Monday.com Emails & Activities / Updates

Emails & Activities

This section is designed to capture external interactions with your contacts, such as emails, calls, meetings, and quick notes. It provides a running log of what’s happened and when, helping to build a clear interaction history and support the automated summaries.

Use this area to:

Record client or partner communications and meeting outcomes.
Capture next steps agreed externally.
Maintain an accurate view of engagement over time.

Updates

This area is primarily for internal context, a place to record information or progress that’s relevant to your team but not necessarily part of an external exchange.

Use this area to:

Add internal status notes (e.g., “Proposal sent for review” or “Awaiting feedback from finance”).
Coordinate discussions with colleagues directly within the contact or account item.
Share progress or context that helps others prepare for KITs or reviews.

In short:

Activities = External interactions and chronology.
Updates = Internal context and collaboration.

These distinctions will help keep the summaries meaningful and ensure that the CRM remains a clear, reliable tool for managing accounts and contacts.