From lead qualification to renewal management, monday agents keep every deal moving so your reps focus on closing. Pick a ready-made agent or create your own.
I'll summarize today's priorities and flag anything overdue, first thing.
I will scan your account list and flag which accounts are ready to expand, need attention, or should be watched closely.
I'll keep a Salesforce account record synced with your tracking board every week for a specific product or service line.
I will monitor your key accounts and surface timely signals so you can act on expansion opportunities and churn risk before they slip by.
I'll manage your renewals for you, tracking key dates and the actions they need.
I'll send personalized outreach emails to your leads and follow up automatically until they reply.
I'll draft personalized outreach emails for your target accounts so your reps always have something ready to send.
I will prepare a full quarterly business review package, health score, and outreach email for every account you own.
I'll prepare a complete discovery and demo brief for each deal so you walk into every call with full context and sharp questions ready.
I'll create and edit visuals from a text prompt or your existing images, instantly.
I will spot accounts that have outgrown their license and prompt timely expansion conversations.
I'll track your competitors and surface strategic insights, no manual digging required.
I'll triage and draft your communications so you can focus on the big decisions.
I'll streamline your deal desk, from quoting all the way to approvals.
I'll generate on-brand graphics ready for any platform you post on.
I'll watch your pipeline, flag stalling or at-risk deals, and tell you the next best action before they slip.
I'll research your target prospects and draft personalized, ready-to-send outreach so your reps book more meetings.
I'll write on-brand content from any brief or topic — blog posts, emails, social copy, and more — so your team always has a steady stream of publish-ready material.
I'll book your demos, send prep materials, and handle every follow-up after.
I'll match your voice and tone in every message I write.
Hey, I'm Abigail. I shape your brief into a conversion ready landing page layout your team can build on.
I'll analyze customer feedback and identify your highest-priority product opportunities.
I'll start your day with a summary of urgent messages and ready-to-send replies.
I'll score and prioritize your leads against the criteria you care about.
I'll handle your reminders, emails, meetings, and tasks — the work you'd rather skip.
I'll turn your campaign brief into ready-to-test ad creatives — paired copy and visuals.
Identifies growth and efficiency opportunities and generates structured action plans with clear next steps and impact.
Scans company data to detect revenue risks, cost leaks, and underperforming initiatives in real time.
Prepares agendas, summarizes context, and tracks decisions and follow-ups so leaders stay focused on priorities.
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Coordinates interviews by syncing availability. Handles booking, reminders, and rescheduling without manual effort.
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Evaluates applications against role criteria, filters non-fits, and highlights top candidates for faster hiring decisions.
Sources and ranks candidates across channels. Initiates personalized outreach and improves based on recruiter feedback.
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Detects and classifies incidents, alerts the right teams, and tracks resolution. Ensures post-mortems are completed and learnings captured.
Audits content quality, identifies gaps from ticket trends, and updates knowledge base articles using real resolution data.
Classifies, prioritizes, and routes tickets automatically. Sets SLAs and resolves common issues using knowledge base data.
Uses templates and past documents to generate accurate drafts. Applies company policies to produce documents ready for legal review.
Captures requests, asks follow-ups, flags duplicates, and routes work automatically. Surfaces existing answers to reduce repetitive requests.
Converts product decisions into detailed specs with requirements, edge cases, and acceptance criteria so teams can execute without ambiguity.
Synthesizes feedback from support, sales, and usage data. Identifies patterns and recommends what to build next with clear evidence.
Analyzes user behavior, identifies drop-offs, and deploys improvements to increase conversions. Continuously tests and applies learnings across pages.
Generates and adapts content for different channels and audiences. Learns from engagement signals to refine messaging and improve performance over time.
Plans, launches, and optimizes campaigns across channels. Allocates budget dynamically and connects performance to revenue data so teams can scale what drives pipeline.
Don't see what you need? Build it.
Describe what you need and build your own agent or work app on monday.com.
FAQs
An AI agent for sales is an autonomous system that handles the research, outreach, and follow-up work of a sales team - qualifying leads, prepping discovery briefs, coaching calls, monitoring deal health, and managing contract renewals - so reps can focus on closing. On monday.com, you can use the built-in agent creator to start from a ready-made agent or create an agent from a prompt in minutes.
Yes. monday.com's AI agent builder is a no-code agent platform designed for people without programming experience. Describe what you want the agent to do, and it configures a custom AI agent tailored to your sales team - no coding required. It's an AI assistant builder that works for anyone, not just developers.
An automation follows a fixed if-this-then-that rule. An AI agent reasons through a task, decides what to do next, and can handle exceptions along the way. monday agents combine both: they act autonomously while still following the guardrails and permissions you set.
monday.com's AI agent platform connects your CRM data, email, calendar, and meeting transcripts in one governed workspace - so a sales agent can research an account, prep a discovery brief, and sync the outcome back to Salesforce without anyone moving data manually. Every action runs within scoped permissions, so sensitive deal data stays controlled.
Connect with one click to tools like Salesforce, Gmail, Google Calendar, Google Drive, Slack, and monday notetaker, or reach any sales tool through monday MCP and open APIs. Your agents work within monday.com's existing permission model - you control exactly what each agent can read, write, and act on - so nothing runs outside the boundaries you set.
Yes. monday agents work as AI co-workers alongside your team inside the same workspace, handing off work to each other and to people - so a lead qualification agent can pass a scored prospect directly to an outbound sequencing agent, without anyone coordinating the handoff.
monday agents are available on all paid plans, starting at $9 per seat per month. Each agent action runs on AI credits, which are included with your plan and can be topped up as your team scales. Visit monday.com/pricing for current plan details.
Yes, you can assign, review, and manage monday agents from the monday.com app on iOS and Android, so your agents stay accessible wherever your team works.
