sales-monday-notetaker

What this skill does

# 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

3. **What monday.com plan are you on?**
   - A) Standard ($12/seat/mo) — AI Notetaker not available
   - B) Pro ($19/seat/mo)
   - C) Enterprise (custom)
   - D) Not sure

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| Problem domain | Route to |
|---|---|
| Comparing many note-taker platforms broadly | `/sales-note-taker {user's question}` |
| Reviewing a specific call for coaching | `/sales-call-review {user's question}` |
| Building a coaching program | `/sales-coaching {user's question}` |
| General CRM-to-tool integration (Zapier, webhooks, iPaaS) | `/sales-integration {user's question}` |
| monday.com board/workflow questions unrelated to notetaker | Suggest the user consult monday.com support |

When routing, provide the exact command: "This is a {problem domain} question — run: `/sales-{skill} {user's original question}`"

Otherwise, answer directly below.

## Step 3 — monday Notetaker platform reference

**Read `references/platform-guide.md`** for the full platform reference — features, pricing, AI credits, integrations, workflow setup.

If the question involves the GraphQL API, also read `references/monday-notetaker-api-reference.md`.

Answer the user's question using only the relevant section. Don't dump the full reference.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

**Should you use monday's notetaker or a dedicated tool?**
- **Use monday Notetaker if**: you already pay for Pro/Enterprise, your team lives in monday.com, you want action items flowing directly into boards, and you don't need deep conversation analytics or coaching scorecards.
- **Use a dedicated tool if**: you need sophisticated summaries, speaker analytics, coaching/methodology scoring, cross-meeting search, or you're on Standard plan.

**Setup checklist:**
1. Confirm you're on Pro or Enterprise plan
2. Connect Google or Outlook calendar in monday.com
3. Configure auto-invite or manually invite the Notetaker bot per meeting
4. For Zoom: ensure your Zoom settings allow external bots/guests to join and record
5. After first meeting: check that action items appear and can be pushed to your board

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

> *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

- **Requires Pro ($19/seat/mo) or Enterprise — not available on Standard or Basic.** The notetaker is a paid add-on on top of already-paid plans.
- **AI credits system adds hidden cost.** You get 500 free AI credits/month per account. If the notetaker consumes credits per meeting, costs add up. The cheapest paid AI credit plan is $200/month ($2,400/yr annual).
- **Summaries are vague compared to dedicated tools.** Multiple reviews note that monday's AI-generated summaries lack detail compared to Fathom, Fireflies, or tl;dv. Don't expect coaching-grade insights.
- **Zoom bot requires explicit recording permissions from the host.** If your Zoom settings block external bots or guests, the notetaker silently fails to join or record.
- **The Notetaker API requires API version 2026-04 or later.** Older API versions won't expose the `notetaker.meetings` query.
- **Early-stage product with minimal community validation.** Launched September 2025; zero G2/Capterra reviewers mention it across 23,000+ reviews. Expect rough edges.
- **monday.com explicitly disclaims performance warranties for the notetaker** in its terms — treat it as best-effort, not mission-critical.

## Related skills

- `/sales-note-taker` — Comparing AI meeting note-takers and conversation intelligence platforms (Fathom, Fireflies, Gong, etc.)
- `/sales-call-review` — Review a specific call for coaching
- `/sales-coaching` — Build coaching programs that consume call data
- `/sales-integration` — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

### Example 1: Deciding between monday Notetaker and a dedicated tool
**User says**: "We're on monday Pro and wondering if the built-in notetaker is good enough or if we should pay for Fathom or Fireflies."
**Skill does**:
1. Notes monday Notetaker is included with Pro (plus AI credit costs) — no extra per-seat fee
2. Compares: monday gives basic summaries + action items → board items; Fathom/Fireflies give detailed transcripts, conversation search, coaching scorecards, deeper CRM sync
3. If the team's primary need is "stop manual note-taking and create tasks from meetings" → monday Notetaker is sufficient
4. If the team needs analytics, coaching, or detailed searchable transcripts → recommend Fathom ($16-20/mo) or Fireflies ($10-19/mo) with monday.com Zapier integration
**Result**: Clear decision framework based on what the team actually needs from meeting AI.

### Example 2: Setting up auto-invite for Zoom meetings
**User says**: "How do I get the monday notetaker to automatically join all my Zoom calls?"
**Skill does**:
1. Walks through calendar connection (Settings → connect Google/Outlook calendar)
2. Enables auto-invite for all meetings or filtered by calendar/keyword
3. Flags Zoom prerequisite: Settings → Recording → allow external bots
4. Notes: host must grant recording permission when bot joins for the first time
**Result**: Working auto-join config with Zoom permission prerequisites covered.

### Example 3: Querying meeting transcripts via API
**User says**: "I want to pull all meeting transcripts from the last week via the monday API for our data warehouse."
**Skill does**:
1. Points to `notetaker.meetings` GraphQL query (API version 2026-04+)
2. Provides example query with `transcript`, `summary`, `action_items` fields
3. Notes cursor-based pagination (limit 1-100, use `page_info.cursor`)
4. Recommends storing raw JSON in S3/GCS and normalized rows in warehouse
5. Flags: no webhooks for meeting events — must poll
**Result**: Working API integration pattern with pagination and storage architecture.

## Troubleshooting

### Notetaker bot doesn't join the meeting
**Symptom**: You invited the notetaker but it never appears in the Zoom/Meet/Teams call
**Cause**: Most common: Zoom settings block external bots or guests from joining. Also: calendar not connected, meeting is on a platform not supported, or auto-invite filter excluded the meeting.
**Solution**: For Zoom, go to Settings → Recording → enable "Allow external bots to join meetings." For Google Meet, ensure the calendar invite includes the correct email. Verify your calendar is connected in monday.com settings. Check if auto-invite filters are excluding the meeting by keyword or calendar.

### Meeting summaries are too vague or generic
**Symptom**: The AI summary says something like "The team discussed project updates" without useful detail
**Cause**: monday's summarization model is early-stage and less detailed than dedicated tools. Short meetings (<10 min) produce particularly thin summaries.
**S