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In this video, you’ll learn about the latest updates released to monday.com in September 2025. These include new CRM features like round robin automations for assigning leads and Deal Insights powered by AI. You’ll also see the introduction of monday Notetaker, which joins meetings on Zoom, Google Meet, or Teams to record and summarize calls, generate action items, and answer questions using AI. Tara also walks through key improvements to workflows, such as editing active workflows without stopping them, new triggers like “when a board is created,” and the ability to pull the latest item update into automation logic. You'll discover enhancements to Gmail integration, UTM tracking in workforms, and updates to the Autopilot Hub for managing automations and integrations. Additional features include expanded list view limits, connected board visibility improvements, managed template scaling, and AI-powered dashboard and column creation. Timestamps: 0:00 Introduction and Overview 2:09 Deal Insights and AI Features 3:35 Edit Workflows Without Stopping 5:50 Add UTM Tags to Workforms 6:58 Track Form Sources With Tags 8:04 Reuse Questions in Workforms 10:05 AI for Dashboards and Columns 11:41 Increased List View Item Limit ================================================================================ 💥 Welcome to Simpleday! 💥 💡 Hit SUBSCRIBE to stay updated on more productivity and monday.com tips! ================================================================================ FREE RESOURCES 🎁 Newsletter: Get the latest intel, updates, and pro-tips on monday.com weekly -- straight to your inbox for free! Subscribe here: https://tinyurl.com/3hbf8czn 🎁 Free Consultation: Claim your free 30-minute consultation with me: https://calendly.com/simple-day/30-mi... 🎁 Free Workflow Checklist: Simplify your projects with the High Level & Low Level Workflow Setup Checklist. Download it here: https://simpledaysolutions.com/monday... ================================================================================ WORK WITH ME 💪 Let’s Chat: Book a free 30-minute consultation to discuss your needs and get personalized support. Schedule here: https://calendly.com/simple-day/30-mi... 💪 Start with monday.com: Begin your journey and unlock the full potential of monday.com. Get started here: https://tinyurl.com/monday-com 💪 Take the next step: master monday.com with a full on-demand course. 43 practical videos to teach you everything you need to build your perfect workflow. https://simpledaysolutions.com/on-dem... 💪 Build better boards, faster, with our custom templates. We've built 10+ monday.com templates to help businesses like yours get up and running faster. Get started now! https://simpledaysolutions.com/templa... ================================================================================ JOIN THIS CHANNEL 💥 Join this channel to get access to perks: / @mastering-monday KEEP IN TOUCH 🔗 LinkedIn: Connect with me on LinkedIn: / tara-horn-571858a 🔗 Website: Explore more resources on our website: https://simpledaysolutions.com/ ================================================================================ OTHER MASTERING MONDAY.COM VIDEOS ►► • A Step-By-Step Guide To Building High-Leve... ►► • Manage Multiple Projects with Time Trackin... ►► • How To Build A KPI Dashboard In monday.com... ►► • Track Tasks Or Overall Project Progress Us... ►► • How to Automate Time Tracking in monday.co... ►► • Automating Cross-Board Information Matchin... ►► • The Ultimate monday.com Hack: Showing Subi... ►► • Leads Management In Minutes with monday.co... ►► • Connect Multiple Boards in monday.com #mon... ►► • How to Use a Mirror Column in Automations ... ================================================================================ RELATED SEARCHES monday.com tutorial monday.com monday.com quick tutorial monday.com tutorial for beginners ================================================================================ RELATED SEARCHES monday.com tutorial monday.com monday.com quick tutorial monday.com tutorial for beginners