Mastering monday

Your call recordings are probably telling you exactly what your customers want, what your prospects are confused about, and where your team keeps losing time.

The problem is, most teams record the calls… and then never really use them.

In this video, I’m sharing 4 practical AI workflows that help turn sales calls, customer calls, and discovery calls into actual business intelligence.

You’ll see how tools like Fathom, Zoom, and Claude can help you:

• extract follow-up actions
• spot recurring customer complaints
• identify patterns across conversations
• create leadership reports automatically

This one is from our new channel, so it’s not a monday.com tutorial.

But if you use monday.com because you care about better workflows, cleaner handoffs, and less manual work, this is very much in the same world.

3 days ago | [YT] | 0

Mastering monday

If you're new to monday.com, understanding the terminology is one of the fastest ways to get comfortable using the platform.

In this video, I walk through the key monday.com terms every beginner should know, including products, workspaces, boards, groups, items, subitems, columns, views, automations, integrations, AI tools, and more.

Whether you're setting up your first board or trying to better understand how monday.com is structured, this video will give you a solid foundation to build on.

4 days ago | [YT] | 0

Mastering monday

In this video, I walk through one of the most overlooked features in monday.com: Group By.

Most people organize their boards using groups, but many don't realize they can instantly reorganize the same board by status, priority, due date, and more without changing their actual board structure.

I'll show you exactly how the Group By feature works, when to use it, and how to save different views so your team can see the same information in the way that makes the most sense for them.

1 week ago | [YT] | 0

Mastering monday

Your next content idea might already be sitting in a client call. In this video, I show the AI workflow I built using Claude, Fathom, and monday.com to automatically turn client conversations into a steady stream of content ideas.

Instead of spending hours on keyword research and brainstorming, Claude reviews my recorded calls, identifies recurring questions and themes, and creates content ideas for LinkedIn, YouTube videos, Shorts, and more. The ideas are then automatically organized in monday.com so I always have a backlog of content based on real conversations.

This workflow helps me generate roughly 20 content ideas per week while keeping my content aligned with what clients are actually asking.

2 weeks ago (edited) | [YT] | 0

Mastering monday

For the past year, my team and I have been quietly building something new.

Simpleday and Mastering monday isn't going anywhere (we're still your monday.com experts). Our new initiative, One Thing Simpler, is just the wider lens we needed to answer the bigger questions clients kept asking: what AI tools to use, what broken processes are costing them money, why leads aren't closing, and more.

So here's a video you might find helpful on my new YouTube channel.

2 weeks ago | [YT] | 0

Mastering monday

Meet Elena, she is our new monday agent that does data enrichment for our leads.

She fills out certain columns of with key information that we need and then let's us know that it is done with an update to the contact card.

2 weeks ago | [YT] | 0

Mastering monday

monday.com Sidekick is one of the most powerful AI tools inside monday.com, but most people are only scratching the surface of what it can do.

In this video, I'll show you how Sidekick works, where to access it, and how to use it to analyze boards, identify risks, prioritize work, and even take action on your behalf. I'll also share some of my favorite prompts for project management, CRM, account management, and team management.

Whether you're managing projects, tracking sales opportunities, or leading a team, Sidekick can help you spend less time managing work and more time getting results.

2 weeks ago | [YT] | 0

Mastering monday

As more teams start using AI in monday.com, it's important to make sure the right people have access to the right tools—and that AI usage stays under control.

In this video, I'll walk through monday.com's new AI Governance features and show you how to manage permissions, control access to AI tools, monitor usage, and set AI credit limits for your account.

3 weeks ago | [YT] | 1

Mastering monday

Most growing businesses aren't losing money on one big mistake. They're losing it on a hundred small manual ones.

As a small business owner, I've seen it firsthand, and I've become obsessed with trying to solve the problem.

Next week I'm giving a webinar sharing all I've learned and how you can fix broken processes to save big.

The webinar is called The Manual Tax: How SMBs Are Losing $85,000 a Year Without Knowing It. Some problems I'll show you how to solve:

😭 Invoices that take an hour each
😭 Follow-ups that depend on someone remembering
😭 Leads that sit for three days before anyone replies

I'll show you where the Manual Tax hides, how it actually adds up, and which workflow is worth automating first.

🗓️ June 9, 2026 | 2pm EST | Live + replay
Hope to see you there!

👉onethingsimpler.short.gy/Webinar5

3 weeks ago | [YT] | 2

Mastering monday

Using monday.com but still ending up in Excel for calculations? 👀

You’re not alone.

monday.com is great for managing workflows, but when it comes to formulas, reporting, invoices, and spreadsheet-style calculations, a lot of teams still jump back into Excel.

That usually means copying data, switching tabs, rebuilding reports, and wondering if the numbers are still up to date.

That’s where Smart Spreadsheet for monday comes in.

It brings a real spreadsheet environment into monday.com, connected to your boards in real time, so you can:

• Pull live board data into reports, invoices, and internal documents
• Run Excel-style calculations and sync results back to your board
• Build spreadsheet-based reports and automate sharing

More than 7,000 teams already use Smart Spreadsheet on monday.com.

Want to see how it fits your workflow? Install Smart Spreadsheet here: ca012ez.short.gy/SmartSpreadsheet

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3 weeks ago | [YT] | 3