Maximize Monday CRM with the New AI Summary Feature

In today's fast-paced business environment, staying on top of customer interactions and activities is crucial for success. Monday CRM has introduced a game-changing AI Summary feature designed to automate the summarization of emails and activities, saving time and enhancing productivity. This comprehensive guide will walk you through everything you need to know about this exciting new tool, from its core functionality to practical use cases.

What is the AI Summary Feature?

The AI Summary feature in Monday CRM is designed to automatically generate concise summaries of emails and activities logged within the platform. This feature leverages artificial intelligence to analyze the content of interactions and provide a quick, digestible overview. This is particularly useful for quickly understanding the context of past communications without having to read through lengthy email chains or detailed activity logs.

It is to automatically summarize your emails and activities. This feature is in beta currently.

Availability and Requirements

Currently, the AI Summary feature is in beta and available to all Pro and Enterprise users on Monday CRM. If you're on the Basic or Standard plan, you'll need to upgrade to take advantage of this tool. To use the feature, you'll need to access the 'Emails & Activities' item view within any item on your board.

In order to use the AI Summary Feature, you'll need to be on Monday CRM pro and enterprise plans. Additionally, there needs to be four logged activities in order for the AI Summary Button to be functional.

Step 1: Navigate to Monday CRM and Access an Item

First, log in to your Monday CRM account and select an item on your board with an email column.

In this video, I'm going to show you guys how to automatically summarize your emails and activities in Monday CRM using the AI summary feature.

Step 2: Access the 'Emails & Activities' Section

Open your item and ensure you are in the overview section which will include emails and activities.

You can click on open to open the item and in Monday CRM, there'll be a default first item view called overview and that will contain amongst other things emails and activities.

Step 3: Log Activities

This demo is on a demo board and there is no email and activity in this section. In order to use the AI Summary feature, you will need at least four activities. An error may occur if this requirement is not met.

Now, this is just a demo board and there is no activity in the emails and activities section and you can see that the AI summary button is grade out. That's because we don't have any activities to summarize yet.

Step 4: Send an Email

Send a test email to that contact from the Monday CRM app to the related contact. This will give the AI something to analyze for the feature summary.

So what we're going to do is we are going to send an email right from Monday.

Step 5: Use Test Data

To ensure data can be analyzed, get copy and paste data from the internet to use for your demo. Use test data to test out the program. This ensures accurate summarization.

I'm just going to Google great story, 50 feel good stories. Okay, so let's see if we can get a story that we can just copy and paste

Step 6: Add a Meeting and Call Summary

Create activities for the AI to analyze for the program to work. To successfully use the program you will need a meeting note, email, and a call summary. The system will provide you with an error message, if this does not happen.

Then what we'll do is we'll log a meeting and then we will add a call summary.

Step 7: Use the AI Summary Button

Following all steps, and ensuring activities have been tracked will ensure the use of the AI Summary Button. The activities, meeting summary, email summaries will be provided. Then that's your message, you're actually an email and notification so it does count as an email so you can get four activities.

Accessing the AI Summary

To access the AI Summary feature, navigate to your Monday CRM account and open any item on your board. Ideally, select an item that has an email column associated with it, although this isn't strictly necessary.

Go to the emails and activities item view within any item and check out this new feature.

Checking for Minimum Activity Requirements

The AI Summary button will be grayed out, that means there are not activities to summarize. Based on testing the current minimum is four activities. Add activities in the item view so that you can test the functionality.

There appears to be a minimum number of activities before the option becomes available.

Generating the AI Summary

Once you have met the minimum activity requirement of four activities and if you have followed the previous steps, there should be a summary button available.

Click the AI summary button and see what it says. It's in beta, so I believe it's available to all Monday CRM users.

Automatic Summaries

Emails and Activities timeline summary with AI is a main need for those who use this tool. It provides the ability for sales representatives to prepare for calls and meetings, summarize activities, find improvement areas, and save time.

The AI timeline summary uses AI to generally summarize interactions and communication within leads and contacts withing Monday CRM. The summaries will be logged on your lead's or client's timeline.

Available Plans for Monday CRM

To unlock the AI Summary feature, users are required to be on the Pro or Enterprise plans. These plans are aimed towards larger Scale organizations that need the tool. Pricing as of 2025 is as follows:

• Basic: \$9 USD per seat per month, billed annually
• Standard: \$12 USD per seat per month, billed annually
• Pro: \$19 USD per seat per month, billed annually
• Enterprise: Contact Sales

Keep in mind that monthly billing is an option but is going to be higher than the monthly price advertised for the annual plans. With this you will be able to determine which plans suits your businesses needs to help maximize your ROI.

Monday CRM Core Features

• Contact Management: Store all the necessary leads with the needed information and details.
• Lead Scoring: Use an algorithm to score your incoming leads so your team can focus on the most important ones.
• Email Tracking: Connect email and track everything.
• Activities: Track calls, emails and other activites.
• Automation: Automate repetitive steps.
• Reports & Dashboards: Learn all of your key insights with the data.
• Integrations: Connect to apps your team are already using.

Sales Team Alignment

Ensure all team members are on the same page by quickly providing a Recap of past communications. This helps new team members quickly get familiar with where the team currently stands.

Meeting Preparation

Prep for meetings by getting a breakdown of the last interaction. This is much better than going through emails and wasting time. Instead use the AI summary that saves you time.

Prioritizing tasks

Review past communications quickly in order to determine which clients need an update or action.