Extract AI

Built to work directly with monday.com board updates and columns, Extract AI takes the hassle out of handling emails and files by making OCR (optical character recognition, aka text and image data) data extraction quick and easy. Whether you’re in accounting, customer service, or a help desk team, Extract AI helps streamline workflows, reduce manual work, and save you valuable time.

Standout Features

Save time: Extract AI automates the extraction of important content from emails and files, removing the need for manual data entry and repetitive tasks in monday.com.
Email + Board Integrations: Extract AI connects Gmail and Outlook directly with your monday.com boards, giving you one central hub for all your extracted data. Keep your team aligned and your workflows running smoothly by sending key content straight into the heart of your operations.
Precision and Accuracy: Powered by the latest AI technology, Extract AI delivers reliable content extraction that reduces errors and improves data quality in monday.com With cleaner, more accurate data, you can make decisions with confidence and keep your workflows running at their best.
Customizable Workflows: Extract AI adapts to the way you work. Build workflows that match your exact needs—whether it’s accounting, CRM, or help desk—so your processes stay flexible, efficient, and built for you.

How It Works

Extract AI functions as an integration within the monday.com platform. After installation from the monday.com marketplace, select the App, chose the relevant Workspace and Board you wish to start with.

Choose which workspace and which board you would like to integrate it.

Authorize Extract AI

After authorization is complete, set up your data source and you’re good to go!

Pros and Cons

Pros:

Saves time – Automates data extraction from emails and files, eliminating copy-paste and manual entry
Reduces errors – Fewer typos and mistakes since AI captures key info directly into monday boards
Centralized workflows – With Gmail, Outlook, and board integrations, everything lands in one hub where your team already works
Customizable – Workflows can be tailored to fit accounting, CRM, or help desk processes
Scalable – Handles higher volumes of data without needing more manpower or time
Boosts productivity – Frees your team from repetitive tasks so they can focus on higher-value work
Better data quality – Structured, accurate data means stronger reporting and smarter decisions

Cons:

Depends on input quality – Poorly scanned documents or messy email formats may still cause extraction errors
Setup takes planning – Custom workflows need some configuration up front to match each team’s use case
Integration limits – Gmail/Outlook integration works well, but some advanced scenarios (like attachments over certain sizes or legacy systems) may have constraints

Use Cases & Best Practices

Accounting & Finance – Pull invoice numbers, amounts, and client details from PDFs or emails straight into your monday.com boards
CRM & Sales – Capture leads from incoming emails and update contact records automatically
Help Desk & Support – Extract ticket details like requester, issue, and priority, then send them directly into your workflows
Operations – Keep purchase orders, contracts, and vendor details organized by extracting only the info you need
Compliance & Audits – Log critical details with accuracy so your records are always clean and reliable

Pricing & Availability

Extract AI is available through the monday.com marketplace as a premium integration developed by Jetpack Apps.

Pricing is dependent on how many monday.com board updates you need. A free version is available for one monday.com board with up to 100 monthly automations. The most robust plan is the Extract Ultimate plan which costs $86 for application on unlimited boards with unlimited actions per month.

Final Thoughts & Recommendation

Extract AI brings clarity and efficiency to your workflows by turning messy emails and files into structured, usable data inside your monday boards. The result is simple: less manual entry, fewer errors, and a team that stays aligned on what matters most.