How Fellow + Monday.com Transform Meeting Action Items Into Project Execution

You just wrapped up a productive project meeting. Great ideas were shared, and to-dos were assigned. But as soon as the Zoom window closes, those action items are trapped in a static document — or worse, a sticky note.

To get those tasks into your actual workflow, you have to manually copy and paste them into Monday.com. If you forget? That critical task vanishes into the administrative void.

It’s a classic "disconnected workflow" problem that leads to lost context and hours of manual overhead.

To make your meeting outcomes actionable, you need a bridge that connects your discussion directly to your execution. Enter Fellow’s Monday integration.

This guide covers how the integration works, the flexible sync options available, and the answers to the most common implementation questions we hear from customers.

What is Fellow’s Monday integration?

At its core, Fellow’s Monday integration is a two-way action item and task synchronization system. It connects your Fellow meeting notes directly with your Monday.com workspace to ensure data consistency across platforms.

The sync is bidirectional, meaning it operates effectively in both directions:

• Action Item Sync: Tasks created during meetings in Fellow automatically populate in your Monday boards.

• Status Updates: When a task is marked as completed or updated in Monday, those changes are immediately reflected in Fellow.

This ensures that whether you are working in your meeting notes or your project board, you always have an up-to-date view of what needs to get done.

How it works: From setup to sync

Fellow's Monday integration is designed to be flexible, allowing users to choose how strictly they want to automate their task management.

1. The setup process

Before individual users can start syncing tasks, a one-time admin step is required.

• Admin Installation: The Monday.com admin must first install the Fellow integration from the apps and integrations page.

• User Connection: Once the admin has installed it, individual team members can connect their own Fellow accounts to Monday via their user settings.

2. Two sync options

Users aren't forced into a single workflow. You can choose the sync method that best fits your meeting style:

• Meeting Series Level Sync: This "set and forget" option automatically syncs all action items from a specific recurring meeting (like a weekly team sync) to a designated Monday board.

• Per Action Item Sync: This option provides granular control, allowing you to manually select specific individual action items to sync to Monday.

3. What actually syncs?

To maintain a "single source of truth," the integration synchronizes more than just the task name. It includes:

• Action Items: Bidirectional syncing of the task itself.

• Due Dates: Set a date in either platform and it appears in both.

• Completion Status: Mark a task complete in Fellow, and it marks complete in Monday (and vice versa).

• Assignees: Task owners are synced between platforms to ensure accountability.

Why leaders prioritize the Fellow + Monday integration for more efficient workflows

Integrating Fellow with Monday solves three specific pain points that plague fast-moving teams:

Eliminating manual overhead

Teams often struggle with the "double entry" problem: typing action items in meeting notes and then manually typing them again into project management tools. This integration removes that friction. As one customer noted, they needed a way to track "previous meeting action items where they've done" and the new items without manual work.

Connecting disjointed workflows

Many customers love Monday for project management but lack a seamless way to import meeting outcomes. This integration acts as a bridge, ensuring that the valuable context from your meetings flows directly into your project execution workflows.

Preventing lost tasks

Without a sync, action items discussed in meetings often get lost in the shuffle. This integration ensures that every task is tracked and accounted for in your existing Monday.com workflows, preventing critical to-dos from falling through the cracks.

Best practices for implementation

For Admins and Team Leads rolling this out, we recommend these strategies to ensure smooth adoption:

Coordinate admin setup

Designate a single Monday admin to handle the initial installation and coordinate with IT to avoid creating duplicate workspaces. Fellow's implementation team can help make the process smoother.

Choose the right sync strategy

• Use the Meeting Series sync for consistent recurring meetings like project check-ins to automate task creation.

• Use the Per Action Item sync to maintain control over exactly which tasks land on your boards.

Organize your boards

Before connecting, pre-create your Monday boards and establish clear naming conventions. Ensure you have the appropriate groups and status columns set up so Fellow knows exactly where to put your tasks.

Turn meeting decisions into project momentum

The difference between a project that stalls and one that delivers often comes down to the friction between planning and execution. By bridging the gap between where decisions are made and where work gets done, the Fellow and Monday integration transforms your AI meeting notes from static text into active project updates.

With features like two-way task syncing and flexible sync options for recurring meetings, teams can finally eliminate the "manual task management overhead" that slows them down.

As one Fellow customer noted, the goal is seamless continuity:

"I want to have the previous meeting action items where they've done and then the new action minutes" all in one place.

This integration turns that wish into reality, allowing project leads to stop manually transferring tasks and start focusing on what matters most: moving projects forward.

Below are the answers to some of the most frequent questions we receive from project teams. Got more questions about Fellow's Monday integration? Book a personalized walkthrough with our team.