AI agents for Salesflare
A Monmo agent works in Salesflare the way a sales assistant for a small B2B team would. It reads each account's timeline of emails and meetings, tells you which accounts are warming up, keeps opportunity stages and tasks honest, and prepares workflow emails for your approval. It connects with an API key from your own Salesflare user and asks before it changes a record or sends anything.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Salesflare
Read the timeline before a call
Before a meeting it reads the account's timeline in Salesflare, with emails, Google Calendar meetings, notes and website visits if you track them, and gives you five lines on where things stand.
AskBefore my 3pm with Brightline, read their Salesflare timeline and give me five lines on where we stand.
Act on accounts that are warming up
Each morning it looks at which accounts opened your emails or visited your site recently, if you use Salesflare's tracking, checks the open opportunity and drafts a timely follow-up for each.
AskEvery weekday at 9, list accounts that engaged yesterday and draft a follow-up for the three hottest.
Clear the suggested and overdue tasks
It reviews your open and suggested tasks, marks the ones the timeline shows are already done, and proposes dates for the rest. You approve the whole clean-up on one card.
AskGo through my Salesflare tasks and tell me which are done already and which need a new date.
Keep opportunity stages honest
Every Thursday it compares each opportunity's stage and close date with the latest emails and meetings, and proposes moves, new dates or a lost reason, with the evidence beside each.
AskEvery Thursday, check my Salesflare opportunities against the latest emails and suggest stage or date changes.
Prepare workflow emails
For a group of contacts it drafts the workflow steps in your voice, checks who has replied or is already in a workflow, and shows you the audience. Starting the workflow waits for your approval.
AskDraft a three-step workflow for trial users who went quiet, and show me who would receive it before starting.
Complete contacts from signatures and the web
It finds contacts missing a job title, phone or company, fills what it can from email signatures, public LinkedIn profiles and the company website, and proposes the values for your approval.
AskFill in missing job titles and companies on my Salesflare contacts from their email signatures.
Send the weekly pipeline summary
On Monday it writes a short summary of the pipeline for Slack: new opportunities, won and lost, total value by stage and the three deals that need attention this week.
AskEvery Monday at 8:30, draft a Salesflare pipeline summary for our sales channel in Slack and ask before posting.
How it connects
- 1You connect Salesflare once with an API key from your own user's settings. The agent works with what that user can see, including the email and calendar data your team has chosen to share in Salesflare.
- 2You choose which agents may use Salesflare. A sales agent fits best; a customer success agent may only need to read account timelines before check-ins.
- 3Reading accounts, contacts, timelines and opportunities happens without asking. Changing a record, completing or creating tasks, starting a workflow and sending email from Gmail or Outlook all ask first.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Salesflare is not on screen.
On screen
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- From today’s calls and the follow-up emails.
- Where
- Fieldwork Salesforce · 3 opportunities
- What to expect
- Changes stage, amount, close date and next step. Nothing is deleted.
- Open pipeline$610k
- Moved forward$184k
- Stalled 14+ days2 deals
- Slipped to April1 deal
Your team. Connected to everything.
Pipeline review — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent work alongside Salesflare's automatic data capture?
Yes. Salesflare already gathers emails, meetings and contacts. A Monmo AI agent reads that timeline and does the next part: deciding what each account needs, drafting follow-ups, keeping opportunities current and clearing tasks. Every change it makes is approved by you first.
Can the agent start Salesflare workflows?
It prepares the workflow and you start it. The agent drafts each step, chooses the audience from your filters, removes people who replied or are already enrolled, and shows you all of it on one card. Nothing is sent until you approve, through the Salesflare connection or in its own browser when the connection does not cover something.
Does it work with Salesflare and Outlook, not just Gmail?
Yes. Salesflare works with both, and so does the agent. Connect the mailbox you use, Gmail or Outlook, and the agent can read threads to understand an account and draft replies there. Sending from either mailbox asks first.
Is it worth adding an AI agent to a small sales team on Salesflare?
It helps most where the team has more follow-ups than hours. The agent takes on the reading, drafting and tidying, and the people keep the conversations and decisions. You can start with one agent on Monmo's Free plan and see whether the follow-ups it drafts are ones you would send.