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Join date: Sep 23, 2025
Posts (2)
Jan 23, 2026 ∙ 1 min
Scan Business Cards into monday.com using AI
You head to a conference. You have great conversations. You come home with a stack of business cards. And then… nothing. Manual data entry gets pushed aside, follow-ups get delayed, and valuable leads quietly slip through the cracks. Not because your team isn’t capable — but because admin always loses to real work. That’s where monday.com’s AI comes in. With this setup, you can upload a photo of a business card directly into your CRM. The system automatically extracts key details like name,...
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Sep 28, 2025 ∙ 2 min
monday.com Referral Management – Track, Analyse, and Strengthen Partnerships (Key-Takeaways)
Referrals are the lifeblood of many businesses. Whether you’re a mortgage broker, accountant, financial planner, or working with B2B...
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Kaya Wong
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