Action Network and Monday.com automations

Ready-made scenarios where Action Network and Monday.com work for you: pick one — a copy appears in your account and runs on its own.

59 scenarios

New Action Network land in Monday.com by themselves
New Action Network contacts — into Monday.com audiences
Contacts from Action Network into Monday.com audiences
Data shaped to the table format — prepared automatically before writing
Lead scoring and routing: hot leads straight to sales
Interview tracking: reminders, statuses and emails
Win back abandoned Shopify carts by email and in CRM
A release calendar: new films to chat, chosen ones to your calendar
A study plan, already placed in your calendar
Contacts tagged by role and seniority — automatically
The right offer sent right after the enquiry — with a follow-up reminder
A personal assistant in Telegram — by voice and text
Leads from a post's likes and comments — straight to your CRM
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Automatic candidate screening and interview booking
From a meeting — ready tasks, events and notifications
Client onboarding from an intake form — checklist, consultant and kickoff
A personal AI assistant with a personality
Capture and route leads from every channel
Client renewal reminders — ahead of time
Intake and routing of service requests with appointment booking
A daily productivity read from your calendar and tasks
A weekly report: the week against your goals
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Smart break suggestions for the gaps between your meetings
Event notes into a ready social post — automatically
Meeting notes and delivery to attendees — automatically
Shipping quotes delivered right in the customer chat
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Meeting summaries and tasks from the recording — automatically
Meeting summaries and tasks across every channel — automatically
Paid appointment booking: calendar, payment and reminder
Taking food orders in your messenger — into a table and calendar
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Instant replies to messenger leads, with scoring and meeting booking
A team of business assistants — in your messenger
Calendar meeting reminders — email and SMS
Personal emails to new contacts — built from their own socials
A timesheet that fills itself
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
Taxi booking over chat — the assistant books it and adds it to the calendar
Property compliance monitoring with automatic follow-through
Feedback triage and customer replies — automatically
An AI helper for your inbox
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
Post accounting entries in Monday.com with a plain message
An HR assistant for employees in a messenger
A sales assistant across every messenger
Run your work from one chat — mail, calendar, tasks, clients