Document meetings automatically in monday.com
Get meeting results and CRM entries automatically in monday.com
Sally joins your meetings, writes the summary and files all results neatly in monday.com. Tasks become items with owner and due date, and sales calls land on the right deal in your monday CRM.
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Meeting results delivered straight to monday.com
Tasks land as items on your board
Sally recognizes from the conversation what needs to be done and creates an item for each task on the right board. Owner, status and due date are set right away.
The summary lands as an update on the matching item
For each topic, Sally posts the relevant summary as an update right on the item.
Sales calls land in your monday CRM
Sally logs the summary and the next steps from a sales call as an activity on the matching contact or deal. Your full history stays in the CRM, without anyone typing it up after the call.
Follow-up tasks are created right on the deal
Every open point from the conversation becomes a task with owner and due date on the right deal. So no lead goes cold and your pipeline stays up to date on its own.
Customer story
No item slips through anymore
Malte ZanderCEO, virtualbadge.io
Customer story“We plan everything in monday.com. Since Sally creates the tasks from our calls as items directly, we no longer add anything after the meeting. The team has become far more reliable.”
Connect Sally to your AI agents and tools
Through MCP, the knowledge from your meetings becomes usable for AI agents and more than 8,000 tools, including monday.com.
Bring your meetings onto your board automatically
Try Sally for free and see how tasks and updates collect in monday.com on their own.
Frequently asked questions about the monday.com integration
Sally joins the meeting, recognizes the tasks and creates them automatically as items on the board you choose, with owner, status and due date.
Yes. Sally posts the relevant summary as an update on the matching item, so everyone sees the full context right on the record.
No. From task recognition to the item, everything runs automatically. You only set once which board Sally should write to.
Yes. All data is hosted exclusively in Germany and transmitted encrypted. Sally meets the requirements of the GDPR.