AI-Agents for Scheduling in Retail working with monday.com

Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.

Send Workbook Mail Merge

Send personalized shopper campaigns and flag contact list errors.

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

Works with12 tools
Build Social Media Calendar

Set social post dates for product themes and promotions.

You get a dated social media content calendar from your spreadsheet plan, with a balanced mix ready for review and assignment.

Works with9 tools
Fill Social Media Calendar

Place store promotions on open social posting dates.

Your next month's social media calendar has post plans from your team's workbook, ready for approval alongside any gaps that need a decision.

Works with10 tools
Send Mail Merge

Email selected shoppers a personalized campaign and report contacts missed.

Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.

Works with41 tools
Send Mail Merge Emails

Send personalized promotions to eligible shoppers in a contact group.

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

Works with14 tools
Send Mail Merge Emails

Send approved customer promotions as individual emails.

Your campaign emails go out through Gmail after the owner approves the draft. You get a report of every send, skip, and failure.

Works with5 tools
Draft Occasion Captions

Write occasion captions that fit the approved store visual and message.

Get a social media caption grounded in your planned occasion post and visual, ready for a reviewer who knows the occasion.

Works with13 tools
Publish Instagram Carousels

Turn shopping topics into approved carousel posts for customers.

Your Instagram carousel moves from topic notes to a live post, with copy and slide reviews in your team's content chat.

Works with4 tools
Write Christmas Caption

Write Christmas captions for shoppers using confirmed hours or offers.

Your Christmas greeting gets a caption that fits your message, with a review request ready for your social media manager.

Works with14 tools
Write Hiring Caption

Draft store hiring captions and send them to the hiring team for review.

Get a hiring caption for social media, plus the graphic and task links your team needs to check the job facts before posting.

Works with17 tools
Draft Defective Product Replies

Draft defect replies for shoppers using orders and replacement rules.

Your support rep gets a reply draft in the customer's conversation, grounded in the order and the replacement rules you choose.

Works with34 tools
Draft Social Media Caption

Draft social captions for store promotions with the approved link.

Get a caption for your planned social media post, with the offer and call to action ready to review in your task queue.

Works with11 tools
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