Most monday.com teams run on Microsoft 365. The question is not whether to connect them – it is which tool to use, and whether you are paying for something you do not need.
This guide covers every realistic option: the dedicated monday.com marketplace app, Power Automate, Zapier, Make, and monday.com's own built-in Microsoft integration. Each option is rated across six dimensions, with a clear recommendation for each team type.
Disclosure: David Simpson Apps publishes the Microsoft 365 SharePoint integration for monday.com reviewed as Option 1. All competitor information is sourced from public documentation and verified pricing pages.
Summary: All 5 Options at a Glance
| Microsoft 365 integration for monday.com | Power Automate | Zapier | Make | monday.com Native | |
|---|---|---|---|---|---|
| Lives inside monday.com | ✅ | ❌ | ❌ | ❌ | ✅ |
| Free tier | ✅ 2 seats | ✅ M365 included* | ✅ 100 tasks | ✅ 1,000 credits | ✅ |
| Paid plans from | $10/month | $15/user/month* | Usage-based | $9/month | Included in monday |
| Files embedded in monday | ✅ | ❌ | ❌ | ❌ | ⚠️ Basic only |
| Excel charts in dashboards | ✅ | ❌ | ❌ | ❌ | ❌ |
| Document generation | ✅ | ⚠️ Add-on | ❌ | ❌ | ❌ |
| SharePoint triggers/actions | ✅ | ✅ 100+ | ✅ 8 templates | ✅ 16+ actions | ⚠️ Limited |
| Two-way sync | ✅ | ✅ | ❌ One-way | ✅ | ⚠️ Partial |
| No IT admin for setup | ✅ | ❌ Often required | ✅ | ✅ | ✅ |
| Connects 3,000+ apps | ❌ | ✅ 900+ | ✅ 7,000+ | ✅ 3,000+ | ❌ |
| Setup time | Minutes | Days | Hours | Hours | Minutes |
| SOC 2 / ISO 27001 | ✅ | ✅ | ✅ | ✅ | ✅ |
| HIPAA compliant | ✅ | ✅ | ⚠️ Business+ | ✅ Enterprise | ✅ |
| Best for | monday.com-first teams | Microsoft-first orgs | Multi-tool automation | Complex workflows | Basic file links only |
Power Automate requires Premium connector licence ($15/user/month) for monday.com. Standard M365 plans include Power Automate for Microsoft apps only.
Prices as of May 2026.
Option 1: Microsoft 365 SharePoint Integration for monday.com
Best for: Teams who live in monday.com and work daily with Microsoft 365 files
Rating: 9/10
What it is
The Microsoft 365 SharePoint integration is a native monday.com Marketplace app built by David Simpson Apps – named monday.com's Community Partner of the Year 2025. It is purpose-built to make Microsoft 365 work inside monday.com, not alongside it.
What it does
- Browse SharePoint and OneDrive files inside monday.com boards – no tab-switching, no copy-paste
- Generate Word documents, PDFs, HTML emails, and Excel spreadsheets from monday.com item data using SharePoint-hosted templates
- Embed live Excel charts and cell data in monday.com dashboards
- Import and export Excel spreadsheets with column mapping
- Automate SharePoint workflows from monday.com automation recipes – folder creation, file organisation, document generation – without leaving monday.com
- Works with SharePoint, OneDrive, Outlook, Word, Excel, and PowerPoint across Microsoft 365
Hosted on monday.com's own SOC 2 Type II, ISO 27001, GDPR, and HIPAA certified infrastructure.
Pricing
| 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 |
| 1,000+ | $1,400 | $15,120 |
All paid plans include unlimited automations. No per-action or per-document charges.
Setup
- Install from the monday.com Marketplace
- Authorise with Microsoft 365 (OAuth – one click)
- Add the Microsoft 365 column or widget to your board
- Done – under 10 minutes, no IT admin required
Pros
- Only option that embeds SharePoint files and Excel data inside monday.com
- Document generation from monday.com data (Word, PDF, HTML email) with no add-on
- Predictable per-seat pricing with no per-task or per-operation costs
- Automatic updates via the monday.com Marketplace – no maintenance burden
- Free plan for teams up to 2 seats
- Compliance-certified for enterprise procurement
Cons
- Works with Microsoft 365 and monday.com only – not a general automation platform
- Not the right choice if you need monday.com connected to Salesforce, HubSpot, or other non-Microsoft systems in the same workflow
Verdict
If your team works primarily in monday.com and handles Microsoft 365 files daily, this is the right tool. It is the only option in this list that makes Microsoft 365 a native part of the monday.com experience rather than a background service that moves data between platforms. For teams of 5–200, it is also the most cost-effective option by a significant margin.
Option 2: Microsoft Power Automate
Best for: Microsoft-first organisations with in-house Power Platform expertise already paying for Premium licences
Rating: 7/10
What it is
Power Automate is Microsoft's own workflow automation platform, part of the Power Platform alongside Power Apps, Power BI, and Power Pages. It connects monday.com and SharePoint through a visual flow canvas with 100+ SharePoint triggers and actions.
What it does
- Trigger flows when monday.com items are created, changed, or moved
- Trigger flows when SharePoint files or list items are created or modified
- Manage SharePoint document approval workflows (route, approve, reject, notify)
- Move and organise SharePoint files based on monday.com status changes
- Create, update, and delete SharePoint list items from monday.com events
- Send Teams notifications, Outlook emails, and Dataverse updates alongside SharePoint actions
- Connect monday.com to the broader Microsoft cloud: Dynamics 365, Azure, Dataverse, Teams
Pricing
Power Automate Premium: $15/user/month, billed annually.
Important: The monday.com connector is a Premium connector in Power Automate. Standard Microsoft 365 business plans include Power Automate for Microsoft services only. Connecting to monday.com requires Power Automate Premium or a per-flow licence ($150/flow/month) unless you already hold a plan that includes the monday.com connector.
| Team size | Power Automate Premium (monthly) |
|---|---|
| 5 users | $75 |
| 10 users | $150 |
| 20 users | $300 |
| 50 users | $750 |
| 100 users | $1,500 |
Verify your connector entitlement at learn.microsoft.com/en-us/connectors. If your organisation already pays for Power Automate Premium for Power Apps or other tools, the marginal cost of adding monday.com flows is zero.
Setup
Requires: licensing verification, IT/Azure AD admin involvement for Conditional Access policy alignment, individual flow building per automation (1–4 hours each), and ongoing flow maintenance as APIs update.
Pros
- Deep SharePoint capabilities: 100+ triggers and actions
- Native document approval engine – the best in this comparison for approval routing
- Free if your organisation already holds Power Automate Premium licences for other tools
- Connects monday.com to the full Microsoft cloud (Teams, Dynamics 365, Azure, Dataverse)
Cons
- Does not add any capabilities to the monday.com interface – files remain in SharePoint
- monday.com connector requires Premium licence; often costs more than teams expect
- IT admin involvement typically required for Conditional Access policy setup
- Each workflow requires individual flow building and ongoing maintenance
- No document generation without AI Builder add-on (additional cost)
Verdict
The right choice when your organisation already pays for Power Automate Premium, has in-house Power Platform expertise, and needs monday.com as one node in a broader Microsoft automation chain. Not cost-effective when acquired solely to connect monday.com and SharePoint – for that specific use case, Option 1 is faster and cheaper for most team sizes.
Full comparison: Microsoft 365 App vs Power Automate →
Option 3: Zapier
Best for: Teams already using Zapier to connect many tools, adding monday.com + SharePoint as one of several integrations
Rating: 6/10
What it is
Zapier is the most widely used general-purpose automation platform, connecting 7,000+ apps through trigger-action workflows called Zaps. It offers 8 pre-built templates connecting monday.com and SharePoint.
What it does between monday.com and SharePoint
- Create SharePoint folders when monday.com items are created
- Upload SharePoint files to monday.com columns
- Create SharePoint list items from monday.com board entries
- Update SharePoint records when monday.com column values change
- Create monday.com items from new SharePoint list items
Key limitation: Zapier's monday.com ↔ SharePoint integration currently supports one-way syncing from monday.com to SharePoint. Two-way sync is not supported. Advanced custom scripting is not supported within this integration.
Pricing
Zapier uses task-based pricing. The free plan includes 100 tasks/month.
| Monthly automation runs | Tasks consumed (3-step Zap) | Typical plan needed |
|---|---|---|
| 100 runs | 300 tasks | Free tier |
| 500 runs | 1,500 tasks | Starter |
| 2,000 runs | 6,000 tasks | Professional |
| 10,000 runs | 30,000 tasks | Team |
Task-based pricing becomes unpredictable for high-frequency monday.com boards. Verify current plan prices at zapier.com/pricing.
Setup
- Create Zapier account
- Authorise monday.com connector
- Authorise SharePoint connector
- Build each Zap (trigger → action → optional steps)
- Test and activate – repeat per automation
Typical setup: 30–60 minutes per Zap. No IT admin required.
Pros
- 7,000+ app connectors – if you need monday.com + SharePoint + Slack + HubSpot in one chain, Zapier handles it
- No IT admin required – self-service setup
- Widely understood – many teams have existing Zapier skills
- Free tier available
Cons
- Does not embed files or data inside monday.com – background automation only
- One-way sync only (monday.com → SharePoint)
- No document generation capability
- Task-based pricing scales unpredictably for active monday.com teams
- Only 8 pre-built monday.com ↔ SharePoint templates
Verdict
Choose Zapier when monday.com + SharePoint is one piece of a larger multi-app workflow and you already subscribe to Zapier for other integrations. As a standalone monday.com + Microsoft 365 tool, its one-way sync limitation and task-based pricing make it less suitable than the alternatives above.
Zapier monday.com + SharePoint →
Full comparison: Microsoft 365 App vs Zapier →
Option 4: Make (formerly Integromat)
Best for: Power users who need complex multi-step workflows with branching logic at a lower price than Zapier
Rating: 6/10
What it is
Make is a visual workflow automation platform with a reputation for handling complex, multi-step automations that would be expensive or unwieldy in Zapier. It connects monday.com and SharePoint through a drag-and-drop scenario builder with 13 monday.com triggers and 16+ SharePoint actions.
What it does between monday.com and SharePoint
- Watch monday.com board items, column values, and updates for triggers
- Create SharePoint folders and upload files
- Create, update, and delete SharePoint list items
- Get and publish SharePoint pages
- Search SharePoint sites
- Make custom SharePoint API calls
Pricing
| Plan | Monthly | Operations/month | Active scenarios |
|---|---|---|---|
| Free | $0 | 1,000 | 2 |
| Core | $9 | 10,000 | Unlimited |
| Pro | $16 | 10,000 | Unlimited |
| Teams | $29 | 10,000 | Unlimited |
| Enterprise | Custom | Custom | Custom |
Annual billing saves 15%+. Operations are consumed per module executed per scenario run – a 5-module scenario consumes 5 operations per run.
Note: Make uses "operations" (similar to tasks in Zapier). A scenario that watches monday.com and performs 4 SharePoint actions per trigger consumes 5 operations per run (1 trigger + 4 actions). Calculate your expected monthly volume before choosing a plan.
Setup
No IT admin required. Build scenarios in Make's visual canvas (similar to Power Automate but without the Microsoft licence complexity). More powerful than Zapier for conditional logic; steeper learning curve than both Zapier and the native monday.com app.
Pros
- More powerful scenario logic than Zapier at a lower price point
- Two-way sync supported (unlike Zapier)
- 16+ SharePoint actions and 13 monday.com triggers
- Core plan starts at $9/month – lowest paid entry point in this comparison
- Custom API calls to SharePoint enable advanced use cases
- No IT admin required
Cons
- Does not embed files or data inside monday.com – background automation only
- No document generation capability
- Steeper learning curve than Zapier – visual but more complex
- Operation-based pricing can be difficult to forecast for complex scenarios
- Smaller community and template library than Zapier
Verdict
Make is the best choice among the automation platforms (Options 2–4) when you need complex conditional logic, two-way sync, and don't want Zapier's higher pricing. Still does not add anything to the monday.com interface itself – if you want Microsoft 365 files visible inside monday.com, you still need Option 1.
Make monday.com + SharePoint →
Full comparison: Microsoft 365 App vs Make →
Option 5: monday.com native microsoft integration
Best for: Teams with the most basic file attachment needs who don't want any additional tooling
Rating: 4/10
What it is
monday.com includes native Microsoft 365 connectivity – primarily file attachments via OneDrive/SharePoint and a basic Files column that can link to Microsoft 365 documents. No third-party app or additional cost required.
What it does
- Attach OneDrive and SharePoint files to monday.com items via the Files column
- Preview basic file types (PDF, images, some Office documents) in the monday.com viewer
- Link to SharePoint documents that open in Office Online in a new browser tab
- Basic monday.com automations can trigger actions within monday.com itself (not cross-platform)
What it does not do
- Browse SharePoint document libraries from within monday.com
- Embed Excel charts or cell data in dashboards
- Generate documents from monday.com data
- Automate actions in SharePoint based on monday.com events
- Two-way data sync between platforms
Pricing
Included with all monday.com plans – no additional cost.
Pros
- Zero additional cost
- Zero additional setup
- Available immediately on all monday.com plans
- No third-party accounts or authorisations required
Cons
- File attachment only – no browsing, no embedding, no automation
- Linked files open in a new browser tab, not inside monday.com
- No Excel embedding, no document generation, no SharePoint triggers
- Not a realistic replacement for any of the options above if you have active Microsoft 365 usage
Verdict
The right choice only if your Microsoft 365 use within monday.com genuinely amounts to occasionally attaching a file. For any team with regular SharePoint document workflows, Excel reporting, or automation needs, monday.com's native Microsoft integration will become a bottleneck within weeks.
Which Option Is Right for Your Team?
By team type
| Team profile | Recommended option |
|---|---|
| monday.com-first, daily Microsoft 365 files | Option 1: Microsoft 365 integration for monday.com |
| Generates documents (proposals, reports, contracts) from monday data | Option 1: Microsoft 365 integration for monday.com |
| Uses Excel for reporting, wants data in dashboards | Option 1: Microsoft 365 integration for monday.com |
| Microsoft-first, existing Power Platform investment | Option 2: Power Automate |
| Needs document approval routing | Option 2: Power Automate |
| Already using Zapier for many tools | Option 3: Zapier |
| Needs complex conditional logic, lower cost than Zapier | Option 4: Make |
| Only needs occasional file attachment | Option 5: monday.com Native |
| Enterprise with multiple needs | Options 1 + 2 combined |
By budget
| Monthly budget | Best fit |
|---|---|
| $0 | Option 1 (2 seats free) or Option 5 |
| Under $20/month | Option 1 (up to 20 seats) or Make Core |
| $20–$100/month | Option 1 for most team sizes |
| Already paying for Power Automate Premium | Option 2 (zero incremental cost) |
| Already paying for Zapier | Option 3 (zero incremental cost) |
By technical capability
| Technical profile | Best fit |
|---|---|
| Non-technical team, self-service | Options 1 or 5 |
| Operations team, some automation experience | Options 1 or 3 |
| Power Platform admin available | Option 2 |
| Developer or automation specialist | Options 2 or 4 |
Frequently Asked Questions
Can I use more than one of these at the same time?
Yes – and some teams do. A common enterprise pattern: DSApps Microsoft 365 app for the in-monday.com file experience and document generation; Power Automate for document approval routing and Dynamics 365 sync. Each tool does what it does best.
Does monday.com have a built-in SharePoint integration?
Yes – monday.com includes basic OneDrive/SharePoint file attachment natively. It does not include file browsing, Excel embedding, document generation, or cross-platform automation. For those capabilities, a third-party app or automation platform is required.
Is Power Automate free with Microsoft 365?
Power Automate is included in most Microsoft 365 business plans – but only for standard connectors (Microsoft services). The monday.com connector is a Premium connector, which requires Power Automate Premium ($15/user/month) unless your plan already includes it. Check your licence entitlements before assuming this is free.
Which option requires the least IT involvement?
Options 1, 3, 4, and 5 are self-service – no IT admin required. Option 2 (Power Automate) typically requires IT involvement for Conditional Access policy alignment and may require licence provisioning.
Which option works best for large enterprises?
For enterprises, the answer usually depends on existing infrastructure:
- Already deep in Power Platform → Power Automate
- monday.com as primary work OS → DSApps Microsoft 365 app
- Many tools to connect → Zapier or Make
- Complex requirements → Options 1 + 2 combined
All options except Option 5 carry enterprise-grade security certifications.
The Bottom Line
For the majority of monday.com teams with regular Microsoft 365 file workflows, Option 1 (DSApps Microsoft 365 app) is the right starting point. It is the only option that surfaces Microsoft 365 data inside monday.com, it has the most straightforward setup, and for teams of 5–200 it is consistently the lowest-cost option that actually solves the problem.
If your organisation already holds Power Automate Premium licences, Option 2 costs nothing incremental and brings powerful approval and cross-Microsoft workflows. Used together with Option 1, they cover the full spectrum of monday.com + Microsoft 365 needs.
For teams already committed to Zapier or Make for other integrations, Options 3 and 4 add monday.com + SharePoint automation without introducing a new tool – though neither replaces the in-monday.com file experience.
Try the Microsoft 365 App Free
The DSApps Microsoft 365 SharePoint integration includes a free plan for teams up to 2 seats.
Related Comparisons
- Microsoft 365 integration for monday.com vs Zapier
- Microsoft 365 integration for monday.com vs Power Automate
- All monday.com apps by David Simpson Apps
David Simpson Apps publishes the Microsoft 365 SharePoint integration for monday.com reviewed as Option 1. All feature and pricing information for competing tools was sourced from their respective public documentation and pricing pages as of May 2026. Verify current pricing at each vendor's website before purchasing. Power Automate connector classification should be verified at learn.microsoft.com/en-us/connectors.