The Acta.ai Monday.com integration automatically transforms your meeting conversations into structured updates, tasks, and follow-ups in your Monday.com boards. This seamless connection ensures that all action items, status updates, and project developments from your meetings are properly documented and tracked in your workflow management system without manual effort.
How the Integration Works
Acta.ai's domain-specific AI agents work together to:
Detect Tasks
Identify action items, tasks, and decisions as they're discussed
Extract Details
Capture assignees, deadlines, priorities, and contextual information
Create Items
Automatically add new items or subitems to relevant Monday.com boards
Update Status
Modify existing items with new status information or comments
Link to Context
Connect items back to meeting recordings for complete context
Setting Up the Integration
Follow these steps to connect Monday.com with your Acta.ai account:
- 1
Log in to Acta.ai
Access your Acta.ai dashboard using your credentials
- 2
Navigate to Integrations
Go to the 'Settings' or 'Integrations' section in the left sidebar
- 3
Select Monday.com
Find the Monday.com integration card and click 'Connect'
- 4
Authenticate with Monday.com
You'll be redirected to authorize Acta.ai to access your Monday.com account
- 5
Select Workspaces & Boards
Choose which workspaces and boards you want to connect
- 6
Configure Preferences
Set up your item creation, column mapping, and automation rules
- 7
Save Settings
Apply your configuration and start using the integration
Key Features
Automatic Item Creation
Convert spoken action items into properly formatted Monday.com tasks or subitems
Smart Column Mapping
Populate Monday.com columns with appropriate information from meeting context
Board Selection
Intelligently route items to the right boards based on meeting topics or participants
Status Updates
Automatically update item statuses based on discussion outcomes
Timeline Integration
Set accurate due dates and time estimates from conversation context
Comment Threading
Add detailed comments with context from the discussion
Use Cases
Marketing Team Syncs
After a weekly marketing sync, Acta.ai automatically creates tasks for campaigns, content creation, and social media posts with appropriate deadlines and owners. All tasks are pushed directly to the marketing team's Monday.com board, ensuring campaign schedules stay on track without manual task creation.
Client Onboarding Calls
During client onboarding calls, Acta.ai logs deliverables, next steps, and responsibilities directly into the customer success board. This ensures all client commitments are tracked, assigned to the right team members, and visible to everyone involved in the account.
Product Stand-ups
After product team stand-ups, blockers and action items are automatically added as subtasks to the appropriate sprint or feature board. Each task includes the assigned engineer, due date, and priority level based on the discussion context, keeping the product roadmap up-to-date.
Best Practices
- Clearly verbalize tasks and assignments during meetings to help the AI accurately capture details
- Customize your column mappings to match your team's Monday.com workflow structure
- Set up board-specific rules for different meeting types or teams
- Use consistent terminology for statuses and priorities across your meetings and boards
- Review automatically created items after important meetings to ensure accuracy
Troubleshooting
Connection Issues
If the integration stops working, reconnect your Monday.com account in the integration settings
Missing Items
Verify that your Acta.ai account has permissions to create and edit items in the selected Monday.com boards
Column Mapping Problems
Check that required Monday.com columns are properly mapped in your integration settings
Need Help With Monday.com Integration?
If you encounter any issues with the Monday.com integration, our support team is ready to assist you.