AI-Agents for Sales Development Representatives in Software 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
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
Write Outreach Subject Lines

Draft three subjects for each first prospect email.

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

Works with16 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 Qualified Lead Lists

Add qualified new prospects to the sheet with source links.

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

Works with9 tools
Build Social Lead Lists

Check company handles and posts before choosing whom to contact.

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
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
Draft Initial Outreach Email

Draft a first email that gives a named prospect a reason to talk.

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
Reply to Sales Prospects

Answer outreach replies and hand over prospects ready to meet.

Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.

Works with23 tools
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