monday CRM

board-diagnosis

Structural 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 kickoff doc", "diagnose the pipeline", or "board health check".

bulk-data-hygiene

Diagnoses 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 deals. Different from board-diagnosis — that one **reports**, this one **acts**. Use when someone says "clean my CRM", "fix my data", "normalize phone numbers", "find missing emails", "my board is messy", or any variation of bulk data fix.

forecast-dashboard

Build 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 forecast view", "forecast dashboard", or "commit vs best-case".

morning-briefing

Daily 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 "what should I focus on today", "morning briefing", "what's hot in my pipeline", "what changed on my deals", "pipeline summary", or any variation of a daily CRM digest.

my-focus

Show the user's main CRM tasks and signals right now — the open AI suggestions in monday CRM (promised follow-ups, blockers, questions waiting for an answer, customers gone quiet) ranked by priority, and the signals behind any one lead, deal or account (commitments, blockers, objections, buying signals, next steps). Open a chosen suggestion as a card, then draft the next step on request. Use when someone says "what do I need to follow up on with my customers", "what are my main tasks", "what are my signals", "what needs my attention", "what's blocking my deals", "what did the customer ask me", "what's going on with <deal or customer>", or "show my My Focus". Not for a pipeline-wide ranked briefing doc (use morning-briefing).

setup

First-run setup for the monday CRM plugin. Checks the monday MCP connection, walks through OAuth if needed, then detects whether the user already has CRM boards and routes to the right next skill. Say 'connect my monday account', 'set up monday CRM', 'monday CRM setup', or 'get started with monday CRM'.

update-crm

Prepare evidence-grounded updates to one CRM record or a user-selected batch of deals, leads, contacts, or accounts from recent meetings, emails, and activities. Show a reviewable draft with sources and proposed changes; apply only the changes the user approves. Use for "update Acme from our latest conversations", "review my deals from this week", "log yesterday's meetings to deals", or "keep my CRM up to date". Use my-focus for current suggested priorities and follow-up drafts; use bulk-data-hygiene for board-wide normalization.

workspace-builder

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 explicitly says 'build me a CRM from scratch', 'create CRM boards for me', 'I need a new sales pipeline board', 'set up my first monday CRM', or 'I have no CRM boards yet'. Do NOT use for: 'help me with my CRM' (use morning-briefing or board-diagnosis instead), 'set up monday CRM' without explicit new-build intent (use setup for triage), 'what can this plugin do' (use setup).