.com and Empyra provided us with a scalable solution that allows my team to respond quickly to client requests. Additionally, the user-friendly UI with improved workflows helped our underwriting team manage the business in one platform alongside business development. Empyra has done a wonderful job and I envision a long-term relationship on a go-forward basis."
Daniel Cottrel
Managing Partner, VasarcaRx
"monday.com and Empyra provided us with a scalable solution that allows my team to respond quickly to client requests. Additionally, the user-friendly UI with improved workflows helped our underwriting team manage the business in one platform alongside business development. Empyra has done a wonderful job and I envision a long-term relationship on a go-forward basis."
Daniel Cottrel
Managing Partner, VasarcaRx
Book a Free monday Sidekick Consultation
Connect with our monday.com experts to assess your monday Sidekick needs and goals. Get a free consultation with personalized recommendations, setup guidance, and best practices.
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