Asana and Monday.com are seeing customers increase use of AI actions as both companies--along with the likes of Atlassian and Smartsheet--aim to coordinate AI agents and humans.
In recent earnings calls, it's clear that work management platforms are aiming to use agentic AI to be more relevant and coordinate work across platforms.
Monday reported better-than-expected first quarter earnings with revenue growth of 30%. As of the end of the first quarter, Roy Mann, co-CEO of Monday, said users have performed more than 26 million AI actions to date. "We are thrilled to see such rapid growth and usage of AI as our customers utilize the features to automate complex tasks, extract insights and accelerate decision making," said Mann.
Eran Zinman, co-CEO of Monday, said enterprises are the fastest growing market for the company and it launched a bevy of work management features that appeal to enterprises.
Monetization of automated AI actions will come over time, said Mann. "We see a lot of customers get value out of those actions and the numbers are great, but they don't really represent the value," said Mann. "The monetization is still early in early stages and we're experimenting with it. We do see a correlation between usage and pricing and the fact that people do actually pay when they get the real value."
Asana had a similar story and is leaning into AI agents for work coordination. CEO Dustin Moskovitz, who plans to step down, said on the company's fourth quarter earnings call that the goal was to become "the definitive platform for human AI coordination." Asana reports its first quarter results June 3.
The company features an AI Studio that now has a Smart Workflow Gallery, a suite of prebuilt AI-powered workflows to improve employee productivity. Smart workflows are focused on marketing, IT and operations. The idea is that Asana can coordinate cross-functional workflows because of its visibility into work and its proprietary Work Graph data model.
"My vision for Asana is to be the defining platform for human-AI coordination. This isn't just about adding AI features. It's about fundamentally transforming how organizations coordinate and execute work at scale, enabling more and higher-level work to become self-driving over time," said Moscovitz.
Asana's fourth quarter revenue was up 10% from a year ago.
Smartsheet is also looking to bring agentic AI to its work management platform via a high-profile partnership with AWS. Specifically, Smartsheet has tight integration with AWS' Amazon Q agentic AI efforts. Smartsheet also launched a new user experience and visualization tools.
The company is likely to have more to say later in 2025 given it has been busy adding leaders since its go-private deal with Blackstone and Vista Equity Partners is now complete. Smartsheet to go private in deal valued at $8.4 billion
All those work management systems are likely to face a threat from Atlassian, which is leveraging its foothold with developers and IT to expand into other team management areas.
Atlassian is developing a System of Work platform that shifts the company from standalone products to a vision of apps and agents grouped into collections. Rovo, Atlassian's AI engine, sits in the middle.
In the fiscal third quarter, Atlassian delivered revenue of $1.4 billion. The company noted that its Teamwork Graph, which is powered by more than two decades of data on how work is done, can expand its total addressable market.
Atlassian CEO Mike Cannon-Brookes said the company's AI platform has more than 1.5 million monthly active users. "We do think that the future of teamwork is going to be about this sort of iterative human AI human agent collaboration," said Cannon-Brookes. "We've started making the shift from standalone products to a vision of apps and agents with Rovo at the center of everything."
