Integration with monday.com for Action Items
Meeting Insights offers seamless integration with monday.com, allowing you to manage your action items in your organization's monday.com account.
In addition to tracking action items in Meeting Insights, you can send them to your monday.com account for continued follow-up and updates.
When sending an action item to monday.com, you need to select the Workspace, Board and Group where the action item is to be added. You can choose to send a specific action item, or all action items of a meeting recording to monday.com.
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Integration with monday.com is available only if enabled by your Meeting Insights administrator. |
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Changes made to action items in Meeting Insights are not reflected (synchronized) in monday.com, and vice versa. |
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Only the owner of the meeting recording can send action items to monday.com. |
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To send action item to monday.com: |
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1.
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In the Navigation pane, click  All meetings. |
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2.
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Click the name of the meeting recording that you want; the Player page appears. |
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Select the Recap tab, and then click Action Items. |
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Choose the action items to send: |
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All action items: Click the Send to Monday  icon located to the right of the 'Action Items' title. |
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Individual action item: Click the Send to Monday icon corresponding to the specific action item. |
You're redirected to monday.com for authorizing permissions for the Meeting Insights app:
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If you're not logged into monday.com, you'll be prompted to log in. |
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The authorization prompt is displayed only when you first send action items to monday.com. For subsequent sending of action items to monday.com, You're not prompted again. |
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Click Authorize to grant (consent) the necessary permissions; the following dialog box appears: |
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Choose where in monday.com you want to send the action item(s): |
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a.
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From the 'Choose a workspace' drop-down list, select the workspace. |
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b.
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From the 'Boards' drop-down list, select the board within the workspace. |
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From the 'Groups' drop-down list, select the group(s) within the selected board. |
The list of available workspaces is defined by your organization's Meeting Insights administrator.
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Click Send to Monday; the action item is sent to monday.com. The action item in Meeting Insights now displays the monday.com icon with a checkmark  . |
In addition to the Player page, you can also send action items to monday.com from the Action Items page:
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In the Navigation pane, click  Action items. |
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Click the icon corresponding to the action item: |
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Follow the same steps described for the Player page section above to complete the process. |