Integrations
monday.com integration
Circleback adds the action items from your meetings as items on a monday.com board, assigned to their owners.
Plan: Pro, Business and Enterprise
How it works
- 1Open Automations in Circleback and select New automation.
- 2Run it after every meeting, or only for meetings that match tags, meeting name, participants or invitee email domains.
- 3Choose monday.com and connect your account.
- 4Pick the board and the group for new items.
- 5Save. Action items appear on the board after each matching meeting.
Frequently asked questions
Who is each item assigned to?
When the action item's owner has the same email as a monday.com user, Circleback assigns the item to them.
What's in each item?
The action item's title and description, plus a link back to the meeting in Circleback.
Can I choose which meetings it runs on?
Yes. Conditions limit an automation to meetings with certain tags, meeting names, participants, invitee emails, invitee email domains or number of invitees. Without conditions, it runs after every meeting.
Is monday.com on the Free plan?
No. monday.com automations need Pro or above.