AI-Agents for Sales Operations 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.
Check requested work against approved services and rates in drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsKeep outreach entries aligned with target rules and flag duplicates.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 toolsApply prospect criteria and log each intake decision for the sales team.
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 toolsCarry approved prices into seller-owned proposal drafts.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsCarry approved scope and costs into a consistent proposal draft.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsReconcile daily ad submissions with sales leads and surface exceptions.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
36 toolsAttach the exact scope version that passed review to the draft quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsSend approved customer contracts and keep signing links on contract tickets.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
14 toolsSend approved customer agreements and note the request on the task.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
5 toolsKeep draft quotes aligned with revised deal scopes.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsLink the latest client scope to quotes awaiting internal approval.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsGather proposal packet files from shared folders before approval.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
6 tools
