Resources

Blog posts

mondayAI: Capturing the Client Journey

mondayAI helps automate meeting notes by summarizing discussions, creating action items, and integrating everything into your monday.com boards. This makes it easier to stay organized and track the customer journey without manual work. OrangeDot can help set up mondayAI to fit your existing workflows.

Blog posts

mondayAI: Elevating your Service Experience

Service teams handle high volumes of tasks—from ticket management to customer updates—and AI is now making it faster and smarter to keep up. With features like automatic ticket tagging, smart routing, knowledge base support, and multilingual communication, mondayAI helps reduce manual work and boost response times. This kind of AI-powered automation transforms the way service teams operate, making workflows more efficient and scalable across the board.

Blog posts

Maximize Your Sales Efficiency with monday CRM’s Emails & Activities App

Managing sales communication is easier when everything—emails, calls, notes, and meetings—lives in one centralized timeline. With CRM email integration, activity tracking, and automation features, teams can streamline their workflows and never miss a touchpoint. This setup helps improve response time, boost visibility across the pipeline, and create a smoother customer journey from lead to close.

Blog posts

Maximize Your Sales Efficiency with monday.com CRM Emails & Activities

Managing sales and customer interactions can be overwhelming without the right tools. From emails and meeting notes to lead updates, staying organized is crucial for closing deals. monday CRM simplifies this process with the Emails & Activities app, built into every entity board—including Contacts, Leads, Accounts, and Deals—for seamless communication and activity tracking.

Case studies

How Frontline Education Revamped monday.com to Optimize Marketing Campaigns

As an avid user of monday.com, Frontline’s team appreciated all the customization and capabilities that were available to them. However, the marketing team couldn’t fully utilize monday.com because of their unsuccessful initial setup from working with another consultant. When OrangeDot came into the picture, they helped Frontline start over on a completely clean slate.

Blog posts

Discovery Sessions Explained: Part 3 (Requirement Gathering + Approvals)

If you’ve been following along in our “Discovery Sessions Explained” blog post series, we’ve shared insights and sample questions to help you think through your business processes and team roles, as well as preparing for integrations and migrations. During the last stop of our journey, we will take a close look at requirement gathering and approvals, so you have everything you need to make it easy for stakeholders to do their part in keeping things moving. 

Case studies

How a Global Cosmetics Brand Achieved Full Visibility into Product Launches

Our client’s product launch teams struggled with coordinating work across dozens of boards and workspaces in monday.com. Each team knew what they were responsible for but lacked insight into other departments’ timelines and priorities, leading to unnecessary delays. The team knew they needed to increase productivity without increasing headcount which meant they had to rethink current processes and how their teams and data were organized.

Blog posts

Discovery Sessions Explained: Part 2 (Integrations + Migrations)

Once your team has established alignment on high-level areas like business processes, roles, and responsibilities, it’s time to dive into the next critical stage of Discovery: integrations and migrations. There is much to think through when you’re bringing data over from a legacy system into monday.com - the goal should always be to make your day-to-day operations easier, not more complicated.

Blog posts

Discovery Sessions Explained: Part 1 (General Questions to Ask)

The Discovery phase is often skipped, rushed, or misunderstood. That’s why we’ve developed this blog series entirely dedicated to making the process easier for you. In this first blog post, we’ll explore some foundational questions we use to help teams navigate through this process. These questions encourage you to zoom out from your day-to-day and assess your team’s operations at a higher level.

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