Sync 
Microsoft Teams Meeting Notes to 
Monday.com Automatically
How it works HOW IT WORKS
How Convo connects Microsoft Teams to Monday.com
Send your Microsoft Teams call notes to Monday.com through Zapier or Make.
Microsoft Teams audio is transcribed and summarized automatically
Connect Convo to Monday.com using Zapier, Make or IFTTT to send call notes automatically.
Choose which fields — summaries, action items, transcripts — flow to Monday.com
Choose what data flows to Monday.com
Pick exactly what you need — send everything or just specific fields.
What you can do with Microsoft Teams + Monday.com
Convert talk into tasks
Someone says "we need to..." on Microsoft Teams—it becomes a Monday.com task with assignee and due date automatically.
Update sprint status
Standup mentions from Microsoft Teams calls update task status in Monday.com boards without manual clicking.
Link related discussions
When Microsoft Teams meetings reference specific Monday.com tasks, Convo creates bidirectional links for context.
Track blockers and dependencies
"Blocked by..." or "waiting on..." phrases trigger Monday.com dependency flags automatically.
FAQ
Common questions
How does Convo access my Microsoft Teams calls?
Convo runs locally on your computer, capturing Microsoft Teams system audio. It never joins as a visible bot—other participants don't see it. Audio processes on your device before syncing to Monday.com.
Will other people on the Microsoft Teams call know I'm using this?
No. Unlike Fireflies or Otter, Convo doesn't add a "recording bot" to your Microsoft Teams call. It's completely invisible. Only you know it's running.
How does the data actually get to Monday.com?
Convo connects to Monday.com through automation platforms — Zapier, Make, or IFTTT. After your Microsoft Teams meeting, Convo triggers your configured automation, which sends the data you've chosen (transcripts, summaries, action items) to Monday.com. Set it up once, then it runs automatically. Developers can also use Convo's REST API directly — see docs.itsconvo.com for details.
How does Convo know who to assign tasks to in Monday.com?
It listens for "John will..." or "@Sarah can you..." on Microsoft Teams and maps names to Monday.com user accounts. You can review assignments before they're created.
Can it update existing Monday.com tasks or only create new ones?
Both. If a Microsoft Teams discussion references a Monday.com task ID or name, Convo updates that task. Otherwise, it creates new tasks with proper linking.
What happens if the AI misinterprets a task on Microsoft Teams?
You get a review screen before Monday.com sync. Edit the task, change assignees, adjust due dates. Over time, corrections train Convo to be more accurate for your team.
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