mcp

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 off automation", "create a workflow", "automate my pipeline", or "set up a rule".

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", "what's the activity history for", "add meeting notes to", "I just spoke with", "note on the account", or "update the activity I logged".

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", "activate my new sequence", "how is my nurture sequence doing", "show me sequence analytics", "create a drip campaign", "who is enrolled in", "duplicate this sequence", "set up a new outreach flow", "check this contact's sequence history", or "what sequences is this lead in".

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 in my deals', 'what's hot in my pipeline', 'pipeline summary', 'start my day', or 'daily standup prep'.

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", "normalize my phone numbers", "fill in missing owners", "run a board health check", "audit my CRM board", "what's broken in my CRM", "what are the data gaps on my board", "board is messy", or "clean up before my kickoff call".

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 tracking to quota", "weighted pipeline", "deal rollup", "Clari-style", "pipeline by month", or "what's in commit".

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", "I just had a call with [company]", "what did I promise in that meeting", "add notes from today's calls", or "update the deal after my call".

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 "build me a CRM from scratch". Do not use for questions about an existing board — those belong to daily-briefing or data-cleanup.