This month is all about efficiency, flexibility, and smarter automation.
The July Updates bring numerous improvements that save you time in everyday life: whether filtering via voice input, building complex workflows, or integrating AI tools into your processes.
Whether you're working with monday CRM, using WorkCanvas, or creating automations, these features help you get there faster and get even more out of monday.com.
Here you can find an overview of all highlights of the month, including practical use cases!
Work OS platform
New “report” feature for boards
Status of update: fully rolled out
From now on, there is an easy way to report boards directly — thanks to a new “Report” button in the board view.
What's new?
- Users can give feedback or report problems via the new button
- You will be redirected directly to the Help Center
- A structured form opens there, which collects all necessary information, including with regard to regulatory requirements
Why is that helpful?
- This feature provides greater transparency and trust when dealing with boards and makes it easier than ever to provide feedback or report problematic content.
- Especially in larger teams, this is an important step towards clear responsibilities and better communication.
Rearrange charts directly in the widget
Status of update: fully rolled out
From now on, you can adjust the order of your charts directly in the widget settings, without any workarounds or detours.
What's new?
You decide for yourself in which order the data is displayed in the chart — instead of using standard logic (e.g. alphabetically or numerically).
Use Case
A marketing team wants to present the performance of a campaign by phases — from awareness to conversion — in a clear, narrative order. No longer a problem with the new feature. Ideal for anyone who wants to present data not only correctly but also in a meaningful and understandable way.
Convert text directly into filters with monday AI
Status of update: fully rolled out
With the new “Text to Filter” feature, you no longer need complicated filter menus:
You can simply enter your search criteria in natural language and monday AI automatically converts it into the appropriate filter settings.
This feature is particularly helpful for anyone who wants to get a quick overview without having to deal with manual filters.
Use Case
The function is particularly useful for:
- Team Leads & Project ManagersWho needs quick drill-downs or status overviews
- ManagersWho want to see KPIs or progress at a glance
- New or less tech-savvy users who want to use monday as intuitively as possible
monday Work Management
AI Smart Assignment: Automatically find the right resources
Status of update: partially rolled out
With the new AI Smart Assignment, resource planning in Capacity Manager is now even more intelligent:
Instead of placeholders, monday.com now automatically suggests specific, suitable team members for assignment.
How does it work?
The AI analyses tasks, skills, roles and availabilities and thus finds the best match.
Why does that make sense?
Project and resource managers Save valuable time and ensure that tasks are distributed to the right people with the appropriate skills and capacities, whether by role, location or know-how.
Particularly relevant for Enterprise accounts and PMOs, Who Work with Complex Project Portfolios
monday CRM
CRM sequence improvements
Status of update: fully rolled out
The sequence function in monday CRM is constantly getting smarter, and with the latest updates, you can control and keep an eye on your sales processes even better.
What's new?
CRM users can now view the estimated time for the next step in conditional runs in sequences and mark manual tasks as completed within the timeline.
Use Case
sales teams in Pro and Enterprise plans, Those who want to better plan their follow-ups, keep an overview and flexibly control their sequences benefit from these improvements.
Improved overview in the enrollment view of sequences
Status of update: fully rolled out
The previous “People” view in the sequences is now called “Enrollment” and provides a clearer view of progress.
You are looking at one step:
- Which steps have already been completed
- What's currently on
- And what tasks are next
Use Case
Especially for sales staff on Pro and Enterprise plans, this is a practical help to track their sequences clearly and visually.
New Meta Funnel Integration: Seamlessly Bring Leads into CRM
Status of update: fully rolled out
For everyone who works with Meta Ads, there is now a practical extension in monday CRM:
With the new Meta Funnel integration, you can import leads directly from the Meta Ad Manager and in return also play back deal results (won/lost).
Why is that helpful?
- No more manually transferring leads
- Lead Tracking and Campaign Performance Stay in Sync All the Time
- Ideal for marketers, entrepreneurs and CRM admins who want to optimize their ads in a targeted manner and automate the entire process
This is perfect for anyone who values efficient lead management and clear performance measurement.
monday dev
monday.dev directly in code: The new IDE extension
Status of update: fully rolled out
With the new IDE extension, you can bring your monday Dev Workspace directly into your development environment — without changing tools.
What is possible?
- View tasks from the current sprint directly in the IDE
- View items, create feature branches, and create pull requests
- All without leaving the IDE, whether you're working with Visual Studio, Cursor, or Windsurf
Why is that practical?
Developers stay in flow: They see progress, backlog and upcoming tasks right next to the code and are always synchronized with the team via monday dev.
A real plus for anyone who places great value on efficiency and focus in development.
monday Service
Several service portals in one account, for internal & external target groups
Status of update: gradually rolled out
With the new Multi-portal feature In monday Service, admins can now have several, individually branded Portals Create within a single monday account, including specific authorizations.
What's new?
- Separate portals for internal departments (e.g. IT, HR, Facility Management)
- Own Portals for External Stakeholders such as Suppliers or Partners
- Each area only sees content that is relevant to it, such as forms, knowledge base articles, or status updates
- Access can be controlled via domains or SSO permissions
Use Case
Ideal for large Undertakings, their Service processes Want to manage centrally and at the same time clearly structure, without sacrificing data protection or usability.
monday AI
AI now reads multiple files at once
Status of update: fully rolled out
With the new “Extract from Multiple Files” function, you can now retrieve specific information from several uploaded files at the same time, whether PDFs, Word Documents or Excel Files.
What's new?
- Supports various file formats simultaneously
- Works with multiple files in the same file column
- Ideal when you need specific values or content from different versions or attachments
Use Case
You're working on a content project with multiple documents and want to quickly extract specific information (such as prices, requirements, or timelines) without manually searching through everything.
With this function, this is now possible; it not only saves time but also increases accuracy, especially in complex document processes.
MCP: The new interface between AI tools and monday.com
Status of update: fully rolled out
With the new MCP (monday Communication Protocol), monday.com opens up to external AI tools such as Claude, Cursor & Co., taking your workflows to the next level.
What does MCP do?
MCP is an open protocol that allows external AI assistants to interact directly with monday.com, for example with:
- Boards, Items, and Columns
- Updates & comments
- In the future too: workdocs, dashboards, automations and more
Learn here More about monday MCP
Why is that exciting?
Instead of laboriously building your own integrations, you can now integrate AI agents who perform tasks automatically and speed up processes with just a few clicks.
Typical use cases:
- migration: Take on Jira projects quickly on monday — Learn more
- Notes: Automatically convert handwritten notes into items — Learn more
- Research: Create competitive analyses in 2 minutes — Learn more
- Product life cycle analysis: Ask questions about your data and get instant insights — Learn more
Who is MCP for?
The monday MCP server is aimed at a variety of user groups who want to seamlessly integrate AI into their workflows without having to completely rebuild existing structures:
- Existing Customers Like Admins or BuilderWho want to integrate autonomous AI agents without redeveloping their GraphQL flows
- new interested parties, which evaluate monday.com as an AI execution platform — especially during the 14-day test phase, MCP ensures a quick start with noticeable added value
- Workspace Admins & Power Users, Who can easily activate the hosted version of MCP via OAuth
- Developers & PartnersWho want to implement profound adjustments through the open source or private edition
- Enterprise and mid-market customersThat have high security, IdP integration, or on-premise connectivity requirements
MCP offers suitable access for every target group, from quick activation to individual system integration.
monday WorkCanvas
Sub-items now also visible in the workCanvas card stack
Status of update: fully rolled out
With the latest extension in WorkCanvas, you can now display not only main tasks but also sub-items directly in the card stack, including real-time synchronization with monday.com.
What's new?
- Sub-items can be seamlessly displayed via toggle
- Presentation in a hierarchical structure for a better overview
- Two-way synchronization ensures that changes in WorkCanvas and monday are automatically reconciled
- This allows you to see all project information at a glance, from the big picture to the details
Use Case
- Activate Project Manager The sub-item toggle to see all detailed tasks from monday directly in the card stack
- Teamleads Thanks to the hierarchical presentation, can better assess project progress, use resources more specifically and identify potential bottlenecks more quickly
monday workflow
! Is now fully rolled out for accounts with the Enteprise Plan!
Formulas can finally be used in the automation flow
Status of update: fully rolled out
From now on, you can use values from the formula column directly in your workflows.
What's new?
- Formula values can be retrieved using the “Get Item Data” block
- They can be included as text in emails, notifications, or updates
- With the converter blocks, formula values can be converted into numbers or data
- This allows you to use them in all fields that expect numbers or data — completely integrated in Workflow Builder
Use Case
- Email with formula value: You can now display a calculated result in an automated message
- Convert date or number: Formula value as text? Convert with one click and reuse in the next step, e.g. for due dates, amounts or periods.
- Full integration: Use formula values in all actions where you work with calculations, filters, or conditions.
Not Found” branch: Workflows continue to run — even if nothing is found
Status of update: fully rolled out
A common problem in automated processes is finally a thing of the past:
Users can now set a “Not Found” path for “Find Items” and “Find Subelements” blocks. Instead of stopping the workflow if nothing is found, you can now decide what to do next, such as:
- Sending a notification
- Create a backup item
- Update a status
- Or any other action supported by workflows
Use Case
- Sales CRM: If no suitable deal is found, the responsible sales rep automatically receives a message or a new entry is created
- Tasklink: If the linked subitem does not exist, a status can be set or a replacement flow can be started
- Onboarding: If the profile item for a new employee is missing, it is created automatically without manual intervention
- Content Review: If a review task cannot be found, the responsible person is informed to check the setup
Simply Duplicate Blocks
Status of update: fully rolled out
A small but extremely helpful update for anyone who builds complex automations:
From now on, you can duplicate individual workflow blocks and reinsert them anywhere you want.
What's new?
- Each block can now be easily copied
- Ideal for large workflows with lots of branches and repetitions
- Saves time during assembly and ensures greater clarity
Conclusion
The July Updates show once again how monday.com is consistently sharpening in the right places - with features that make everyday life noticeably easier: from better AI integration and more workflow flexibility to practical improvements for developers, admins and project teams.
Whether it's CRM, Automation, WorkCanvas or Service Portals — there is something for every team.
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