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workspace-builder
Cursor Skill
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 e
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
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 deal
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 fore
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 cont
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 "wh
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