Fellow's monday.com integration is a user-level integration that can help streamline your workflow and efficiently manage action items.

Note: this integration is a Pro plan (and above) feature

If you interested in connecting a specific stream with monday.com, jump to this section below

Steps

Part 1: Install

Before connect monday.com with Fellow, you'll need to first install the Fellow app on the monday.com workspace.

  1. Navigate to User settings --> Apps & integrations and scroll to the Automation section.

  2. Click on the three dots in the upper right hand corner of the monday.com card and press Install.

  3. You'll then be prompted to enter the url of your Monday.com workspace.

    Then login with your monday.com username and password

  4. Only monday.com workspace admins will be able to install the app

    1. If you are not a monday.com workspace admin, you'll see an error message like this. Contact your admin

    2. If you are a monday.com workspace admin, press authorize. This will allow all the users on your monday.com workspace to connect Fellow.

Part 2: Connect

Once the app has been installed on your monday.com workspace, all you'll need to do is connect.

  1. Navigate back to User settings --> Apps & integrations and scroll to the Automation section.

  2. Click on the three dots in the upper right hand corner of the monday.com card and press Connect

  3. Log in to your monday.com account

  4. Scroll down and press Authorize

  5. You'll now see a confirmation notification across the bottom of the screen. The card will also show Connected.

Connect a stream to monday.com

If you have a specific stream that corresponds to group in monday.com board , you can set it up so that all action items created in this stream are automatically sent to that monday.com group. To do this:

  1. Visit the relevant stream

  2. Click on More actions in the upper right hand corner. Select Stream settings from the drop down

  3. Then select Integrations from the side bar. Click on monday.com.

  4. Pick the board that you would like to sync with the stream. Then decide which group the action items should go when they are incomplete or when they get completed

  5. Press Connect.


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