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monday.com AI Updates, Governance and Security

Know what's live in your monday.com account, who can touch it, and where it's actually secure. That's the whole session.

River Sol

River Sol

Marketing Assistant · September 2, 2026

01 / Watch the replay

Sep 2, 2026 · 60 min · Free replay

Every few weeks, monday.com ships another AI update. A new agent capability. A new Sidekick behavior. A new automation trigger that touches customer data without anyone in IT signing off on it first.

Most teams are thrilled about the features but are completely in the dark about the controls. That's the gap we're closing.

This isn't a feature tour. It's what's actually changed, who can turn it on, where your data goes, and how you keep AI adoption from turning into a security review six months from now.

02 / What we covered

Mostly governance, bookended by what's new and what's secure

A quick pass on the latest AI updates to open, the bulk of the hour on governing AI tools inside your account, and a security briefing to close.

Opening pass

The AI updates that actually matter

monday.com ships fast. We cut through the changelog noise and walk through what's new (Vibe, Agents, Sidekick, Notetaker) and what each update actually changes about how work moves through your boards.

The bulk of the hour

Governance: who can turn AI on, and who's watching it

Admin controls, permission tiers, workspace-level settings, and the guardrails that decide whether an intern can quietly point an AI agent at your client data. We show you where those switches live and how to set them before someone else does.

The takeaway

A rollout framework you can hand to leadership

Leave with a straightforward way to introduce new AI features to your org without triggering the “wait, what does this thing have access to” meeting after the fact.

Closing briefing

Security: where your data actually goes

What monday.com's AI features do and don't retain. How data flows between your boards, connected apps, and the models running underneath the hood. What that means for teams working under compliance requirements: HIPAA, SOC 2, GDPR, or just a legal team that asks hard questions.

03 / Who ran it

Run by the team that manages this daily, not a rep reading from a deck

Ruan Jonker

Ruan Jonker

Head of Sales, Workiflow

Greg Franck

Greg Franck

AI Expert, Workiflow

04 / Why this session exists

Why this session exists

AI adoption inside monday.com almost never fails because the tools don't work. It fails because nobody mapped out governance before rollout, and then trust breaks the first time something goes sideways.

It isn't you vs. AI. It's you + AI, but “+” only holds up if the people responsible for security actually trust what's running. This session is us handing you the map before you need it, not after.

/ Start

We're a monday.com Platinum Partner. We're in client accounts every day, setting up exactly the controls this session covers. Nothing here is theoretical. It's what we already build.

30 minutes. No commitment.

Workiflow is a monday.com Platinum Partner and CRM Specialist that has served nearly 1,000 clients across SMB to Fortune 500. To learn how vibe coding can be applied to your operations, contact the Workiflow team.