Run your sales pipeline in monday CRM from plain language. Start the day with a ranked deal briefing, build a forecast, turn meeting notes into deal updates, set up a CRM workspace from scratch, keep your data clean, manage sequences end-to-end, log calls and meetings to timelines, analyze team activity and rep…
Analyze CRM activity data — rep performance, call and email volume, team activity breakdowns, and engagement stats. Use when someone says "how many calls did the team make", "show me rep activity", "who's the most active rep", "activity breakdown this week", "how is the team performing", "what's our outreach volume"…
Set up, view, and manage automations on monday CRM boards using natural language — no block IDs or technical knowledge required. Use when someone says "set up an automation", "automate this", "when a deal is won notify me", "remind me when a date passes", "move deals automatically", "what automations do I have", "turn…
Start your day with a prioritized CRM briefing — works for any monday CRM setup: pipeline, contacts, accounts, leads, or no board at all. Use when someone says 'morning briefing', 'daily brief', 'what's on my plate today', 'catch me up on my deals', 'what needs attention', 'what needs my attention', 'anything urgent…
Check your CRM board's health and clean up messy data — run a scored health check (missing fields, stalled deals, abandoned columns, automation gaps) as a report, or fix data in bulk (phone formats, missing emails, country codes, unowned deals, stale dates). Use when someone says "clean my CRM", "fix my data"…
Build a forecast dashboard in monday — committed, best-case, and pipeline views by close month, rendered as real dashboard widgets. Use when someone says "build me a forecast", "show me Q2 pipeline", "Salesforce-style forecast", "forecast dashboard", "commit vs best-case", "what's our number this quarter", "how are we…
Log calls, meetings, notes, and other activities to CRM item timelines — structured records with attendees, outcomes, and follow-ups. Use when someone says "log my call with", "add a note to the deal", "what activities happened on", "record this meeting", "update my note on", "track a call with", "log a meeting with"…
Turn meeting transcripts into deal updates — key points, commitments, and next steps posted to matching CRM deals automatically. Auto-creates contacts for new attendees. Use when someone says "log my meetings to deals", "update CRM from calls", "what did I commit to in meetings", "sync notetaker", "log this meeting"…
Manage CRM sequences end-to-end — list, create, enroll contacts, activate/deactivate, duplicate, and track performance. Use when someone says "what sequences do I have", "create a welcome sequence", "enroll this contact in a sequence", "add these leads to my nurture sequence", "deactivate the cold outreach sequence"…
Build a CRM workspace from scratch — describe your business and get boards, columns, and pipeline stages created in monday. Use when someone says "set up my CRM", "build me a CRM", "create CRM boards for me", "I need a new sales pipeline", "help me get started in monday", "I don't know how to set up my pipeline", or…
Simplifies the monday.com public GraphQL API for external developers. Setup projects with the @mondaydotcomorg/api SDK, build and live-test queries, migrate between API versions, and operate in production with proper error handling, rate limits, and retries.
Build, test, and debug monday.com GraphQL queries and mutations. Introspects the live schema, handles pagination, column value formatting, and validates queries by executing them. Use when writing API queries, debugging response shapes, or figuring out column value JSON formats.
Migrate between monday.com API versions. Identifies your current version, shows breaking changes, guides code updates, and tests migrated queries. Use when a new API version is released or you need to upgrade from a deprecated version.
Migrate an existing monday.com app from the old OAuth flow to the new OAuth 2.1 flow. Changes token endpoint from oauth2/token to oauthms/oauth/token, adds refresh token support, updates token storage, and optionally adds PKCE. ALWAYS use when someone mentions migrating monday OAuth, switching to the new OAuth flow…
Production operations guidance for the monday.com API. Covers error handling, rate limits, complexity budgeting, retry strategies, webhooks, and caching. Use when preparing an API integration for production or debugging production issues.
Bootstrap a project using the monday.com public GraphQL API. Installs the @mondaydotcomorg/api SDK, configures auth, pins API version, and sets up TypeScript codegen. Use when starting a new API integration or adding monday.com API to an existing project.
Build, deploy, and manage monday code apps with multi-region, cron, alerts, and security scanning. Use when user says "deploy my app", "push to monday-code", "deploy to monday", "check deployment status", "set environment variables", "push my app", "deploy backend", "deploy frontend", or wants to promote an app…
Start development servers and local environment for monday code apps. Use when user says "start dev server", "run frontend", "run backend", "npm run dev", "start local environment", "set up local dev", or "run the app locally".
Scaffolds a new monday.com code app with the correct structure, dependencies, and monday-code deployment configuration. Use when user wants to 'create a monday code app', 'scaffold a new app', 'initialize a monday app', 'set up a frontend app', 'set up a backend app', 'create a fullstack monday app', or asks how to…
Use when user says 'migrate my app to monday-code', 'convert to monday platform', 'add monday SDK to existing app', 'deploy existing app on monday', 'move my React/Node app to monday-code', or wants to add monday.com integration to an existing frontend, backend, or fullstack app. Migrates the existing project to…