Done Awards Hall of Fame: Tucker Pellicci (Agent on-board)

Announcement Case study Session recap

November 1, 2026

About Tucker

Company: Bectran
Industry: Finance
Tier: Enterprise
10 minutes to build an 800-hour plan
40 to 200 hours saved in customer rework
Eliminating 4 to 10 week go-live slips
Inclodes 100-step Task Library, 6 product modules, and 7 event-triggered agent jobs

Tucker’s 24-hour story

Unifying sales, platform services, and client visibility from closed deal to go-live

The challenge

Every customer Bectran signs goes through an implementation with our platform services (PS) team before go-live. The handoff from sales to PS is where things start to break. – Contract lines get signed with no specific task behind them. – Client to-dos live in someone’s call notes and emails. – Go-live dates get promised before anyone checks if the team has room. – Sales only learns where a customer stands by asking. Each new customer costs us about 40-200 hours of PS time in rework and chasing, and go-lives land about 4-10 weeks late. Our PS lead spends several hours a week building plans by hand in an excel sheet with no visibility across the org.

The build

Liv, our new Go-Live Coordinator, takes each deal from signed contract to go-live.

She started as monday’s Project Manager agent template. We kept its core habits—owner nudges, overdue flags, confirm before acting—and taught her our six modules, our 100-step Task Library, ownership rules, and each person’s weekly capacity.

What she does:

• Before close: Forecasts a realistic go-live date against the team’s real load, so the AE knows what to promise.

• At close: Reads the contract, builds the plan on monday’s native project board with Resource Planner, staffs it against capacity, flags custom contract lines, and spins up a private client portal.

• After calls: monday Notetaker hands her the transcript to update the plan and automatically flag change orders.

• Daily & weekly rhythm: Runs risk checks, prepares call briefs from Outlook Calendar, sends Teams nudges, updates capacity plans, delivers sales digests, and stages client emails for human sign-off.

How she collaborates & integrates:

• Every question routes to one central board—the Go-Live Desk—as one clear row for one owner across AEs, solutions engineers, and PS leads.

• The client portal is a monday Vibe app, giving each customer a private, key-locked link showing only their project plan.

• Powered by 4 custom skills (scope check, capacity, and go-live readiness) and 7 jobs triggered by deal stages, board changes, Notetaker meetings, and schedules.

Guardrails: She never edits Salesforce data, never deletes items, and never contacts a customer without human approval.

The impact

Today, the handoff lives in Excel and in people’s heads. With Liv, sales, PS, and engineering work from one unified plan where every open question has an owner and a date.

On our initial demo run, Liv:

• Built a 65-task, 800-hour plan from the contract in ~10 minutes—work that takes our PS lead several hours in Excel.

• Caught two custom contract lines our standard plan missed before kickoff.

• Flagged two people over capacity weeks ahead without pushing the go-live date.

The strategic shift:

• Honest dates: AEs receive live go-live forecasts before contracts are signed, cutting into historical 4–10 week go-live slips.

• Less chasing: Eliminates 40–200 hours of rework and manual status chasing per customer through automated sales digests and client Vibe portals.

• Total visibility: Sales, delivery, and leadership work from one shared capacity plan rather than disconnected spreadsheets on individual laptops.

Watch Tucker’s work

Demo video

Get inspired by what Tucker built for Bectran. Click the link below to watch

https://screen.studio/share/4hhhaIE3

Steal Tucker’s playbook

Recreate Tucker’s Telsa-winning agent by plugging this prompt into Sidekick.

🛠️ Steal Their Build: Autonomous Go-Live & Implementation Coordinator Agent

Inspired by: Tucker Pellicci (Bectran) – Winner: Top 10 Agent Builder (#8)

🎯 The Goal

Eliminate onboarding delays, manual spreadsheet project planning, and communication gaps between Sales and Services teams—turning signed client contracts into staffed, capacity-checked implementation plans in minutes, while keeping clients and account executives updated automatically through private portals and scheduled digests.

🏗️ Architecture & Data Model

 ┌─────────────────────────────────────────────────────────────┐
 │ 1. PRE-CLOSE PIPELINE (monday CRM)                          │
 │    Agent checks team bandwidth to forecast honest go-live   │
 └──────────────────────────────┬──────────────────────────────┘
                                │
                                ▼
 ┌─────────────────────────────────────────────────────────────┐
 │ 2. CONTRACT PARSING & WBS INSTANTIATION                     │
 │    Parses signed contract terms & provisions standard tasks │
 │    from a 100-step Task Library into the Project Board      │
 └──────────────────────────────┬──────────────────────────────┘
                                │
         ┌──────────────────────┼──────────────────────┐
         ▼                      ▼                      ▼
 ┌──────────────┐       ┌──────────────┐       ┌──────────────┐
 │ CAPACITY &   │       │ NOTETAKER    │       │ GO-LIVE DESK │
 │ STAFFING     │       │ SYNC         │       │ CROSS-TEAM   │
 │ Assigns team │       │ Updates plan │       │ Single board │
 │ by workload  │       │ & scope creep│       │ for questions│
 └───────┬──────┘       └──────┬───────┘       └──────┬───────┘
         └──────────────────────┼──────────────────────┘
                                │
                                ▼
 ┌─────────────────────────────────────────────────────────────┐
 │ 3. DUAL VISIBILITY & DELIVERY                               │
 │    • Client: Private, key-locked Vibe portal plan view       │
 │    • Internal: Weekly sales digest + staged check-in emails │
 └─────────────────────────────────────────────────────────────┘

Central Delivery Board (“Implementation Tracker”):
- Key Columns: Task Name (Item Name), Phase / Module (Status), Assigned Specialist (People), Estimated Effort (Hours) (Numbers), Timeline / Due Date (Timeline), Contract Scope Reference (Text), Client Visibility (Checkbox).
Go-Live Desk Board (Triage Hub):
- Single board where Sales, Solutions Engineers, and Implementation Leads log open questions—one row, one owner, one deadline.
Private Client Portal (monday Vibe App):
- Clean, password-locked interface where clients track their onboarding milestones without seeing internal notes, budgets, or staffing details.
Hard Guardrails:
- Agent has read-only access to CRM/contracts; never deletes items; stages client-facing emails for human approval before sending.

📋 White-Labeled Prompts & Setup Guides

1. Master monday AI Agent Prompt (Go-Live Coordinator)

“You are the Go-Live Coordinator Agent for [Company Name]. Your role is to guide every new customer from closed contract through successful onboarding and go-live.

You operate across these triggers and jobs:

Job 1: Pre-Close Go-Live Forecast (Trigger: Deal in Negotiation stage)

Check active workload across [Implementation Services Board] and calculate realistic kickoff and go-live dates based on team capacity. Post the forecasted dates to the CRM deal record so Sales promises accurate timelines.

Job 2: Contract-to-Plan Builder (Trigger: Deal moves to Closed Won)

Read the signed contract document and scope summary.

Pull matching tasks from our [Master Task Library Board] across our core modules: [Module A, Module B, Module C].

Instantiate the project board, assign milestones against individual weekly bandwidth, and flag any custom commitments or non-standard deliverables in the [Go-Live Desk Board].

Job 3: Meeting Follow-Through (Trigger: monday Notetaker meeting summary received)

Review meeting transcripts from onboarding calls.

Identify completed milestones, next steps, and potential scope changes/change orders.

Update task statuses and log new action items with assigned owners.

Job 4: Weekly Governance & Communications (Trigger: Every Monday at 8:00 AM)

Scan active implementations for overdue tasks, stalled items ($>3$ days), or upcoming critical milestones.

Post a Sales Digest to the AE team summarizing project health and go-live readiness.

Draft a tailored Client Status Update Email and stage it in the Draft Review column for the Implementation Lead’s approval.”*

2. Client Portal Prompt (monday Vibe App)

“Build a clean, client-facing onboarding portal called [Company Name] Customer Launchpad connected to our [Implementation Project Board].

Configure the app with the following components:

Welcome & Milestone Header: Displays client name, project kickoff date, estimated go-live date, and overall progress percentage bar.

Phase Roadmap View: Groups deliverables into structured phases ([Phase 1: Kickoff & Config] $\rightarrow$ [Phase 2: Data Migration] $\rightarrow$ [Phase 3: Training & Go-Live]). Show only items where Client Visibility is checked.

Action Items for Client: A dedicated card highlighting tasks requiring client input or sign-off (e.g., API keys, file submissions, review approvals).

Key Contact Card: Displays assigned Implementation Specialist name, email, and meeting booking link.”*

3. Cross-Functional Governance Recipes

Scope Creep Alert Trigger:When Notetaker transcript identifies a deliverable not in the original contract scope, create an item on [Go-Live Desk Board] tagged Change Order Review and notify [Account Executive] and [Implementation Lead].
Client Email Staging Recipe:When Client Weekly Digest Status changes to Approved by Lead, send the staged update email to the client contact and log timestamp on the project timeline.

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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