Atlas Logistics renewal
Source: email thread, 28 Sep
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sōtemleads your agentsSample business · Cedar & Co.
Three things need you today. The Atlas Logistics renewal has gone quiet, one invoice is 14 days overdue, and a follow-up is drafted and waiting for your approval.
What needs my attention today?
Three things need you today. The Atlas Logistics renewal has gone quiet, one invoice is 14 days overdue, and a follow-up is drafted and waiting for your approval.
INV-0041 · Northwind Traders
Source: Finance, INV-0041
Re: Atlas renewal, next step
Drafted from the last 3 emails
One graph for every record · Agents do the work · Every answer shows its source
One engine,
every part of your business.
sōtem runs every Mondaily product on one shared graph. Pick one and watch it work.
Why sōtem
- Private
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- Approval-first
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Built for what your team tracks.
Define your own objects, fields, and relationships, and the graph adapts to whatever your team needs to connect.
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What Mondaily replaces.
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- Documents scattered everywhereDecisions that show their sources
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Meet your agents.
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sōtem lead
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sōtem →Asking Operations…
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- FinanceDrafts invoice reminders and credit-note adjustments for your approval.
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- GraphAdds sourced fields from the web the moment a record arrives.
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- WorkflowsDesigns trigger, condition and action automations. A person reviews and runs each one.
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- PeopleKeeps contacts warm and surfaces the follow-up that is overdue.
- PortfolioWatches positions for concentration, drift or items going stale.
- AssetsMonitors leases, renewals and maintenance windows coming due.
- InsightsWrites your Daily Brief: the few things that need you today.
- MeetingsFlags conflicts, missing agendas and the records to prep before each meeting.
- PlannerTurns a goal into a step-by-step plan with owners and dates, for you to approve.
- SocialDrafts your posts and designs, you approve each one.
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Agents prepare.
You stay in control.
Every signal already carries its source, a health read, and the next step already drafted. You just decide.
sōtem for organisations.
One assistant for your citizens, customers and team, answering only from what you approve and handing over to a person when it should.
A patient guide for every citizen
Put sōtem on your website or app and people get clear answers about your services, rules and deadlines, day and night, in their own language.
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I moved. How do I update my residence registration?
You can do it online in about ten minutes. You'll need your ID number and your new address. Shall we fill in the form together?
Source: Residence registration · City servicesYour data, isolated and protected.
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Common questions
Can I bring my data over from the tools I use today?
Yes. Import contacts, companies, and deals via CSV in minutes. For larger migrations from Salesforce, HubSpot, or Pipedrive, our team can help map fields and move historical activity over with you.
Is Mondaily secure? Do you have SOC 2 or ISO 27001?
Mondaily itself does not hold a SOC 2 or ISO 27001 certification. Data is encrypted in transit and at rest, access is role-based, and every workspace is isolated. Our application hosting (Vercel) and database (Supabase) providers state that they hold SOC 2 Type 2 and ISO 27001; see our Security page. Reach out if you need our current security overview for a vendor review.
Can I cancel anytime?
Yes. There's no lock-in: cancel from your billing settings whenever you like and you'll keep access through the end of your current billing period. No retention calls, no hoops.
Is there a contract, or is it month-to-month?
Monthly and annual billing are both available, but neither requires a contract. Annual just gets you a discount, and you're never locked into a multi-year term.
Is Mondaily just a contacts-and-deals tool?
No. Mondaily is a workspace where AI agents work on one graph of your records. A sales pipeline is one thing you can model in it, but the graph holds any kind of record (people, companies, assets, documents, tasks, invoices), linked together and kept up to date by the agents. Your contacts and deals (the Graph), Finance & Billing, Quantitative Asset Systems and the Autonomous Workforce all run on the same graph instead of living in separate tools.
How does the AI enrichment actually work?
When a company record is added, Mondaily searches the web for it and fills in what it can verify (industry, employee range, revenue, funding raised, founding year) plus source-backed signals like hiring or a recent funding round. Each signal keeps its source, and a field nothing reliable was found for stays empty rather than guessed.
Can I build my own automations and sequences?
Yes. Automations run the moment a record is created or updated (or on demand), check your conditions, and can create a task, note or record, update a field or tag, draft a quote, or send an in-app notification. Sequences are multi-step email cadences you design once: Mondaily sends each step from your connected mailbox on your schedule and stops when the contact replies.
Does Mondaily handle invoicing and finance, or is that a separate tool?
It's built in. Quotes, invoices, and expense tracking live on the same workspace graph as your records, with no exporting to a separate finance app. The Finance Agent drafts invoice reminders and credit note adjustments and queues them in your Decision Queue; you approve before anything sends. A workflow can also draft a quote when a deal moves stage; it is saved as a draft for you to review, never sent on its own.
What integrations does Mondaily support?
Mondaily connects to your inbox and calendar over OAuth, imports CSV files and Salesforce exports, sends signed webhooks when records change, and exposes a read-only MCP server so AI clients can search your workspace with an API key. If you use a tool we don't yet support, talk to us.
How long does it take to get set up?
Most teams are live within a day. Import your existing contacts and deals via CSV, connect your inbox, and the AI starts enriching records immediately. There's no lengthy implementation process.
Build your workspace graph.
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