MONDAILY

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An autonomous AI workspace

Your workspace, run by AI agents.

Mondaily connects records, tasks, finance, conversations, workflows, and decisions into one living workspace graph. AI agents watch the graph, explain what changed, and prepare the next action with sources.

Graph AgentEnrichment AgentRelationship AgentFinance Agent
Reads fromRecordsRelationshipsMessagesFinanceTasks

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Free forever · no card required · takes 90 seconds

Opportunity flow — your workspace graphagent-monitored
Opportunity value £92.4kOpen opportunities 6Won this month £40k
AI is scanning open deals…
New2
Acme CoJS
Agent watching£4.2k
GlobexMK
Agent watching£1.8k
Qualified2
InitechAR
Signal found£12k
SoylentJS
Signal found£3.6k
Proposal1
UmbrellaJS
AI-assisted£28k
Negotiation1
VandelayMK
Needs review£6.4k
Won1
HooliAR
Source-backed£40k

Agent constellation

A team of agents, watching one graph

Not bots bolted onto a CRM — every agent below reads from the same workspace graph, prepares a specific kind of work, and tells you plainly whether it needs your approval. Click one to see how it works.

Graph Agent

The conversational interface to your workspace graph — creates and searches records, builds lists, sets up workflows, and answers questions in plain English.

Enrichment Agent

Fires the moment a new record enters the graph — pulls ARR, headcount, funding, tech stack, and other public signals automatically from the web.

Relationship Agent

Scores every relationship daily based on contact recency, open loops, and recent activity across the graph.

Finance Agent

Watches invoices and credit notes across the graph, drafts the reminder or adjustment, and queues it for your approval before anything is sent.

Operations Agent

Tracks overdue and stalled work across the graph and queues a recommendation the moment something needs attention.

Workflow Agent

Designs trigger → condition → action automations across the graph, no code required. Autonomous execution is coming online — today, a human reviews and runs each one.

Prospecting Agent

Searches the live web for new candidates — people, organizations, investors, suppliers, or any record type your workspace tracks — and proposes them with a real source attached.

Source-backed signals

What Mondaily notices while you work

Every signal below comes with where it was found and a suggested next step — source-backed, never a guess presented as fact.

Source-backed

2 opportunities at risk

Opportunity flow
Source-backed

Follow-up drafted

Emails
Source-backed

Invoice likely overdue

Finance
Source-backed

New record enriched

Records

How it's different

What Mondaily replaces

Stop stitching together disconnected tools for every part of the business. One workspace graph, operated by AI, runs all of it.

Disconnected spreadsheets
↓ now
One living asset graph
Stale asset & contact lists
↓ now
Autonomous agents keeping it current
Isolated finance tools
↓ now
Connected business memory
Documents scattered everywhere
↓ now
Explainable, source-backed decisions
Task silos with no context
↓ now
Graph-aware workflows
Decisions lost in chat threads
↓ now
Workspace-wide intelligence

Any workspace graph

Built for what your team actually tracks

Mondaily isn't a CRM with a new coat of paint — the workspace graph adapts to whatever records your team needs to connect.

Client workspaces

People, companies, and every interaction connected on one graph.

Investment pipelines

Track deals, diligence, and portfolio companies as connected records.

Finance operations

Invoices, credit notes, and approvals on the same graph as everything else.

Hiring & people operations

Candidates, roles, and interview notes as one connected flow.

Project delivery

Tasks, documents, and decisions tied to the work they belong to.

Partner & supplier tracking

Organizations and contracts, enriched and kept current automatically.

Live on the graph

What happens when a record enters Mondaily

Zero manual input. The platform enriches, scores, connects, and notifies — automatically.

AC
Acme Corp
acme.com
enriched
CompanyAcme Corp
Domainacme.com
ARR$4.2M
Headcount210 employees
StageSeries B · London
Tech stackStripe · AWS · HubSpot
Signal→ Hiring 3 engineers (2d ago)
Relationship Health84 / 100 ████████░░
Contact
SJ
Sarah Johnson
Head of IT · sarah@acme.com
Activity on this record

How the graph works

Design once. Apply to every object on the graph.

Visual flows built on real graph events — no code required. Today a human reviews and runs each one; autonomous execution is on the roadmap.

Object entersBecomes a graph nodeEnrichedConnected to related nodesAgents monitorSignal createdDecision queuedAction approved
Trigger
Deal stage updated
When any deal moves to Proposal or beyond
AI · Relationship health
Update relationship health
Real backend field — recency, open loops, activity — 0–100
Condition
Health ≥ 70?
Route high-engagement vs nurture
High intent
Nurture
Sequences
Enroll in Enterprise Nurture
4-step cadence · personalised by AI · open tracked
Automations
Notify team on Slack
#signals · "High relationship health — acme.com"
Finance
Quote drafted
INV-0031 · £8,400 · queued for your approval
Sequences
Enroll in Cold Nurture
6-step · 21-day cadence · re-engagement flow
Automations
Tag as low-priority
Record field updated · owner notified · review in 30d
// what this replaces
Manual scoring in a spreadsheet
AI scores relationships automatically, daily
Forgetting to follow up
Sequences enroll without manual setup
Chasing your team for updates
Notified the moment a signal fires
Finance chasing the deal owner
Quote drafted, waiting on your approval
Build your first flow →

Records sheet

Your records, kept current automatically

No manual data entry — the AI enriches and updates relationship health on rows while you watch.

Records — opportunity flowlive-edited by AI
Watching opportunity flow…
CompanyStageRelationship HealthOwner

Finance

Invoices tracked to payment, automatically

Draft a quote, raise the invoice, and Mondaily tracks it through to payment — chasing overdue invoices (with your approval) and handling recurring billing without a spreadsheet.

Finance — quotes & invoicestracked by Finance Agent
Open quotes 6Paid this month £18.6k
AI is tracking open quotes…
Draft2
Acme CorpINV-0031
£8,400
Globex IncINV-0032
£3,150
Sent2
InitechINV-0033
£14,900
SoylentINV-0034
£2,200
Approved2
HooliINV-0035
£21,750
Vandelay Ind.INV-0036
£6,300
Paid1
Umbrella GroupINV-0037
£11,200

One workspace graph

Every part of the business, one connected graph

8,420 records enriched·234 opportunities tracked·12 sequences running
Data
Records
  • Contacts & companies
  • Activity timeline
  • Custom fields
Enrichment
  • ARR & headcount
  • Tech stack detect
  • News signals
Intelligence
Opportunity flow
  • Relationship health
  • Stage tracking
  • Health alerts
Ask AI
  • Natural language queries
  • Workspace actions
  • AI summaries
Action
Sequences
  • Multi-step cadences
  • Behaviour triggers
  • A/B subject lines
Automations
  • Event-driven rules
  • Webhook actions
  • Slack & email notify
Operations
Finance
  • Invoices & quotes
  • Credit notes
  • Expense tracking
MCP Server
  • Claude integration
  • AI tool connect
  • Native API access

What Mondaily does automatically

Turns messy records into one connected workspace graph

Enriches new records with source-backed data from the web

Finds signals and explains what changed, with evidence

Drafts tasks, messages, and workflows for your approval

Watches finance, decisions, and operations continuously

Discovers new candidates and assets when you ask the Prospecting Agent

Pricing

Simple, transparent pricing

Start free. Upgrade when you're ready. No hidden fees.

MonthlyAnnual
Starter
Best for solo operators
$0/forever

Workspace graph basics for exploring solo.

AI capacity
  • Workspace graph basics
  • Limited Ask Mondaily
  • Basic records
  • 1 integration
  • Community support
Start free — takes 90 seconds
Most popular
Pro
Best for AI-operated workspaces
$49/per user / mo

For workspaces that want AI doing the heavy lifting.

AI capacity
  • Unlimited Ask Mondaily
  • Agent recommendations
  • AI enrichment
  • Automations
  • Source-backed answers
Start Pro trial
Business
Best for teams with controls
$89/per user / mo

For teams that need roles, approvals, and finance.

AI capacity
  • Roles and permissions
  • Finance module
  • Advanced reports
  • Approval flows
  • API / webhooks
Start Business trial
Enterprise
Best for secure graph at scale
Custom
talk to us

For large organisations needing SSO and compliance.

AI capacity
  • SSO / SAML
  • Audit logs
  • Data controls
  • Custom security
  • SLA
Contact sales

Decision Queue

Agents prepare. You stay in control.

Agents prepare, recommend, draft, and monitor continuously — but sensitive actions wait for your approval. Nothing executes on the graph without a human in the loop when it matters.

1

Prepare

Agents draft the change before anything touches the graph

2

Recommend

A suggested action appears with the records and evidence behind it

3

Monitor

Signals and risks are tracked continuously in the background

4

Execute

Once approved, the action runs and is logged to the source object

Security & data separation

Your data, isolated and protected

Mondaily is built so the AI is as trustworthy as the team using it. Isolation and permissions aren't an afterthought — they're the foundation.

Workspace isolation

Every client gets a fully isolated workspace — data never crosses tenant boundaries.

AI reads your workspace graph only

Agents only ever see the objects, conversations, and files inside your own workspace graph — never another client's data.

Human approval on sensitive actions

Agents prepare and recommend continuously, but sensitive actions — sending, billing, deleting — wait for a person to approve.

Role-based permissions

Every record is protected by role permissions — members only see what they've been granted access to.

Granular visibility

Field-level and record-level controls mean teammates only ever see the data relevant to their role.

Admin controls & audit logs

Workspace admins get full visibility into who did what, when — every sensitive action is logged.

FAQ

Ask Mondaily AI

Ask Mondaily
Can I migrate my data from another CRM?

Ready to put your workspace on autopilot?

Join the teams already running records, pipeline, and finance from one place.

Free forever · no card required · takes 90 seconds

GDPR Compliant Architecture
CCPA Data Protected
Hosting Infrastructure: ISO 27001 & SOC 2