mondayAI: Capturing the Client Journey

We all have the best intentions when we’re sitting in meetings to capture the most meticulous notes and outline every action item with owners and deadlines, but the reality is, we’re human. It’s challenging to play an active role in conversations, while documenting the dialogue in detail.

Although there are endless tools you can choose from today that will record and transcribe your meetings for you, why not tap into mondayAI if you’re already using monday.com for work management? Let’s take a closer look at how mondayAI can serve as your meeting assistant:

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• Automatic summarization: say goodbye to manual note taking! With mondayAI, you can focus on active participation in meetings while monday.com’s AI technology summarizes your discussion for you by extracting essential information and generating a concise summary of key points discussed.
  

• Action item creation: mondayAI can automatically monitor your meeting discussion, identify actionable tasks from your conversation, and assign them to relevant team members with deadlines, saving you time from cumbersome post-meeting to-dos.
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• Integration with existing workflows: not only does mondayAI take care of documenting key parts of your meeting discussions, these meeting summaries and action items are seamlessly added to your designated monday board, allowing for easy tracking and follow-up.
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• Access everything in one place: easily access your AI-generated meeting notes directly within your monday workspace rather than having to worry about integrating meeting notes into monday.com from another platform.
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Can I connect monday.com to my existing meeting/video conferencing platforms?
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Yes! You can integrate monday.com with your preferred video conferencing tool to automatically capture meeting recordings. There are many integrations available with various meeting platforms, including: Zoom, Google Meet, Microsoft Teams, GoToMeeting, Skype, and more.

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We recommend reaching out to a monday.com partner, like our OrangeDot team, to help you accurately set up integrations that make the most sense for your organization!

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We realize that customer journeys can be intricate, full of meeting notes, activities, events, and more. Each customer journey is different and we have found that the most successful teams thoroughly document their customer journeys from start to finish for easy reference throughout the sales and marketing funnels.

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This doesn’t mean 100% of the documentation needs to fall on you! One of the best parts about monday.com is that the tool is always evolving to help you work smarter, and mondayAI is here to help you do just that.
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Ready to get started with your mondayAI journey?
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Giving up some control and letting AI technology do some of the heavy lifting doesn’t have to be scary! Our team at OrangeDot is up to speed on the latest features, updates, setting options, trends, and more to help you get up and running with mondayAI. Remember - just like the rest of the monday.com suite, mondayAI is fully customizable to seamlessly work for your business processes!  

Schedule a free consultation today to discover more behind the power of mondayAI: Contact Us

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