monday.com AI Notetaker Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What's your primary goal?

   • A) Decide if monday's notetaker is sufficient or if I need a dedicated tool
   • B) Set up AI Notetaker (calendar connect, bot config, auto-invite)
   • C) Turn meeting action items into monday.com board items/subitems
   • D) Query meeting data via the monday GraphQL API
   • E) Understand pricing — AI credits, Pro vs Enterprise, add-on costs
   • F) Troubleshoot a specific issue (bot not joining, vague summaries, permissions)

2. What meeting platforms do you use?

   • A) Zoom
   • B) Google Meet
   • C) Microsoft Teams
   • D) Multiple