Connecting Monday with Zoom using Circleback

Monday is a work management platform enabling teams to organize and track work. Users manage tasks, projects, and workflows through customizable boards where they can set deadlines, assign responsibilities, monitor progress, and communicate with team members.

The platform offers integration with third-party applications like Gmail, Slack, and Microsoft Teams. Monday includes features for time tracking, file sharing, automation of routine tasks, and data visualization through dashboards and reports.

Why would I want to integrate Monday with Zoom?

Integrating Monday with Zoom streamlines meeting management by automatically creating and scheduling Zoom meetings directly from Monday boards. For example, when you create a new client onboarding task in Monday, the integration can automatically generate a Zoom meeting link, add it to the task, and send calendar invites to all participants—eliminating the need to switch between platforms and manually copy meeting details.

The integration improves meeting documentation by automatically logging Zoom meetings and their outcomes in your Monday workflow. After a project status call, the integration can create a new item in your Monday board containing the meeting recording, transcript, and attendance record, while allowing team members to assign action items directly from discussion points. This creates a seamless record of decisions and next steps.

Connecting Monday with Zoom enhances team accountability by linking meeting activities with project progress tracking. When a development team conducts their daily standup via Zoom, the integration can update task statuses in Monday based on what was discussed, automatically move items between workflow stages, and notify relevant stakeholders of changes. This ensures that meeting conversations translate into tracked progress and provides visibility across the organization.

Integration instructions

To integrate Monday with Circleback, follow these detailed instructions:

Step 1: Connect your accounts

1. Log in to your Circleback account at https://app.circleback.ai/login

2. Navigate to the Integrations section in your Circleback dashboard

3. Find and select the Monday integration tile

Step 2: Authenticate Monday

1. Click "Connect Monday"

2. You will be redirected to Monday to authorize the connection

3. Log in to your Monday account if prompted

4. Grant Circleback permission to access your Monday account

Step 3: Configure automation settings

1. Once connected, select which Monday boards you want to sync with Circleback

2. Choose the specific columns and data points you want to track

3. Define how information should flow between the two platforms

Step 4: Set up trigger conditions

1. Specify which actions in Monday should trigger updates in Circleback

2. Configure how Circleback data should update Monday items

3. Set the frequency of data synchronization between platforms

Step 5: Test the integration

1. Create a test item in Monday to ensure it appears correctly in Circleback

2. Make changes in Circleback to verify they update properly in Monday

3. Adjust any settings as needed based on your testing results

Step 6: Activate the integration

1. Once your testing confirms everything is working correctly, toggle the integration status to "Active"

2. Your Monday and Circleback accounts are now integrated

For any questions or troubleshooting, visit https://circleback.ai/contact

What is Circleback?

Circleback provides best-in-class AI-powered meeting notes and automations. We support over 100 languages and automatic participant identification in both in-person and online meetings.

• Automatically-identified and assigned action items

• AI-enabled search across all meetings

• Automations with 100+ app integrations

• Industry-leading security with SOC 2 Type II, EU-U.S. Data Privacy Framework, and HIPAA compliance

• Ability to capture both online and in-person meetings with desktop and mobile apps