Monday.com

bulk-data-hygiene

Cursor Skill

Diagnoses 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.

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.

Created by Monday.comVerified by CursorView Source
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.