activity-insights

Guide for developing monday.com platform API tools in the agent-toolkit package. Use when creating, modifying, or debugging tools in packages/agent-toolkit/src/core/tools/platform-api-tools/, working with GraphQL queries, or adding new MCP tools to the toolkit.

Set up, view, and manage automations on monday CRM boards using natural language — no block IDs or technical knowledge required. Use when someone says "set up an automation", "automate this", "when a deal is won notify me", "remind me when a date passes", "move deals automatically", "what automations do I have", "turn off automation", "create a workflow", "automate my pipeline", or "set up a rule". Not for multi-step email or outreach sequences (use run-sequence).

Prioritized CRM briefing for today — what needs attention now across deals, contacts, accounts or leads, with tasks due today, deals closing or slipping, contacts going cold, and a summary of recent meetings and activity. Works on any monday CRM setup, or with no board at all. Use when someone says 'morning briefing', 'daily brief', 'what's on my plate today', 'catch me up on my deals', 'what needs my attention', 'anything urgent in my deals', 'what should I focus on today', 'start my day', or 'daily standup prep'. Not for period forecasts or commit-vs-best-case views (use forecast).

Check your CRM board's health and clean up messy data — run a scored health check (missing fields, stalled deals, abandoned columns, automation gaps) as a report, or fix data in bulk (phone formats, missing emails, country codes, unowned deals, stale dates). Use when someone says "clean my CRM", "fix my data", "normalize my phone numbers", "fill in missing owners", "run a board health check", "audit my CRM board", "what's broken in my CRM", "what are the data gaps on my board", "board is messy", or "clean up before my kickoff call".

Build a forecast dashboard in monday — committed, best-case, and pipeline views by close month, rendered as real dashboard widgets. Use when someone says "build me a forecast", "show me Q2 pipeline", "Salesforce-style forecast", "forecast dashboard", "commit vs best-case", "what's our number this quarter", "how are we tracking to quota", "weighted pipeline", "deal rollup", "Clari-style", "pipeline by month", "pipeline summary", or "what's in commit". For views by period; not for today's priorities or what needs attention now (use daily-briefing).

Log one call, meeting or note that the user describes onto a single CRM item's timeline, read that item's activity history, or add a correction. Use when someone says "log my call with", "add a note to the deal", "record this meeting with", "log a meeting with", "track a call with", "I just spoke with", "I just had a call with", "note on the account", "what activities happened on this deal", "what's the activity history for", "correct the activity I logged", or "add to my note on". Not for turning recorded Notetaker meetings or pasted transcripts into deal recaps (use meeting-to-deal), and not for team or rep activity totals (use activity-insights).

Turn recorded monday Notetaker meetings (or a pasted transcript) into deal recaps — key points, commitments and next steps posted as updates on the matching CRM deals (confirmed per your mode), with optional stage edits and new contacts for unknown attendees. Use when someone says "log my recorded meetings to deals", "sync notetaker", "update CRM from my recorded calls", "add notes from my Notetaker meetings", "update my deals from this transcript", "what did I commit to in meetings", or "what did I promise in yesterday's calls". Not for dictating a single call or note onto one item (use log-activity).

Manage CRM sequences end-to-end — list, create, enroll contacts, activate/deactivate, duplicate, and track performance. Use when someone says "what sequences do I have", "create a welcome sequence", "enroll this contact in a sequence", "add these leads to my nurture sequence", "deactivate the cold outreach sequence", "activate my new sequence", "how is my nurture sequence doing", "show me sequence analytics", "create a drip sequence", "who is enrolled in", "duplicate this sequence", "set up an outreach sequence", "check this contact's sequence history", or "what sequences is this lead in". Not for board automations or if-this-then-that rules (use automate-crm).

Find Reddit threads where people are genuinely asking for what you offer, then draft short, genuinely helpful replies — disclosing your affiliation honestly and naming your product only when it truly answers the question. Two moves: discovery — scan the right subreddits for real needs (recommendation asks, expressed pain, competitor mentions) and rank the few threads where you can actually help; drafting — write from real experience, respect each community's self-promo rules, and keep a human in the loop to review and post. This markets on Reddit the honest way: contribute value, disclose who you are, never astroturf. Distilled from the playbook behind doany.ai's Reddit agent. Triggers on "find reddit opportunities", "reddit marketing", "reddit automation", "reply on reddit for my product", "reddit community engagement", "reddit lead gen", or any ask to turn Reddit threads into genuine, disclosed marketing replies.

Move issues and external PRs through a state machine of triage roles, categorise, verify, grill if needed, and write agent-ready briefs.

Automate Twitter/X with posting, engagement, and user management via inference.sh CLI. Apps: x/post-tweet, x/post-create (with media), x/post-like, x/post-retweet, x/dm-send, x/user-follow. Capabilities: post tweets, schedule content, like posts, retweet, send DMs, follow users, get profiles. Use for: social media automation, content scheduling, engagement bots, audience growth, X API. Triggers: twitter api, x api, tweet automation, post to twitter, twitter bot, social media automation, x automation, tweet scheduler, twitter integration, post tweet, twitter post, x post, send tweet

Build and sharpen a project's domain model. Use when discussing codebase terminology, writing or editing a GLOSSARY.md, or recording or editing an ADR.

Automate Twitter/X with posting, engagement, and user management via inference.sh CLI. Apps: x/post-tweet, x/post-create (with media), x/post-like, x/post-retweet, x/dm-send, x/user-follow. Capabilities: post tweets, schedule content, like posts, retweet, send DMs, follow users, get profiles. Use for: social media automation, content scheduling, engagement bots, audience growth, X API. Triggers: twitter api, x api, tweet automation, post to twitter, twitter bot, social media automation, x automation, tweet scheduler, twitter integration, post tweet, twitter post, x post, send tweet

Automate Twitter/X with posting, engagement, and user management via inference.sh CLI. Apps: x/post-tweet, x/post-create (with media), x/post-like, x/post-retweet, x/dm-send, x/user-follow. Capabilities: post tweets, schedule content, like posts, retweet, send DMs, follow users, get profiles. Use for: social media automation, content scheduling, engagement bots, audience growth, X API. Triggers: twitter api, x api, tweet automation, post to twitter, twitter bot, social media automation, x automation, tweet scheduler, twitter integration, post tweet, twitter post, x post, send tweet

Automate Twitter/X with posting, engagement, and user management via inference.sh CLI. Apps: x/post-tweet, x/post-create (with media), x/post-like, x/post-retweet, x/dm-send, x/user-follow. Capabilities: post tweets, schedule content, like posts, retweet, send DMs, follow users, get profiles. Use for: social media automation, content scheduling, engagement bots, audience growth, X API. Triggers: twitter api, x api, tweet automation, post to twitter, twitter bot, social media automation, x automation, tweet scheduler, twitter integration, post tweet, twitter post, x post, send tweet

Automate Twitter/X with posting, engagement, and user management via inference.sh CLI. Apps: x/post-tweet, x/post-create (with media), x/post-like, x/post-retweet, x/dm-send, x/user-follow. Capabilities: post tweets, schedule content, like posts, retweet, send DMs, follow users, get profiles. Use for: social media automation, content scheduling, engagement bots, audience growth, X API. Triggers: twitter api, x api, tweet automation, post to twitter, twitter bot, social media automation, x automation, tweet scheduler, twitter integration, post tweet, twitter post, x post, send tweet