


AI Transformation Packages
Turn manual processes into intelligent workflows. Our AI Transformation service helps you identify bottlenecks, discover automation opportunities, and build AI-powered solutions that deliver measurable business results.

What is AI Transformation?
Our AI Transformation package provides both advisory and implementation services for new and existing monday.com use cases. Through collaborative discovery, strategic design, and hands-on implementation, we’ll help your team move from manual, time-consuming processes to intelligent, automated workflows.
Whether you’re looking to optimize a single team’s process or looking to improve cross-functional collaboration, we'll help your team:
Our methodology: assess, align, adopt
Assess
- Discovery workshops to map current use cases
- Pain point identification and AI opportunity analysis
- Use case prioritization and success criteria definition
- Alignment on scope, timeline, and expected outcomes
Align
- AI solution design tailored to your business objectives
- Board architecture and automation configuration
- AI component setup: Sidekick, AI Blocks, AI Workflows, Vibe apps, and AI Agents
- Iterative testing and validation with your team
- Demo and approval before go-live
Adopt
- End-user and champion training sessions
- Documentation and AI workflow guides
- Go-live support and adoption monitoring
- Seamless transition to steady state support teams
Our implementation packages
We’re here to support your implementation of our full product suite. *Please note that you must purchase one package per product.
The Essential package is designed for a single team looking to automate a specific process with AI such as automating status updates, categorizing requests, or surfacing insights from project data.
The Advanced package is for teams ready to transform multiple processes, such as combining intake automation with project tracking or connecting sales qualification with pipeline management.
The Premier package is ideal for organizations ready to embed AI across complex operations, transforming interconnected workflows across departments with governance, advanced automation, and comprehensive team enablement.
Kickoff & discovery
AI strategy & capability mapping
Solution design
AI configuration build & test
Training & enablement
Documentation & process handover
Get support with any use case
AI delivers value when it’s implemented around real use cases. Each use case is defined as a business process implemented for a single team or department, configured in monday.com. Note: Basic use cases typically require fewer configurations while advanced use cases involve more complexity and are subject to the capabilities of the selected package tier.
What's included?
Tier 1 Essential | Tier 2 Advanced | Tier 2 Premier | |
|---|---|---|---|
Timeline | Up to 8 weeks | Up to 12 weeks | Up to 16 weeks |
Use Cases | 1 basic | Up to 2 basic or 1 advanced | Up to 5 basic or 2 advanced |
Configurations included | |||
Boards | Up to 5 | Up to 10 | Up to 20 |
Dashboards | 1 | Up to 2 | Up to 5 |
AI Workflows | Up to 2 | Up to 4 | Up to 6 |
Prompting Consultation for Vibe Apps or AI Agents | 1 | Up to 2 | Up to 3 |
Consulting Support for Native Data Import* | |||
Native Integration Support* | |||
Sessions and workshops included | |||
Discovery and AI Strategy Workshop | |||
Working Sessions | Up to 5 | Up to 8 | Up to 12 |
‘Mastering Sidekick’ Workshop | |||
Training sessions | 1 | Up to 2 | Up to 3 |
Teams and Users Supported | |||
Teams Supported | 1 | Up to 2 | Up to 3 |
Users Supported | Up to 50 | Up to 250 | Up to 500 |


