How I Built a monday.com CRM AI Agent in 10 Minutes
monday AI Agents are here, and they’re changing how teams work inside monday CRM.
In this first look, we break down how monday AI Agents can automatically generate leads, qualify prospects, make calls, and execute actions across your workflows, without manual work.
If you're using monday CRM, this is one of the most important updates to understand right now.
In this video, you’ll learn:
• How monday AI Agents work inside monday CRM
• How the AI Lead Agent generates and enriches leads automatically
• How the AI Sales Agent can call, qualify, and schedule meetings
• How to trigger actions based on workflow conditions
• What’s coming next with monday AI (Agent Builder & more)
monday AI is no longer just about suggestions—it’s about execution.
Watch the full video to understand how monday AI Agents can automate your workflows.
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TIMESTAMPS:
00:00 monday AI Agents overview
00:42 What are monday AI Agents?
01:35 AI Lead Agent explained
02:10 Defining your ICP with AI
03:05 Lead preview & refinement
03:33 Mapping data into your CRM
03:52 Scheduling automated lead generation
04:18 AI Sales Agent overview
04:40 Configuring voice & behavior
05:00 Triggering automated calls
05:22 Setting call goals & scripts
05:38 Testing and activating the agent
05:57 Call logs, transcripts & tracking
06:23 monday AI roadmap (what’s coming)
07:10 AI Agent Builder & future workflows
07:45 Final thoughts + next steps
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