monday.com AI Transformation Package | Motii

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5 Years

monday.com Partner

4.9 / 5

Star Rating

1000+

Tech stack implementations

WHY MOTII IMPLEMENTS IT

Off-the-shelf isn't enough

Lorem ipsum dolor sit amet. Most teams just hand you a login. We configure, connect, automate, and train so [Partner] earns its place in the stack.

Lorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.

[Partner Software] in detail

How teams use [Partner] day to day

Lorem ipsum dolor sit amet — a dedicated SEO section for the partner product itself: crawlers and buyers scanning for [Partner] features / use cases / for sales teams land here before Motii's implementation story.

monday AI · Tier 1

Starter

Test AI in one practical process and get a working AI-enabled workflow into your business.

Best for Testing AI in one practical process
Scope 1 clearly defined use case
What we build 1 working AI-enabled workflow
AI capabilities The monday AI tools needed for the agreed use case
Working with your team Discovery, review and testing with a nominated owner
Training and handover Owner training and a documented handover
Timeframe Typically 2–4 weeks
Price To be confirmed

Discuss Starter

Popular starting point

monday AI · Tier 2

Plus

Improve related processes for one team with more connected AI workflows and room for complexity.

Best for Improving related processes for one team
Scope Up to 2 related use cases
What we build Connected workflows with more involved configuration
AI capabilities The tools needed across the agreed use cases
Working with your team Working sessions with key users and process owners
Training and handover Team training and documented handover
Timeframe Confirmed during scoping
Price To be confirmed

monday AI · Tier 3

Pro

Connect processes across multiple teams with a broader, phased AI transformation.

Best for Connecting processes across multiple teams
Scope A broader, phased scope agreed after discovery
What we build Cross-team workflows with more complex design and testing
AI capabilities A tailored mix, which may include agents or Vibe apps where appropriate
Working with your team Working sessions across the affected teams
Training and handover Training and adoption plan for the affected teams
Timeframe Delivered in agreed phases
Price Scoped proposal

Custom integrations, data migration, monday.com licences and AI usage are scoped separately.

Who [Partner Software] is for

Lorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.

WHY MOTII IMPLEMENTS IT

Off-the-shelf isn't enough

Lorem ipsum dolor sit amet. Most teams just hand you a login. We configure, connect, automate, and train so [Partner] earns its place in the stack.

LOGO

Pipedrive

Core CRM · Motii Elite Partner

LOGO

[Sibling Partner]

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LOGO

[Sibling Partner]

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Ready to see [Partner] in your Motii stack?

Lorem ipsum dolor sit amet. Book a Motii demo first, or start a free [Partner] trial on your own.

WHAT MOTII DELIVERS

From free trial to live, documented stack

Every AI Transformation Package follows a clear, proven path. We work with you to identify opportunities, build AI into your monday.com workflows and set your team up for success.

Lorem ipsum — every Motii partner deployment follows a clear path. Not a login and a wave goodbye. Start or transfer [Partner], connect to Pipedrive, automate first use-case, train and hand over.

‍Four steps: start or transfer → connect to Pipedrive → automate first use-case → train & hand over.

01

Discover Opportunities

We learn about your goals, review your current processes and indentify where AI can make a difference.

02

Design and Build

We design practical workflows around your processes and build them directly in monday.com.

03

Implement and Test

We roll out your first use cases, test with your team and make sure it's delivering real value from day one.

04

Train & S

We train your team, document everything and give you the support you need to keep improving and scaling over time.

Case Study

Real businesses. Real workflow improvements.

“Time savings? There’s a lot. We’ve sent 511 automated emails and set hundreds of automated activities for home loan reviews - no stone unturned ”

Dylan Bertovic, Stryve Finance

Mailchimp’s intuitive interface makes it easy to build powerful automation flows. When we combine that with the right data, it becomes a scalable way to drive meaningful growth.

Alyssa Hanson, Head of Marketing, Willful

Book a Free Scoping to Learn More About Surfe

By understanding how Surfe fits your workflow now, you can skip the manual data entry, keep your CRM and LinkedIn in sync and get your sales team prospecting faster.

Prefer to talk? Call (03) 8595 5155