# automate-crm

> Claude/Codex skill by [@mondaycom](https://omgskills.com/library/mondaycom/index.md) · 435 stars · Updated 2026-10-22

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".

Tags: agents, copilot, mcp, mcp-server, monday

## Install

```sh
git clone https://github.com/mondaycom/mcp /tmp/mcp && ln -s /tmp/mcp/plugins/monday-crm/skills/automate-crm ~/.claude/skills/automate-crm
```

## From README

Automate CRM Flow: Detect intent → Resolve board → Describe automation → Create / List / Manage → Confirm Input Optional: automation description via argument (e.g., "notify owner when Stage = Won"). Optional: board name or type (Deals, Contacts, Leads). Output Create: active automation on the target board, confirmed with a summary of what it does. List: formatted table of automations currently active on the board. Manage: automation activated, deactivated, or deleted, with confirmation.

## Links

- HTML page: https://omgskills.com/library/mondaycom/mcp/plugins/monday-crm/skills/automate-crm/
- GitHub: https://github.com/mondaycom/mcp
- Author: [@mondaycom](https://omgskills.com/library/mondaycom/index.md)

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