monday.com AI Agent Sprint

Put AI agents to work inside your monday.com in 2 weeks

A monday.com Silver partner scopes, builds and launches 1-2 AI agents on your real boards. Fixed scope, written down and agreed before any work starts.

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1000+

Workflows automated

400+

Clients served

100k

Manual hours saved

400+ Clients Trust Axe

Our Approach

The Agent Sprint, step by step

Two weeks, a written scope, and agents running on your boards at the end - not a slide deck.

Book a Scoping Call

Phase 1

Agent Scoping (Days 1-2)

We review your boards, automations and how your team works, pick the 1-2 agent jobs with the clearest payoff, and write down exactly what each agent will do, what it won't do, and how we'll know it's working.

Phase 2

Board Prep (Days 3-5)

An agent is only as good as the boards it reads. We tidy the columns, statuses and permissions your agents depend on so they act on reliable data.

Phase 3

Build and Test (Days 6-10)

We build your agents with monday.com's agent tools and your existing integrations, then test them on real items with your team reviewing every result before anything goes live.

Phase 4

Launch and Handoff (Days 11-14)

Your agents go live, your team gets a walkthrough and a written runbook, and you decide whether to keep a dedicated AI engineer running and expanding them.

Our Team

Your AI expert is trained by top 1% builders.

03/08

Fernanda Barros

Project Manager

A former English teacher, Fernanda pivoted and taught herself automation and spent 8+ years leading project management in construction.

Fernanda Barros

Project Manager

Process Improvement Expert

Alisson Pachon

Automation Manager

10+ years empowering businesses to streamline and automate their businesses using agile methodologies. Bilingual.

Alisson Pachon

Automation Manager

Master's Degree In Project Management

Karl Watson

Sales Consultant

Karl started in enterprise sales and climbed from top performer to CRO and now entrepreneur.

Karl Watson

Sales Consultant

2X CRO, $100M+ Sales Won

Nicholas Verity

Managing Partner

Nick founded Cleverly in 2018 and bootstrapped to $5M in annual sales within 3 years.

Nicholas Verity

Managing Partner

CEO, Cleverly ($5M/Year)

Learn AI from the best of the best

Our team is comprised of widely respected influencers in the AI automation industry.

Case Studies

Client work and results

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Marketing Agency

5X Capacity, 2.4X Onboarding Speed

What We Did

We migrated Cleverly's entire business to Monday replacing several tools, where they now manage sales, onboarding, account management and executive dashboards. Then, we automated their onboarding process which replaced a team of virtual assistants and cut speed-to-launch from 14 days to 5 days.

“Because of Axe we manage over 1,200 clients on Monday across our team of 30 employees with few issues, and have fully productized our services. ”

Daniel Paulino

VP Operations, Cleverly

Financial Services

2X More Capacity From Better End-To-End Systems

What We Did

Joseph had just acquired a large book of business from a retiring CPA and quickly needed to streamline his firm. So, we set-up and synced Monday and FinancialCents, then automated everything from sales to reoccurring bookkeeping tasks, to tax form intake and reminders.

“Ed, Nick and the team at Axe systematized my entire accounting firm using Monday and FinancialCents. I've doubled my client work without hiring another junior accountant or assistant. They’ve been great to work with.”

Joseph Martin

CEO, Caffeinated Accountant

B2B Services

From 63% to 95% On-Time Shipments

What We Did

We created a centralized order management dashboard in Monday.com which doubled as a CRM to replace their existing CRM (Copper) and Google Sheets. Then, we automated order detail collection, invoicing, notifications and handoffs from sales to design to printing to shipping.

”We tell customers to expect a 2-3 week turnaround, so we need to make sure they hit that. We hired Axe to help us do that.“

Anthony Leach

COO

Our Approach

How we outperform alternatives.

We're a monday.com Silver partner, so we build around how your account actually works: boards, automations, permissions and seats.

Every Sprint has a fixed scope, written down before we start, so you know exactly which agents you're getting and what each one does.

After the sprint, keep a dedicated AI engineer for 40 hours a month to run, monitor and expand your agents, instead of paying project rates every time something changes.

Agents keep a person in the loop on anything customer-facing or financial, so nothing important goes out without the right review.

Outcomes

Agents take the busywork off your team's plate

Every automation compounds results over time,
for a flywheel of profitability and competitive advantage.

Every automation compounds results over time, for a flywheel of profitability and competitive advantage.

Problems

Low profit margin

Delays

Uncompetitive

Overworked staff

Redundancies

No clarity or control

Inconsistency and error

Solutions

Displace labor with automation

Cut dependencies with better systems

Add value with AI

Automate manual tasks

Sync tools and data

One source of truth

Automate for predictable outputs

Outcomes

High profit margin

Faster service

Better service

Add capacity

Fewer dropped balls

Better decisions

Consistent quality

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Technology we specialize in

Get the perfect technology setup for your business.

CRM

Monday

Hubspot

Project Management

Monday

Airtable

Motion

Clickup

Notion

ERP

Descript

Atlassian

Google

Industry specific

Panda Security

Goodhire

Teamdeck

Quickbooks

Buffer

Custom Scripting

Javascript

RAG

RPA

Artificial Intelligence

ChatGPT

Claude

V Icon

Grok

Databricks

Automation

Icon 1

Icon 2

n8n

Icon 5

FAQs

Common Questions

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What is a monday.com AI agent?

An AI agent is a digital teammate that works inside your monday.com account. It reads items and updates, decides what should happen next, and takes action: updating columns, drafting replies, routing requests or creating follow-ups, with a person approving anything important. monday.com opened its platform to AI agents in 2026, and most accounts haven't put them to work yet.

What can agents do in two weeks?

Good first agents handle work your team repeats every day: qualifying and routing new leads, running client onboarding checklists, chasing status updates and follow-ups, triaging incoming requests, and writing weekly summaries for managers. On the scoping call we pick the 1-2 jobs that will save the most time on your boards.

How much does the Agent Sprint cost?

The Sprint is a fixed price, set after a free scoping call based on how many agents and integrations you need. You get the price and a written scope before any work starts, so there are no surprise invoices.

What happens after the sprint?

Agents need upkeep as your boards and processes change. You can run them yourself using the runbook we hand over, or keep a dedicated AI engineer for 40 hours a month who monitors, fixes and keeps adding agents, trained and supervised by our team.

Do I need to already be on monday.com?

It helps, but it isn't required. On the call we check your plan and setup and tell you if anything needs to change before we build. As a monday.com partner, we can also set up your account if you're just getting started.

Two weeks. Fixed scope.

Get your first AI agents running on monday.com.

Book a 30-minute scoping call. We'll pick the 1-2 jobs an agent should take over first and send you a written scope and fixed price for your sprint.

FREE CONSULTATION