How to Integrate monday.com with Fireflies

Keeping your project boards updated with meeting outcomes is easier when tasks are created automatically. With the Fireflies + monday.com integration, meeting notes and action items are converted into tasks and added directly to your boards — no manual updates needed.

Let’s get started 🚀

🔍 What Does this Integration Do?

The monday.com + Fireflies integration helps turn meeting discussions into actionable tasks inside your boards.

• Create tasks from meeting action items → Automatically capture follow-ups and add them to monday.com

• Choose where tasks are created → Send tasks to the right board and group

• Auto-assign tasks → Assign tasks to team members based on meeting context

• Use integration rules → Control which meetings create tasks

This helps teams stay organized, ensure follow-ups are captured, and reduce manual updates after every meeting.

🔑 Prerequisites

Before connecting monday.com with Fireflies, make sure you have:

• An active Fireflies account

• A monday.com account

• You must install the Fireflies app in monday.com before completing the connection in Fireflies — we’ll guide you through this in the next steps.

Once these are ready, you can proceed with the setup.

🔗 Connect monday.com to Fireflies

Step 1: Log in to your Fireflies account, click on the Integrations tab, and search for Monday.com. Click on it to get started.

Step 2: Click Click to Install to install the Fireflies app on monday.com. You’ll be redirected to monday.com.

Step 3: Choose the workspaces you want Fireflies to access, then click Install.

📌 We recommend selecting All workspaces so Fireflies works across your entire account.

Step 4: After installation, return to Fireflies and click Connect and you’ll be redirected to the Monday.com login page. Complete the sign-in process, and you will be redirected to the authorization page.

Step 3: Click on the Authorize button to authorize Fireflies to read and write tasks in your Monday.com account, including task creation and modifications.

Once approved, you’ll be redirected back to Fireflies to configure your integration setup.

⚙ Setting Up Your Configuration

Step 1: Select Board

Choose the monday.com board where Fireflies should create tasks.

• Select a board from the dropdown to continue

• If you don’t select a board, you can click Skip to proceed

💡 Don't see a Board? Create one directly in Monday.com and come back to continue.

Step 2: Select Group

Choose the group within the selected board where tasks should be created.

• Select a group to continue

• If no group is selected, you can skip this step and proceed

Don't see a Group? Create one directly in Monday.com and come back to continue.

Step 3: AI Assisted tasks

Choose how tasks should be created and assigned in monday.com.

• Auto-Assign Tasks → When enabled, Fireflies will automatically assign tasks to users who have access to the selected board; otherwise, tasks will remain unassigned

• Only filter and create tasks assigned to me → When enabled, only tasks assigned to you will be created; otherwise, all meeting tasks will be created

Click Continue to proceed.

Step 4: Create Sample Tasks in monday.com

Before finishing setup, you can test the integration.

• Click Create sample tasks → Fireflies will generate a test task in your selected board.

• Open monday.com to confirm the task appears successfully.

Once verified, click Continue to complete the setup.

🧩 Additional Options – Integration Rules

By default, Fireflies creates tasks in monday.com for every meeting. If you want more control, you can use Integration Rules to decide which meetings should create tasks.

🗂 All Meetings
Create tasks from every meeting — calls, standups, or reviews — with no filters applied.

📝 Meeting Title
Only create tasks when the meeting title matches specific rules (Contains, Starts with, Equals, Doesn’t Contain).
Example: “Client Call”, “Sprint Review”

👤 Meeting Host
Filter meetings based on who hosted them.

• Equals → Only meetings hosted by a specific person

• Not Equal → Exclude meetings hosted by a specific person

👥 Meeting Participants
Control which meetings create tasks based on attendees.

• Contains → Include meetings with specific participants

• Doesn’t Contain → Exclude meetings with certain participants

🎦 Meeting Type
Filter by meeting type.
Example: External → Only client-facing meetings create tasks

🔀 Apply Multiple Filters
Combine rules for more precise control.
Example: Title contains “Client” AND host is sales@company.com

You can view all applied filters in your configuration. Fireflies will only create tasks in monday.com for meetings that match all conditions.

✅ Example applied: Title contains = Interview, host = John, participant = Mary, type = External.

💾 Save Your Configuration

Click Save to activate the integration — a flash message will confirm that your configuration has been successfully added.

👥 Team Options

Sometimes, you may not want every teammate creating their own monday.com configurations — especially if your team wants tasks to be created in a consistent board and group. Team Options allow workspace admins to control how the integration is used across the team.

1. Click the vertical ellipsis (⋮) next to your monday.com integration and select Team Options.

2. A modal will show these options:

• Apply to entire workspace → When enabled, meeting tasks will be created in monday.com for all team meetings accessible by the admin, keeping everything centralized.

📌 Meetings set to private in a teammate’s Privacy Settings won’t be included unless you’re a Super Admin who can access meetings regardless of team privacy settings.

• Restrict non-admin usage → When enabled, only admins can create or manage monday.com configurations.

3. Click Save after updating the settings.

🛠 Manage Configuration

Over time, you may need to update your monday.com integration — for example, to rename a configuration, update rules, or remove configurations you no longer use. Fireflies provides a few simple options to manage this.

• ✏ Edit Configuration Name → Give each monday.com configuration a clear, descriptive name so it’s easy to recognize. Click the configuration name (for example, Default Configuration), type a new name (such as Monday Meeting Tasks), and click outside the field to save.

  

• ⚙ Edit Configuration Settings → Need to update your task settings or integration rules? Click the vertical ellipsis (⋮) next to a configuration, select Edit, update the settings, and click Update to save your changes.

  

• 🔘 Enable or Disable a Configuration → Use the toggle next to a configuration to control it quickly. Toggle ON to allow Fireflies to create tasks in monday.com; toggle OFF to pause the integration without deleting it.

  

• 🗑 Delete Configuration → If a configuration is no longer needed (for example, you no longer want tasks created in monday.com), you can delete it. Click the vertical ellipsis (⋮) next to the configuration, select Delete, and confirm.

  

📤 How Tasks Appear in monday.com

Once set up, Fireflies creates tasks directly in your selected Monday.com board and group — added as new items with the task name, assignee, status, and due date populated automatically.

Your team can view, update, and manage meeting tasks right alongside existing work.

✅ Manually send meeting notes to Monday CRM

Prefer sending only certain meetings to Monday CRM? Fireflies also allows you to manually send meeting notes directly from the Notepad.

This is helpful when you want to review or edit notes first and then send only the relevant conversations to Monday CRM—without setting up automation rules or configuration.

👉 Learn how: How to manually send Fireflies meeting notes to your CRM

❌ Disconnect Integration

If you no longer need Fireflies connected to monday.com, you can disconnect the integration at any time.

Click the Disconnect button to remove the integration. This action immediately ends the connection

🔧 Troubleshooting

❓ Frequently Asked Questions

Q1. Who needs to install the Fireflies app on monday.com?
Only a monday.com workspace admin can install the Fireflies app and grant access across workspaces.

Q2. Can I control which meetings create tasks?
Yes. You can use integration rules to decide which meetings should create tasks.

Q3. What happens if I toggle the configuration OFF vs delete it?

• Switch OFF: Temporarily pauses the integration but keeps your setup saved

• Delete: Permanently removes the configuration and stops task creation

Q4. Will Fireflies create tasks from past meetings?
No. Fireflies only processes meetings that occur after the integration is set up.

Q5. Why are tasks showing up unassigned?
This happens when Auto-assign is disabled or when the user doesn’t have access to the selected board.

Q6. Can I edit tasks after they are created?
Yes. You can edit, move, or update tasks directly in monday.com without affecting the integration.

🔄 Recap

The monday.com + Fireflies integration helps turn meeting discussions into organized tasks on your boards.

• Create tasks automatically from meeting action items

• Send tasks to the right board and group

• Assign tasks to team members based on settings

• Use meeting rules to control which meetings create tasks

This helps teams capture follow-ups and keep boards updated without manual effort.

📌 Related Guides

• Manually Send Fireflies Tasks to Project Management Tools→ Choose exactly which tasks to push and where.

• Project Management Platform Supported → Know all project management platforms you can integrate with Fireflies.