Monday.com Service Account — Setup Guide

Overview Use this guide to create and configure a Monday.com service account in MinuteView Console. This service account enables integration with Monday.com project management and collaboration platform including:

• Project synchronization - Sync project data and tasks between MinuteView and Monday.com
• Task management - Create, update, and track tasks across both platforms
• Workflow automation - Trigger Monday.com actions from MinuteView workflows
• Status updates - Automatically update project statuses and progress
• Data integration - Pull Monday.com data into MinuteView for reporting and analysis
• Team collaboration - Maintain project visibility across both platforms

This service account uses Monday.com API key authentication for secure access to your Monday.com workspace data.

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1) Obtain Monday.com API Key

Access Monday.com Developer Settings

1. Sign in to your Monday.com workspace at https://[yourworkspace].monday.com
2. Click your profile avatar in the bottom-left corner
3. Select Admin from the dropdown menu
4. Navigate to API in the left sidebar

Generate API Token

1. In the API section, find Developer API Tokens
2. Click Generate Token or Create Token
3. Token Name: e.g., MinuteView Integration
4. Permissions: Select appropriate access levels:
   • Read: Access to view boards, items, and data
   • Write: Ability to create and modify items and boards
   • Admin: Full administrative access (use carefully)
5. Click Generate Token
6. Copy and securely store the API token

Important: The API token provides access to your Monday.com workspace. Store it securely and never expose it in code or logs.

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2) Monday.com API Capabilities

Available Data Access

Monday.com API provides access to:

Board Management

• Boards: Access to all boards in your workspace
• Groups: Board sections and group organization
• Columns: Custom column types and configurations
• Items: Individual tasks, projects, and records

Team Collaboration

• Users: Team member information and permissions
• Teams: Team structures and assignments
• Comments: Item discussions and communication
• Updates: Activity feeds and notifications

Project Data

• Status tracking: Project progress and completion states
• Time tracking: Work hours and time logging
• File attachments: Document and media management
• Custom fields: User-defined data points and properties

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3) Create Service Account in MinuteView Console

1. Navigate to Console → Service Accounts
2. Click New to create a new service account
3. Configure the following settings:

Basic Configuration

• Name: Monday-ProjectIntegration (use descriptive naming)
• Service Account Type: Select Monday.com from the dropdown

Required Configuration

• API Token: Enter your Monday.com API token
  • Copy the token exactly as generated in Monday.com
  • Ensure the token has appropriate read/write permissions

Optional Settings

• Workspace URL: Your Monday.com workspace URL (e.g., https://yourcompany.monday.com)
• Default Board: Select a default board for general operations (can be overridden per request)
• Rate Limit Handling: Configure request throttling (default: respect Monday.com limits)

4. Click Test Connection to verify the API token and workspace access
5. Click Save to create the service account

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4) Integration Usage

Workflow Automation

Use Monday.com service account in MinuteView automation workflows:

Available Workflow Nodes

• Create Item - Add new tasks or projects to Monday.com boards
• Update Item - Modify existing items, status, or custom fields
• Get Board Data - Retrieve board structure and item information
• Sync Status - Update project status between systems
• Create Update - Add comments or notifications to items
• Manage Users - Handle team assignments and permissions

Common Use Cases

• Project Sync: Keep MinuteView projects synchronized with Monday.com boards
• Task Creation: Automatically create Monday.com tasks from MinuteView triggers
• Status Updates: Update project progress based on MinuteView activities
• Reporting Integration: Pull Monday.com data into MinuteView reports
• Team Notifications: Send updates and alerts through Monday.com
• Document Workflow: Link MinuteView documents to Monday.com projects

API Integration Capabilities

The service account provides access to:

Data Operations

• CRUD operations - Create, read, update, delete items and boards
• Bulk operations - Handle multiple items in single requests
• Query filtering - Search and filter data based on criteria
• Real-time updates - Receive webhooks for data changes

Board Management

• Board creation - Set up new project boards automatically
• Column management - Create and configure custom columns
• Group organization - Manage board sections and grouping
• Permission control - Handle user access and sharing settings

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5) Security Best Practices

API Token Security

• Secure storage - Store API tokens in MinuteView's encrypted credential store
• Access control - Limit service account usage to authorized users and workflows
• Regular rotation - Update API tokens periodically for security
• Monitor usage - Track API calls for unusual activity or unauthorized access

Permission Management

• Least privilege - Grant only necessary permissions for intended use
• Token scoping - Use read-only tokens when write access isn't needed
• User context - Ensure actions are performed under appropriate user context
• Audit logging - Monitor all API activities and data access

Data Protection

• Sensitive data - Handle confidential project information appropriately
• Data retention - Follow organizational policies for data storage
• Cross-platform sync - Ensure data consistency between systems
• Compliance - Maintain compliance with relevant data protection regulations

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6) Troubleshooting

Authentication Issues

Invalid API Token

• Verify the API token is correctly copied from Monday.com settings
• Check that the token hasn't been revoked or expired
• Ensure the token has necessary permissions for the intended operations

Access Denied

• Verify your Monday.com account has appropriate workspace permissions
• Check if specific boards or items require additional access rights
• Confirm the token scope includes required read/write permissions

Integration Issues

Rate Limit Exceeded

• Monday.com has API rate limits (typically 10,000 requests per hour)
• Implement appropriate delays between requests
• Use bulk operations where possible to reduce API calls

Data Sync Problems

• Check for field mapping conflicts between systems
• Verify custom column types are compatible
• Monitor for data validation errors in Monday.com

Workflow Failures

• Review Monday.com board structure and column configurations
• Check for required fields that might be missing
• Verify user permissions for automated actions

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7) Cost and Usage Management

API Usage Monitoring

• Request tracking - Monitor API call volume and patterns
• Usage optimization - Implement efficient data fetching strategies
• Caching strategies - Cache frequently accessed data to reduce API calls
• Bulk operations - Use batch requests when processing multiple items

Performance Optimization

• Query efficiency - Request only necessary data fields
• Pagination - Handle large datasets with proper pagination
• Error handling - Implement retry logic for failed requests
• Connection pooling - Optimize API connection management

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8) Maintenance and Monitoring

Regular Maintenance

• Token rotation - Update API tokens according to security policies
• Permission review - Audit and adjust token permissions regularly
• Integration testing - Verify service account functionality periodically
• Usage analysis - Review API usage patterns and optimize accordingly

Performance Monitoring

• Response times - Monitor API response performance
• Error rates - Track failed requests and common errors
• Data consistency - Verify sync accuracy between systems
• Service availability - Monitor Monday.com service status and uptime

Integration Health

• Workflow success - Monitor automated workflow execution
• Data integrity - Verify data accuracy across platforms
• User feedback - Collect feedback on integration functionality
• System logs - Review logs for integration issues or errors

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Appendix — Configuration Examples

Production Configuration

Name: Monday-Production-Main
Type: Monday.com
API Token: [your-api-token]
Workspace URL: https://yourcompany.monday.com
Default Board: Project Management Board
Purpose: Production project integration

Development Configuration

Name: Monday-Development-Test
Type: Monday.com
API Token: [your-test-token]
Workspace URL: https://dev-yourcompany.monday.com
Default Board: Test Projects Board
Purpose: Development and testing environment

Department-Specific Configuration

Name: Monday-Engineering-Dept
Type: Monday.com
API Token: [your-dept-token]
Workspace URL: https://yourcompany.monday.com
Default Board: Engineering Projects
Purpose: Engineering department project tracking

Workflow Automation Configuration

Name: Monday-Automation-Service
Type: Monday.com
API Token: [your-automation-token]
Workspace URL: https://yourcompany.monday.com
Purpose: Automated workflow integration
Rate Limit: Conservative (respect limits)

This configuration enables comprehensive Monday.com integration for MinuteView, supporting project synchronization, task management, workflow automation, and team collaboration across both platforms.