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Monday.com Integration

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Features

• Item Creation: Create Monday.com items directly from meeting recordings
• Board Integration: Connect discussions to specific Monday.com boards
• Action Item Extraction: Automatically identify and create tasks from transcripts
• Custom Column Mapping: Map BuildBetter data to specific Monday.com columns
• Rich Context: Include meeting clips and transcript segments in Monday.com items

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Setup Instructions

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Prerequisites

• An active BuildBetter account
• Monday.com account with board editing permissions
• API token for Monday.com

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Connecting Monday.com

1. Navigate to Settings → Integrations in your BuildBetter dashboard
2. Select Monday.com from the project integrations section
3. Enter your Monday.com API token
4. Test the connection and save your settings

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Configuring Board Settings

1. Go to Settings → Integrations → Monday.com → Board Settings
2. Configure:
   • Default workspace and boards
   • Group configurations
   • Column mappings
   • Status field defaults
3. Save your configuration

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Usage

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Creating Items from Meetings

1. Open any recording in BuildBetter
2. Select a relevant segment in the transcript
3. Click the Create Item button
4. Select the target Monday.com board and group
5. Fill in item details, leveraging the selected transcript content
6. Submit to create the item in Monday.com

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Linking to Existing Boards

1. From a recording or document, click Link to Board
2. Search for and select the relevant Monday.com board
3. Add a reference note (optional)
4. Save to establish the connection

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Automated Action Items

1. Go to a meeting recording with a completed transcript
2. Navigate to the Action Items tab
3. Review automatically detected action items
4. Select items to create as Monday.com items
5. Assign owners and priorities
6. Submit to create the items in Monday.com

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Advanced Features

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Custom Workflows

1. Go to Settings → Automation Rules
2. Create rules based on:
   • Meeting tags or topics
   • Specific phrases in transcripts
   • Meeting participants or roles
3. Configure how items should be formatted and where they should be created
4. Enable the automation rule

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Column Mapping

1. Navigate to Settings → Integrations → Monday.com → Column Mapping
2. Configure mappings for:
   • Standard columns (name, status, etc.)
   • Custom columns specific to your boards
   • BuildBetter metadata (meeting date, participants, etc.)
3. Save your mapping configuration

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Troubleshooting

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Connection Issues

• Verify your Monday.com API token is valid
• Check your permissions in Monday.com
• Ensure your token has access to the relevant boards

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Item Creation Problems

• Verify required columns are properly mapped
• Check for any board permission restrictions
• Ensure proper board and group selections

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Data Mapping Errors

• Check column mapping configuration
• Verify data types match between systems
• Ensure required columns are populated

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Use Cases

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Project Management

• Create project updates from status meetings
• Track action items across multiple teams
• Link discussions to project timelines

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Product Development

• Convert customer feedback into product roadmap items
• Create development tasks from planning discussions
• Track feature requests from ideation to delivery

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Marketing & Content

• Create campaign tasks from planning sessions
• Link content assets to creation discussions
• Schedule deliverables based on meeting decisions

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Integration Examples

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Meeting Follow-up Board

1. Create a board in Monday.com with columns for:
   • Meeting reference
   • Action item
   • Owner
   • Due date
   • Status
   • Priority
   • Meeting recording link
2. Configure the BuildBetter integration to automatically create items on this board after each meeting

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Cross-functional Project Tracking

1. Link departmental meetings to a shared project board
2. Create updates that include meeting context
3. Ensure everyone has the same information with links to source discussions