monday.com integrates with MeetGeek to sync your meeting summaries, transcripts, and highlights straight to your boards. Once connected, meetings and tasks land in the board and group you choose. Sync a past meeting on demand, or set a workflow to handle every future call.
Before you start: your monday.com administrator must install the MeetGeek app first. They can do that here.
In this guide:
Connect monday.com to MeetGeek
In the MeetGeek dashboard, go to the Integrations & Automations page and click the monday.com card.
In monday.com, choose your account and click Authorize to grant MeetGeek access to the workspace you want to sync.
You'll be redirected back to the MeetGeek Integrations & Automations page. The integration is now active.
Set your default monday.com settings
On the Integrations & Automations page, click the four dots in the upper-right corner of the monday.com card and select Settings to set your account defaults:
Note: These defaults pre-fill your workflows and in-meeting settings. You can override them before sharing a meeting with monday.com.
Share a past meeting manually
To sync a meeting summary, open the meeting and click Share meeting, then select the monday.com logo.
Select the board and group (the defaults are pre-filled, but you can change them) and click Send. The summary appears on your board:
To share only specific highlights (e.g. tasks), select them in the meeting's Highlights section, choose the monday.com logo, pick the board and group, and click Send.
Set up an automated workflow
A workflow syncs every meeting or highlight to monday.com automatically, right after the call is analyzed.
Note: Automated workflows are included in the paid MeetGeek plans, starting from Pro.
Go to the Workflows tab and click Create new workflow.
Set Send to to Monday. In Given a, choose Meeting to send the full summary, or Highlight to send only tasks.
Select all required fields, from Boards to Groups.
Click Save workflow. Your next meeting or highlight syncs to monday.com automatically.
Note: To sync a meeting, MeetGeek needs to know the board and group to send to. A valid workflow must have every field set, from Boards to Groups.
Disconnect monday.com
Go to the Integrations & Automations page and find monday.com in your connected apps.
Go to Settings > Disconnect > Save.
Note: Disconnecting removes all workflows set for monday.com in MeetGeek.
Need Help?
If you have any questions or need assistance, reach out at [email protected] or use the chat messenger in the MeetGeek app.
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