AI-Agents for Sales in Staffing and Recruiting 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.

Draft Business Proposal

Prepare prospect proposals that sellers can review before sending.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools
Export Lead Lists

Turn saved prospect searches into ranked lists for outreach.

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

Works with12 tools
Add Job Postings

Add sourced hiring leads to the shared outreach list.

Your outreach list gains qualified openings from teammates' forwarded posts. Your teammate gets a row link or a clear reason to skip.

Works with12 tools
Build Prospect Lists

Build sourced prospect lists for the team's outreach.

Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.

Works with8 tools
Send Mail Merge

Send approved prospect emails and track which contacts need review.

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 prospect emails and avoid duplicate sends.

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

Email approved prospect lists and mark skipped contacts.

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 prospect emails and flag incomplete contact rows.

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 approved prospect emails and track replies in the outreach 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
Send Scheduled Mail Merges

Send approved prospect emails and record each send result.

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
Track Outreach Email Sends

Show which approved prospect emails have confirmed send results.

Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.

Works with15 tools
Write Outreach Subject Lines

Prepare first prospect emails with three subjects for rep approval.

Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.

Works with16 tools
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