AI-Agents for Account Executives in Advertising and Marketing working with monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Draft Business Proposal

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
Export Lead Lists

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 Outreach Emails

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
Write Outreach Subject Lines

Turn first email drafts into complete options for approval.

Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.

Works with16 tools
Add Qualified Contacts

Add qualified account contacts to outreach without repeat entries.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Build Sales Lead Lists

Surface matched company contacts for the next outbound push.

Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.

Works with11 tools
Build Prospect Lists

Find local businesses to approach for new accounts.

Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.

Works with9 tools
Build Qualified Lead Lists

Find new buyer contacts without repeating accounts already in play.

Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.

Works with9 tools
Build Sales Lead Lists

Prepare a sourced list of businesses to approach in a chosen area.

Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.

Works with10 tools
Build Territory Prospect List

Find local business prospects for territory outreach.

Get a territory prospect list with public contact details and review flags, ready for your sales rep to check before outreach.

Works with9 tools
Notify Deal Owners

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
Draft Initial Outreach Email

Draft a first email connecting a target account's priorities to the offer.

Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.

Works with38 tools
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