This post details how to connect your monday.com account to Circleback and leverage the power of workflows to export your action items to your team's task management board.

Circleback extracts all of the action items you discussed in your meetings and allows you to track them right in the app. Workflows allow you to automatically export those action items to the work management platform of your choice. In this case, we're going to take a look at how to set up a workflow to send your action items to monday.com.

1. Login to Circleback. Don't worry if you don't have an account yet, it takes about 2 minutes to create one.

2. Go to Workflows from the navigation menu on the left.

3. Create a workflow.

4. By default, the workflow will run after every meeting. If you'd like, you can choose to have it run after meetings with certain tags or participants. Choose the relevant filters and continue. You can always update this later.

5. Select Create items in monday.com.

   

   
   

6. Follow the prompts to install the Circleback app to your monday.com account and connect your monday.com account to Circleback.

7. Once you've connected your account, select the board you'd like to create action items on.

   

8. Select End the workflow.

9. Give your workflow a name at the top and press Create in the top right

All set! Now, when you use Circleback in a meeting, the action items will be created on the board you chose once the meeting is over (up to 100 action items). You can set up multiple workflows if you'd like to create tasks for different types of meetings on different boards.