Monitor CRMS for the AI era

AI for local government, on your terms.

Monitor Link connects Monitor CRMS to the AI assistant your organisation already uses. Users spend less time typing and searching, and more time with businesses. Everything stays within your IT and security policies.

Microsoft 365 Copilot Copilot Studio Azure AI Foundry Google Gemini ChatGPT Claude

What users can do with it

Real tasks, done with Monitor Link and an everyday AI assistant. Work that used to mean typing, searching and copying becomes a request in plain language, with the user checking the result before anything is saved.

Capture it once, where it happens

Shopfront photo to business record

A user took a photo of a shopfront. The assistant read the photo's location, identified the store, looked up its ABN and prepared the business record for the user to approve.

ResultA new business record for a furniture retailer, complete with ABN, legal name, phone and website.

Business card to contact

After a meeting, the user photographed a business card and asked the assistant to add the person to Monitor CRMS.

ResultA new contact created from the card's details, with no typing by hand.

Emails into the CRM from the mail client

From their mail client, the user asks the assistant to log an email exchange with a business. The assistant prepares the engagement with the right business and contacts and a short summary.

ResultCorrespondence recorded as an engagement without leaving the inbox. The same email can't be logged twice.
Find the right businesses

Building a list from a street

For a regional town, the assistant collected every business on the main street from Google Maps. After the user triaged the list, the assistant updated the businesses already in Monitor CRMS and created the new ones.

ResultThe main street brought up to date in Monitor CRMS, with every change approved by the user.

Finding a workshop audience

Planning a social media marketing workshop, the user asked who was most likely to come. The assistant combined tags, past event attendance and business type.

ResultA ranked shortlist of likely attendees, ready for invitations.
Keep the data in shape

Data quality tidy-up

The assistant helps users review records, spot duplicates and missing details such as industry or precinct, and prepares the corrections.

ResultCleaner records, with every change shown to the user and approved before it's saved.
Report and plan

Six-month activity report

The user asked for a summary of the last six months of engagement for council.

ResultA one-page council report written from engagement data, with a monthly activity chart.

Progress against a council action plan

The assistant matched Monitor CRMS activity to the themes of a council's Economic Development Action Plan 2024-2027 and wrote a plan for the next three months.

ResultStatus by theme, an activity-by-type chart and dated actions, each with a Monitor CRMS measure.

How it works

Users ask in plain language in the assistant they already use. Monitor Link gives that assistant safe, permission-aware access to your council's Monitor CRMS.

Ask

“Who in the retail precinct haven't we spoken to this year?” or “Add this business card as a contact.”

Assistant works

It searches Monitor CRMS with the user's own permissions, and combines that with photos, emails, documents and the web.

User checks

Every change is shown as a preview first. Nothing is saved until the user approves it.

Saved and logged

Records are saved as the user, with the same history and logging as Monitor CRMS itself.

Working with you on the way to AI

Every council and community team is at a different stage with AI. We won't ask you to adopt a new platform or change direction. Monitor Link fits the strategy you already have, and we'll work through each step with your team.

1

You choose the assistant

Use the AI assistant your organisation has already approved. Monitor Link uses the Model Context Protocol (MCP), an open standard, so you're not locked in to one vendor.

2

Start small, then grow

Begin with read-only access for one team. You can add more users, or let the assistant record engagements, notes and contact updates, once you're confident.

3

Users keep control

The assistant helps with searching, summarising and drafting. Users review and approve everything before it's saved to Monitor CRMS.

Within your IT and security strategy

Monitor Link doesn't bring its own AI model. Users sign in with your existing accounts, see only what Monitor CRMS lets them see, and approve every change. Your council decides when it's switched on.

  • Your existing sign-inMicrosoft Entra ID, Google, or Monitor CRMS password with multi-factor authentication.
  • Your Monitor CRMS permissions applyScoped to the user and their council, with roles, departments and confidential notes respected.
  • Human in the loop, fully auditedNothing is saved without the user's approval, and every action is logged.

Ready when you are

Whether you're writing an AI policy or already using Copilot every day, we'd like to hear where your council is up to. We'll help you start where it makes sense for you.

Talk to us