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Monaco exposes meetings and CRM objects through its public API. Yuzu uses your Monaco API key to sync meetings, transcripts, accounts, opportunities, contacts, tasks, and email task drafts into your workspace. Auth method: API key.

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Prerequisites

  • A Monaco account with API access.
  • Permission to create an API key in your Monaco workspace.

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Setup

1

Open Yuzu Settings → Integrations

Go to Settings → Integrations, click Connect Notetaker, and choose Monaco.
2

Create a Monaco API key

In Monaco, go to Settings → API Keys → Create new key and copy the key.
3

Paste the key into Yuzu

Yuzu validates the key by calling Monaco’s API. Email is optional — the API key already identifies the account.
4

Confirm the connection

Once the key validates, Yuzu kicks off a 7-day historical sync in the background.
Monaco is polling-based. Yuzu checks connected Monaco accounts every 30 minutes because Monaco does not currently provide webhooks for this integration.

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What gets pulled

Yuzu imports:
  • Accounts into buyer accounts.
  • Opportunities into deals, including stage, estimated amount, summary, risks, notes, tags, and custom fields as deal context.
  • Contacts into deal contacts when an email is available.
  • Tasks into deal tasks.
  • Email task drafts into deal email events with a Monaco source label.
  • Meetings and transcripts, including title, start/end time, organizer, attendees, meeting URL, recording URL, meeting_summary, next_actions, and diarized transcript segments.

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Email dedupe with Gmail

Monaco email tasks are provider activity copies. If Gmail is connected for the same seller, Yuzu searches Gmail for matching deal-contact conversations and prefers the Gmail thread when the same subject, participant, and time window match. That keeps Gmail replyable while still showing Monaco activity when Gmail does not have the message.

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Historical sync

From the connected state, click Sync Meetings and pick Last 7 days, Last 2 weeks, Last 4 weeks, or All available Monaco data. Existing records are updated or skipped rather than duplicated.

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Troubleshooting

Monaco returns 401 on invalid keys. Double-check you copied the entire key and that it has not expired. Monaco strips non-printable characters when sending the key, so trailing whitespace or unusual characters are tolerated, but a wrong key will not pass validation.
Monaco is polled every 30 minutes. If the meeting still doesn’t appear, click Sync Meetings → Last 7 days to force a refresh, then check the activity log for sync errors.
Monaco’s diarization quality depends on the source recording. Multi-speaker calls without clear audio may collapse into a single speaker. This is upstream from Yuzu.