AI-Agents for Sales Representatives in Request Intake working with monday.com
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft prospect proposals with supported prices and questions to resolve.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsAdd qualified contacts to the outreach register and flag exceptions.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 toolsFind qualified contacts in the register for prospect outreach.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
8 toolsCreate proposal drafts from prospect needs and approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsSend approved customer agreements for signature and note the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsDraft first emails around each prospect's stated request for review.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 toolsPrepare lead-specific first emails for prospect campaigns.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
4 toolsDraft customer proposals from deal needs and approved prices.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsShow the ad request and checked contact details before follow-up.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.
4 toolsDraft first answers to buyers' questions for review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
22 toolsPrepare checked trade show contacts for sales follow-up.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
Prepare a proposal for a prospect using the approved sample.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
