Microsoft 365 SharePoint integration for monday.com vs Workato (2026)

Quick verdict: These tools serve different organisational needs. Workato is an enterprise integration platform (iPaaS) — it automates workflows across 150+ business systems (Salesforce, ServiceNow, Workday, NetSuite) and can trigger actions in monday.com and SharePoint via event-based recipes. The Microsoft 365 integration for monday.com is a native monday.com app — it embeds SharePoint files inside your boards, generates Word documents and PDFs from board data, and displays Excel charts in dashboards. Workato can automate between SharePoint and monday.com; it cannot embed SharePoint files inside monday.com or generate documents. If your team needs Microsoft 365 working inside monday.com, Workato is the wrong tool.

At a Glance

Pricing as of May 2026. Verify current rates at each vendor's website.

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 — the monday.com Community Partner of the Year 2025. It installs directly into your monday.com account and adds Microsoft 365 capabilities inside your boards, item views, and dashboards. Your team never leaves monday.com to work with SharePoint files.

What it does:

• Embeds SharePoint files and folders inside monday.com item views and board views, with Microsoft 365 permissions respected. Users see exactly the files they are authorised to see — no separate SharePoint login needed once connected.
• Generates Word documents and PDFs from monday.com board data using templates stored in SharePoint. When an item is created or a status changes, the automation fills the template with live board data — effectively mail merge driven by monday.com.
• Exports board data to Excel on a schedule, keeping a SharePoint-hosted spreadsheet in sync with your monday.com board.
• Displays Excel charts and data from Microsoft 365 in monday.com dashboards, without copying or exporting anything.
• Creates SharePoint folders automatically when items are added to a board — including templated folder structures for new projects.
• Sends HTML emails generated from board data using templates hosted in SharePoint.

The integration runs on monday code — monday.com's SOC 2 Type II, ISO 27001, GDPR, and HIPAA certified hosting infrastructure. Your Microsoft 365 data never passes through third-party servers.

Workato

Workato is an enterprise integration platform as a service (iPaaS), positioned alongside tools like MuleSoft and Boomi at the enterprise tier. It connects 150+ business applications — Salesforce, ServiceNow, Workday, NetSuite, Slack, Jira, and many others — through event-driven automation recipes built in its no-code/low-code editor.

Its Microsoft SharePoint + monday.com integration provides:

• 23 SharePoint actions: create, update, delete, copy, move, and rename files and folders; batch row operations; file uploads and downloads; permission management; metadata updates; search.
• 10 monday.com actions: create, update, delete, and archive items; move items between groups; upload files; search; run custom GraphQL queries.
• Triggers from SharePoint: new or updated files, deleted files and folders, new or updated rows in SharePoint lists.
• Triggers from monday.com: new items, items moved to groups, column value updates, activity log entries.

Workato recipes can automate between SharePoint and monday.com — for example, creating a monday.com item when a SharePoint file is uploaded, or updating a SharePoint list row when a monday.com column changes. It cannot embed SharePoint files inside monday.com or generate formatted documents.

Workato is rated 4.9 stars on its integration page with 100+ active users on this specific SharePoint ↔ monday.com integration.

Feature Comparison: Where Each Tool Wins

File access inside monday.com

Winner: Microsoft 365 integration

This is the clearest distinction between the two tools. The Microsoft 365 app embeds a SharePoint file browser directly inside monday.com item views. Team members can open, view, and edit Word, Excel, and PowerPoint files without leaving monday.com. Changes are saved back to SharePoint automatically.

Workato has no capability to embed or display files inside monday.com. It can automate actions that involve files — creating a SharePoint item when a monday.com record changes, for example — but the file itself is always viewed and edited in SharePoint, not in monday.com.

Cross-system automation at scale

Winner: Workato

If your automation needs span multiple enterprise systems — Salesforce, ServiceNow, Workday — Workato's recipe model handles complex conditional logic, error handling, and multi-step workflows across all of them. The Microsoft 365 integration's automation is intentionally scoped to monday.com ↔ SharePoint workflows.

Document generation from monday.com data

Winner: Microsoft 365 integration

Workato can move data between SharePoint and monday.com, but it has no native document generation capability. The Microsoft 365 integration generates formatted Word documents, PDFs, and HTML emails from monday.com board data using SharePoint-stored templates — effectively a templated mail merge triggered by automation recipes.

Setup complexity

Winner: Microsoft 365 integration

The Microsoft 365 app installs from the monday.com marketplace in minutes. A one-time admin consent grants organisation-wide access; individual users then authenticate with their own Microsoft 365 credentials. There is no separate platform to learn.

Workato requires building recipes in its editor. Each trigger-action automation is a separate recipe that must be configured, tested, and maintained. For teams without an IT resource dedicated to integration tooling, the recipe model has a steeper learning curve than a native monday.com app.

Enterprise system connectivity

Winner: Workato

If your requirement is connecting monday.com or SharePoint to Salesforce, ServiceNow, Workday, SAP, NetSuite, or other enterprise systems, Workato is the appropriate tool. The Microsoft 365 integration does not connect to systems outside the Microsoft 365 / monday.com ecosystem.

Pricing Comparison

The Microsoft 365 integration has fully published, per-seat pricing starting free for up to 2 users and scaling to $1,400/month for 1,000+ seat accounts. All paid plans include unlimited automations.

Workato does not publish pricing. It operates on a quote-based model typical of enterprise iPaaS platforms, where pricing is negotiated based on the number of recipes, tasks per month, and support tier. Industry analyst sources suggest Workato contracts typically start at $10,000–$15,000 per year, though actual pricing depends on contract specifics.

All pricing as of May 2026. Verify current rates directly with each vendor before purchasing.

What customers say about the Microsoft 365 integration for monday.com

"The app has resulted in a 50% reduction in administrative workload. Support has been phenomenal, accelerating and complementing monday.com as a platform." — Christopher Thompson, Managing Director

"Spent a lot of time searching for a way to export files from Monday.com to SharePoint, and this app has been a game changer. It's significantly reduced our team's manual workload! The support team is also incredibly responsive and helpful." — LN

"We used the integration to centralise project management across monday.com and SharePoint while maintaining compliance requirements for a healthcare organisation." — Savvy

When to choose the Microsoft 365 integration for monday.com

Choose the Microsoft 365 integration if your need is centred on Microsoft 365 working inside monday.com:

• Your team wants to access SharePoint files without leaving monday.com. The app embeds a file browser directly in item views — no tab-switching.
• You need to generate Word documents, PDFs, or HTML emails from monday.com board data. Templated document generation is a core automation recipe, not possible in Workato.
• You need Excel charts or data displayed in monday.com dashboards. The app pulls live Excel data from SharePoint directly into monday.com dashboard widgets.
• You want SharePoint folders created automatically when monday.com items are added. This is a one-click automation recipe requiring no recipe builder.
• You want a free starting point. The integration is free for up to 2 seats with no time limit.
• Compliance is non-negotiable. The app runs on monday code — monday.com's SOC 2, ISO 27001, GDPR, and HIPAA certified infrastructure. Your Microsoft 365 data never passes through third-party servers.

When Workato may fit better

Choose Workato if your integration needs extend well beyond Microsoft 365 and monday.com:

• You need to connect monday.com or SharePoint to Salesforce, ServiceNow, Workday, SAP, or NetSuite. Workato's 150+ connectors cover the enterprise system landscape in a way a dedicated monday.com app does not.
• You need complex multi-step conditional automation across many systems. Workato's recipe model handles branching logic, error handling, and multi-step orchestration across different platforms simultaneously.
• Your IT team is already running Workato. If Workato is the established integration layer in your organisation, extending it to cover SharePoint ↔ monday.com workflows makes sense rather than introducing another tool.
• You need to sync SharePoint data with non-Microsoft, non-monday.com systems. Workato can route SharePoint events to Slack, Jira, Google Workspace, or any of its 150+ connectors — well beyond what a dedicated Microsoft 365 app supports.

A note on overlap

Both tools can trigger automation between monday.com and SharePoint. The Microsoft 365 integration handles this natively — create a folder in SharePoint when a monday.com item is created, for example. Workato can accomplish similar event-based triggers between the two systems.

The meaningful difference is what happens inside monday.com: the Microsoft 365 app makes SharePoint content visible and editable there. Workato automates data movement between the two platforms but leaves SharePoint as a separate destination that your team accesses separately.

Some organisations run both: Workato as the enterprise integration backbone connecting many business systems, and the Microsoft 365 integration to surface the resulting SharePoint content directly inside monday.com where their teams work.

Quick comparison: Setup experience

The verdict

These are not competing tools in the traditional sense. Workato is an enterprise iPaaS that connects 150+ business systems and can route data between SharePoint and monday.com. The Microsoft 365 integration is a native monday.com app that makes SharePoint content visible and actionable inside monday.com.

If you searched for "Workato vs microsoft 365 integration monday.com" because you want SharePoint files inside monday.com, document generation, or Excel dashboards in your monday.com boards — Workato cannot do those things. The Microsoft 365 integration can, from a free starting point.

If you need a workflow automation layer that connects monday.com and SharePoint to Salesforce, ServiceNow, Workday, and 150+ other enterprise systems, Workato is built for that. The Microsoft 365 integration is not.

For most monday.com teams that work with Microsoft 365 files, the Microsoft 365 integration is the right answer — native, affordable, and purpose-built for the job. For enterprise IT teams running complex multi-system automation at scale, Workato sits at a different level of the stack.

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Disclosure: This comparison is written by David Simpson Apps, the developer of the Microsoft 365 SharePoint integration for monday.com. Workato feature information is sourced from workato.com/integrations/microsoft_sharepoint~monday, verified May 2026.