Joe works in monday.com.
Enquiries that need action become items on the boards your team already works from, context attached. He answers the customer and does the monday.com work in the same breath.
400 credits on us for 7 days to decide if he keeps the job.
One conversation. The monday.com work, done live.
Watch the left side: a customer writes in. Watch the right side: monday.com fills itself in as Joe answers. That is the whole product.
We would like a quote for a summer party, about 120 guests.
Lovely. Indoors or out, and roughly when?
Outdoors, mid-July, budget £4–6k.
Brief logged for the events team, proposal within 48 hours.
Item · Pipeline boardItemSummer party, 120 guestsClientKeller & CoBudget£4–6kOwnerAuto-assignedUpdateConversation attachedWritten by Joe, mid-conversationNot a sync. A colleague.
Integrations usually move data after the fact. Joe uses monday.com during the conversation, so the customer gets the answer and the record is already right.
Creates items from conversations that need follow-up
Fills the columns your board already tracks
Updates items when the customer confirms or changes plans
Real conversations, real records.
“When does our kitchen fit start?”
Joe reads the project item on the board and answers with the scheduled date, and logs the question against the item.
“We would like a quote for a summer party.”
Joe qualifies the brief and creates the item in the pipeline board with every column your team tracks filled in.
“Our office needs an extra visit this week.”
Joe adds the one-off job to the schedule board and confirms the day with the client.
Three steps, no code.
Connect monday.com
One authorisation in the dashboard. No API keys to paste, no middleware to host, nothing to deploy.
Tell Joe when to use it
In plain language, like briefing a new hire: "log every enquiry", "only book in the afternoon diary". No flow charts.
Joe acts mid-conversation
From then on Joe reads and writes in monday.com while the customer is still talking, and the record is done before the goodbye.
Any channel in. monday.com updated.
Whichever way the customer arrives, the monday.com side is handled the same way, with the same rules.
See every channel →Are you open Sunday? I would like a Clio.
Yes, 9 to 6. A Clio is £78 for the day. Shall I book it?
Need a quote on 3 vans for two weeks in August.
Quote sent. 3 vans, 14 days, with the long term discount.
How much for a deep clean on a 3 bed?
£185, or £155 with a monthly visit. Saturday is free.
Running late, can I move my 3pm?
Moved to 4:30 and confirmed. See you then.
Do you cover Bordeaux for a monthly garden contract?
We do. A monthly contract starts at £89. Want the details?
Is the brunch menu on today?
It is, until 3. Want me to book you a table for two?
I need a refund of £240.
Refunds over £200 go to the team. Passing you over now.
I would like to reschedule my delivery.
Done, moved to Thursday morning. Anything else?
Do you take on agency partnerships?
We do. I can set up a call with the team this week.
Where do I buy this kit?
Link is in the description. Ships in 48 hours.
What is the price for the annual plan?
£1,490 with the yearly discount, from the price list.
Has order 4512 shipped?
Yes, this morning. Tracking sent to the customer.
Do you ship to Ireland?
We do, 2 to 3 days. Want the checkout link?
Channel to monday.com, ready to go
monday.com questions, answered.
Do I need to build a flow to connect monday.com?
No. You connect monday.com once and describe in plain language when Joe should use it. He decides in the conversation, the way a colleague would, so there is no canvas of nodes to maintain when things change.
What if monday.com is unavailable?
Joe still answers the customer. The action is retried, and if it cannot complete he escalates to your team with the full conversation attached, so nothing is silently lost.
Can I control what Joe is allowed to do in monday.com?
Yes. You set the rules: what he may read, what he may write, and what always goes to a person first. You can require approval before any action.
How long does setup take?
Connecting a tool takes a couple of minutes. Most businesses are live, answering and acting, in about twenty minutes total.
Joe's ready. Are you?
Connect monday.com this afternoon. The first record writes itself tonight.
400 credits on us for 7 days to decide if he keeps the job.