EasySend for monday.com

App metadata

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  "description": "<p><strong>EasySend for&nbsp;monday.com</strong></p><p>Connect&nbsp;<strong>EasySend</strong>&nbsp;with&nbsp;monday.com&nbsp;to turn forms into complete&nbsp;<strong>digital customer journeys</strong></p><p>EasySend is an&nbsp;<em>AI automation</em>&nbsp;and&nbsp;<em>workflow management platform</em>&nbsp;that lets you collect data, approvals, and eSignatures, and automatically sync everything back into your monday boards.</p><p>EasySend supports&nbsp;multi-step interactions&nbsp;and&nbsp;multi-party involvement, so you can launch smart digital journeys for any use case — from onboarding and claims to consent and agreements — all in one seamless flow. Learn more at&nbsp;EasySend.io</p><p><strong>Key Features</strong></p><ul><li>Sync with&nbsp;monday.com&nbsp;– Automatically capture customer data in your monday CRM and prefill journeys.</li><li>AI Automation &amp; No-Code Builder&nbsp;– Go from&nbsp;<em>prompt to digital journey in seconds</em>&nbsp;with AI, then customize every detail using a simple no-code editor.</li><li>Workflow Manager&nbsp;– Create seamless automations for every journey with built-in business logic, integrations, and AI automation.</li><li>Logic and Conditions&nbsp;– Add dynamic rules and calculations so journeys adapt to customer responses.</li><li>Responsive &amp; Branded Experience&nbsp;– Deliver mobile-friendly, easy-to-access journeys with custom themes on any device.</li><li>Roles &amp; Permissions&nbsp;– Assign customers, agents, and back-office staff different roles to collaborate with ease.</li><li>AI Assistants&nbsp;– Simplify data intake and workflow management with assistants that scan IDs, review data, validate accuracy, and follow up on missing info.</li><li>Analytics&nbsp;– Track and optimize completion rates across your journeys.</li><li>eSign&nbsp;– Collect legally binding eSignatures on any device.</li><li>Multichannel&nbsp;– Support your customers on any channel, in their preferred language.</li></ul><p>Examples &amp; Use Cases</p><ul><li>Customer onboarding</li><li>Insurance claims &amp; renewalls</li><li>Medical consent forms</li><li>Financial approvals and agreements</li><li>Enrollments</li></ul><p>About EasySend</p><p>EasySend is redefining how businesses connect with their customers.</p><p>Our AI-powered platform replaces&nbsp;fragmented, manual processes&nbsp;with guided digital customer experiences that eliminate friction and errors.</p><p>EasySend helps companies:</p><ul><li>Move faster&nbsp;by cutting out manual steps</li><li>Operate more efficiently&nbsp;with automation and AI</li><li>Deliver excellent customer experiences&nbsp;through seamless, digital-first interactions</li></ul><p>All while ensuring every detail is&nbsp;<strong>accurately captured</strong>&nbsp;and&nbsp;<strong>synced into core systems</strong>.</p><p><a href=\"https://calendly.com/d/cndy-38n-qgc/intro-to-easysend\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Schedule a demo</strong></a>&nbsp;to see EasySend in action.</p>",
  "short_description": "AI platform for digital customer journeys on monday.com",
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  "keywords": "agentic AI,AI automation ,esign , Digital customer experience ,Document management,Form,Scalability,Workflow management,Workflow automation,Customer experience ",
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  "created_at": "2025-09-17T09:17:11.647Z",
  "updated_at": "2025-10-31T16:40:53.083Z",
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