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Integrate with monday.com
Integrate with monday.com

Create an automation that writes action items to a monday.com board

Kevin Jacyna avatar
Written by Kevin Jacyna
Updated over 3 weeks ago
  1. Go to the Automations page.

  2. Select Create automation.

  3. Set some conditions for when you'd like this automation to run, or click Next if you'd like it to run after every meeting.

  4. Choose monday.com from the menu.

  5. Click Connect if you haven't already connected your monday.com account.

  6. Choose the monday.com board you'd like your action items to go to.

  7. Select the group the action items should end up in.

  8. Click Done, then Create.

Your automation will run on meetings that match the trigger conditions you set up in step 3 moving forward.

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