AI SDR: an AI agent for sales development
An AI SDR is an AI agent that does the desk work of a sales development representative. A Monmo agent builds prospect lists, writes personalised outreach and follow-ups, books meetings and keeps Salesforce current, on its own computer and on a schedule. It asks before it sends or saves, and leaves calls and qualification to you.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
The job description, line by line
Each line is a duty that appears in typical job descriptions for this role. Beside it is how the agent handles that line and how far it goes on its own.
- Does itResearch, reading, drafting and building. Nothing leaves your business.
- Does it, asks firstThe last step sends, posts, pays or changes a record, so it shows you a card first.
- Prepares it, you decideThe line needs your judgement. The agent brings the facts and a recommendation.
- Stays with youCalls, meetings in person, signatures and relationships.
| # | In the job description | How the agent does it | How far it goes |
|---|---|---|---|
| 01 | Research target companies and contacts and build prospect lists that fit the ideal customer profile. | Reads your ideal customer profile, searches the web and LinkedIn, and builds the list in Google Sheets with company size, role, a source link and one reason each account fits. | Does it |
| 02 | Send personalised cold emails and LinkedIn messages in planned multi-step outreach sequences. | Writes a first email and two follow-ups for each prospect from what it found, then asks you once to send the batch from your Gmail. LinkedIn notes are drafted for you to send yourself. | Does it, asks first |
| 03 | Make outbound cold calls to prospects, often dozens each day. | Agents do not make phone calls. Before your call block it gives you a page per prospect: who they are, what they opened, and a first line that fits them. | Stays with you |
| 04 | Reply quickly to inbound enquiries and demo requests and route each lead to the right salesperson. | When a form or email arrives it researches the company, drafts a reply with times to meet, and proposes an owner in Salesforce by territory. Sending and assigning wait for your approval. | Does it, asks first |
| 05 | Qualify each lead by checking need, budget, decision-maker and timing before passing it on. | Scores each lead against your criteria from the conversation so far and public facts, and states what is still unknown. You decide who is qualified. | Prepares it, you decide |
| 06 | Book discovery calls or demos for account executives and brief them on the prospect's needs. | Checks the account executive's Google Calendar, offers times, sends the invite when you allow it, and writes a one-page brief on the prospect for the call. | Does it, asks first |
| 07 | Log every call, email and outcome in the CRM and keep lead records accurate. | At the end of each day it gathers what happened from Gmail and your notes and prepares the Salesforce updates. One card shows every change before it is saved. | Does it, asks first |
| 08 | Follow up with prospects who are not ready yet, sharing useful content until they are. | Keeps a date for each prospect, and when it comes round drafts a short note with a relevant article or customer story from your Drive. You approve the week's follow-ups together. | Does it, asks first |
| 09 | Report each week on calls, emails, replies, meetings booked and pipeline created. | Every Friday it counts emails sent, replies, meetings booked and pipeline created from Salesforce and Gmail, and writes the summary with last week's numbers beside it. | Does it |
| 10 | Keep up with product changes, pricing and competitors so outreach stays accurate and relevant. | Reads your release notes and price list when they change, checks competitors' sites each week, and updates the talking points it uses in every draft. | Does it |
| 11 | Attend trade shows, conferences and networking events to meet potential customers. | It cannot be in the room. It prepares a list of who to meet, and afterwards turns your business cards and notes into leads and follow-up drafts. | Stays with you |
| 12 | Meet a monthly quota for qualified meetings and opportunities. | The number is yours to own. Each morning the agent shows where you stand against it and which prospects are most likely to move this week. | Prepares it, you decide |
8 of 12 lines handled by the agent, some after your approval
Where the duties come from. The twelve lines are the duties that appear most often in public job descriptions for sales development representatives, reworded, and checked against the O*NET task list for sales representatives of services. Checked against O*NET OnLine: 41-3091.00 Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
A week with your AI SDR
Tops up the prospect list and drafts the day's first emails and follow-ups, ready for your approval when you sit down.
Researches the company, drafts a reply with meeting times and proposes an owner in Salesforce.
Prepares the day's Salesforce updates on one card for you to allow.
Checks competitors' pricing pages and updates the talking points it writes from.
Writes the weekly report: emails, replies, meetings, pipeline, and what it would change next week.
What you give it on day one
- Your ideal customer profile: industries, company size, job titles and regions
- Salesforce or HubSpot, the mailbox you prospect from, and your calendar
- Three or four emails that worked, and the phrases you never want sent
- Your pricing, a product one-pager and two customer stories
- The rules: a daily send limit, who is off limits, how unsubscribes are handled
What stays with you
- Phone calls and events. It prepares you for both.
- Deciding that a lead is qualified, and what to offer.
- The conversation once a prospect replies with a real question.
- Anything a platform's terms do not allow, such as automated LinkedIn messaging.
Hire one in three steps
- 01
Write the role
Create an agent, name it, and describe the job as you would to a new SDR: who you sell to, what a good meeting looks like, and what must never happen. Paste your job description if you have one.
- 02
Give it access
Connect Salesforce, Gmail and Google Calendar with your own accounts and choose that this agent may use them. It reads first, to learn your pipeline and the way you write.
- 03
Set the first routine
Ask for twenty prospects and drafts by 9:00 tomorrow. Review them, correct what is off, then agree the weekday routine. It keeps your corrections for every draft after that.
First things to ask
- Find 25 operations leaders at logistics companies with 200 to 1,000 staff in Australia. Put them in a sheet with a reason each one fits.
- Draft a first email and two follow-ups for each of them. Ask me before anything is sent.
- Each weekday at 17:30, show me today's Salesforce updates before saving them.
- Every Friday at 16:00, write up the week: emails, replies, meetings booked and pipeline created.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself.
On screen
LinkedIn
Google Sheets
Gmail
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- The outreach you asked for. Each one is personal and has an unsubscribe line.
- Where
- Your Gmail · 20 people at 17 companies
- What to expect
- Sends 20 emails now. Follow-ups wait for your approval in 3 days. LinkedIn notes stay as drafts for you to send.
Your team. Connected to everything.
Logistics outreach — February+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
What is an AI SDR?
An AI SDR is an AI agent that does the work of a sales development representative: it researches prospects, writes outreach, follows up, books meetings and keeps the CRM current. A Monmo agent does this on its own computer with your Salesforce and Gmail, and asks before anything is sent or saved.
Can an AI agent replace an SDR?
It takes over the research, writing, follow-up and record-keeping, which is most of the hours in the job. It does not make calls, attend events or decide who is qualified. Teams use it so that a person spends the day on conversations instead of lists.
Does it send emails by itself?
It prepares everything and sends after you approve. One card lists the batch, for example twenty first emails, and you can open and edit any of them first. You set a daily limit, and people who unsubscribe are removed from every later step.
Can it do LinkedIn outreach?
It researches people and companies on LinkedIn and drafts the connection note or message for each one. You send them yourself or approve them one at a time. It does not run automated connection requests or bulk messages, which LinkedIn's terms do not allow.
Which CRM does it work with?
Salesforce and HubSpot are the most common, and Pipedrive and others are in the app directory. The agent uses the account you connect and has the permissions that account has. Where a connection does not cover a step, it can use the CRM in its own browser.
How long does it take to set up?
Minutes for the first task. Create the agent, connect your CRM and mailbox, and ask for a first list and drafts. Most of the first week is you correcting drafts, so that it learns your tone, your offer and the accounts to avoid.