Dashboard

Thursday, July 23 · Good afternoon, J
Cold leads
—
ready to call
Active deals
—
in pipeline
Tool spend / mo
—
your stack cost
Open tasks
8
live count

Today & overdue

All tasks →

Today's agenda

Calendar →

Inbox — Gmail

hello@monolithlabs-ai.com

Recent activity

Pipeline snapshot — drag deals in the Pipeline tab
Company
Service
Stage
Value
All
● Business
● Personal
● Content
Synced via Calendly + Google Calendar
July 2026
Today
All
Not called
Called
Interested
Business
Contact
Phone
Email
Suggested offer
Status
Cold list from your scheduled task · click a row to add callback date + notes · click status to cycle · convert straight into the Pipeline
All deals
This month
Retainers
One-off builds
All
In progress
Review
Blocked
Project
Client
Progress
Status
Stack
Notes for Claude on Projects
All open
Today
This week
Assigned to Claude
Done
All submissions
New
Reviewed
Company
Contact
Phone
Interest
Status
Submissions flow in from your Tally form → webhook → CRM
Connecting to Supabase…
Performance — pulled from platform APIs
Pending approval — approve or request changes before it publishes
Content calendar — this week
All
Brand assets
Client docs
Instagram posts
Generated by Claude
Monthly tool spend
$186
10 active tools
Monthly revenue
$11.4k
Retainers + projects
Net after tools
$11.2k
98.4% margin on tooling
Your stack — click any tool to open it
Tool
Purpose
Cost / mo
Open

Credentials vault

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All
Discovery
Pitches
Objections
The Call List links here per lead when you're on a call
Owned & managed businesses
Pulled from your "ML — Owned Managed Businesses" folder
Inventory of your Notion workspace — approve what to migrate, skip the rest
Claude reads this on each scheduled CRM analysis — answers your questions, adds suggestions, and can create tasks

My notes & thoughts

Questions for Claude

Claude's suggestions — from the last analysis
Claude
Morning, J. You have 3 tasks due today and Peak Logistics is blocked on their data export. Want me to draft the follow-up email, or update the reporting dashboard spec first?
You
Draft the Peak Logistics follow-up and add a task to send it.
Claude
Done — drafted the email (saved to Files → Generated by Claude) and added "Send Peak Logistics follow-up" to Tasks, due today. Anything else?

Assigned to Claude

Draft July social batchrunning
Summarize Nova call notesqueued
Build Riverside status docdone

What Claude can do here

Assign tasks, leave comments on any section, schedule recurring work, generate documents into Files, draft emails, update project statuses, generate cold-call lists, and suggest enhancements — all against your live CRM data.