Mastering monday

If your team manages work in monday.com but still relies on Microsoft tools for templates, documents, updates, or reporting, this is a great example of how the two can work together.

In this video, I show how monday.com can trigger a Microsoft Power Automate flow that takes information from a board and uses it in the tools your team already relies on.

17 hours ago | [YT] | 0

Mastering monday

Struggling to set up monday.com or fix a specific issue? I recorded this video to walk you through the different places you can turn to for monday.com support. You'll also find out which type of help is best for different problems.

I cover four main support options: online tutorials and social media, AI tools such as Claude or ChatGPT, monday.com’s own support resources, and working with an experienced monday.com consultant.

3 days ago (edited) | [YT] | 1

Mastering monday

monday.com is much more than just a place to list tasks. When it’s set up well, it can give your company better visibility, clearer accountability, stronger reporting, and easier access to business data.

In this video, I walk through how monday.com can create more transparency across projects, clients, and teams. I also show how clear owners, deadlines, and dashboards can help your team stay on track while giving leaders better information for decision-making.

Lastly, I share how AI can take this even further. By connecting monday.com data to AI tools through MCP, you can ask questions, get reports, and access business insights faster.

So if you’re trying to understand what monday.com can really do for your business, or you need to explain the value to someone else on your team, this is a good one to watch.

6 days ago | [YT] | 0

Mastering monday

Are you using both monday.com and ChatGPT? This video will show you some real and practical examples of what's possible.

I also walk through how to connect monday.com and ChatGPT using monday.com’s native AI connector.

1 week ago | [YT] | 0

Mastering monday

monday.com project management can be set up in several different ways—and the right structure depends on the complexity, scale, and number of projects your team manages.

In this video, I walk through three practical monday.com project management setups and explains when each one makes sense.

2 weeks ago | [YT] | 1

Mastering monday

monday.com pricing in 2026 depends on more than the plan shown on the pricing page.

This video explains the four factors that determine what your company will actually pay: product, plan, number of seats, and AI credit usage.

Find out how pricing differs across monday Work Management, monday CRM, monday service, and monday dev, along with the features available on the Free, Basic, Standard, Pro, and Enterprise plans.

I also explain monday.com’s newer AI credit model, including how credits are consumed by features such as monday agents, AI Notetaker, and monday Vibe—and where administrators can monitor actual usage inside their account.

2 weeks ago | [YT] | 0

Mastering monday

Most business owners don’t need more dashboards. They need one clear view of what’s happening across the business.

In this webinar, I share three practical ways to get that overview in five minutes a day using monday.com, Claude AI, and automated daily reports.

You’ll see how I decide which metrics matter, bring information from different tools into one place, give Claude the right business context, and create a report that is actually useful.

Missed the live session? Here’s the full recording.

3 weeks ago | [YT] | 1

Mastering monday

Is monday AI worth the extra cost?

This video gives an honest review of monday.com’s newest AI features, including AI columns, AI workflows, Sidekick, AI Notetaker, monday Vibe, and AI agents.

After using monday.com since 2015 and implementing it for hundreds of companies, Tara shares which AI tools are already delivering reliable value, which ones are more of a mixed bag, and which features may need more time before they are ready for complex setups.

You’ll also see practical examples of how AI columns and workflows can handle straightforward tasks, where Sidekick and AI Notetaker may fall short, and why monday Vibe and AI agents still have significant potential despite their current limitations.

3 weeks ago | [YT] | 0

Mastering monday

In this video, you'll see a real workflow built for a client whose AI-generated leads were missing one critical piece of information: email addresses. The automation detects missing emails, sends the lookup request to Wiza through Make, and automatically updates the lead in monday.com when a match is found.

If you're using AI for lead generation or building sales workflows in monday.com, this is a simple way to enrich your CRM data and improve your outreach process.

4 weeks ago | [YT] | 0

Mastering monday

Opening a busy monday.com board and seeing everyone's tasks can be overwhelming — especially for new users.

In this video, I show you how to use monday.com's "Dynamic Me" filter so every team member automatically sees only the tasks assigned to them. You'll also learn how to save the filter as a custom view and create a simple "My Daily View" to stay focused on what's due today.

If you're setting up monday.com for your team, this is one of the easiest improvements you can make to help people stay organized and reduce distractions.

1 month ago | [YT] | 0