How to Use AI Workflow Builder — Installation Guide

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Screen recording — installation to first running automation

A complete walkthrough from installation to your first live automation.

Prerequisites

Before installing AI Workflow Builder, make sure you have:

An active monday.com account (any plan)
Admin or app-install permissions on your monday.com account
At least one board in your workspace to create automations for

Part 1 — Installation

Find AI Workflow Builder in the monday.com Marketplace

Go to your monday.com account, click the Marketplace icon in the left sidebar, and search for "AI Workflow Builder". Click the app listing.

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Screenshot: AI Workflow Builder listing in the monday.com Marketplace

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AI Workflow Builder in the monday.com Marketplace.

Install the App

Click Add to account. You'll be prompted to authorize AI Workflow Builder to access your monday.com workspace. Review the permissions and click Authorize.

Open AI Workflow Builder

After installation, AI Workflow Builder appears in your monday.com app panel. Click to open it. You'll see a short onboarding walkthrough explaining how the app works — it only takes a minute.

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Screenshot: AI Workflow Builder onboarding screen on first open

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The onboarding walkthrough shown on first launch.

Connect Your Workspace

AI Workflow Builder will automatically connect to your monday.com workspace using the authorization from step 2. No additional setup is needed.

Part 2 — Creating Your First Automation

Open the Builder

From the AI Workflow Builder app, navigate to the Builder tab. You'll see a chat-style interface ready to receive your automation request.

Describe What You Want

Type your automation in plain English. Be as specific as you like. Examples:

"When status changes to Done, move the item to the Completed group"
"When a new item is created on the Sales board, notify Alex"
"When Priority changes to High, create a linked item in the Urgent Tasks board"

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Screenshot: Chat builder with an example automation description typed in

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The AI Workflow Builder chat builder — describe your automation in plain English.

Answer Clarifying Questions

AI Workflow Builder's setup wizard may ask you a few questions to resolve ambiguities — like which board to use, which column to watch, or which user to notify. Select from the provided options or type your answers.

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Screenshot: AI Workflow Builder asking a clarifying question with dropdown options

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AI Workflow Builder resolves missing details by asking targeted questions.

Select Your Workspace and Board

If your account has multiple workspaces or boards, you'll be prompted to select the source board (where the trigger fires) and any target board (for cross-board actions). Use the dropdowns that appear in the chat.

Test Run (Optional but Recommended)

Before going live, click Test Run. AI Workflow Builder will execute the automation logic against a real item you specify, so you can verify it behaves exactly as expected.

Install the Automation

Click Install Automation. AI Workflow Builder registers a webhook with monday.com and your automation is now live. From this point, it runs automatically — no AI involved at runtime.

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Screenshot: Automation installed successfully — confirmation screen

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The confirmation screen after a successful automation install.

Part 3 — Managing Your Automations

View Your Automations

Go to the Settings tab to see all your automations with their current status: Draft, Testing, Verified, Paused, or Disabled.

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Screenshot: Settings tab showing the automation list

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The Settings tab — manage all your automations in one place.

Confirm an Automation is Working

After an automation runs successfully for the first time, click Confirm Working to mark it as Verified. This helps you track which automations are fully validated.

Pause or Resume

Need to temporarily disable an automation without deleting it? Click Pause. The automation will stop executing but remain configured. Click Resume to re-enable it.

View Execution Logs

Open the Admin tab to see a full history of every automation run — including timestamp, automation name, status (Success / Failed / Skipped), and details about what happened.

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Screenshot: Execution logs in the Admin tab

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The Logs tab — a full run history for every automation.

Report an Issue

If an automation isn't working as expected, click Report an Issue from the automation's action menu. A support ticket will be created and our team will follow up.

Tips for Best Results

Be specific about board and column names when describing your automation — AI Workflow Builder will match them from your workspace.
Use the Test Run feature before installing, especially for complex multi-action automations.
Check the Execution Logs in Admin after your first few triggers to confirm everything is running as expected.
If an automation has a "Skipped" status in logs, it means the trigger fired but a condition was not met — this is normal behavior.

Need Help?

If you run into any issues:

Use the Report an Issue action on any automation in the Settings tab
Visit the Help & Contact section in the Settings tab
Email us at support@centworks.io

You can also watch our demo video to see AI Workflow Builder in action.