Most teams using monday.com and Microsoft 365 together are doing it the hard way — downloading a file from SharePoint to attach to an item, opening Word to manually fill in a project report, copying client details into an Outlook email. It works, but each step is manual, error-prone, and doesn't survive team growth.
This guide covers everything you can do when you properly integrate the two platforms using the Microsoft 365 SharePoint & Outlook integration 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.
Outlook email and calendar automation
The integration adds Outlook capabilities that go well beyond what monday.com's native Microsoft connectivity offers.
Sending emails from monday.com
Send email triggers an Outlook email from a personal or shared mailbox as part of a monday.com automation or workflow — using board data to populate the recipient, subject, and body. No manual Outlook step required.
Send email with iCalendar invite generates the email and attaches a calendar invite in .ics format, so recipients can add the event to any calendar app with one click.
Import Outlook emails as CRM activities pulls historical emails from an Outlook mailbox into monday CRM's Emails & Activities log — useful for teams who want a record of email conversations alongside their deal or contact boards without manual copy-paste.
Creating calendar events from monday.com
Create personal calendar event creates an event in any personal Outlook calendar when triggered from a monday.com board — not just the default calendar. Useful for teams who route different event types to different calendars.
Create group calendar event creates an event in a Microsoft 365 Group calendar. monday.com's native integration doesn't support group calendars at all; this is the only way to automate them from monday.com.
Both calendar automations are also available as Workflows on Enterprise and Pro monday.com plans, where you can combine them with any other trigger and chain them with other actions in a single flow.
Workflows for advanced multi-step automation
All automation and Outlook recipes are also available as Workflows on Enterprise and Pro monday.com plans. Workflows differ from standard automations in two ways: any trigger can run any action (not fixed recipe pairs), and you can authenticate as multiple different Microsoft 365 users within a single monday.com account. The second capability matters when different team members own different SharePoint sites, shared mailboxes, or Outlook calendars — each can authenticate separately, and the right credentials are used automatically for each step.
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.
If you're newer to SharePoint itself, the SharePoint document management guide covers document libraries, file organisation, Teams integration, list limits, and archiving strategies.
Real-world results
Using monday.com and SharePoint together?
The Microsoft 365 SharePoint integration for monday.com lets your team manage SharePoint files, sync Excel data, generate documents, and embed Microsoft 365 views — all inside monday.com, with full M365 permissions. Free for up to 2 users.
Start free →Chadley 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.
Ask monday.com's AI about your Microsoft 365 content
The integration registers AI skills with monday.com's Sidekick assistant. From any board where the app is installed, you can ask Sidekick to extract data from Excel spreadsheets, analyse Word documents, process Outlook email threads, or discover available SharePoint sites — without switching tabs or downloading files.
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 dsapps.dev/products/microsoft-365-sharepoint/docs/.
