Monday.com

Connects monday NoteTaker meeting transcripts to CRM deals. Reads recent NoteTaker meetings, matches each to an opportunity by participant email or company name, and appends a structured update (key points + next steps + commitments) to the matching deal item. Auto-creates a contact item when a meeting participant doesn't exist on the Contacts board. Use when someone says "log my meetings to deals", "update CRM from yesterday's calls", "what did I commit to in meetings", "sync notetaker", or any variation of meeting-driven CRM update.

Daily prioritized CRM pipeline briefing. Reads the user's monday deals board, ranks deals by new activity, stall age, and commitments due today, then publishes a timestamped `Morning Briefing` update on a pinned item or a new doc in the user's workspace. Use when someone says "what should I focus on today", "morning briefing", "what's hot in my pipeline", "what changed on my deals", "pipeline summary", or any variation of a daily CRM digest.

First-run setup for the monday CRM plugin. Checks the monday MCP connection, walks through OAuth if needed, then detects whether the user already has CRM boards and routes to the right next skill. Say 'connect my monday account', 'set up monday CRM', 'monday CRM setup', or 'get started with monday CRM'.

Build a CRM workspace from scratch for users with NO existing CRM boards. User describes their business in plain language and the skill proposes a board structure with groups, columns, and starter items, then creates the board(s) in monday on confirmation. Use ONLY when someone explicitly says 'build me a CRM from scratch', 'create CRM boards for me', 'I need a new sales pipeline board', 'set up my first monday CRM', or 'I have no CRM boards yet'. Do NOT use for: 'help me with my CRM' (use morning-briefing or board-diagnosis instead), 'set up monday CRM' without explicit new-build intent (use setup for triage), 'what can this plugin do' (use setup).