Build In Progress

Stage 5 — AI/Formula Separation Pattern

Stark Industries PMO · fuzzy meets deterministic · the demo centerpieceTwo distinct layers on the Intake Board. The AI column handles the fuzzy work — reading a vague business problem and producing a structured summary. The formula column handles the deterministic work — checking 7 required fields and returning Complete or Incomplete. Each does what it's good at. This is the architectural insight that demonstrates real platform fluency.

Layer 1 — Fuzzy: AI Summary

AI Column · Summarize. Reads the unstructured Business Problem text and generates a concise, structured summary. This is the native monday AI feature the assignment requires.

Source

Business Problem column

Task

Summarize

Output

Restated problem, implied scope, suggested category

What it proves

AI can structure messy intake without manual triage

Layer 2 — Deterministic: Completeness Score

Formula Column · IF/AND. Checks all 7 required fields. Returns "Complete" or "Incomplete." This is the one formula that drives routing — nothing else needed.

Checks

7 required fields all non-blank

Output

"Complete" / "Incomplete"

Drives

Automation 1 (Complete → Pending Review) + Automation 2 (Incomplete → notify)

What it proves

Formula columns can't trigger automations directly — solved via "When item created" trigger + condition check

Two Layers, One Gate

flowchart TD
  FORM["Form Submitted\n8 fields from requestor"]
  AI["AI Summary column\nSummarize task\nreads Business Problem"]
  FORMULA["Completeness Score\nFormula · IF/AND\nchecks 7 required fields"]
  DECIDE{"Score = Complete\nor Incomplete?"}

  FORM --> AI
  FORM --> FORMULA
  FORMULA --> DECIDE

  DECIDE -->|"Complete"| PENDING["Status → Pending Review\nnotify Assigned PM\nSLA clock: 5 business days"]
  DECIDE -->|"Incomplete"| INCOMPLETE["Status → Incomplete\nnotify requestor\nPlease fill all required fields"]

  classDef ai fill:#ECEAFE,stroke:#4F46E5,color:#241A12
  classDef formula fill:#E6EEF6,stroke:#2F6FA8,color:#241A12
  classDef form fill:#DDF2EE,stroke:#0E7C6E,color:#241A12
  classDef decision fill:#FBE9E7,stroke:#C23A30,color:#241A12
  class AI ai
  class FORMULA formula
  class FORM form
  class DECIDE decision