The climb from manual work to AI-powered operations.
Elevate Operations turns your team's manual work into AI-powered operations — built on monday.com, engineered with Claude and ChatGPT, and run by the only monday.com partner in the Mountain West.
Outcomes in production, not AI pilots that stall.
Identify the bottlenecks
Current-state process mapping and pain point interviews, then every opportunity run through our agent-first filter.
Design AI-powered solutions
Per use case we pick the right layer — native monday AI, or a custom Claude/ChatGPT agent when the logic demands more.
Deliver measurable impact
Every use case gets a baseline and a target, signed off before we build and revisited at close.
Enable independent operation
Training, documentation and an escalation path — your team runs it daily without waiting on us.
Basecamp → Ascent → Summit
Basecamp (Assess)
- —Readiness questionnaire: data, process, awareness, capacity, sponsorship
- —Business Impact Alignment session with your exec sponsor
- —AI Opportunity Table across all discovered use cases
Ascent (Align)
- —Solution design per use case, agent-fit evaluated
- —Multi-platform build — native monday AI or custom Claude/ChatGPT agent
- —POC demo through the Activity tab, then formal sign-off
Summit (Adopt)
- —Role-based training for end users, champions, admins
- —ADKAR change management for any adoption stall
- —Handoff package + full documentation
Three ways to run your AITP.
Core
Core Plan · 10–15 hrs/month
- ✓1–2 use cases, horizontal or insurance vertical
- ✓1 department, up to ~50 users
- ✓Basecamp workshop + opportunity scoring
- ✓Up to 5 monday.com boards configured
- ✓1–2 AI builds: native and/or 1 custom agent
- ✓1 end-user training session
Accelerated
Accelerated Plan · 20–30 hrs/month
- ✓3–5 use cases across 2–3 departments
- ✓Up to ~250 users
- ✓Full discovery + AI maturity assessment
- ✓Up to 10 boards + 2 dashboards
- ✓Multiple builds + one cross-platform integration
- ✓2 training sessions + champion certification
- ✓Dedicated Slack support channel
Enterprise
~40–50 hrs/month or a dedicated pod
- ✓5+ use cases across multiple departments
- ✓Governance framework, multi-agent orchestration
- ✓Full cross-platform architecture
- ✓Embedded, FDE-style delivery
- ✓Priority roadmap access, quarterly reviews
An anchor, not a hard floor — largest deals are scoped up or fully custom-quoted.
Beyond monday's native AI.
Most monday partners only offer what's native to the platform. We work across all three AI platforms your operations actually need — and decide, use case by use case, which layer executes.
Native monday AI
Elevate's cross-platform layer
Custom agents built and hosted directly in Claude or ChatGPT, integrated into monday.com via API and automation — used when a case needs reasoning depth or external tool access.
Insurance is the flagship, not the ceiling.
AI-Enabled Insurance CRM: Document Generation & Renewal Intelligence
Custom agents integrated into the CRM auto-draft policy documents, certificates and quote letters from underwriting data, and monitor renewal dates — flagging at-risk renewals and triggering follow-up sequences automatically.
Horizontal use cases
| Vertical | Use case | Capabilities |
|---|---|---|
| Sales & CRM | Agentic pipeline monitor — flags stale deals, preps briefs | monday Agents, Sidekick |
| Operations | Smart request router — categorizes and routes with SLAs | AI Blocks, Workflows, Agents |
| Project Mgmt | Automated status reporting from live boards | Sidekick, AI Blocks |
| HR / People Ops | Candidate screening and onboarding automation | AI Blocks, Agents, Workflows |
| Finance / Ops | Invoice processing agent | AI Blocks, Agents |
A trusted regional expert with real technical depth.
Only partner in the Mountain West
Genuine regional exclusivity.
Platinum + Advanced Delivery
Highest partner tiers with monday.
Real production AI experience
Agents and Vibe apps already running.
Cross-platform capability
Claude + ChatGPT agents integrated with monday.
Insurance vertical ownership
Pre-built, uncontested in the partner network.
Horizontal flexibility
Insurance is the flagship, not the ceiling.
Enterprise-tested
Active pipeline through monday's own reps.
Outcome-based model
Committed capacity toward a defined outcome.
The questions buyers actually ask.
Start at Basecamp. It's free.
A 30-minute, no-commitment discovery workshop: we map your top AI opportunities, score readiness, and confirm fit before anything is signed.