Klime

Hand off your recurring monday.com workto routines that never lose an action item.

AI routines turn explicit asks from your meetings into tasks in monday.com, with the quote that backs each one. Set it up with Klime.

Part of Tasks

4 routines

Capture explicit meeting tasks

Tasks only from what people actually asked for, each with the quote.

After each meeting
Task

Check why exports time out for large teams

Ana, Product Sync meeting yesterday:

Can someone check why exports time out for large teams? Kettle & Co hit it every Monday.

Prepare for standup

What you actually did since your last standup, from PRs and meetings.

Weekdays at 9:15
Message

Since yesterday's standup:

  • Merged #481: faster exports for large teams
  • Reviewed #479 for Ana
  • Kettle & Co onboarding call

Today:

  • Finish the SSO spike

Blocked:

  • Waiting on design for the settings page

Hand over won deals

Every won deal handed to customer success, with what they must not miss.

When a deal is won
Task

HubSpot: Hand over Brightfold to Ana

Confirm before the kickoff on Thursday:

  • SSO promise in writing, beyond the email to Maya
  • Onboarding owner on their side: Maya or Lea

Shipped for customers

What shipped for customers, who asked for it, and a message for everyone you haven't told yet.

Weekdays at 10:00
Message

Shipped since yesterday:

  1. Faster exports for large teams (#482)
    Asked for by Kettle & Co. Not told yet. A draft for Tom Bakker:

Hi Tom, exports for large teams are live. Your Monday export should now finish in seconds. Open Reports and choose Export to try it.

  1. SSO login (#455)
    Asked for by Orbit Legal. Already told on Tuesday, in your email to Lisa.