AI-Agents for Approvals working with monday.com

Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.

Send Mail Merge

Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.

Works with17 tools
Send Mail Merge Emails

Your mail merge uses a saved contact group, sends personalized emails from your mailbox, and reports every send, skip, or failure.

Works with14 tools
Attach Campaign Drafts

Your reviewers find campaign drafts right on their review tasks. A comment shows which version came from email.

Works with12 tools
Published by Campaigns Essentials
Attach Supplier W-9s

Your reviewers can find supplier W-9s on matching purchase requests instead of searching the paperwork mailbox.

Works with7 tools
Check Quote Concessions

See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.

Works with10 tools
Draft Business Proposal

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Works with10 tools
Draft Release Changelog

Get a changelog draft for your next release, with customer-facing updates linked to the work behind them and emailed for review.

Works with25 tools
Email Card Charge Exceptions

Your policy owner gets a clear email for settled card purchases with policy violations. They can review the charge details.

Works with24 tools
Flag Revised Quotes

See whether a supplier's replacement quote changes the terms on your purchase request before you decide again.

Works with7 tools
Prepare Campaign Approvals

Your marketing reviewer gets a campaign approval task with the proposed launch date and creative file together, ready for a decision.

Works with12 tools
Published by Campaigns Essentials
Return Incomplete Contract Requests

Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.

Works with26 tools
Write Release Notes

Your upcoming release page gets notes tied to completed work, and your maintainer gets a draft to review.

Works with25 tools
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