File Granola meeting action items into monday.com

When a new Granola meeting note is ready, every action item lands on your monday.com board with the right owner, due date, and status, plus a tidy Slack recap.

Agentic Task
GranolaMonday.comSlack BotOperationsPersonal ProductivityMeeting WorkflowsData SyncNotifications & Alerts
PromptCreate

Build an agent workflow that turns every new Granola meeting into properly owned tasks on my monday.com board, with a short Slack recap when it is done.

Trigger: poll Granola for a new meeting note. Fire once per new note. Do not re-fire on updates to a note that was already processed.

When it fires, the agent should:

1. Use Granola Get Note to load the full note, including summary, attendees, and transcript. Ask for the transcript explicitly so the agent has both the summary bullets and the raw discussion to work from.

2. Extract every clear action item. An action item is a real commitment ("Priya to send the pricing doc by Friday", "Marcus will book the venue") not a discussion point, open question, or thing someone might do. For each item, capture the task text, the owner (matched against the attendee list by name or email), and a due date if one was actually mentioned. If the same action item appears as both a summary bullet and in the transcript, treat it as one item — do not create duplicates.

3. Use monday.com Get Board on the target board so the agent knows the real column IDs, group IDs, and any status/people/date columns. Column IDs on monday.com are strings that must come from the board, not indices, and column values are passed as JSON strings — the agent must build them from what Get Board returns, not from guesses. Use Get Users if it needs to map a person's name or email to a monday.com user id for the People column.

4. For each action item, call monday.com Create Item on the right board and group with the task text as the item name (trim to 255 characters), then call Change Multiple Column Values to set the owner (People column), due date (Date column), and status (Status column, defaulting to something like "To Do" or "Not started"). Do both steps so the item is fully populated before the recap goes out.

5. Skip items where no owner can be inferred from the attendee list — do not guess. Collect these in a "skipped" list to mention in the recap so a human can assign them.

6. Post a short Slack recap using slackbot Send a Message to a channel I pick. The message should include: the meeting title and a link to the Granola note, a bulleted list of the monday.com items that were created (each with the task text, owner, due date if any, and a link to the monday.com item), and a short "needs an owner" section listing any action items that were skipped. Keep it under a dozen lines — this is a recap, not the meeting notes.

Prefer the slackbot integration for the recap so it posts as a workspace bot and does not depend on any one person's Slack account.

Configuration the agent should ask for on install: the target monday.com board (and optional group), the default status value for new items, and the Slack channel for the recap.

Additional information

What does this prompt do?
  • Watches Granola for new meeting notes and reads the summary, attendees, and transcript the moment one is ready.
  • Pulls out every real action item, matches the owner against attendees, and captures a due date if the meeting mentioned one.
  • Creates an item on your chosen monday.com board with owner, due date, and status set correctly, and skips duplicates when the same task appears in both the summary and the transcript.
  • Posts a short Slack recap that links the meeting, lists what was filed, and flags any action items that were skipped because no owner could be inferred.
What do I need to use this?
  • A Granola account on a plan that allows a personal API key.
  • A monday.com account with access to the board where action items should land.
  • A Slack workspace and a channel where the recap should be posted.
How can I customize it?
  • Point it at any monday.com board and group you like, and switch the default status for new items.
  • Change the Slack channel that gets the recap, or send it as a DM instead.
  • Tune what counts as a real action item so discussion points and open questions never turn into tasks.

Frequently asked questions

Will this create duplicate tasks if the same action item appears twice in the note?
No. The agent dedupes across the summary bullets and the transcript, so the same commitment only becomes one monday.com item.
What happens if an action item has no clear owner?
It is skipped and called out in the Slack recap so a person can decide who should own it, rather than getting silently assigned to the wrong teammate.
Do I need a paid Granola plan?
Yes. Personal API keys are only available on Granola Business or Enterprise plans, and an Enterprise admin may need to enable them first.
Can it set the status column, not just owner and due date?
Yes. The agent reads your board so it knows the real column names, then sets owner, due date, and status on every item it creates.
What if I use a different board for engineering versus sales meetings?
Tell the agent which board to use for which kind of meeting and it will route new action items to the right place.

Stop losing action items after every meeting.

Connect Granola, monday.com, and Slack once, and every meeting turns into owned, dated tasks on your board with a clean recap for the team.