To connect Jamy.ai with Monday.com and automatically transform notes into tasks, follow these key steps:

• What does this integration do?

  • Converts meeting notes into tasks in Monday.com.

  • Assigns responsibilities and automatically syncs details.

  • Ideal for project managers, remote teams, and executive assistants.

• Basic requirements:

  • Business or Enterprise plans on Jamy.ai.

  • Standard, Pro, or Enterprise plans on Monday.com.

  • Administrator permissions on both platforms.

• Main steps:

  1. Generate an API token on Monday.com.

  2. Set up read and write permissions for boards, tasks, and comments.

  3. Connect Monday.com from the integrations section in Jamy.ai.

  4. Define how tasks, assignments, and dates are synchronized between platforms.

• Troubleshooting:

  • Check API keys, permissions, and internet connection.

  • Adjust settings to avoid duplicates or sync errors.

This integration enhances productivity by automating task management. Refer to the complete guide to set up and customize synchronization according to your team's needs.

How to automate in Monday.com?

Setup Requirements

To use the mentioned features, make sure to meet these prerequisites:

Required Accounts and Access Levels

To integrate Jamy.ai with Monday.com, you need the following subscriptions and permissions:

| Plataforma | Plan Necesario | Nivel de Acceso |
| --- | --- | --- |
| Jamy.ai | Business o Enterprise | Administrador |
| Monday.com | Standard, Pro o Enterprise | Administrador/Propietario

The free plans of both platforms do not allow this integration [1][2]. It is important for users to have administrator permissions on both platforms to configure and manage the integration. However, once set up, team members with basic permissions will be able to use it.

API Setup

After verifying the accounts, follow these steps to configure the technical connection:

1. Generate the API Token on Monday.com

   • Go to the Administration section.

   • Navigate to the "API" section.

   • Select "Tokens".

   • Generate a new token specific for Jamy.ai [3][4].

2. Adjust API Permissions

   Set up the necessary permissions for the automatic task synchronization to work properly:

   | Permiso | Descripción |
   | --- | --- |
   | Tableros | Lectura y escritura de tableros |
   | Tareas | Lectura y escritura de elementos |
   | Actualizaciones | Lectura y escritura de comentarios
   
   

The connection is established through standard HTTPS.

Tip: Before starting, export Monday.com boards and Jamy.ai projects to maintain a backup copy [5][6].

Integration Setup Guide

After generating the API token on Monday.com, follow these steps to complete the integration in Jamy.ai:

Setup in Jamy.ai

1. Go to "Settings" and select "Integrations".

2. Search for Monday.com in the list and click on "Connect with Monday.com".

3. Enter the API token you generated earlier on Monday.com.

Task Mapping with Boards

Task mapping defines how tasks are transferred from Jamy.ai to Monday.com boards:

| Elemento en Jamy.ai | Columna en Monday.com |
| --- | --- |
| Tareas detectadas | Tablero específico |
| Descripciones | Columna de contenido |
| Fechas límite | Columna de fecha |
| Asignaciones | Columna de persona |
| Etiquetas | Columna de estado

Synchronization Options

Configure how tasks are synchronized between both platforms:

• Frequency: Decide whether the synchronization will be real-time or scheduled.

• Direction: Choose between unidirectional or bidirectional synchronization.

• Users and states: Define how users and task states are matched between the platforms.

Integration Testing

Ensure everything functions correctly with this process:

1. Create a test meeting: Simulate a meeting in Jamy.ai and include different types of tasks.

2. Check synchronization: Review in Monday.com that:

   • The tasks are in the correct board.

   • The fields are mapped correctly.

   • The user assignments are accurate.

3. Make adjustments if necessary: If you encounter any issues, review the settings and use the backup created during the initial process.

Advanced Features

The integration between Jamy.ai and Monday.com improves task management and process automation, offering tools that go beyond basic setup to optimize workflows.

Automation Rules in Monday.com

With tasks synchronized from Jamy.ai, you can take advantage of rules that simplify and expedite management:

| Función | Acción |
| --- | --- |
| <strong>Asignación automática</strong> | Distribuye tareas según criterios específicos |
| <strong>Cambios de estado</strong> | Sincroniza flujos de trabajo de manera fluida |
| <strong>Alertas</strong> | Ayuda a evitar retrasos importantes |
| <strong>Actualizaciones</strong> | Asegura que toda la información esté alineada

Customization of Detection

The AI system can be adjusted to meet the specific needs of your team.

Training and Context

• Define key terms that your team regularly uses.

• Set up phrases indicating priority or urgency.

• Adjust expressions specific to your organization.

• Modify the sensitivity of task recognition.

• Customize analysis based on the type of meeting.

• Create specific patterns for each user.

Exclusion Filters

• Specify which conversations should not generate tasks.

• Exclude certain types of messages or irrelevant contexts.

• Avoid creating duplicate tasks.

Troubleshooting

If you encounter issues after the initial setup, here are practical solutions to address the most common problems:

Problems and Solutions

| <strong>Problema</strong> | <strong>Causa</strong> | <strong>Solución</strong> |
| --- | --- | --- |
| <strong>Errores de autenticación</strong> | Clave API incorrecta o permisos insuficientes | • Verifica y regenera la clave API en Monday.com  <br>• Actualiza permisos en la configuración  <br>• Borra la caché del navegador |
| <strong>Fallos de sincronización</strong> | Problemas de conectividad | • Revisa tu conexión a internet |
| <strong>Tareas duplicadas</strong> | Configuración de sincronización inadecuada | • Desactiva la opción "Crear nuevos elementos"  <br>• Aplica una convención de nombres |
| <strong>Asignaciones incorrectas</strong> | Falta de correspondencia en los perfiles | • Actualiza la lista de usuarios  <br>• Estandariza los nombres de usuario |
| <strong>Actualizaciones lentas</strong> | Limitaciones de API o problemas de rendimiento | • Ajusta la frecuencia de sincronización  <br>• Reduce el número de tableros sincronizados  <br>• Programa sincronizaciones en horarios de menor actividad

Tips for Maintaining Efficiency

• Sync only the necessary boards and use clear labels to organize your workflow.

• Keep both platforms updated to avoid incompatibilities.

• Perform regular cleanups by removing completed tasks or unnecessary data.

Support Resources

• Review the official documentation of Jamy.ai and Monday.com for detailed instructions.

• Contact the technical support of both platforms if you need personalized help.

• Participate in specialized project management communities to share and learn from real experiences.

Usage Tips

To make the most of the integration, here are some key recommendations:

System Updates

| Frecuencia | Acción |
| --- | --- |
| Mensual | Revisa las configuraciones de integración |
| Trimestral | Realiza una evaluación completa del sistema

Enable automatic updates in Jamy.ai to ensure you always have the latest version. Refer to the details in the Setup Requirements section.

Performance Tracking

Monday.com includes useful tools to measure how the integration with Jamy.ai is performing:

• Custom Dashboards: Allow monitoring aspects like synchronization frequency and success in task assignment.

• Automated Alerts: Set up notifications to detect issues like synchronization failures or unassigned tasks.

These settings complement the advanced automations mentioned earlier.

Summary

The direct integration between Jamy.ai and Monday.com turns meeting notes into actionable tasks, achieving clear results:

| Aspecto | Resultado |
| --- | --- |
| Precisión | Reducción del 30-40% en errores al ingresar datos |
| Eficiencia | Incremento del 15-20% en la finalización de tareas

By following the indicated steps to set up this integration, teams obtain an automated flow that centralizes all activities on one platform. To maintain these results, it is important to apply the synchronization and automation settings explained in the previous sections.

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