> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Monday.com Integration (Alpha)

> Connect BuildBetter with Monday.com to streamline your project management workflow

<Note>
  **Coming Soon - Request Early Access**

  This integration is currently in Alpha development and not yet publicly available. If you're interested in early access, please contact [support@buildbetter.app](mailto:support@buildbetter.app) with "Monday.com Integration Early Access" in the subject line.
</Note>

BuildBetter's Monday.com integration allows you to create items, update boards, and link meetings directly to your Monday.com workspace, helping you transform conversations into structured work items.

## 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

## Setup Instructions

### Prerequisites

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

### 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

### Configuring Board Settings

After connecting:

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

## Usage

### Creating Items from Meetings

Create Monday.com items during or after 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

### Linking to Existing Boards

Connect meetings to specific Monday.com 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

### Automated Action Items

Extract action items as Monday.com tasks:

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

## Advanced Features

### Custom Workflows

Create automation rules between BuildBetter and Monday.com:

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

### Column Mapping

Map BuildBetter data to custom Monday.com columns:

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

## Troubleshooting

### 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

### Item Creation Problems

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

### Data Mapping Errors

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

## Use Cases

### Project Management

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

### Product Development

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

### Marketing & Content

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

## Integration Examples

### Meeting Follow-up Board

Create a dedicated board for meeting follow-ups:

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

### Cross-functional Project Tracking

Use the integration for better cross-team collaboration:

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