Monday.com AI Agents Specialist for Paid Optimization Session

Posted last month

Worldwide

Summary

I run a commercial real estate brokerage and I am tightening up how we use Monday.com. We already use it as a workflow and approval layer, and I want to expand it into our internal operations and transaction coordination system. My priority is the native Monday AI agents that launched in 2026, and where they can take work off my team’s plate. Specifically, I want help automating the processes we already run in Monday, including: Our escrow process Our broker payable and commission value process Our active listing processes Our group tasks and group assignments And the rest of what we manage in the platform day to day What I want first is a single paid working session, 30 to 45 minutes, over screen share. I will walk you through exactly how we use Monday today across those processes. You tell me where it is set up well, where it is not, and specifically which agents and workflows we should be running that we are not. I want an expert set of eyes and a short list of concrete moves, not a sales pitch. This is a paid session on its own terms. If the session is strong, there is real ongoing work behind it to build out the boards, the agents, and the operations layer. I would rather start small and expand with someone who proves they know this deeply. You are a fit if you: Have built and deployed Monday.com AI agents in production since the 2026 AI platform relaunch, not just old style automations and AI blocks. Can look at a live setup and quickly tell me what to fix and what to add. Are comfortable with a recorded screen share session as the first step. Communicate in plain language and give direct recommendations. To be clear on what this is not. I am not looking to move my CRM into Monday, and I am not looking for a generalist who does a little of everything. I want someone whose focus is Monday.com, ideally the agents specifically. Screening questions 1. How many Monday.com AI agents have you built and deployed in production since the 2026 AI platform relaunch? Give me two specific examples and what each one automated. 2. Walk me through one agent you configured start to finish, including what triggered it and what action it took. 3. Have you automated multistep business processes in Monday such as an escrow or transaction pipeline, commission or payables tracking, or recurring group task assignments? Tell me which and how. 4. Are you available for a paid 30 to 45 minute screen share session as the first step, with potential ongoing work after? What is your hourly rate? 5. What is the single most common thing you see people set up wrong in Monday.com?

  • Less than 30 hrs/week
    Hourly
  • 3-6 months
    Duration
  • Expert
    Experience Level
  • $40.00

    -

    $75.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Business Planning & Strategy
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:2 weeks ago
  • Hires:
    1
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Apr 27, 2023
  • United States
    Beverly Hills3:22 AM
  • $14K total spent
    26 hires, 11 active
  • 206 hours
  • Real Estate
    Individual client

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