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已展示 10 / 10 个已收集 Skill。
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",…
原文语言：英语
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",…
原文语言：英语
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",…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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).…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
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…
原文语言：英语
Guide for developing monday.com platform API tools in the agent-toolkit package. Use when creating, modifying, or debugging tools in packages/agent-toolkit/src/core/tools/platform-api-tools/, working with GraphQL queries, or adding new MCP tools to the…
原文语言：英语