AI-Agents for Account Executives in Handoffs working with monday.com

Turn prospect briefs into priced proposal drafts for review.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Find the strongest buyer matches before starting new conversations.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools

Send prepared emails to leads and see which contacts have replied.

Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.

Works with12 tools

Email you a link when a proposal on your deal is rejected.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools

Review campaign prospects and their suggested outreach owners.

Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.

Works with7 tools

Draft buyer proposals from call recaps and approved pricing.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools

Send a proposal draft with approved terms for deal review.

Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.

Works with8 tools

Turn approved introductions into personal first emails to buyers.

Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.

Works with9 tools

Reopen review when a client's proposal changes after a decision.

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Works with11 tools

Show why your client proposal needs revision before resubmission.

Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.

Works with6 tools

Add rejected client proposals to your task list with the reviewer's reason.

Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.

Works with13 tools

Send approved proposals to prospects and confirm the link is active.

Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.

Works with4 tools