{"id":9057,"date":"2025-04-10T16:46:38","date_gmt":"2025-04-10T16:46:38","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=9057"},"modified":"2025-04-15T16:05:16","modified_gmt":"2025-04-15T16:05:16","slug":"monday-integration","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/monday-integration\/","title":{"rendered":"Monday Integration"},"content":{"rendered":"\n<p><a href=\"https:\/\/monday.com\">Monday.com<\/a> stands out as a leading platform for project management. With its versatile tools, it simplifies the coordination of both internal and external projects. Now, you can seamlessly integrate <a href=\"https:\/\/www.greminders.com\/product\/ai-notetaker\">AI Notetaker <\/a>Tasks (Post-Meeting) into your Monday.com workflows, enhancing your project tracking with minimal effort.<br>Here&#8217;s how to get started.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setup<\/h2>\n\n\n\n<p>First, go to Org Settings &gt; Integrations &gt; Monday<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"207\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-3-1024x207.png\" alt=\"\" class=\"wp-image-9061\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-3-1024x207.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-3-300x61.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-3-768x155.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-3.png 1045w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Click Setup and Authorize your Monday Account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"464\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-4.png\" alt=\"\" class=\"wp-image-9062\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-4.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-4-300x136.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-4-768x348.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Once Connected you will need to choose if you want GReminders connected to all your Workspaces, or just Specific Workspaces:<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"628\" height=\"498\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-5.png\" alt=\"\" class=\"wp-image-9063\" style=\"width:887px;height:auto\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-5.png 628w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-5-300x238.png 300w\" sizes=\"(max-width: 628px) 100vw, 628px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">User Authentication<\/h2>\n\n\n\n<p>Please note EACH GReminders User must Authorize their Monday Connection. Users must go to their Profile > Connected Services and connect Monday.<\/p>\n\n\n\n<p>This is automatically done for you since you are the one who connected at the \u201cOrg Level\u201d.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Using the Integration<\/h2>\n\n\n\n<p>Navigate to an AI Notetaker Summary<\/p>\n\n\n\n<p>Under Active CRM \/ Applications, choose Monday<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"427\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-6-1024x427.png\" alt=\"\" class=\"wp-image-9064\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-6-1024x427.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-6-300x125.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-6-768x320.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-6.png 1239w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Next Choose \u201cSync Tasks\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"703\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-7.png\" alt=\"\" class=\"wp-image-9065\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-7.png 870w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-7-300x242.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-7-768x621.png 768w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/><\/figure>\n\n\n\n<p>From here, find your Monday Project. These should be the same Monday Projects as you see in your Monday Workspace<\/p>\n\n\n\n<p>You can change the Task Name\/Due Date\/Description and also assign this to ANY Monday User (does NOT need to be GReminders User), since you are managing these tasks in Monday on a go-forward basis.<\/p>\n\n\n\n<p>Then simply click Create Tasks in Monday, and the Task(s) will be automatically pushed to Monday.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"893\" height=\"297\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-8.png\" alt=\"\" class=\"wp-image-9066\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-8.png 893w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-8-300x100.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-8-768x255.png 768w\" sizes=\"(max-width: 893px) 100vw, 893px\" \/><\/figure>\n\n\n\n<p>They will appear in your Project:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"685\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-9-1024x685.png\" alt=\"\" class=\"wp-image-9067\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-9-1024x685.png 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-9-300x201.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-9-768x514.png 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/04\/image-9.png 1109w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>That&#8217;s It!<\/p>\n\n\n\n<p>Any questions? Email to&nbsp;<a href=\"mailto:support@greminders.com\" target=\"_blank\" rel=\"noreferrer noopener\">support@greminders.com<\/a><\/p>\n\n\n\n<p>Happy Tasking!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Monday.com stands out as a leading platform for project management. With its versatile tools, it simplifies the coordination of both internal and external projects. Now, you can seamlessly integrate AI Notetaker Tasks (Post-Meeting) into your Monday.com workflows, enhancing your project tracking with minimal effort.Here&#8217;s how to get started. Setup First, go to Org Settings &gt; [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":9058,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[79],"tags":[],"class_list":["post-9057","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-integrations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Monday Integration - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/monday-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Monday Integration - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"Monday.com stands out as a leading platform for project management. With its versatile tools, it simplifies the coordination of both internal and external projects. Now, you can seamlessly integrate AI Notetaker Tasks (Post-Meeting) into your Monday.com workflows, enhancing your project tracking with minimal effort.Here&#8217;s how to get started. 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