Monday CRM Assistant
Manage your monday.com sales pipeline using plain language requests.
by monday.com · ★ 435 on GitHub
What it does
This lets you build and update a sales pipeline, get a daily ranked list of deals to focus on, and generate forecast dashboards without touching spreadsheets. It can also clean up messy records and turn meeting notes into deal updates automatically.
Who it’s for
A good fit for salespeople, consultants and founders who sell and people who run the day-to-day of a business.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Install it as a plugin. Plugins are installed from a plugin marketplace inside Claude, so there is no file to download. See the step-by-step guide.
Safety note
Connects to your monday.com account and writes updates to boards and dashboards.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
No license file found, so the reuse terms are unclear. Check the source before sharing or selling anything built with it.