60 minutes
No commitment required.
Requests and updates sit in email threads and spreadsheets, so nobody has one reliable view of the work and AI agents have little usable data to act on.
Work waits between teams because approvals and status updates still depend on someone chasing them.
Your CRM and delivery tools don’t stay in sync, so your team copies data between them by hand.
Without training and a named owner, teams switch back to old processes within a few weeks.
Reports are pulled together by hand, so it is difficult to show what improved or decide where to invest next.
We start with the workflow that costs you the most time, rebuild it on monday.com with AI agents and automation, and measure the change before moving to the next one.
Industry
IT services, system integrators, SaaS and digital platforms.
Company size
Organizations with 100 to 1,000 employees.
Buyers
CEO, COO, CRO, CIO, CTO and transformation leaders.
For teams that generate, convert, retain and grow revenue.
For teams that deliver work, serve internal customers and run the business.
Source, enrich, classify, and route priority leads using ICP criteria and connected account context.
Continuously monitor deals, surface stalled opportunities, identify missing activity, and flag risks before they affect the forecast.
Prepare account context, recent activity, open opportunities, key risks, and recommended talking points before sales and account meetings.
Turn campaign objectives, CRM context, market signals, and audience data into coordinated campaign workflows.
Route qualified engagement signals, campaign responses, and priority accounts into the correct sales workflow with the required context.
Connect campaign execution with CRM activity, opportunities, and revenue signals so teams can evaluate what is contributing to pipeline.
Convert a closed opportunity into a structured onboarding or delivery workflow with owners, milestones, requirements, and handoff context.
Monitor account activity, delivery signals, engagement, renewal dates, and open risks to identify accounts requiring attention.
Monitor project milestones, blockers, overdue dependencies, customer updates, and delivery risks across active engagements.
Generate recurring project summaries, identify timeline and dependency risks, and escalate blockers requiring leadership attention.
Classify incoming requests, validate required information, route work to the correct owner, and coordinate approval workflows.
Use workload, skills, project priority, and availability data to support better resource allocation decisions.
Collect vendor information, compare requirements, identify missing documentation, and coordinate approval workflows.
Identify invoice, payment, or budget exceptions and route them to the appropriate owner for review.
Monitor budgets, project spend, vendor commitments, and thresholds and escalate material exceptions.
Coordinate candidate workflows, scheduling, communications, documentation, and recruiter handoffs while keeping hiring decisions human-led.
Coordinate tasks, introductions, documentation, access requests, orientation activities, and manager responsibilities for new employees.
Classify and route employee requests to the correct HR workflow with relevant policy and process context.
Classify incoming requests, determine urgency, route work to the correct team, and request missing information when required.
Monitor active incidents, coordinate owners and updates, and escalate risks based on defined service rules.
Coordinate access requests, approvals, fulfillment tasks, and completion tracking.
Bring selected revenue, delivery, operational, and risk information into a concise management view.
Generate recurring leadership summaries that highlight important changes, risks, decisions, and overdue actions.
01
02
03
04
Leads, accounts, deals and customer handoffs as the system of record for revenue workflows.
Projects, requests, approvals, resources and portfolio reporting for operations workflows.
AI agents, AI workflows, AI Blocks, Sidekick and Vibe apps, selected per workflow during design.
Other business systems connected where technically supported and validated in discovery.
Agents and users only see and change what their role requires.
Each agent has defined triggers, instructions, tools and boundaries.
Approvals and sensitive decisions stay with people.
Usage limits, monitoring and ownership agreed before launch.
Agent activity and configuration are documented and reviewable.
Data flows and connected systems assessed during design.
Phased release to a pilot group before wider adoption.
Functional, edge-case and end-to-end testing with real scenarios.
Security, privacy and compliance requirements are reviewed during discovery and solution design. Available monday.com controls and eligible configurations are applied based on your requirements.
AI transformation changes how work gets done, so it cannot be treated as a technology rollout alone. The workflows being automated sit inside real sales processes, marketing operations, customer journeys, delivery teams, and business systems.
The Smarketers brings B2B growth expertise, RevOps architecture, MarTech integration, and hands-on AI engineering together to design monday.com solutions around how your business actually operates.
We understand the processes behind the platform, from campaigns and lead management to pipeline, customer onboarding, delivery, and account growth. That business context helps us automate the right work, not simply digitize an inefficient process.
With deep CRM, automation, and integration experience, we understand how customer data, marketing systems, sales workflows, and reporting need to work together.
Our AI and automation engineering capability extends beyond enabling features. We design agentic workflows, automation logic, integrations, and AI-assisted operating systems around clearly defined business outcomes.
Our experience spans IT services, SaaS, system integrators, manufacturing, healthcare technology, and other B2B environments where buying journeys, handoffs, and delivery processes involve multiple teams and systems.
We stay involved through workflow discovery, architecture, implementation, testing, governance, enablement, and optimization. Success is measured by how the new way of working performs, not by how many boards or agents were configured.
A structured engagement that takes one or more business workflows from manual effort to production AI on monday.com. It covers discovery, solution design, build, testing, training and post-launch optimization, with success measured against a baseline agreed at the start.
No. We work with current monday.com customers, teams evaluating the platform, and teams that do not use it yet. If you are new to monday.com, discovery includes the board and workflow foundation your AI use cases need. monday.com licensing is arranged separately.
Sales and revenue operations, marketing, customer success and client delivery, operations and PMO, finance and procurement, people and HR, IT and service operations, and cross-functional executive reporting. Most engagements start with one or two.
We score candidate workflows on business impact, manual effort, data readiness, integration needs and risk. Each workflow is evaluated for agent fit first, and where an agent is not the right fit we document why. You approve the priority list before design starts.
Engagement timelines are defined after discovery based on workflow complexity, integrations, data readiness, governance requirements, and the number of teams involved. We provide a recommended implementation roadmap before delivery begins.
No. monday.com subscriptions and AI usage are priced separately from Smarketers implementation services. During the engagement, we forecast AI usage, recommend the appropriate capacity, and help optimize ongoing consumption.
Yes. We audit the systems your teams use today and connect them to monday.com so data moves between platforms without manual re-entry. Typical workflows include inbound lead routing, deal lifecycle synchronization, campaign attribution and engagement alerts. Each integration is connected where technically supported and validated during discovery.
We document a baseline during discovery and set targets across productivity, quality, adoption and business impact. Progress is tracked on a dashboard in monday.com and reviewed at regular intervals agreed during discovery. Results are compared with your own baseline, not industry averages.
Each agent has scoped permissions, defined triggers and clear boundaries. Human review stays in place where decisions need it, AI usage limits and ownership are agreed before launch, and everything is tested before production and documented for your admins.
We review adoption, workflow performance, and AI behavior after launch, then recommend optimization, additional use cases, or ongoing managed AI support based on your requirements.
Yes, with care. Security, privacy and compliance requirements are reviewed during discovery and solution design, and specific regulatory requirements must be validated before any workflow is designed. Available monday.com controls and eligible configurations are applied based on your requirements.
Yes, and we recommend it. Most engagements start with one prioritized use case. Once it is live and measured, the results guide which workflows to add next.
No commitment required.
A focused working session to understand your process, assess AI readiness, and identify practical transformation opportunities.
