AI-Agents for Account Executives 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.
Find new buying-role contacts within assigned accounts to call.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.
13 toolsShow which ad leads are ready to contact and create follow-up tasks.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.
12 toolsFlag date or term fixes before you send a customer quote.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
4 toolsDraft a new client proposal from discovery notes and approved costs.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Prepare quote discount replies for review before answering buyers.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Build sourced shortlists before choosing whom to approach.
Get sourced contact shortlists for target accounts you mark ready, with role checks and uncertain matches flagged for your review.
Put the latest client scope beside each draft quote for review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Find verified contacts at companies worth pursuing.
Get an email lead list of verified work contacts, with source links and a CSV you can review before outreach.
Surface verified decision makers for account outreach.
Your outreach list gains relevant contacts with verified work emails and source links. Unclear company matches go to you for review.
Find companies like strong customers to fill a territory pipeline.
Get a targeted prospect list built from customer examples, with fit reasons, business contact routes, and sources your team can review.
Build a ranked account list for territory outreach.
Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.
Draft prospect proposals for review from deal notes and approved terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
