Configuring the monday.com integration
Our integration with monday.com will allow you to easily export any page from Parrot AI to your specified monday.com Work Management workspace, board, item and/or subitem, so that it can be easily referenced in your daily operations.
Installing in monday.com Administration panel
1: Reach out to the Parrot AI support team for the application install link
2: Visit the link in your browser while logged into your monday.com account
3: Review the permissions and decide what monday.com Workspaces you'd like to allow Parrot AI to connect to
Connecting your Parrot AI account
To Connect:
1: In Parrot AI, go to Settings -> Connected Apps
2: Click the button next to monday.com labeled 'Connect'
3: Follow the instructions. You will be asked to login to your monday.com account to approve it
To Use:
Navigate to the Parrot AI page that you'd like to export to monday.com Work Management. Click the three-dot menu in the upper right of the page (next to the green Share button) and choose "Export to monday.com". Then, follow the instructions to either create or update a monday.com item or subitem using the Parrot AI page's content.
To Remove:
Just go back to your Settings -> Connected Apps page and click the 'x' next to your connected monday.com account.
