AI-Agents for Sales Development Representatives in Exception Handling working with monday.com

Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.

Send Mail Merge

Send personalized prospect emails from an approved draft.

Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.

Works with11 tools
Send Mail Merge Batches

Send approved prospect batches without emailing opted-out contacts.

Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.

Works with15 tools
Send Mail Merge Emails

Send approved prospect emails and flag contacts that need fixes.

Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.

Works with14 tools
Send Mail Merge Emails

Send approved prospect emails and avoid duplicate outreach.

Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.

Works with12 tools
Send Scheduled Mail Merges

Send approved prospect emails and identify skipped contacts.

Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.

Works with12 tools
Track Outreach Email Sends

Show which approved prospect emails went out and which need attention.

Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.

Works with15 tools
Build Outreach List

Turn fresh job postings into qualified employer leads.

Your shared outreach list fills with fresh, relevant job leads and employer details, with possible contacts marked for review.

Works with8 tools
Send Mail Merge Emails

Send approved prospect emails and flag missing contact details.

Your campaign tracker shows which mail merge emails went out and which recipients need your attention.

Works with5 tools
Fill Company Account Gaps

Identify prospects' employers and flag uncertain account matches.

Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.

Works with19 tools
Assign Sales Leads

Assign prepared prospects to available reps for follow-up.

Your sales lead tracking shows who owns queued leads and whether follow-up can start or sales operations needs to review a gap.

Works with4 tools
Enrich LinkedIn Prospects

Enrich matched prospects before planning sales outreach.

Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.

Works with12 tools
Find Contact Details

Find prospect contact details and flag uncertain matches.

Your contact request lists become review-ready spreadsheet rows, with found details and uncertain matches clearly flagged.

Works with17 tools
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