Getting real value from monday.com Sidekick

Most people who have Sidekick switched on in their monday.com account have never used it. In this session, Tanya walks through why that is, and what changes once you do. You will see where Sidekick sits next to monday's other AI products (Vibe and Agents), and when to reach for which one. Then a live demo: building a board from a voice note, linking it to a budget tracker, and asking Sidekick to flag what's overdue or off-estimate before it becomes a problem. The second half covers what account admins actually need to know: how credits are spent, how to set permissions by department, the activity log, and why every action still asks for your approval before it runs. Timestamps: 00:00 Welcome and agenda 02:53 Where Sidekick sits: Sidekick vs Vibe vs Agents 07:30 What Agents are for (recurring, background tasks) 08:10 Three levels: account, board, item 11:02 Permissions: Sidekick only sees what you can see 12:34 Live demo begins: planning a holiday trip 14:31 Building a board from a prompt 17:21 Checking budget status and catching issues early 19:44 Using voice notes to update a board 23:46 Marking tasks done by voice 25:28 Governance: plans, credits and how usage is calculated 28:58 Admin controls: switching AI on/off by product 29:56 Allocating credits fairly across departments 31:13 Activity log, undo, and the 30-day trash 33:27 Humans in the loop: why nothing runs without approval 34:39 Q&A: data privacy, cross-board access, Sidekick vs Agents