Is the monday.com integration live?

Not yet. Every meeting produces action items in the RecordX web app; you paste them onto a monday board manually. The planned integration uses monday's GraphQL API to create items on a board you nominate, with the person column resolved from workspace members.

Which monday plan do I need?

monday's API is available from the Standard plan up. Free and Basic don't expose the API for third-party apps.

How do board columns get filled?

The plan is to map RecordX fields to the columns you pick: title → Name, owner → People, due date → Date, meeting link → Link. Custom columns can be filled from meeting tags.

Will the transcript be attached?

The item will link back to the RecordX meeting page; the full transcript stays in RecordX where sharing is controlled.

What's the workaround now?

Copy the action-item block from RecordX and paste it as a new item on the board. Or wire it up in Zapier - the RecordX action-item webhook plus monday's Zapier app works today.

RecordX + monday.com

Category: project management - Status: roadmap

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What it does today

The monday.com sync isn't shipped yet. Every RecordX meeting produces action items with owner, verb, next step and due date in RecordX; you paste them onto a board. The planned direct sync uses monday's GraphQL API v2 to create items on the board you nominate, filling in the columns you've mapped - Name, Person, Date, Status, Link.

Setup (once the sync ships)

Create your RecordX account at recordx.io/register.html.
Install the RecordX Chrome extension.
Open settings in the RecordX web app and click Connect monday.
Sign in to monday.com and pick the workspace to authorise.
Choose a default board and map RecordX fields to that board's columns.
Optionally add tag rules: meetings tagged sales-call go to the Sales Pipeline board.
Record a test meeting with a clear action item; check the item appears.

Data sync (planned)

Data	Direction	Notes
Action items	RecordX → monday	One item per action item on the mapped board.
Item name	RecordX → monday	First sentence of the action item.
Person column	RecordX → monday	Resolved from the owner named in the action item.
Date column	RecordX → monday	Set when a due date was mentioned.
Link column	RecordX → monday	Points at the RecordX meeting page.
Status column	RecordX → monday	Defaults to your board's first status; not updated later.
Full transcript	Not synced	Kept in RecordX; the link column is the entry point.

Permissions and scopes

Connect uses monday's OAuth 2.0. The planned scope set is boards:read (fetch board and column metadata), boards:write (create items on the boards you nominate) and users:read (resolve the Person column). RecordX doesn't request account-admin scopes and can't see boards you haven't mapped.

Pricing and limits

RecordX doesn't charge extra for the monday sync. On monday's side, API access requires the Standard plan or above - Free and Basic don't expose the API. monday enforces a complexity budget per minute per account; typical meeting volumes stay well under. Custom automations, dashboards, and workload views work as normal because RecordX writes standard column types.

Common gotchas

Column ids on monday are per-board - remap after moving to a new board template.
Person columns need workspace members; external guests can't be assigned.
The default status column has to accept the first defined label; custom-only labels can trip creation.
Subitems aren't created by default - the planned sync writes top-level items only.

Alternatives while you wait

Zapier or Make: RecordX action-item webhook → monday's Zapier / Make integration today.
monday's own email-to-board address - forward the RecordX summary email if you receive one.
Manual copy from the RecordX action-item block.
Asana, ClickUp, Trello - same roadmap.

FAQ

Is the monday.com integration live?: Not yet. Every meeting produces action items in the RecordX web app; you paste them onto a monday board manually. The planned integration uses monday's GraphQL API to create items on a board you nominate, with the person column resolved from workspace members.
Which monday plan do I need?: monday's API is available from the Standard plan up. Free and Basic don't expose the API for third-party apps.
How do board columns get filled?: The plan is to map RecordX fields to the columns you pick: title → Name, owner → People, due date → Date, meeting link → Link. Custom columns can be filled from meeting tags.
Will the transcript be attached?: The item will link back to the RecordX meeting page; the full transcript stays in RecordX where sharing is controlled.
What's the workaround now?: Copy the action-item block from RecordX and paste it as a new item on the board. Or wire it up in Zapier - the RecordX action-item webhook plus monday's Zapier app works today.

Setup checklist

RecordX account created and Chrome extension installed.
Meeting recorded and action items visible in the web app.
monday workspace on Standard tier or above.
Destination board and column mapping decided.
Participants exist as monday members if you want auto-assign.

Related integrations

Asana - the closest project-management alternative.
ClickUp - all-in-one workspace shape.
Trello - lightweight boards.
Zapier - build the sync yourself in the meantime.
See all integrations.

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