Monday AI Templates: How to Use and Adapt to Your Needs

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**Interesting Use Case:** Monday AI templates can also be used for educational project management. For example, teachers can use templates to track student progress, assign assignments, and analyze student feedback automatically. This allows teachers to focus more on teaching and less on management.
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With Monday AI templates, you can set up your board to run with the intelligence and efficiency of Monday AI! You can choose from pre-built templates to automatically use Monday AI with multiple columns that fit together to support your workflow seamlessly. Read on to learn more!

What are Monday AI templates?

There are a number of ready-made and fully customizable templates to choose from when building a board on monday.com. Whether you’re looking for a board created specifically for your industry, or just a ready-made board to help make your life easier, we’ve got you covered! To learn more about templates in general, check out our article on board templates on monday.com.

How to add a template

To create a board from a template, open the space where you want your new board to be. From there, click the orange icon in the top left, then click Template Center: In the Template Center, open the AI-powered section in the menu on the left: Each Monday AI template comes with a template-specific getting started guide. This guide will give you step-by-step instructions on how to make the most of your new board:

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**Practical example:** If you manage a technical support team, a support/IT processing template can help you categorize incoming tickets by urgency and sentiment. For example, if a customer submits an urgent request, the system can automatically assign it to the appropriate specialist, ensuring a fast and efficient response.
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Creative Process Template

A creative process template allows you to quickly activate your creative team’s tasks and projects. It will summarize the current task and automatically create a creative request for the project.

Monday AI columns

AI will be established for the following columns:

• Application Summary
• Creative type
• Creative request

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**Interesting Use Case:** Monday AI templates can also be used for educational project management. For example, teachers can use templates to track student progress, assign assignments, and analyze student feedback automatically. This allows teachers to focus more on teaching and less on management.
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Feedback summary template

The Feedback Summary template helps you analyze customer feedback. You can use your insights to guide your product team and improve your results.

Monday AI columns

AI will be established for the following columns:

• language
• translation
• summary
• feel
• category
• response
• Reply in the original language

Integrations

This template interfaces with Slack and Gmail. These integrations must be enabled for them to work with your third-party accounts.

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**Use integrations wisely:** If you use Slack or Gmail, make sure the integrations are enabled so you can get updates directly to those platforms. For example, you can get notifications about new support tickets directly in Slack, allowing you to respond quickly.
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Support/IT Processing Template

A support and IT processing template helps you categorize incoming tickets by urgency and sentiment. This template will automatically assign your tickets to the appropriate team specialist, automatically translate when needed, and email you with a resolution when the ticket is closed.

Monday AI columns

AI will be established to assist with:

• Setting the urgency
• Defining the request type
• Setting the feel of the card
• Defining the category
• Creating a TL:DR for a request
• Create a response to the requester

Integrations

This template interfaces with Slack and Gmail. These integrations must be enabled for them to work with your third-party accounts.

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**Interesting Use Case:** Monday AI templates can also be used for educational project management. For example, teachers can use templates to track student progress, assign assignments, and analyze student feedback automatically. This allows teachers to focus more on teaching and less on management.
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SDR Assistant Template

An SDR Assistant template will provide you with customized discovery questions, translate interactions for further global expansion, enrich lead data for deeper insights, and overall streamline sales interactions.

Monday AI columns

AI will be established to assist with:

• Determining the types of services the lead is interested in
• Creating discovery questions
• Generating the lead’s company domain from the lead’s email address

Template for processing financial requests

A financial request processing template makes the process of processing requests easier. It will automatically translate when needed, recognize sentiment, and categorize requests by type. It will also assign the appropriate professional and close the loop once the request has been processed by sending an email at the end.

Monday AI columns

Monday AI will be set up for the following columns:

• summary
• Translated request
• Request type
• feel
• category
• response

This template interfaces with Slack and Gmail. These integrations must be enabled for them to work with your third-party accounts.

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**Customization:** Feel free to customize the templates to meet the specific needs of your team. For example, if you’re a nonprofit, you can use the Nonprofit Feedback Processing Template to streamline the management of feedback from your employees and volunteers.
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Processing feedback for non-profit organizations

This template is designed to streamline feedback management for nonprofits by automatically collecting and processing feedback from employees. It uses an easy-to-customize workflow to simplify the feedback process, making it efficient and comprehensive for nonprofit organizations.

Monday AI columns

Monday AI will be set up for the following columns:

• Request language
• Translated request
• Request type
• feel
• category
• TL:DR of the request
• response
• Reply in the original language

Create your own!

While this article details the templates we’ve created for you with monday AI, you can use the power of monday AI columns and monday AI automations to build your own customized template for your team. To learn more about how to build a template, see the “Create your own board template” section in our article on “Board templates on monday.com.”