ChatGPT Prompts for Monday.com (WorkOS Workflows)
20 copy-paste ChatGPT prompts for Monday.com: board design, column type selection, automations, dashboards, and the workflows that help cross-functional teams actually run work in Monday.
In short: This page contains 16 copy-paste ready prompts, organized into 4 categories with a description and pro tip for each. The first 5 prompts are free instantly, no signup needed. Hand-curated and tested by the AI Academy team.
Board Design
4 promptsBoard Setup from Use Case
1/16✨ What it does
Sets up Monday boards.
Set up Monday board for [use case]. Output: board name, columns (with types), groups (sections), views (Main + Kanban + Calendar etc.), automations to consider. Visual + structured.
Pro tip: Default Monday = generic columns. Use-case-specific columns + groups = useful. Investment in setup = team adoption.
Column Type Selection
2/16✨ What it does
Selects column types.
For [data type], best Monday column type? Options: status, person, date, number, text, checkbox, dropdown, link, file, formula, mirror, dependency. Match data to type.
Pro tip: Status column for workflow stages (color-coded). Person column for ownership. Date for deadlines. Wrong type = data quality issues.
Group Strategy
3/16✨ What it does
Designs Monday groups.
Groups (sections) for [board]. Output: group by what (status, phase, customer), naming, color logic, ordering. Groups = within-board organization.
Pro tip: Groups for: workflow stages, time periods (Q1/Q2), categories. Match grouping to scan pattern. Most users group randomly; intentional grouping helps.
Multiple Views
4/16✨ What it does
Designs Monday views.
Views for [board + audience]. Per view: Main Table / Kanban / Timeline / Calendar / Chart, who uses, configuration. Same data, multiple views = role-based.
Pro tip: Monday's view variety = power. Same board, different views per role: PM sees Timeline; team sees Kanban; exec sees Chart. Configure once; reuse across audience.
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Automations + Integrations
4 promptsAutomation Recipe
5/16✨ What it does
Builds Monday automations.
Monday automation for [scenario — assign on create, move when done, notify on stuck]. Output: trigger + conditions + actions. Built-in recipes save build time.
Pro tip: Monday has rich automation library. Most users build from scratch; check templates first. Pre-built recipes for common needs = fast setup.
Cross-Board Automation
6/16✨ What it does
Builds cross-board automations.
Cross-board automation for [scenario — e.g., when status changes here, create item there]. Output: setup, mirror columns vs link columns, complexity considerations. Cross-board = process spanning teams.
Pro tip: Cross-board automation = process integration. "Sales board: deal closed → Onboarding board: new customer item created." Underused; powerful.
Slack/Teams Integration
7/16✨ What it does
Integrates Monday with chat.
Integrate Monday with Slack/Teams. Output: which events notify (status changes, assignments), channels per board, custom messages, two-way sync if relevant. Visibility = engagement.
Pro tip: Monday changes invisible to non-users = team unaware. Slack/Teams notifications = real-time awareness. Configure thoughtfully (don't over-notify).
CRM Integration
8/16✨ What it does
Plans CRM integrations.
Integrate Monday with [CRM — Salesforce / HubSpot]. Output: data flow direction, fields synced, conflict resolution, frequency. Avoid duplicate sources of truth.
Pro tip: Two systems with same data = inconsistency. Decide source of truth per field. Sync direction defined. Most teams botch this; plan upfront.
Dashboards
4 promptsDashboard from Goal
9/16✨ What it does
Designs Monday dashboards.
Dashboard for [audience + decision]. Output: widgets (chart, number, list, calendar, time tracking), data source per widget, layout, refresh. Dashboard = decision tool.
Pro tip: Dashboards as data dump = ignored. Dashboards designed around specific decision = used. "Should we hire?" vs "All data" = different dashboards.
Executive vs Team Dashboards
10/16✨ What it does
Differentiates dashboards.
Different dashboards for execs vs team. Output: exec (summary, trends, risks), team (operational, daily, action). Per dashboard: 5-7 widgets max, refresh, distribution.
Pro tip: Same dashboard for everyone = useful for nobody. Exec dashboard = strategic; team dashboard = tactical. Build different views.
Goal Tracking
11/16✨ What it does
Builds goal-tracking dashboards.
Goal tracking dashboard for [OKRs / KPIs]. Output: progress bars per goal, milestone tracking, status indicators, narrative section. Goals visible = goals met.
Pro tip: Goals on dashboards = visible accountability. Goals only in docs = forgotten. Visibility drives behavior.
Time Tracking Dashboard
12/16✨ What it does
Builds time tracking dashboards.
Time tracking dashboard for [team]. Output: hours by person, by project, by client, billable vs non-billable, trends. Time data = capacity intelligence.
Pro tip: Time tracking unanalyzed = wasted overhead. Dashboard = capacity insight, billing accuracy, project profitability. Compounds over months.
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WorkOS Use Cases
4 promptsCRM in Monday
13/16✨ What it does
Builds CRM in Monday.
CRM setup in Monday. Output: leads board, customers board, opportunities board, automation between, pipeline view, reporting. Salesforce alternative for SMB.
Pro tip: Monday CRM = simpler than Salesforce, sufficient for many SMB. Visual pipeline + automations + reports = full CRM. Cheaper + faster setup.
Project Portfolio Management
14/16✨ What it does
Builds Monday portfolios.
Portfolio management in Monday. Output: portfolio board (high-level), drill-down to project boards, status roll-up via mirror columns, executive view. Multi-project visibility.
Pro tip: Multi-project orgs need portfolio view. Monday Portfolios feature + mirror columns = roll-up. Most teams do manually; Monday automates.
OKR Management
15/16✨ What it does
Builds OKR boards.
OKR tracking in Monday. Output: objectives board, key results board (linked to objectives), check-in cadence, progress automation, executive dashboard. OKRs in Monday = visible execution.
Pro tip: OKRs in spreadsheet = forgotten. OKRs in Monday with check-ins + dashboards = accountable. Visibility = execution.
Cross-Functional Workflow
16/16✨ What it does
Builds cross-functional workflows.
Cross-functional workflow board (Sales → CS → Onboarding). Output: stages with handoffs, status = trigger for next team, SLA tracking, escalation. Cross-functional = where coordination breaks.
Pro tip: Cross-functional via email = lost. Cross-functional via Monday with automation = trackable handoffs + SLAs. Customer-facing impact.
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