Automation & Workflows

How to prepare your flows for AI

By Ilya Mezerovsky

Introduction: Who Am I?

• Joined monday 3.5 years ago.
• AI Creative and Productivity Advisor at monday.com.
• Worked on a variety of projects and product in monday.
• Been using, exploring and developing AI based tools before they were cool.

Agenda

• Anatomy of a workflow
• Non AI automation
• How workflows can benefit from AI?
• Breaking down a workflow
• Workflow automation platforms

Anatomy of a workflow

A workflow is the sequence processes through which a piece of work passes from initiation to completion.

Anatomy of a workflow

Anatomy of a workflow

Traditional workflow automation

Anatomy of a workflow

How workflows can benefit from AI?

AI agents

AI tools

Initiate and steer workflows

with smart decision making.

Replace tradional blocks where non AI tools fail.

- Sales rep.

- Social media helper.

- Customer support.

- Image creation.

- Text sentiment analysis.

- Text to speech.

Defining agents

Agents are LLMs that have access to external tools, system and knowledge and can use them to cover whole workflows and complex tasks.

Let's break down a workflow

Let's break down a workflow

Let's break down a workflow

can be

automated

Let's break down a workflow

1. Start by writing down what YOU do right now.
2. Consult LLMs when not sure where or which AI to apply.
3. Break blocks into small steps.
4. Start with human in the loop and automate from there.
5. Don't force AI where it's not crucial.
6. Identify the skills and integration your agent will need before you start working.

AI automation platforms

Thank You!

Q&A / Discussion