Resources
How the install works
Check your inbox for the install link and setup instructions, then follow the steps below to add the solution to your monday.com.
How it works
Three steps
Choose the solution that fits your work.
Get the free install link by email.
Install it to your monday.com and adapt it to how you work.
Walkthroughs
Preview each solution
Every solution ships with a Storylane walkthrough so you can see the boards, workflows and automations before you install. Live walkthroughs land per solution as they publish.
Accounting
Accounting / Bookkeeping
For accounting and bookkeeping teams managing clients and recurring processes.
Professional Services
Coaching
Client management system for coaches and consultants. Track sessions, goals and client progress.
Sales
CRM Starter
Complete sales management system with lead tracking, deal pipeline and automated follow-ups.
Product
New Product Development
Bring R&D, marketing and operations together in a unified workflow that tracks progress from concept to launch.
Retail
Store Openings & Refurbs
Plan, track and deliver new store launches and refurbs with clarity across every phase, from request to completion.
Travel
Travel
Complete travel planning and expense tracking system. Manage bookings, itineraries and travel budgets.
General
Workflow Starter
Complete workflow starter with 5 board foundations, master overview, comprehensive automations and full documentation.
Get started
Show us one task your team does by hand
We'll build an AI agent that does it, free, running on your real work for 30 days. No access to your systems, no cost, and no obligation at the end.