AI-Agents for Sales Development Representatives in Sales Operations 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.

Export Lead Lists

Turn saved searches into unique prospects ordered for outreach.

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

Works with12 tools
Build Prospect Lists

Prepare sourced company prospects for first contact.

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
Send Outreach Emails

Send approved prospect emails and log each contact's first reply.

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
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
Refresh Sales Lead Sheet

Keep outreach prospects current as their roles or companies change.

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

Works with9 tools
Add Qualified Contacts

Add qualified prospects to outreach and flag duplicates before contact.

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

Find new people to approach in the requested market gap.

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 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
Build Prospect Lists

Build weekly lists of local businesses to contact.

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 Territory Prospect List

Build territory prospect lists and flag leads for review.

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

Works with9 tools
Add Qualified Prospects

Add qualified prospects to the outreach register before first contact.

Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.

Works with8 tools
Send New Lead Emails

Reply to inbound leads and ask the next question needed to qualify them.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools
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