Monday Integration

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’s how to get started.

Setup

First, go to Org Settings > Integrations > Monday

Click Setup and Authorize your Monday Account.

Once Connected you will need to choose if you want GReminders connected to all your Workspaces, or just Specific Workspaces:

User Authentication

Please note EACH GReminders User must Authorize their Monday Connection. Users must go to their Profile > Connected Services and connect Monday.

This is automatically done for you since you are the one who connected at the “Org Level”.

Using the Integration

Navigate to an AI Notetaker Summary

Under Active CRM / Applications, choose Monday

Next Choose “Sync Tasks”

From here, find your Monday Project. These should be the same Monday Projects as you see in your Monday Workspace

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.

Then simply click Create Tasks in Monday, and the Task(s) will be automatically pushed to Monday.

They will appear in your Project:

That’s It!

Any questions? Email to [email protected]

Happy Tasking!

How do I set up the Monday.com integration with GReminders?

To set up the integration, go to Org Settings > Integrations > Monday, click Setup and Authorize your Monday Account. Then choose whether to connect GReminders to all your Workspaces or just specific ones.

Do all users need to authorize their Monday connection individually?

Yes, each GReminders user must authorize their Monday connection by going to their Profile > Connected Services and connecting Monday. This is automatically done for the admin who connected at the Org Level.

How do I sync AI Notetaker tasks to Monday.com projects?

Navigate to an AI Notetaker Summary, select Monday under Active CRM/Applications, then choose 'Sync Tasks'. Find your Monday Project, edit task details if needed, assign to any Monday user, and click 'Create Tasks in Monday' to push tasks automatically.

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