Quick verdict: The Microsoft 365 integration for monday.com, by David Simpson Apps, lives inside monday.com – SharePoint files, Excel charts, and document generation are embedded directly in your boards. Integrately runs outside monday.com and moves data between it and SharePoint (and 1,200+ other apps) via trigger-action automations. They solve different problems. If you spend your day in monday.com and want Microsoft 365 files at your fingertips, the native app wins. If you need monday.com wired into several other business tools in a single automation, Integrately is a reasonable choice.
At a Glance
| Microsoft 365 integration for monday.com | Integrately | |
|---|---|---|
| Lives inside monday.com | ✅ Native marketplace app | ❌ External platform |
| Free tier | ✅ Up to 2 seats | ✅ 100 tasks/month |
| Paid plans from | $10/month | $19.99/month |
| SharePoint file browser in monday | ✅ | ❌ |
| Embed Excel charts in dashboards | ✅ | ❌ |
| Generate Word/PDF/HTML from monday data | ✅ | ❌ |
| Trigger-based automation | ✅ | ✅ |
| 1-click pre-built templates | ✅ | ✅ |
| Connect monday to 1,200+ other apps | ❌ | ✅ |
| GDPR compliant | ✅ | ✅ |
| HIPAA compliant | ✅ | ❌ |
| Hosted by monday.com | ✅ | ❌ Integrately servers |
| Setup time | Minutes (OAuth) | Minutes (1-click Zap) |
| Pricing model | Per seat, predictable | Per task, variable |
| monday.com Partner of the Year | ✅ 2025 | – |
| Installs (monday marketplace) | ✅ 25,000+ | – |
| Works in monday.com mobile apps | ✅ iOS & Android | – |
| Sidekick AI Skills | ✅ | ❌ |
| Multi-step Workflows (enterprise/pro) | ✅ | ❌ |
Pricing as of June 2026. Verify current Integrately task-based pricing at integrately.com/pricing.
What Each Tool Actually Does
Microsoft 365 SharePoint Integration for monday.com
The Microsoft 365 integration for monday.com is a native monday.com marketplace app built by David Simpson Apps — monday.com's Community Partner of the Year 2025, with 40,000+ installs, and enterprise customers including AT&T, Broadcom, IBM, Netflix, and NBCUniversal. It installs directly into your monday.com account and adds Microsoft 365 capabilities inside your boards and dashboards – you never leave monday.com to access your SharePoint files.
What it does:
- Browse and embed SharePoint files and folders directly inside monday.com item views. Click a file, edit it in Office Online, save – all without switching tabs.
- Generate documents from monday.com data – create Word documents, PDFs (or both in a single action), and HTML emails from monday.com column values using SharePoint-hosted templates. Generated files are saved to any SharePoint subfolder automatically.
- Embed live Excel charts and cells into monday.com dashboards. Your finance team's Excel model displays as a live widget alongside your project boards.
- Import and export Excel spreadsheets to and from monday.com with column mapping.
- Automate SharePoint workflows triggered by monday.com events – folder creation, file organisation, document generation – without writing a single line of code.
- Copy assets to SharePoint – automatically copy files attached to monday.com item updates into the configured SharePoint folder for that item.
- Ask Sidekick AI about your Microsoft 365 content from inside monday.com – extract data from Excel, analyse Word documents, process Outlook emails, and discover available SharePoint sites.
Hosted by monday.com's own infrastructure. SOC 2 Type II, ISO 27001, GDPR, and HIPAA certified. Files are transmitted directly from Microsoft to your browser — the app server never sees your file content.
Requires Microsoft 365 Business, Enterprise, or Education. Personal and Family plans are not supported.
Integrately
Integrately is a no-code automation platform that positions itself as a simpler, faster alternative to Zapier. Its headline feature is a library of pre-built, 1-click automation templates across 1,200+ apps. For monday.com and SharePoint, Integrately provides trigger-action automations that move data between the two platforms.
What it does between monday.com and SharePoint:
- Create SharePoint folder or list items when monday.com board items are created
- Update SharePoint records when monday.com column values change
- Create monday.com items from new SharePoint list entries
- Move basic file references between platforms via pre-built templates
- Chain monday.com + SharePoint into broader automations involving other connected apps
Key differentiator from Zapier: Integrately's pre-built templates are designed to activate in a single click with minimal configuration. This reduces initial setup time for common automations — though complex customisation still requires manual field mapping.
Key limitation: Like all automation platforms in this category, Integrately operates in the background. It does not add any interface elements inside monday.com. SharePoint files are not visible from within your monday.com boards; automations are built and monitored in Integrately's own dashboard.
Feature Comparison: Where Each Tool Wins
Embedded monday.com experience
Winner: Microsoft 365 integration for monday.com
The Microsoft 365 integration for monday.com is designed to feel like a native part of monday.com. SharePoint files appear in item sidebars. Excel charts render inside dashboards. Document generation runs as a monday.com column action. Your team never needs to know a separate app is involved.
Integrately, like all automation platforms, operates as a background service. It moves data between platforms but does not add new capabilities to the monday.com interface itself. A monday.com user will not see Integrately; they'll only see its effects on board item data.
Ease of setup
Draw – different simplicity for different tasks
Integrately's 1-click templates do deliver on their promise for common, straight-line automations. If you want "when a monday.com item is created, add a row to a SharePoint list", you can be live in minutes without mapping a single field.
The Microsoft 365 app is similarly fast for its core use cases – OAuth authorisation and dropping a column onto a board takes under 5 minutes. Complex automations like document generation require a template configured in SharePoint, which adds setup time.
Neither tool is difficult. Integrately has an edge for pure automation breadth (1,200+ apps). The Microsoft 365 app has an edge for depth inside the monday.com + Microsoft 365 pairing specifically.
Document generation
Winner: Microsoft 365 integration for monday.com (Integrately cannot do this)
The Microsoft 365 integration for monday.com generates formatted Word documents, PDFs, HTML emails, and Excel spreadsheets from monday.com item data using SharePoint-hosted templates. Generated files are saved to any SharePoint subfolder. A project manager can turn a monday.com project board into a client-ready PDF report in one click.
Integrately has no document generation capability. It can trigger an action based on a monday.com event or move data between platforms, but it cannot create a new Word document populated with monday.com column values.
Breadth of app connections
Winner: Integrately (for multi-tool workflows)
Integrately connects 1,200+ apps. If your workflow involves monday.com, SharePoint, Gmail, Slack, and a CRM in a single automation chain, Integrately handles that. The Microsoft 365 app works within monday.com and Microsoft 365 – it is not a general-purpose automation platform.
If your automation is specifically monday.com ↔ Microsoft 365 with no other tools involved, the Microsoft 365 integration's built-in automations handle it natively at no additional cost.
Pricing predictability
Winner: Microsoft 365 app
The Microsoft 365 app charges per seat per month. A 20-person team pays $40/month, always.
Integrately charges per task – one action step in one automation run is one task. Run 500 automations a month with 3-step chains and you've used 1,500 tasks. Task consumption grows with board activity, making costs harder to forecast for active teams.
For teams with predictable seat counts and frequent monday.com activity, per-seat pricing is significantly easier to budget.
Compliance
Winner: Microsoft 365 app
The Microsoft 365 app is HIPAA certified. Integrately does not publish HIPAA compliance. For teams in healthcare or with strict data handling requirements, this is a decisive factor.
Pricing Comparison
Microsoft 365 Integration for monday.com
| Seats | Monthly | Annual |
|---|---|---|
| Up to 2 | $0 | $0 |
| Up to 5 | $10 | $108 |
| Up to 10 | $20 | $216 |
| Up to 20 | $40 | $432 |
| Up to 50 | $80 | $864 |
| Up to 100 | $120 | $1,296 |
| Up to 200 | $200 | $2,160 |
| Up to 400 | $400 | $4,320 |
| Up to 1,000 | $1,000 | $10,800 |
| 1,000+ | $1,400 | $15,120 |
All paid plans include unlimited automations.
Integrately
| Plan | Monthly | Tasks/month |
|---|---|---|
| Free | $0 | 100 |
| Starter | $19.99 | 2,000 |
| Professional | $39/month | 10,000 |
| Business | $99/month | 30,000 |
| Enterprise | Custom | Custom |
Annual billing typically saves 20%+. Verify current Integrately plan limits and pricing at integrately.com/pricing.
Cost comparison for a 20-person monday.com team:
| Monthly automation runs | Integrately tasks (3-step) | Integrately cost | Microsoft 365 app cost |
|---|---|---|---|
| 100 runs | 300 tasks | Free tier | $40/month (20 seats) |
| 500 runs | 1,500 tasks | $19.99/month | $40/month |
| 2,000 runs | 6,000 tasks | $39/month | $40/month |
| 5,000 runs | 15,000 tasks | $99/month | $40/month |
For teams with regular monday.com automation activity, per-seat pricing becomes more cost-effective as volume increases.
What customers say about the Microsoft 365 integration for monday.com
"50% reduction in administrative workload." – Christopher Thompson, Managing Director, Chadley Group
"Love this app. It has saved us so much manual input. I would highly recommend this app for anyone who uses SharePoint for file storage." – Steve Estabrooks, Managing Director, Byond Group
"It has created a significant improvement in information management." – Gilles Fischer, IT Director, HaCo-MPU
When to choose the Microsoft 365 integration for monday.com
Choose the Microsoft 365 SharePoint integration by David Simpson Apps for monday.com if:
- Your team works inside monday.com and wants Microsoft 365 files visible without switching apps
- You generate documents – proposals, reports, emails, invoices – from monday.com data
- You use Excel for reporting and want charts or data embedded in monday.com dashboards
- Your team works on mobile – the integration works on iOS and Android monday.com apps
- You want AI assistance with your Microsoft 365 content – Sidekick AI Skills let you query Excel, Word, and Outlook content from monday.com boards
- Your organisation has compliance requirements (SOC 2, ISO 27001, HIPAA, GDPR) and needs certified infrastructure
- You want predictable pricing that doesn't vary with automation volume
- You're a monday.com-first organisation looking to deepen the platform rather than connect it to external systems
- You need enterprise/pro Workflows – run any monday.com trigger with any SharePoint action (not fixed recipe pairs)
When Integrately may fit better
Integrately is worth considering if:
- You need monday.com connected to many tools – Gmail, Slack, HubSpot, and SharePoint all in one automation
- You already pay for Integrately and have task capacity for monday.com ↔ SharePoint automations
- Your SharePoint use is limited to basic data sync – moving records between a SharePoint list and a monday.com board, with no file embedding or document generation required
- You want 1-click pre-built templates for simple straight-line automations and don't need the depth of the native monday.com experience
- Your automation volume is low and the free tier (100 tasks/month) covers your needs
Quick comparison: Setup experience
Microsoft 365 integration for monday.com
- Find the app in the monday.com Marketplace
- Click Install
- Authorise with your Microsoft 365 account (OAuth – no passwords shared)
- Add the Microsoft 365 column or widget to your board
- Done – SharePoint files appear inside monday.com
Typical setup time: Under 5 minutes.
Integrately
- Create an Integrately account
- Search for the monday.com + SharePoint automation template
- Click to activate (1-click for pre-built templates)
- Authorise monday.com and SharePoint connectors
- Review and adjust field mappings if needed
- Activate the automation
Typical setup time: 5–15 minutes for a pre-built template. Custom automations with conditional logic take longer.
The verdict
For teams that live in monday.com and work daily with Microsoft 365 files, the Microsoft 365 integration for monday.com is the stronger choice. It adds capabilities to monday.com rather than operating as a background service. Document generation, Excel embedding, and the embedded SharePoint file browser are not available through Integrately at any price tier.
Integrately is a reasonable choice when the monday.com ↔ SharePoint automation is one piece of a larger multi-app workflow — particularly if you're already using Integrately to connect other tools, or if your needs are genuinely limited to simple data sync between platforms.
The two tools are not mutually exclusive. Some teams use both: the Microsoft 365 integration for the in-monday.com file experience, and Integrately for connecting monday.com to CRM, email, or support tools in a separate automation chain.
Try the Microsoft 365 integration for monday.com free
The Microsoft 365 SharePoint integration for monday.com includes a free plan for teams up to 2 seats – no credit card required.
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David Simpson Apps is the publisher of the Microsoft 365 SharePoint integration for monday.com. This comparison is written from our perspective as the app developer. Integrately feature information sourced from integrately.com. Pricing verified June 2026 – check each vendor's website for current rates.