AI-Agents for Activity Reporting in Advertising and Marketing working with monday.com

Audit pages, track rankings, compare traffic. Every one is ready to run, and you can adjust it in plain language.

Send Sales Pipeline Report

Track open agency deals by stage for the weekly new business review.

Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.

Works with47 tools
Export Lead Lists

Prepare a ranked prospect list for agency new business outreach.

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

Works with12 tools
Review Keyword Rankings

Flag client pages whose keyword losses warrant an SEO review.

Your SEO lead gets a short list of pages worth checking when fresh search data shows meaningful visibility losses.

Works with27 tools
Send Keyword Ranking Exceptions

Flag client keyword shifts and rival pages for SEO review.

Get a daily keyword ranking report that flags meaningful moves and points to the owned pages worth checking.

Works with28 tools
Send Mail Merge

Send approved client campaigns to checked contact lists.

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 client campaigns from current lists and log exceptions.

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 client campaign emails and log each recipient's result.

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 client campaign emails and log each contact.

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 Outreach Emails

Send prepared agency prospect emails and record who responds.

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
Send Scheduled Mail Merge

Send approved client campaigns to eligible contacts on schedule.

Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.

Works with15 tools
Send Scheduled Mail Merges

Send approved client outreach to current, eligible 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
Send Workbook Mail Merge

Send approved client campaigns from contact lists and log each send.

You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.

Works with12 tools
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