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Using AI on monday CRM to Sell Smarter and Move Faster | monday.com tutorials
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Tutorials | monday.com - Using AI on monday CRM to Sell Smarter and Move Faster | monday.com tutorials

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This course includes

  • 4 hours of video
  • Certificate of completion
  • Access on mobile and TV

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AI is built directly into monday CRM to help sales teams work faster, stay organized, and focus on closing deals. In this tutorial, you’ll learn how to use AI in monday CRM to: -Capture and summarize sales calls automatically -Generate meeting notes, transcripts, and next steps -Assign owners and update CRM data with AI -Reduce manual follow-ups and sales admin work Whether you’re a sales rep, sales manager, or CRM admin, this video shows how monday CRM’s AI tools help streamline your sales workflow — from first contact to follow-up — all inside one platform. Columns where AI can auto-fill: -Text column -Date column -Number column -Dropdown column -People column -Status column Read more here: https://support.monday.com/hc/en-us/articles/18640208769682-AI-powered-columns 00:00 - Intro 00:13 - AI auto-compose emails and timeline summaries 01:02 - Auto-fill board columns with AI 02:21 - AI notetaker 02:57 - AI sales agent 03:41 - Outro #ai #mondaycrm

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