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
ChatGPT sets up a Monday board for [use case] with name, typed columns, groups, Main plus Kanban and Calendar views, and automations to consider. Create the columns first, then add one automation after a week of real use.
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
ChatGPT picks a Monday column type for [data type] among status, person, date, number, text, checkbox, dropdown, link, file, formula, mirror, and dependency. Change the column to that type, then enter a sample value to confirm it fits.
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
ChatGPT designs groups for [board] by status, phase, or customer, with naming, color, and order. Make those groups, then drag items so the grouping matches how the team talks.
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
ChatGPT designs views for [board + audience]: Main Table, Kanban, Timeline, Calendar, and Chart, who uses each, and configuration. Add the view that audience will open daily, then hide columns they do not need.
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
ChatGPT writes a Monday automation for [scenario - assign on create, move when done, notify on stuck] with trigger, conditions, and actions. Turn on a built-in recipe first, then customize it after one successful fire.
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
ChatGPT designs a cross-board automation for [scenario - e.g., when status changes here, create item there], plus mirror versus link columns and complexity notes. Start with one status change, then check the other board got the item.
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
ChatGPT integrates Monday with Slack or Teams: which events notify, channels per board, custom messages, and two-way sync if needed. Connect one board to one channel, then mute any event that becomes noise.
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
ChatGPT plans a Monday integration with [CRM - Salesforce / HubSpot]: data direction, synced fields, conflict resolution, and frequency so you do not keep two sources of truth. Pick one system as source, then sync only the fields you will maintain.
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
ChatGPT designs a Monday dashboard for [audience + decision] with chart, number, list, calendar, and time-tracking widgets, sources, layout, and refresh. Add five widgets max, then open it before the decision meeting.
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
ChatGPT splits dashboards for execs versus the team: execs get summary, trends, and risks; the team gets daily operational widgets, 5-7 max, plus refresh and distribution. Build the team board first, then roll a thinner exec view from the same data.
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
ChatGPT builds a goal-tracking dashboard for [OKRs / KPIs] with progress bars, milestones, status indicators, and a narrative section. Update the narrative weekly, then share the dashboard in the exec packet.
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
ChatGPT designs a time-tracking dashboard for [team] with hours by person, project, and client, billable versus not, and trends. Have the team log a full week, then use the view to rebalance load.
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
ChatGPT sets up CRM boards in Monday for leads, customers, and opportunities, with automations between them, a pipeline view, and reporting as an SMB alternative to Salesforce. Create the three boards, then move one real lead through the pipeline.
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
ChatGPT designs portfolio management: a high-level portfolio board, drill-down to project boards, status roll-up via mirror columns, and an exec view. Add mirror columns for status, then check the portfolio matches the project boards.
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
ChatGPT sets OKR tracking with an objectives board, a key-results board linked to objectives, check-in cadence, progress automation, and an exec dashboard. Link this quarter's KRs, then run the first check-in on the cadence you set.
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
ChatGPT designs a Sales to CS to Onboarding board with handoff stages, status that triggers the next team, SLA tracking, and escalation. Map the handoff fields, then time the first SLA from a real deal.
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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