Way back when, mail merge consisted of combining mail and letters and pre-addressed envelopes or mailing labels for mass mailings from a template letter.
Secretaries around the world dumbfounded other office workers with their magical ability of combining data from spreadsheets, with letters and address labels in early word processors such as WordStar (and later Microsoft Word) to produce piles of letters which were then franked and delivered in real life by the postal service.
Templated document generation
Things have moved on somewhat since the 1980s, So we've taken the concept of mail merge, but brought it right up to date.
You use the predefined monday.com recipe sentences to configure the automations between Microsoft 365 and monday.com.
When?
Our automations can be triggered from either a button press or when the {status} changes to {something}.
Benefits of our solution
Unlike other solutions, our templated document generation automations are super easy to use as all configuration is completed in a simple recipe sentence, without the need to use an external board view for configure.
Each separate button column or status change can be used to generate a different document, based on the unique data you supply to the recipe sentence.
All generated documents are versioned and stored safely within Microsoft 365.
PDF versions of the document can be sent directly to clients and colleagues
HTML email generation using our app means you don't need to install yet another app to send beautiful emails
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.
A busy month for the Microsoft 365 SharePoint & Outlook integration — new workflow blocks, smarter document exports, and a wave of reliability fixes. 6 new features · 7 updates & fixes · 9 releases (v2.102–v2.111).
How to automate SharePoint folders, generate Word and PDF documents, sync Excel, manage Outlook emails and calendars, and embed Microsoft 365 files in monday.com — with real-world examples for each feature.
April was infrastructure month — five automation blocks migrated to the new workflows engine, plus meaningful improvements to authentication, folder creation, and Excel imports. 1 new feature · 4 updates & fixes · 5 migrations.
March 2026 brought two significant new features — Send email in Outlook and Link to configured SharePoint folder — plus four automation blocks migrated to the new workflows engine and a wave of infrastructure improvements. 2 new features · 3 updates & fixes · 4 migrations.
February 2026 was a reliability and resilience month — improved error messaging for expired credentials and invalid subscriptions, licence enforcement improvements, and an update to the monday.com API v2025-04. No new features, but meaningful polish throughout.
January 2026 was a big month — six new automation and workflow blocks including Outlook Calendar events, SharePoint site creation, and a rebuilt onboarding flow with a standalone admin consent screen. 8 new features · 5 updates & fixes.
