AI-Agents for Sales Operations Specialists in Sales Prospecting working with monday.com

Find matched prospects, verify emails, send first outreach. Every one is ready to run, and you can adjust it in plain language.

Send Outreach Emails

Mark successful outreach sends and log replies in the contact sheet.

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

Reconcile approved outreach rows with send logs and flag mismatches.

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

Flag stale prospect rows without removing their history.

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

Check contact sheets against sales criteria and prevent repeat entries.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Upload Qualified Leads

Clean emailed lead sheets and upload only qualified new prospects.

Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.

Works with9 tools
Build Outreach List

Keep the outreach list clear of repeat job postings.

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

Clean weekly business leads and show any shortfall against the target.

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

Check territory prospect lists for missing details and duplicates.

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

Check new leads and add qualified contacts to the outreach register.

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
Build Campaign Lead Lists

Deduplicate campaign leads and note ownership questions.

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

Works with7 tools
Add Leads to Campaigns

Verify lead emails and add qualified people to the right campaign.

Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.

Works with31 tools
Check Contact Form Emails

Check new inquiry emails and flag repeats in the lead tracker.

Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.

Works with33 tools
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