Prompt Library

ChatGPT Prompts for Monday.com (WorkOS Workflows)

20 copy-paste prompts

20 copy-paste ChatGPT prompts for Monday.com: board design, column type selection, automations, dashboards, and the workflows that exploit Monday's WorkOS approach to cross-functional work.

Board Design

4 prompts

Board Setup from Use Case

1/20

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.

Sets up Monday boards.

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Pro tip: Default Monday = generic columns. Use-case-specific columns + groups = useful. Investment in setup = team adoption.

Column Type Selection

2/20

For [data type], best Monday column type? Options: status, person, date, number, text, checkbox, dropdown, link, file, formula, mirror, dependency. Match data to type.

Selects column types.

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Pro tip: Status column for workflow stages (color-coded). Person column for ownership. Date for deadlines. Wrong type = data quality issues.

Group Strategy

3/20

Groups (sections) for [board]. Output: group by what (status, phase, customer), naming, color logic, ordering. Groups = within-board organization.

Designs Monday groups.

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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

4/20

Views for [board + audience]. Per view: Main Table / Kanban / Timeline / Calendar / Chart, who uses, configuration. Same data, multiple views = role-based.

Designs Monday views.

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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 prompts

Automation Recipe

5/20

Monday automation for [scenario — assign on create, move when done, notify on stuck]. Output: trigger + conditions + actions. Built-in recipes save build time.

Builds Monday automations.

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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

6/20

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.

Builds cross-board automations.

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Pro tip: Cross-board automation = process integration. "Sales board: deal closed → Onboarding board: new customer item created." Underused; powerful.

Slack/Teams Integration

7/20

Integrate Monday with Slack/Teams. Output: which events notify (status changes, assignments), channels per board, custom messages, two-way sync if relevant. Visibility = engagement.

Integrates Monday with chat.

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Pro tip: Monday changes invisible to non-users = team unaware. Slack/Teams notifications = real-time awareness. Configure thoughtfully (don't over-notify).

CRM Integration

8/20

Integrate Monday with [CRM — Salesforce / HubSpot]. Output: data flow direction, fields synced, conflict resolution, frequency. Avoid duplicate sources of truth.

Plans CRM integrations.

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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 prompts

Dashboard from Goal

9/20

Dashboard for [audience + decision]. Output: widgets (chart, number, list, calendar, time tracking), data source per widget, layout, refresh. Dashboard = decision tool.

Designs Monday dashboards.

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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

10/20

Different dashboards for execs vs team. Output: exec (summary, trends, risks), team (operational, daily, action). Per dashboard: 5-7 widgets max, refresh, distribution.

Differentiates dashboards.

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Pro tip: Same dashboard for everyone = useful for nobody. Exec dashboard = strategic; team dashboard = tactical. Build different views.

Goal Tracking

11/20

Goal tracking dashboard for [OKRs / KPIs]. Output: progress bars per goal, milestone tracking, status indicators, narrative section. Goals visible = goals met.

Builds goal-tracking dashboards.

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Pro tip: Goals on dashboards = visible accountability. Goals only in docs = forgotten. Visibility drives behavior.

Time Tracking Dashboard

12/20

Time tracking dashboard for [team]. Output: hours by person, by project, by client, billable vs non-billable, trends. Time data = capacity intelligence.

Builds time tracking dashboards.

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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 prompts

CRM in Monday

13/20

CRM setup in Monday. Output: leads board, customers board, opportunities board, automation between, pipeline view, reporting. Salesforce alternative for SMB.

Builds CRM in Monday.

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Pro tip: Monday CRM = simpler than Salesforce, sufficient for many SMB. Visual pipeline + automations + reports = full CRM. Cheaper + faster setup.

Project Portfolio Management

14/20

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.

Builds Monday portfolios.

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Pro tip: Multi-project orgs need portfolio view. Monday Portfolios feature + mirror columns = roll-up. Most teams do manually; Monday automates.

OKR Management

15/20

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.

Builds OKR boards.

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Pro tip: OKRs in spreadsheet = forgotten. OKRs in Monday with check-ins + dashboards = accountable. Visibility = execution.

Cross-Functional Workflow

16/20

Cross-functional workflow board (Sales → CS → Onboarding). Output: stages with handoffs, status = trigger for next team, SLA tracking, escalation. Cross-functional = where coordination breaks.

Builds cross-functional workflows.

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Pro tip: Cross-functional via email = lost. Cross-functional via Monday with automation = trackable handoffs + SLAs. Customer-facing impact.

Frequently Asked Questions

Monday: visual + customizable, "WorkOS" approach, mid-market. Asana: cross-functional, mature, less visual. ClickUp: most features, complexity high. Choose by team type + visual preference.
Works but not engineering-optimized. Jira / Linear better for sprint-based engineering. Monday wins for: product + engineering + design + marketing in one tool.
Yes, especially using Monday AI features (Pro plans). ChatGPT can describe automation logic; Monday AI can generate. Hybrid works well.
Multiple views per board. Most users use Main Table only. Calendar / Timeline / Chart views = same data, different decisions. Investment in views = different audiences served.
Free tier limited. Basic ($9/user/mo) starts useful features. Standard ($12) most teams. Pro ($19) for AI + advanced. Worth it when team relies on it daily; not worth for occasional use.

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