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Bring one ugly workflow, not a requirements document.

The fastest way to work out whether there is a good project here is to describe the process that keeps causing re-entry, confusion, or Friday afternoon cleanup.

Useful things to mention
What your team does in Monday.com or Sortly today
Where the process falls apart outside of it
Who would use the tool, and how often
Whether permissions, offline use, or customer access matter
What a good outcome would actually look like
Projects that tend to work
Monday.com boards that have outgrown automations and formula columns
Receiving or PO handling still running through spreadsheets
Dashboards for exceptions, throughput, or work gone stale
Internal tools sitting on top of Monday.com or Sortly data
Admin and permission systems for staff or customer accounts
Anything currently held together by one person's memory

If we are not the right fit, you will hear it on the first call.