Integrating Meeting Insights with monday.com

Meeting Insights can be integrated with your organization's monday.com account to allow users to send their action items to monday.com (workspaces, boards, and groups).

Before you can enable specific users (per User Profile) to send action items to monday,com account, you need to integrate Meeting Insights with monday,com. This is done by installing the Meeting Insights app for monday.com on your monday.com platform, selecting the workspaces, and then approving the permissions granted to the app.

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To integrate Meeting Insights with monday.com:

1.

In the Admin Settings menu pane, expand Integrations, and then click Apps.

2.

Click the Monday toggle button:

The following dialog box appears:

3.

Click the this URL link to install the Meeting Insights app on monday.com; you're redirected to monday.com (if not already logged into your monday.com's account, you're prompted to log in):

4.

Select the allowed workspaces, by choosing one of the following options:

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All Workspaces: Allows users to send their action items to any workspace in your organization's monday.com account.

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Specific Workspaces: Allows users to send their action items to only specific workspaces. From the drop-down list, select the required workspaces.

5.

Click Install; the Meeting Insights app for monday.com starts installing. When installation completes, you can view the installed app on the Manage Apps page in your monday.com account:

6.

Once the app is installed on monday.com, click Validate, as shown below:

You're redirected again to monday.com to authorize permissions granted to the Meeting Insights app for monday.com:

Descriptions of the different permissions are provided in the following table:

Permission	Type	Scope Target	What It Enables	Purpose
Read your profile information	Read	Profile	Fetches the authenticated user’s ID, name, and email. Often used to identify or personalize user-specific actions.	Retrieves user data for OAuth 2.0 authentications.
Read all of your boards data	Read	Boards	Retrieves data from boards including items, groups, columns, updates, and structure. Required to analyze or display board content.	Allows Meeting Insights to display it in the UI for the user.
Modify any of your boards' data	Write	Boards	Allows the app to create / update items, move items, change column values, create / delete groups, and potentially modify board structure.	Allows Meeting Insights to update action items on the boards.
Read all of your workspaces data	Read	Workspaces	Enables the app to list and access workspace structures, and see which boards belong where. Important for organizing or scoping data access.	Retrieves workspaces and relations between them and boards, and displays it in the UI.
Read the profile information of the users in your account	Read	Users	Grants access to account-wide user data (IDs, emails, names). Needed for assigning users to items, generating user-based reports, or sending notifications.	Allows correlation between action items owners emails and the monday.com user to assign the action item to the boards.
Read general information about your account	Read	Account	Gives access to high-level account data, such as plan type, tier, account ID, etc. Useful for feature eligibility checks or reporting.	Required permission for OAuth 2.0 authentication process.

7.

Click Authorize to confirm the permissions; the Monday toggle button is automatically turned on, indicating that Meeting insights is now integrated with your monday.com account:

8.

Enable monday.com for specific User Profiles (see User Profiles):

a.

In the Admin Settings menu pane, expand User Settings, and then click User Profiles.

b.

Add a new User Profile or edit an existing one.

c.

Under the Permissions group, click the Monday toggle button to turn it on:

9.

Click Apply.