Most teams using monday.com and Microsoft 365 together are doing it the hard way — switching between tabs, manually copying data into Word documents, downloading files from SharePoint to attach to items. It works, but it doesn't scale.
This guide covers everything you can do when you properly integrate the two platforms using the Microsoft 365 SharePoint • Automate & Embed app. Whether you're automating document generation, syncing files, or building dashboards from Excel data, the integration removes the manual work between your project management and your document ecosystem.
What the integration actually does
At its core, the app does three things:
- Automates SharePoint from monday.com — trigger folder creation, document generation, and file exports directly from board automations
- Embeds Microsoft 365 files in monday.com — access, view and edit SharePoint, OneDrive and Excel files without leaving monday.com
- Pulls Excel data into monday.com dashboards — display live charts and cell values from Microsoft 365 in monday.com views and workdocs
All of this runs on monday code — monday.com's SOC 2 and ISO 27001 certified, GDPR and HIPAA compliant hosting infrastructure. Your Microsoft 365 permissions are respected throughout; users only see what they're authorised to see.
Automate your SharePoint workflows from monday.com
Folder creation
The most common starting point. When an item is created on a board — a new project, a new client, a new deal — the integration can automatically create a corresponding folder in SharePoint. No more remembering to set up the folder structure; it happens as part of the item creation.
For subitems, the same logic applies: when a subitem is created, a folder is created inside the parent item's SharePoint folder.
For more complex structures, templated folder generation lets you define a folder template in SharePoint and stamp it out automatically on item creation or status change. Entire project documentation structures — with subfolders, placeholder documents, even pre-filled templates — can be created in seconds.
Document generation: Word, PDF and HTML email
This is where the integration earns its keep for teams with any document-heavy process.
Templated document generation works like a modern mail merge. You create a Word document template in SharePoint with placeholders for monday.com board data — item names, column values, subitem data. When triggered (on item creation, status change, or on a schedule), the integration fills the template with live data and saves the result as a Word document or PDF back to SharePoint.
The same logic applies to HTML emails: define an email template, trigger it from a monday.com automation, and a formatted email is generated and sent — without anyone opening Outlook manually.
→ How we modernised mail merge for the monday.com generation
→ How to create invoices in monday.com using the Microsoft 365 SharePoint integration
Excel import and export
Two-way Excel sync keeps your spreadsheets and your boards in step.
Import from Excel: on a schedule, pull rows from an Excel file stored in SharePoint and create or update items on a monday.com board. Useful for teams who receive data in spreadsheet form from external partners and want it visible in monday.com without manual re-entry.
Export to Excel: on a schedule, push board data back out to a spreadsheet in SharePoint. Useful for stakeholders who need to consume data in Excel but don't have monday.com access.
Securely embed Microsoft 365 files in monday.com
Beyond automation, the integration adds Microsoft 365 as a native part of the monday.com experience.
Item and board views
Files and folders from SharePoint and OneDrive for Business can be surfaced directly in monday.com item views and board views — with your Microsoft 365 permissions respected. A user who can't access a file in SharePoint won't be able to access it through the integration either.
From within monday.com, users can open files directly in the desktop Word, Excel or PowerPoint app. Edits save back to SharePoint automatically via the Office protocol — no download, edit, re-upload cycle.
Dashboard widgets from Excel
Excel charts and cell values from Microsoft 365 can be displayed in monday.com dashboards and workdocs. If your finance team lives in Excel but your operations team lives in monday.com, this bridges the gap without requiring anyone to change tools.
Understanding SharePoint itself
If you're newer to SharePoint, these guides cover the fundamentals:
→ Getting started with SharePoint document libraries: A beginner's guide
→ Best practices for file organisation in SharePoint
→ Can SharePoint be used like a network drive?
→ Understanding SharePoint Online's large list and library limits
→ How SharePoint document libraries integrate with Microsoft Teams folders
→ If you're using OneDrive for collaboration, you're doing it wrong
→ Folder archiving strategies for Microsoft 365 & SharePoint
Real-world results
Enhance your workflows with David Simpson Apps
Discover powerful apps and integrations for monday.com, Atlassian, and Microsoft 365. Streamline processes, embed analytics, and boost collaboration.
Explore appsChadley Group cut admin workload by 50% using Microsoft 365 automations in monday.com — automating document creation and folder management across their project boards.
→ Read the Chadley Group case study
Savvy, used the integration with a healthcare organisation, to centralise project management across monday.com and SharePoint while maintaining compliance requirements.
Multi-language support
The integration supports English, Spanish, German, French, Italian, Dutch and Portuguese — making it suitable for multinational teams using monday.com across regions.
Pricing
The integration is free for up to 2 seats. Paid plans start at $10/month for up to 5 seats, scaling to $1,400/month for teams over 1,000 seats. All paid plans include unlimited automations.
→ See full pricing on the product page
How this compares to alternatives
If you're evaluating whether to use the native integration or a third-party automation platform:
→ How it compares to Power Automate
→ Browse all Microsoft 365 integration alternatives
Getting started
The app installs directly from the monday.com marketplace with a free trial — no credit card required.
Full documentation is at monday-help.dsapps.dev.
