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Workspace Builder

Category: Sales  ·  Sub-category: sales-misc  ·  Last updated:
type:debug
Build a CRM workspace from scratch — describe your business and get boards, columns, and pipeline stages created in monday. Use when someone says "set up my CRM", "build me a CRM", "create CRM boards for me", "I need a new sales pipeline", "help me get started in monday", "I don't know how to set up my pipeline", or "build me a CRM from scratch". Do not use for questions about an existing board — those belong to morning-briefing or board-diagnosis.

About this skill (catalog notes)

Workspace Builder includes worked examples; pricing or quota commentary; at least one code block. At roughly 3,513 words the SKILL.md is on the longer end of the catalog distribution.

Source
monday.com
License
MIT
Original author
mondaycom
Indexed lastmod
Catalog position
Sales · sales-misc
Indexed related skills
10

How Workspace Builder fits the catalog

Workspace Builder sits in the Sales category under the sales-misc sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

Sets up a CRM workspace conversationally — turning "I don't know how to start" into a working board on day 1. Replaces the manual template-pick → column-rename → column-add → group-rename loop that gates 442 median days between CRM install and first MCP execution. This is the single highest-leverage retention skill in the catalog.

What this skill does

Workspace Builder is a community-contributed Claude Code skill in the sales-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/workspace-builder/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when someone says "set up my CRM", "build me a CRM", "create CRM boards for me", "I need a new sales pipeline", "help me get started in monday", "I don't know how to set up my pipeline", or "build me a CRM from scratch". Do not use for questions about an existing board — those belong to morning-briefing or board-diagnosis.

Who uses this skill

The Workspace Builder Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 116,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/workspace-builder
curl -L https://claudskills.com/skills/workspace-builder/SKILL.md \
  -o ~/.claude/skills/workspace-builder/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/workspace-builder/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/workspace-builder/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\workspace-builder\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Frequently asked questions

How do I install the Workspace Builder Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/workspace-builder/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Workspace Builder skill do?
Build a CRM workspace from scratch — describe your business and get boards, columns, and pipeline stages created in monday. Use when someone says "set up my CRM", "build me a CRM", "create CRM boards for me", "I need a new sales pipeline", "help me get started in monday", "I don't know how to set up my pipeline", or "build me a CRM from scratch". Do not use for questions about an existing board — those belong to morning-briefing or board-diagnosis.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Workspace Builder skill?
Use Workspace Builder when your Claude Code task falls under the Sales category — specifically in the sales misc area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Workspace Builder" or describe the task and let Claude pick). Browse related skills at /category/sales/.
What is a Claude Code skill and how does the Workspace Builder skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Workspace Builder is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
mondaycom. (2026). Workspace Builder [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/workspace-builder/
BibTeX
@misc{workspace-builder-2026,
  author    = {mondaycom},
  title     = {Workspace Builder [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/workspace-builder/}
}

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