AI-Agents for Business Development Managers in Research working with monday.com

Summarize videos, verify leads, write briefs. Every one is ready to run, and you can adjust it in plain language.

Build Prospect Lists

Build sourced lists of potential clients that match target criteria.

Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.

Works with8 tools
Refresh Sales Lead Sheet

Keep potential client contacts current for outreach.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Build Sales Lead Lists

Find potential clients in new sectors with reasons to pursue them.

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 Qualified Lead Lists

Build a list of new companies that fit the chosen market.

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

Works with9 tools
Build Sales Lead Lists

Build contactable business lists for new client outreach.

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 Social Lead Lists

Surface recent company posts to guide prospect outreach.

Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.

Works with7 tools
Build Campaign Lead Lists

Share a screened prospect list with the outreach team.

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

Works with7 tools
Email Morning Prospect Queue

Identify company announcements that open new sales conversations.

Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.

Works with16 tools
Build Sales Lead List

Rank new client prospects against the target customer profile.

Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.

Works with21 tools
Build Sales Prospect List

Find unrepresented companies in new markets for outreach.

Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.

Works with4 tools
Build Prospect Lists

Surface member businesses that fit new sales targets.

Get a prospect list from exhibitor and member rosters, with company websites, public contact details, and source links ready for your review.

Works with4 tools
Build Prospect List

Build a sourced list of companies in the chosen market.

Get a B2B prospect list that fits your target market, with business websites, public contact details, and source links ready to review.

Works with5 tools
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