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Monday.com
Seven skills for monday CRM users — first-run setup, morning briefings, forecast dashboards, board diagnosis, bulk data hygiene, workspace setup, and meeting-to-opportunity sync. Each skill publishes a monday artifact (update, doc, or dashboard) so work stays inside monday. Composes the official monday MCP connector; no custom server, no new auth.
Skills7
board-diagnosisStructural audit of a monday CRM board — missing-data patterns, stalled groups, abandoned columns, automation gaps, and data-quality scores — published as a prioritized diagnosis doc for CSM / admin action. Use when someone says "audit my CRM", "what's wrong with my board", "CSM kickoff doc", "diagnose the pipeline", or "board health check".
bulk-data-hygieneDiagnoses a CRM board for missing/stale data, surfaces gaps to the user, and runs an enrichment + normalization loop to fix them in bulk. Normalizes phone numbers, country codes, email casing; fills missing emails from company domain heuristics; flags unowned and amount-less deals. Different from board-diagnosis — that one **reports**, this one **acts**. Use when someone says "clean my CRM", "fix my data", "normalize phone numbers", "find missing emails", "my board is messy", or any variation of bulk data fix.
forecast-dashboardBuild a Salesforce-style forecast dashboard natively inside monday — closed-won, committed, best-case, and pipeline buckets by close month, rendered as a real monday dashboard with widgets. Use when someone says "build me a forecast", "show me Q2 pipeline", "Salesforce-style forecast view", "forecast dashboard", or "commit vs best-case".
meeting-to-opportunityConnects 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.
morning-briefingDaily 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.