Free AI audit report for monday.com
Your best people are STILL doing your cheapest work.
AI agents can do SO MUCH inside monday.com, but most teams are not taking advantage of them. Our free audit reads your account and shows you what monday AI can do for you, how much time AI gives back, and which systems to build first.
Free. Takes less than 2 minutes. No changes made to your account.
Get your free audit
Enter your details below and we’ll send you the next steps.
What are AI Agents?
An AI agent is AI solution does actual work, not just answers questions. It watches your boards, spots what needs doing, and completes full tasks or sets up work for someone to approve. It's like a team member who stays on top of things nobody else has time for.
Private & safe: We never make changes to your monday.com account.
Lead follow-up
Makes sure no lead sits without a next step
- Flags leads and deals with no follow-up date
- Drafts the follow-up email for the owner to approve
- Reminds the owner before a deal goes quiet
Quote and bid comparison
Keeps every quote in one place, ready to compare
- Collects incoming quotes from vendors or subcontractors
- Lines them up side by side on price and scope
- Flags missing scope and quotes far outside the range
Status reports
Builds your weekly status report from your boards
- Pulls progress from each project board
- Flags stalled projects and upcoming deadlines
- Delivers a clean report that's ready to share
Onboarding
Runs the checklist for each new client or new hire
- Creates the onboarding tasks and assigns owners
- Chases missing documents and signatures
- Shows who's stuck and on which step
Invoice checking
Checks invoices before they get paid
- Matches each invoice to the contract or PO
- Flags amounts and scope that don't match
- Keeps a record of what was checked and approved
Client update prep
Gets you ready for every client call
- Builds an internal brief of open work before the call
- Drafts a client update from the items you choose
- Keeps internal task names out of client emails
You NEED This Audit If...
You keep hearing about AI agents and still don't know how they can help your team
Your team lives in monday.com, but a lot of the work around monday.com still happens by hand
You want to see suggestions based on your own monday.com usage, not some generic AI demo
Tara Horn
Founder of Simpleday and monday.com implementation expert. Tara helps teams turn complex processes into simple, effective workflows.
Book a free consultationFrom signup to your report
Enter your name and email
Use the form on this page. It takes a few seconds.
Check your inbox
You'll get an email explaining how to run the audit in under 2 minutes.
Get your report
See where AI agents can take work off your team's plate, with real suggestions based on the way YOU use monday.com.
Get your free audit
We’ll email you the steps. Your report is based on how your team actually uses monday.com.
Your AI options, explained clearly.
- Where AI agents can do work your team currently does manually
- What you can achieve
- How to get started now
Simpleday is a monday.com Platinum Partner. We've done over 400 monday.com implementations, and we build AI agents on top of monday.com for our clients.
We built this audit because every account we open has work an agent could be doing. Now you can see where it is in yours without booking a call first.