monday.com Integration
monday.com connection via OAuth, boards and items sync, task assignment, AI-powered task suggestions.
Coming Soon: The monday.com integration is currently in development and will be available shortly. The information below describes the planned functionality.
monday.com Connection
We use OAuth to securely connect with your monday.com account. No API keys or developer setup is needed — you authorize EffiClose directly through monday.com.
- Navigate to Settings → Integrations
- Find "monday.com" in the integrations list and click Connect
- You will be redirected to monday.com — sign in with your monday.com account and authorize EffiClose
- Select the board where new items will be created
- Optionally select a group within that board
- EffiClose creates a test item in the selected board to verify that permissions are configured correctly
- The integration status will show as "Connected"
Permissions: During authorization, EffiClose requests read and write access to your monday.com boards and items. monday.com tokens do not expire unless you uninstall the app — you will not need to re-authorize periodically.
Meeting Action Items to Tasks
After a meeting finishes, EffiClose extracts action items from the transcript and creates them as items on your connected monday.com board.
- Item Name: The action item text becomes the item title
- Notes: Additional context from the meeting, including assignee information and meeting timestamps
- Due Date: When a deadline is mentioned in the meeting, it is set as the item due date
- Assignee: Items can be assigned to any member of the connected board
- Board and Group: Items are created in your configured board and group, or you can specify a different board per item
AI-Powered Task Suggestions
After a meeting, EffiClose analyzes the transcript and action items to suggest new monday.com items. Suggestions include the item name, notes, assignee, and due date when available.
- Suggestions appear as "pending" for you to review and approve before any items are created in monday.com
- Duplicate detection prevents suggesting items that already exist on your board
- Approved suggestions are created as items in your configured board and group
Troubleshooting
Connection issues:
- Disconnect and reconnect the integration to re-authorize with monday.com
- Ensure your monday.com account has access to the boards you are trying to connect
- Check that EffiClose has not been uninstalled in your monday.com app settings
Sync errors:
- Disconnect and reconnect the integration
- Verify the user account has proper permissions
- Review error messages in the integration status page
Permission issues:
- Ensure you are a member of the boards you want to connect
- Check that your monday.com account has not had the EffiClose app removed