Hi everyone 👋,
I’m working on a Zapier automation to sync meeting notes from Fellow.ai into Monday.com, and I want to make sure it’s set up properly without overwriting data or creating duplicates.
Goal of the automation:
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Match each Fellow.ai meeting to the correct Monday item
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Append notes (not replace existing content)
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Keep the workflow stable and scalable
Questions for those who’ve done this with Zapier:
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Is it better to add notes as item updates or store them in a long-text column in Monday?
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What’s the most reliable way to match the correct item?
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Email/owner
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Deal ID
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Meeting ID
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Meeting title
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Custom unique ID field
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What’s the best pattern in Zapier?
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Find item → Create update
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Find item → Update long-text column
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Create item if not found?
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How do you handle duplicate prevention in Zapier for recurring meetings or re-syncs?
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Would you recommend doing this on one board or splitting across multiple boards?
If anyone has a working architecture or best-practice flow, I’d really appreciate your insight 🙏
Trying to avoid bad data structure early before scaling this.
Thanks