u/Own_Age2767

Has anyone tried using AI Sidekick for reporting in monday.com?

We recently experimented with connecting Board Email Reports to AI Sidekick, and the workflow turned out to be surprisingly useful.

Instead of creating dashboards or manually exporting data, you can simply ask AI to generate a report like:

• Weekly project status
• Overdue items by owner
• Completed tasks from the last month
• Team workload summaries

The report can then be emailed automatically, including charts and visual summaries directly in the email.

We put together both a written guide and a short walkthrough showing the setup process. Curious whether anyone else is using AI Sidekick for reporting or if you've found other practical use cases beyond asking questions about boards.

📖 Blog: https://stiltsoft.com/blog/ai-sidekick-integration-monday/

🎥 Video: https://youtu.be/8aCFSlTO8Ec

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One thing we've noticed while working with monday.com users is that finance teams often start with dashboards and budgeting boards, but eventually run into the same problem: the data lives in monday, while invoices, approval forms, cost estimates, and other financial documents live somewhere else.

We've recently updated our guide on financial management in monday.com and added a section on dynamic templates that can automatically pull values from monday items.

Some examples:

• Invoices
• Purchase orders
• Budget approval forms
• Cost estimation sheets

The interesting part is that the same template can be reused across projects while staying connected to live board data, so there's much less copying and updating information manually.

Curious how others handle this.

Do you generate financial documents directly from your project/work management system, or do you still export everything into spreadsheets and separate templates?

Guide: https://stiltsoft.com/blog/how-to-use-monday-com-for-financial-management/

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If your team uses monday.com and regularly creates invoices, purchase orders, estimates, payroll sheets, or similar documents, I'm curious how you're handling template generation today.

Do you manually copy values from boards into spreadsheets and documents? Or have you found a way to keep everything connected to live monday.com data?

We recently put together a short tutorial showing how to create reusable templates in Smart Spreadsheet using the ITEMVALUE() formula.

The interesting part is that the formula isn't limited to the current board. You can pull values from items and subitems across different boards and reuse the same template for multiple records.

Blog post: https://stiltsoft.com/blog/dynamic-templates-monday/

Video: https://youtu.be/5g8Tu1IG7eY

Would love to hear how others are solving this problem.

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If you use monday.com for project management, I’m curious how your team handles project health reporting.

Do you mostly rely on dashboards and board views? Or do you still export data manually for stakeholder updates and weekly reviews?

We recently explored this while working on custom reports for Board Email Reports and collected several reporting scenarios teams commonly ask for, including:

• identifying silent tasks,
• tracking overdue work,
• monitoring workload growth,
• analyzing workflow bottlenecks,
• reviewing status history,
• tracking time spent,
• and monitoring budget changes.

One thing we noticed: many teams don’t actually need more dashboards — they need better historical visibility and automated summaries that show how projects evolve over time.

We put together both a written guide and a video walkthrough showing how to build these reports with monday automations and workflows.

Would be interesting to hear how others here approach reporting and project visibility in monday.com.

📖 Blog post: https://stiltsoft.com/blog/project-health-monday/
🎥 Video walkthrough: https://youtu.be/XuPHBIMD-4w

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If you use monday.com for project management, here’s a useful trick we’ve been using internally.

The Board Activity Log contains much more operational insight than most teams realize. You can export it, import it into Smart Spreadsheet (that is the app developed by our company), and quickly analyze things like:

• stale items with no activity
• workload distribution
• ownership churn
• deadline changes
• workflow bottlenecks

We put together a short practical guide with Pivot Table examples, formulas, and visualizations.

Might be useful for PMs, ops teams, and anyone auditing workflows in monday:

https://stiltsoft.com/blog/activity-log-workflow-monday/

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