You will get Monday.com AI Automation Transformation Package
Top Rated
Project details
You get a practical monday.com AI setup focused on real workflow improvements, not just “AI features” turned on. I review your current process, find bottlenecks, and build an Automation plan using monday.com AI features where they make sense (AI blocks, AI workflows, agents) plus your existing Project Workflows. I also set up or improve the Automated Workflow logic, connect tools if needed with API Integration, and give you a simple rollout plan. This is best for teams that want faster work, fewer manual steps, and a system people actually use.
AI Algorithms
Transformer ModelAI Applications
AI Chatbot, AI Text-to-Speech, AI-Enhanced Classification, Text RecognitionAI Development Language
RAI Models
ChatGPTWhat's included $7,500
These options are included with the project scope.
$7,500
- Delivery Time 21 days
- Number of Revisions 3
Frequently asked questions
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RP
Rob P.
Sep 16, 2025
Monday.com CRM Expert Needed to Fix Automations and Streamline Workflows
This project would've taken me a couple hours to troubleshoot on my own or with Monday's support team but Eric jumped on, knew exactly what to look at and fixed the issue in less than 30 mins it was amazing.
MB
Michel B.
Aug 13, 2025
CRM Adjustments and Dashboard Creation in monday.com
BR
Benjamin R.
Apr 13, 2025
Monday project management expert
Great Monday.com expert. Will rehire shortly!
MD
Melissa D.
Oct 23, 2024
Expert in Monday.com
About Eric
Monday CRM Expert | CRM Software + CRM Automation + Lead Automation
100%
Job Success
Tulsa, United States - 11:25 am local time
𝙈𝙮 𝙜𝙤𝙖𝙡? Build a clean CRM Software setup with CRM Automation and Lead Management Automation so every lead has an owner, next steps, and follow-ups, without you needing to do any manual work.
𝙒𝙝𝙖𝙩 𝙄 𝙙𝙤:
𝟭) CRM Software Setup / Rebuild
- Pipeline stages, lead fields, views, ownership, handoffs
- Clean structure that your team can follow daily
𝟮) CRM Automation + Lead Management Automation
- Lead assignment, reminders, task creation, follow-up sequences
- Automated status updates so nothing gets stuck
𝟯) CRM Development (inside monday. com)
- Custom workflows, approval steps, reporting logic
- Built around your real process (not generic templates)
𝟰) Project Management Software
- Business Project Management Software for teams who need clarity + accountability
- Remote Management Software setup
- Project Scheduling so tasks and deadlines are actually trackable
𝟱) Integrations + Automated Workflow
- Connect Monday with other tools using Zapier (or Make / n8n)
- Practical automation that reduces manual admin work
If you’re currently using Excel, Agile CRM, or Asana, I can map what you’re doing now and rebuild it in Monday .com
𝙈𝙤𝙨𝙩 𝙘𝙡𝙞𝙚𝙣𝙩𝙨 𝙘𝙤𝙢𝙚 𝙩𝙤 𝙢𝙚 𝙬𝙝𝙚𝙣:
1. Their Monday CRM feels messy
2. The team isn’t using it consistently
3. Automations are broken (or don’t exist)
4. Leads slip through because follow-up isn’t structured
𝘽𝙚𝙛𝙤𝙧𝙚 𝙬𝙚 𝙬𝙤𝙧𝙠 𝙩𝙤𝙜𝙚𝙩𝙝𝙚𝙧, 𝙄 𝙣𝙚𝙚𝙙 𝙩𝙤 𝙠𝙣𝙤𝙬:
1. What you sell
2. Who works the leads
3. Your pipeline stages
𝙏𝙝𝙚𝙣 𝙄’𝙡𝙡 𝙩𝙚𝙡𝙡 𝙮𝙤𝙪 𝙩𝙝𝙚 𝙛𝙖𝙨𝙩𝙚𝙨𝙩 𝙬𝙖𝙮 𝙩𝙤 𝙩𝙪𝙧𝙣 𝙢𝙤𝙣𝙙𝙖𝙮.𝙘𝙤𝙢 𝙞𝙣𝙩𝙤 𝙖 𝘾𝙍𝙈 𝙮𝙤𝙪𝙧 𝙩𝙚𝙖𝙢 𝙖𝙘𝙩𝙪𝙖𝙡𝙡𝙮 𝙪𝙨𝙚𝙨.
Steps for completing your project
After purchasing the project, send requirements so Eric can start the project.
Delivery time starts when Eric receives requirements from you.
Eric works on your project following the steps below.
Revisions may occur after the delivery date.
DM me first to see if for a good fit
DM me first to see if for a good fit