monday.com
Aila matches callers to items on a monday.com board and posts the call summary as an item update. The writes are part of the Intake Agent.
What syncs
Aila posts one update per call on the matched item, with the call summary and a link to the call in Aila. Aila doesn't change item columns or statuses.
What you need
- A monday.com board with your contacts as items.
- A phone column on that board.
Connect
- In Aila, go to Settings > Connections and click Connect.
- Select monday.com.
- Authorize the Aila app in monday.com. Aila requests read access to boards and read and write access to updates.
- In the connection's settings, choose the Board and the Phone column.
Settings
| Setting | Options | Default | What it does |
|---|---|---|---|
| Board | Your boards | None | The board that holds your contacts. |
| Phone column | Phone columns on that board | None | The column Aila matches caller numbers against. |
| Transcript | Off, Include transcript | Off | Adds the full transcript after the summary. |
How calls are matched
Aila matches the caller's phone number to the Phone column on the chosen board and posts to the matched item. Each call posts once, so reprocessing a call doesn't create a duplicate update.
Troubleshooting
- Aila asks you to reconnect: The monday.com authorization expired or was revoked. Reconnect from Settings > Connections.
- No update appears: Check that the item's phone number is in the Phone column you chose.