AI-Agents for Business Development 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.

Build Qualified Lead Lists

Find new company contacts that match the team's target market.

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

Works with9 tools
Build Sales Lead Lists

Build sourced business lists for new client outreach.

Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.

Works with10 tools
Build Social Lead Lists

Check company profiles and recent posts for client outreach.

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

Screen potential client contacts before new business 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.

Works with8 tools
Send Approved Proposals

Send approved new business proposals from the sales mailbox.

Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.

Works with4 tools
Fill RFP Answer Template

Draft bid answers from approved material for new opportunities.

Get your buyer's RFP answer template filled in its existing format, with source links and proof gaps ready for sales review.

Works with
Send Signature Request

Send signed-off client agreements to their named signers.

Your client gets the agreement to sign, and you get the request link and send confirmation on the project.

Works with5 tools
Enter Prospecting Leads

Move clean prospect contacts into the sales tracker for outreach.

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools
Add Qualified Leads

Add qualified prospects to the CRM with a reason to make contact.

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Works with23 tools
Add Leads to Campaigns

Prepare new prospect campaigns with drafts based on stated needs.

Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.

Works with4 tools
Add Verified Prospects

Move qualified client prospects into outreach without duplicate entries.

Your outreach list gets qualified new contacts, with duplicates and failed checks flagged in the prospect table.

Works with4 tools
Qualify Lead Ad Contacts

Add ad respondents who match target companies and roles to outreach.

Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.

Works with12 tools
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