| name | sales-monday-notetaker |
| description | monday.com AI Notetaker platform help — native meeting recording, transcription, and action-item creation inside monday.com boards for Zoom/Meet/Teams. Use when deciding if monday's built-in notetaker is enough or if a dedicated tool like Fathom or Fireflies is better, setting up AI Notetaker with calendar auto-invite and Zoom bot permissions, turning meeting action items into monday.com board items automatically, querying meeting transcripts via the monday GraphQL API (notetaker.meetings endpoint), troubleshooting the notetaker bot not joining or recording, understanding AI credit costs for meeting transcription, or comparing monday Notetaker pricing on Pro vs Enterprise plans. Do NOT use for general note-taker comparison across many platforms (use /sales-note-taker) or reviewing a single call for coaching (use /sales-call-review). |
| argument-hint | [describe what you need help with in monday AI Notetaker] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","note-taker","meeting-notes","platform"] |
| github | https://github.com/mondaycom |
monday.com AI Notetaker Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
-
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)
-
What meeting platforms do you use?
- A) Zoom
- B) Google Meet
- C) Microsoft Teams
- D) Multiple
-
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 .
