Stage 5 — AI/Formula Separation Pattern: Stark Industries PMO

Two 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.

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

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

    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:#fef0e8,stroke:#e8621a,color:#0a1628
      classDef formula fill:#e8f2f9,stroke:#4a90c4,color:#0a1628
      classDef form fill:#e6f2f1,stroke:#008c85,color:#0a1628
      classDef decision fill:#fde8e8,stroke:#e05050,color:#0a1628
      class AI ai
      class FORMULA formula
      class FORM form
      class DECIDE decision