Mastering monday

In this video, you'll see a real workflow built for a client whose AI-generated leads were missing one critical piece of information: email addresses. The automation detects missing emails, sends the lookup request to Wiza through Make, and automatically updates the lead in monday.com when a match is found.

If you're using AI for lead generation or building sales workflows in monday.com, this is a simple way to enrich your CRM data and improve your outreach process.

1 day ago | [YT] | 0

Mastering monday

Opening a busy monday.com board and seeing everyone's tasks can be overwhelming — especially for new users.

In this video, I show you how to use monday.com's "Dynamic Me" filter so every team member automatically sees only the tasks assigned to them. You'll also learn how to save the filter as a custom view and create a simple "My Daily View" to stay focused on what's due today.

If you're setting up monday.com for your team, this is one of the easiest improvements you can make to help people stay organized and reduce distractions.

4 days ago | [YT] | 0

Mastering monday

Most happy customers won’t leave a review unless you ask.

And most businesses don’t ask consistently.

That’s the gap this workflow solves.

In this video, I show you how to automate the Google review process so customers are asked at the right time, unhappy customers are routed to private feedback, and follow-ups happen automatically.

Instead of hoping for more reviews, you’ll have a simple system running in the background that builds trust and helps turn more of your existing traffic into leads.

1 week ago | [YT] | 0

Mastering monday

In this video, I'll show you how to use monday.com's AI Sidekick to scan your inbox, find specific emails, and create tasks directly on your monday.com boards. I'll also compare Sidekick with forwarding emails to a board and highlight an important difference I noticed when testing both methods.

If you're looking for smarter ways to connect your inbox with monday.com, this walkthrough will help you decide which approach works best.

1 week ago | [YT] | 1

Mastering monday

Want your CRM to write personalized sales emails for you?

In this video, I show you an AI email sequencing agent we built on top of monday CRM. Instead of relying on static email templates, this AI agent researches each lead, checks for recent company news, follows customizable prompts, and automatically drafts personalized email sequences for your sales team to review.

You'll also see how we built a prompt management system that allows teams to test different prompts, measure performance, and continuously improve their outreach without rebuilding their email sequences.

If you're looking to combine AI with monday CRM to create smarter, more personalized outbound sales workflows, this walkthrough will show you exactly how it works.

2 weeks ago | [YT] | 0

Mastering monday

Your call recordings are probably telling you exactly what your customers want, what your prospects are confused about, and where your team keeps losing time.

The problem is, most teams record the calls… and then never really use them.

In this video, I’m sharing 4 practical AI workflows that help turn sales calls, customer calls, and discovery calls into actual business intelligence.

You’ll see how tools like Fathom, Zoom, and Claude can help you:

• extract follow-up actions
• spot recurring customer complaints
• identify patterns across conversations
• create leadership reports automatically

This one is from our new channel, so it’s not a monday.com tutorial.

But if you use monday.com because you care about better workflows, cleaner handoffs, and less manual work, this is very much in the same world.

3 weeks ago | [YT] | 0

Mastering monday

If you're new to monday.com, understanding the terminology is one of the fastest ways to get comfortable using the platform.

In this video, I walk through the key monday.com terms every beginner should know, including products, workspaces, boards, groups, items, subitems, columns, views, automations, integrations, AI tools, and more.

Whether you're setting up your first board or trying to better understand how monday.com is structured, this video will give you a solid foundation to build on.

3 weeks ago | [YT] | 0

Mastering monday

In this video, I walk through one of the most overlooked features in monday.com: Group By.

Most people organize their boards using groups, but many don't realize they can instantly reorganize the same board by status, priority, due date, and more without changing their actual board structure.

I'll show you exactly how the Group By feature works, when to use it, and how to save different views so your team can see the same information in the way that makes the most sense for them.

3 weeks ago | [YT] | 0

Mastering monday

Your next content idea might already be sitting in a client call. In this video, I show the AI workflow I built using Claude, Fathom, and monday.com to automatically turn client conversations into a steady stream of content ideas.

Instead of spending hours on keyword research and brainstorming, Claude reviews my recorded calls, identifies recurring questions and themes, and creates content ideas for LinkedIn, YouTube videos, Shorts, and more. The ideas are then automatically organized in monday.com so I always have a backlog of content based on real conversations.

This workflow helps me generate roughly 20 content ideas per week while keeping my content aligned with what clients are actually asking.

1 month ago (edited) | [YT] | 0

Mastering monday

For the past year, my team and I have been quietly building something new.

Simpleday and Mastering monday isn't going anywhere (we're still your monday.com experts). Our new initiative, One Thing Simpler, is just the wider lens we needed to answer the bigger questions clients kept asking: what AI tools to use, what broken processes are costing them money, why leads aren't closing, and more.

So here's a video you might find helpful on my new YouTube channel.

1 month ago | [YT] | 0