Send Recap to monday.com
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 meeting recording name; the Player page appears. |
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3.
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Select the Recap tab, and then click Action Items. |
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4.
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Choose the action items to send: |
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All action items: Click the ellipsis  icon next to Action Items, and then from the drop-down menu, choose  Send to monday. |
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Specific action item: Click the ellipsis icon of the action item, and then from the drop-down menu, choose Send to monday. |
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 in the workspace. |
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c.
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From the 'Groups' drop-down list, select the group(s) in 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; Meeting Insights sends the action item to monday.com. A monday.com icon with a check mark  appears next to each action item that you've sent. |
You can also send action items from the Action Items page:
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In the Navigation pane, click  Action items. |
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Click the icon of the action item: |
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Follow the same steps described for the Player page section above to complete the process. |