Use Monday.com AI to Track Retrospective Actions and Sprint Summaries

What This Does

Monday.com's Agile Insights feature takes a snapshot of your sprint at the start and end, then generates an AI-powered retrospective summary that compares what the team planned vs. delivered — and suggests action items — so you spend your retrospective facilitating discussion rather than building the data view.

Before You Start

• You have Monday.com open on a Pro or higher plan (AI features require Pro or Enterprise)
• Your team uses Monday dev or has sprints set up in a monday.com board
• At least one sprint has been completed (Agile Insights works retroactively on completed sprints)

Steps

1. Open Agile Insights for your sprint

In your monday.com board, click the Agile tab at the top of your board view. Select Agile Insights from the left panel. You will see a list of your past sprints. Click on the sprint you want to review.

2. Generate the AI sprint summary

At the top of the Agile Insights view, click Generate Summary (or look for the AI/sparkle button next to the sprint name). Monday.com AI compares the sprint's opening state (what was planned) with its closing state (what was completed), calculates velocity, and generates a written summary. The summary includes: completion rate, items carried over, and a section labeled "Recommendations for next sprint."

3. Review and export action items

The AI will surface 2–3 improvement suggestions based on the sprint data — for example: "7 of 12 items were completed. 3 items were carried over due to blockers. Consider reducing sprint scope by 20% or resolving the API dependency before sprint start." Copy the action items into your retrospective board or paste them into your meeting agenda as the starting point for team discussion.

4. Use AI Blocks for ongoing action tracking (optional)

In any monday.com board, click + Add column and select AI Column from the column types list. Choose Summarize or Extract action items as the column behavior. This creates a Smart Column that auto-generates a one-line summary or extracts action items from any text field in that row — useful for tracking retro outputs across multiple sprints without manually copying notes.

Real Example

Scenario: You just wrapped sprint 8 of a 12-sprint ERP implementation. The sprint had 15 story points planned and your team is feeling frustrated because they feel like they're always carrying items over. You want to bring concrete data to the retrospective rather than relying on team memory.

What you do: Open Agile Insights for Sprint 8 and click Generate Summary.

What you get: "Sprint 8 completed 10 of 15 planned points (67%). 4 items were carried over — 3 were blocked by the client's delayed data access and 1 was scoped incorrectly at sprint start. Velocity has decreased 15% over the last 3 sprints. Recommendation: address the data access dependency with the client before Sprint 9 starts, and consider breaking the 'data validation' epic into smaller tasks to improve flow." You share this summary at the start of the retrospective, which immediately focuses the team on the real constraint rather than debating what went wrong.

Tips

• The AI summary is most useful as a conversation starter, not a conclusion. Share it at the start of the retro to ground the discussion in data, then let the team add context AI doesn't have.
• Monday.com AI also works in the regular board view: click the AI button on any task and choose "Suggest subtasks" to break down vague items, or "Summarize updates" to condense a long comment thread on a single task.
• If you use Monday.com's AI standup feature, team members can log their standup update directly into a board item and AI generates a daily summary for the PM — reducing the need for a synchronous standup call.
• For action item tracking after the retro, create a dedicated "Retro Actions" group at the bottom of your sprint board and use an AI Column set to "Summarize" to auto-generate a status summary of each action item as it moves through completion.

Tool interfaces change — if Agile Insights has moved, look for sprint analytics or AI options in the board header or left sidebar panel.