AI-Powered Forms and Conditional Logic in Monday.com
Forms Are the Front Door to Your Workflow AI Just Became the Doorman
In 2025, Monday.com is no longer just a place where you track work it’s where work begins. And now, it begins smarter than ever before.
Thanks to AI enhancements and expanding conditional logic, Monday.com forms can now collect data more intelligently, respond dynamically to inputs, and trigger workflows without manual intervention.
At Ava Desk, we’ve helped clients across logistics, real estate, manufacturing, and creative services build AI-powered intake systems that automate more and think deeper.
Here’s how AI and logic rules are transforming forms inside Monday.com and how your business can take full advantage.
1. Conditional Logic Inside Forms: Smarter, Cleaner Data Collection
Monday now allows for conditional logic inside forms, meaning:
Show or hide questions based on previous answers
Route different types of entries to different boards or groups
Trigger automations only when specific fields are completed
Example use case:
In a support form, if a customer selects “Urgent” as priority, the form reveals a phone number input and alerts the team immediately.
This reduces clutter, streamlines intake, and makes each submission context-aware.
2. AI-Powered Suggestions in Form Fields
While still rolling out across accounts, Monday’s Sidekick AI and connected tools (like Make.com + OpenAI) can help:
Autocomplete entries based on company records
Suggest likely values from previous submissions
Generate default text based on form type
This makes forms faster to fill out and easier to manage, especially for large teams submitting repeat requests.
3. Form Submissions That Trigger Full Workflow Chains
Paired with AI and automation, a form can now:
Create a new item
Assign a task to a team member based on input
Pull data from other boards (SKU, product names, pricing)
Notify internal or external users
Kick off conditional workflows that advance based on AI scoring
Ava Desk uses this for clients to power:
Freight request forms
Loan intake systems
Hiring workflows
Marketing approvals
4. AI Forms + Make.com = Fully Automated Workflows
Using Make.com with Monday.com unlocks true automation intelligence.
Example:
A client fills out a product request form. Make:
Scans the product description with OpenAI
Matches it to the closest product in the database
Fills in item fields
Generates an automated update
Assigns a reviewer
No one on the team has to touch the request — the AI handles all of it.
5. Built-In Validation and Smart Formatting
New AI features will allow Monday.com to:
Validate entries before submission (e.g., valid emails, complete fields)
Prevent duplicate records
Flag issues for review based on text analysis
It’s like having a quality control system built into the form.
6. Use Cases Across Teams
Sales: Smart lead intake with routing based on budget or region
HR: New hire forms that adapt based on role type or location
IT: Ticketing forms that generate AI summaries of issues
Marketing: Campaign request forms with AI-generated descriptions
Forms aren't just for input anymore they’re for intelligent operations.
Forms Are Now Smart Enough to Think
What used to be a static intake form is now a dynamic, AI-connected engine that starts and guides your workflow.
At Ava Desk, we build:
Smart Monday.com forms
Connected Make.com + AI workflows
Intake dashboards and automation chains
Conditional logic across use cases
If your current form is just collecting data you're missing its full potential.
Want us to build a smarter intake system for you?
Learn more at www.ava-desk.com
Book a call: https://calendly.com/miles-workiflow