Done Awards Hall of Fame: Jeff Benton (Agent Builder)

Announcement Case study Session recap

October 26, 2026

About Jeff

Company: Clearwater
Industry: Finance
Tier: Enterprise
10,000+ hours handed back annually
508 live projects actively governed
3,071+ audited agent actions in first 2 months
60,000+ tasks per year fleet capacity

Jeff’s story

Redesigning client onboarding with a 20-agent fleet that never sleeps

The challenge

When a sales opportunity closes and needs to become a project, the clock doesn’t stop for a weekend, but our process used to. A closed-won opportunity would sit, sometimes for days, until someone had time to configure the project, brief the project manager and get onboarding moving forward.

A notification just tells someone to act, it doesn’t decide anything or move work forward itself. I wanted to redesign my company’s sales-to-delivery-to-support transition operating model from the ground up, not just pseudo-automate what we had always done.

The plan started with one agent, but became a team of twenty agents connected end to end: the Project Intelligence Network (PIN), bringing real autonomous agentic intelligence to the entire client onboarding journey.

The build

None of PIN’s 20 agents are chatbots. All perceive, decide, and act on their own, built as teammates, not watchdogs. 18 run natively on monday’s Agent Builder; two are Bring Your Agent (BYA) teammates hosted on Claude for Salesforce reach and workspace builds.

When a sales opportunity closes, agent Iris Scan spots and routes it. Agent Piper Claude reads it out of Salesforce and hands agent Nova Start a clean summary. Agent Nova decides project structure, capabilities, teams, and board layout, then hands construction to agent Mason Claude, who builds it live. Agent Mila Stone nurtures the client through onboarding.

A PM never touches a setup task. Every agent shares one versioned instruction format, checks a single Emergency Stop, and earns its way up a 3-stage trust ladder.

The impact

The PIN team is governing 508 live projects around the clock across 120+ distinct task types. On any single project, 50 to 75 tasks are handled by the PIN team instead of a human.

At today’s portfolio size, the fleet is built to handle more than 60,000 tasks a year. monday’s activity log shows more than 3,071 individual agent actions in the fleet’s first two months live, on pace to top 18,000 in year one.

At a conservative 10 minutes of manual work per task, PIN is handing back more than 10,000 hours a year across the portfolio.

A sales opportunity closing Friday at 5 PM has a fully built project plan and briefing ready for the PM by Monday at 8 AM, without anyone touching setup over the weekend.

Watch Jeff work

Demo video
Get inspired by what Jeff built for Clearwater.

Steal Jeff’s playbook

Recreate Jeff’s agent PIN by plugging this prompt into Sidekick.

🎯 The Goal

Eliminate client excitement drop-off and days of administrative setup when a deal is closed won—transforming weekend or end-of-quarter handoffs into an instant, autonomous pipeline where a fleet of specialized AI agents sets up the project, briefs the Project Manager, and continuously audits project health across hundreds of active client workspaces around the clock.

🏗️ Architecture & Data Model

 ┌──────────────────────────────────────┐
 │       DEAL CLOSED WON IN CRM         │
 │ (Friday 5 PM or automated trigger)   │
 └──────────────────┬───────────────────┘
                    │
                    ▼
 ┌─────────────────────────────────────────────────────────────┐
 │ 1. INTAKE & ORCHESTRATION AGENT                             │
 │    Reads deal scope, line items, and client contract specs   │
 │    Instantiates tailored client project board from template │
 └──────────────────┬──────────────────────────────────────────┘
                    │
         ┌──────────┴──────────┬────────────────────┐
         ▼                     ▼                    ▼
 ┌──────────────┐      ┌──────────────┐      ┌──────────────┐
 │ SCOPE AGENT  │      │ TEAM MATCHER │      │ ONBOARDING   │
 │ Generates WBS│      │ Maps skills, │      │ Drafts kick- │
 │ & task lists │      │ capacity & PM│      │ off artifacts│
 └───────┬──────┘      └──────┬───────┘      └──────┬───────┘
         └──────────┬─────────┴─────────────────────┘
                    │
                    ▼
 ┌─────────────────────────────────────────────────────────────┐
 │ 2. EXECUTIVE PM BRIEFING AGENT                              │
 │    Compiles deal context, scope nuances, and risk factors   │
 │    Delivers a ready-to-read briefing pack to the PM's inbox │
 └──────────────────┬──────────────────────────────────────────┘
                    │
                    ▼
 ┌─────────────────────────────────────────────────────────────┐
 │ 3. 24/7 PORTFOLIO AUDITING FLEET (Continuous Governance)    │
 │    Scheduled scans across 500+ active projects              │
 │    Flags stale tasks, budget creep, and unassigned steps    │
 └─────────────────────────────────────────────────────────────┘

Enterprise CRM / Pipeline Board:
- Key Columns: Deal Name (Item Name), Contract Value (Numbers), Product/Service Tier (Status/Dropdown), Close Date (Date), Account Executive (People), Assigned PM (People), Handover Status (Status: Pending Setup / Agents Building / Briefing Ready / Live in Delivery).
Standardized Master Delivery Templates:
- Multi-level work breakdown structure (WBS) boards categorized by delivery phase, resource requirements, and milestone dependencies.
Specialized Multi-Agent Fleet (Project Intelligence Network / PIN):
- Provisioning Agent: Spawns and configures the project workspace and links it to master portfolio reporting.
- WBS Generator Agent: Deconstructs custom contract line items into concrete subtasks and timeline estimates.
- PM Briefing Agent: Summarizes customer business goals, key stakeholder personalities, and scope boundaries so the PM skips discovery research.
- Continuous Health Auditor: Runs recurring cron-based checks across all active project boards to catch stalled items, deadline drift, and unassigned work.

📋 White-Labeled Prompts & Setup Guides

1. Sales-to-Project Provisioning Agent Prompt

“You are the Onboarding Provisioning Agent for [Company Name]. Your mission is to instantly spin up delivery infrastructure the moment a deal closes.

When a deal moves to Closed Won on our [Sales Pipeline Board]:

Extract contract deliverables, tier level, industry, and target go-live date from the deal item.

Create a new board in the [Client Delivery Workspace] using our [Standard Delivery Template].

Populate all phase milestones, setting start dates based on the deal close date and standard milestone durations.

Link the new project board back to the master [Portfolio Management Board] and assign the delivery lead based on domain expertise.

Update the CRM Handover Status to Workspace Provisioned.”*

2. PM Opportunity Briefing Agent Prompt

“You are the Executive PM Briefing Agent for [Company Name]. You prepare Project Managers so their first interaction with a new client is strategic and fully informed.

When a new client project workspace is provisioned:

Review all sales discovery notes, contract terms, proposal documents, and email exchanges attached to the CRM deal record.

Generate a structured Project Launch Briefing and post it as the primary update on the new Project Board:

Client Objective & Why They Bought: [Core business outcome promised during sales]

Key Stakeholders & Decision Makers: [Names, roles, communication preferences, and sensitivities]

Custom Scope Additions & Exclusions: [Explicitly highlight any non-standard commitments]

Immediate First-Week Milestones: [3–5 concrete actions the PM should execute before the kickoff call]

Identified Delivery Risks: [Potential bottlenecks, tech dependencies, or tight timelines]

Set the project status to PM Briefing Ready and @mention the assigned Project Manager.”*

3. 24/7 Continuous Portfolio Audit Agent Prompt

“You are the Portfolio Governance & Quality Auditor for [Company Name]. You continuously inspect active client projects to keep execution on track.

Every business day at 6:00 AM, scan all active boards in the [Client Delivery Workspace]:

Identify tasks where Due Date is past and status is not Done.

Identify active phases containing unassigned tasks or missing dependencies.

Check for items that have remained in Working on it or Stuck for more than 5 consecutive business days without an update.

For any flagged project:

Post an Actionable Health Alert directly to the project board’s weekly standup thread.

Update the project’s health indicator on the [Master Portfolio Dashboard] to Needs Attention or At Risk.

Summarize root causes and recommended recovery actions for the PM.”*

4. Automated Handover Recipes

Instant Handover Trigger: When Deal Status changes to Closed Won on [Sales CRM], trigger [Provisioning Agent] to build project structure and assign delivery squad.
Autonomous Escalation Rule: When a project item remains in Stuck status for $> 48$ hours, update Portfolio Health to Escalated and notify [Director of Operations] with the agent audit trail.

Explore the entire hall of fame

Check out all of our winners from the Done Awards to see what they built

Read on

FAQs about the Done Awards

What are the Done Awards?

The Done Awards are monday.com’s first customer awards program, recognizing customers who use AI on the platform to get real work done. Winners were announced live at Elevate ’26.
Who won the 2026 Done Awards?

Kendal Sparks of Frankly Spoken Productions (best AI workflow wiz), Jeff Benton of Clearwater (best agent builder), Alexis Reese of Horizon Media (best vibe app), Rosie Vargas of Hammer and Nails Grooming (best cross-collaborator), Aaron Rasmussen of Pritchard Companies (best decision driver), Beth Juliano of 1021 Creative (best global impact), and Jen Brugge of The Universal Group (People’s pick).
How many Done Awards categories are there?

Seven: best AI workflow wiz, best agent builder, best vibe app, best cross-collaborator, best decision driver, best global impact, and the People’s pick.
Which monday.com capabilities did the winners use?

The winners used monday agents, monday vibe, monday sidekick, and AI workflows, along with automations, integrations, dashboards, and multi-level permissions.
How were the Done Awards winners chosen?

A panel of monday.com product and client-facing leaders, and Elevate insiders scored six core categories on the challenge (30%), the build (40%), and the impact (30%). The People’s pick was decided by a one-week community vote on the monday Reddit community. The Agent on-board award was chosen by our agent product leaders on-site, at Elevate.
What did Done Awards winners receive?

Each winner received a trophy, a travel voucher, a VIP pass to Elevate, a feature across monday.com and Elevate channels, and a toast with fellow winners after the ceremony.
Where and when did Elevate ’26 take place?

Elevate ’26 took place October 28 to 29, 2026 at the Javits Center in New York City, with a pre-conference Certification Day on October 27.

Elevate Team

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