David Simpson Apps

monday.com + SharePoint: Microsoft 365 integration for monday.com App vs Power Automate (2026)

Side-by-side comparison of the Microsoft 365 SharePoint app for monday.com vs Power Automate. Features, pricing, and a clear verdict for your team.
monday.com + SharePoint: Microsoft 365 integration for monday.com App vs Power Automate (2026)

Microsoft 365 SharePoint integration for monday.com

Access, edit and automate your SharePoint files from inside monday.com. Free for up to 2 seats.

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Disclosure: this comparison is written by David Simpson Apps, developer of the Microsoft 365 SharePoint integration for monday.com.

Quick verdict: Power Automate is already included in most Microsoft 365 business plans – but "included" does not mean "ready to use with monday.com." Connecting Power Automate to monday.com requires admin configuration, Conditional Access policy alignment, and flow-building expertise. The Microsoft 365 app by David Simpson Apps installs from the monday.com Marketplace in minutes, requires little IT configuration, and adds file embedding and document generation capabilities that Power Automate cannot match. If your team is Microsoft-first and you have in-house Power Platform expertise, Power Automate may be the right long-term investment. If you want monday.com working with Microsoft 365 files today, the native app is the faster, simpler path.


At a Glance

Microsoft 365 for monday.comPower Automate
Lives inside monday.com✅ Native marketplace app❌ External Microsoft tool
Free tier✅ Up to 2 seats✅ Included in many M365 plans
Standalone paid plan from$10/month$15/user/month (Premium)
Setup timeMinutes (OAuth)Hours to days (admin + flow build)
SharePoint file browser in monday
Embed Excel charts in dashboards
Generate Word/PDF/HTML from monday data⚠️ Partial (with premium connectors)
Document approval workflows
100+ SharePoint triggers and actions
Connects to non-Microsoft apps✅ (900+ connectors)
Conditional Access policy required✅ Required for SharePoint
No-code for end users⚠️ Flow builder has learning curve
GDPR / HIPAA compliant
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 May 2026. Verify current Power Automate pricing at microsoft.com/power-platform/products/power-automate/pricing.


Understanding the core difference

These two tools are built for different jobs, and the comparison only makes sense once that's clear.

The Microsoft 365 app by David Simpson Apps is a monday.com-native integration. It is designed by monday.com specialists (monday.com's Community Partner of the Year 2025 — with 40,000+ installs, and enterprise customers including AT&T, Broadcom, IBM, Netflix, and NBCUniversal) specifically to make Microsoft 365 data – SharePoint files, OneDrive folders, Excel spreadsheets, Outlook – appear and function inside monday.com boards and dashboards. Your team never leaves monday.com.

Power Automate is Microsoft's own automation platform. It sits inside the Microsoft Power Platform (alongside Power BI, Power Apps, and Power Pages) and is designed to automate workflows across Microsoft's ecosystem and 900+ third-party connectors. It can include monday.com as one node in a larger automation, but monday.com is not its home – the Microsoft cloud is.

The question is not which tool is "better." It is which tool matches how your team actually works.


What each tool does with monday.com + SharePoint

Microsoft 365 App for monday.com

Install from the monday.com Marketplace in minutes — no IT ticket, no Power Platform licence, no Conditional Access policy review needed. Connect your Microsoft 365 account via OAuth and your team can immediately access SharePoint files in item sidebars, generate Word and PDF documents from board data, and view live Excel charts in dashboards, all within monday.com. The key difference from Power Automate: these capabilities are interactive inside monday.com's UI, not background data movement between systems. Built by David Simpson Apps — monday.com's Community Partner of the Year 2025, with 40,000+ marketplace installs and enterprise clients including AT&T, Broadcom, and NBCUniversal. Full feature list →

Hosted on monday code — monday.com's SOC 2 Type II, ISO 27001, GDPR, and HIPAA certified infrastructure. Your file content is handled exclusively within monday.com and Microsoft infrastructure, never passing through external servers, and often flows directly from Microsoft to your browser.

Requires Microsoft 365 Business, Enterprise, or Education.

Power Automate

Power Automate connects monday.com and SharePoint through a flow canvas where you define triggers, conditions, and actions. It supports over 100 SharePoint triggers and actions and 40+ monday.com actions.

What Power Automate can do between monday.com and SharePoint:

  • Trigger a flow when a SharePoint item is created, modified, or deleted – and respond in monday.com
  • Trigger a flow when a monday.com item changes – and respond in SharePoint
  • Manage SharePoint document approval workflows (approve/reject with routing)
  • Move files between SharePoint folders based on status changes in monday.com
  • Create, update, and delete SharePoint list items and library files
  • Send notifications (email, Teams) when conditions are met across both platforms
  • Build multi-step workflows involving monday.com, SharePoint, Outlook, Teams, and other Microsoft services in a single flow

What Power Automate cannot do:

  • Surface SharePoint files inside monday.com's board UI
  • Embed Excel data in monday.com dashboard widgets
  • Generate formatted Word/PDF documents from monday.com data (without premium AI Builder connector, which costs extra)
  • Replace the native monday.com file experience

The Setup Reality

This is where the tools diverge most practically.

Microsoft 365 App: Self-service in minutes

  1. Open the monday.com Marketplace
  2. Find "Microsoft 365 SharePoint integration"
  3. Click Install – no IT ticket required
  4. Authorise with your Microsoft 365 account (standard OAuth)
  5. Add the Microsoft 365 column or widget to your board
  6. Done

Any monday.com user with the right board permissions can do this. No Power Platform licence. No Conditional Access policy review.

Power Automate: IT involvement typically required

Connecting Power Automate to monday.com and SharePoint involves:

1. Licensing verification Power Automate is included in Microsoft 365 Business Basic, Standard, and Premium plans – but only for standard connectors. The monday.com connector in Power Automate may require a Premium connector licence ($15/user/month on Power Automate Premium) depending on your plan. Check your Microsoft licence entitlements before assuming Power Automate is free for this use case.

2. Conditional Access policy alignment Microsoft's own documentation notes: when users run Power Automate flows from SharePoint, SharePoint performs a token exchange with Power Automate. If your organisation uses Conditional Access policies (MFA, Terms of Use, device compliance), these must be aligned across SharePoint and Power Automate. Misaligned policies cause authentication errors. This is a known configuration requirement that often involves your IT or Azure AD administrator.

3. Flow building Each automation requires a flow to be built in the Power Automate canvas. A flow that watches for a new monday.com item, creates a SharePoint folder, and sends a Teams notification involves defining triggers, configuring connectors, mapping fields, and testing – typically 1-4 hours per workflow for an experienced user, longer for teams new to Power Platform.

4. Maintenance Flows break when APIs change, when connector versions update, or when Microsoft 365 tenant configurations change. Power Automate flows require ongoing maintenance. The monday.com app is maintained by David Simpson Apps and updates automatically through the monday.com Marketplace.


Pricing: The "included" trap

Power Automate is often described as "included in Microsoft 365" – and for basic scenarios, that's accurate. But "included" has limits that matter for monday.com integration.

Power Automate licensing for monday.com

The monday.com connector in Power Automate is classified as a Premium connector. Premium connectors require a Power Automate Premium licence ($15/user/month, annual commitment) or a Power Automate per-flow plan ($150/flow/month).

If your Microsoft 365 plan includes only standard Power Automate entitlements, connecting to monday.com requires additional paid licensing.

Verify your entitlement: Check Microsoft's connector reference to confirm whether the monday.com connector is Standard or Premium under your specific plan.

Cost comparison by team size

Team sizeMicrosoft 365 app (monthly)Power Automate Premium (monthly)
2 seats$0 (free tier)$30 ($15 × 2)
5 seats$10$75 ($15 × 5)
10 seats$20$150 ($15 × 10)
20 seats$40$300 ($15 × 20)
50 seats$80$750 ($15 × 50)
100 seats$120$1,500 ($15 × 100)
200 seats$200$3,000 ($15 × 200)

Power Automate Premium pricing as of May 2026, billed annually. Microsoft 365 app pricing is per-seat for the specific integration only. Power Automate Premium unlocks all premium connectors across the Power Platform, not just monday.com – organisations already using Power Apps or other premium connectors may find the licence provides broad value beyond this comparison.

If your team already holds Power Automate Premium licences for other purposes, the marginal cost of adding monday.com + SharePoint flows is zero.

When Power Automate is genuinely cheaper

If your organisation already pays for Power Automate Premium for other Power Platform tools (Power Apps, AI Builder, Dataverse), adding monday.com + SharePoint flows costs nothing incremental. In that scenario, Power Automate wins on price.

If you are acquiring Power Automate Premium solely to connect monday.com and SharePoint, the Microsoft 365 app is substantially cheaper for teams under ~250 seats.


Feature Deep-Dives

Document generation

Winner: Microsoft 365 app

The Microsoft 365 app generates formatted Word documents, PDFs (or both in a single action), and HTML emails from monday.com item data using SharePoint-hosted templates. Generated files are saved to any SharePoint subfolder. This is a core feature available on all paid plans.

Power Automate can generate documents using the AI Builder component, but AI Builder is a separate add-on not included in Power Automate Premium. AI Builder credits are consumed per document generated. For high-volume document generation, this cost adds up quickly.

For teams whose primary use case is generating proposals, reports, contracts, or correspondence from monday.com data, the Microsoft 365 app is the more practical and cost-predictable choice.

Approval workflows

Winner: Power Automate

Document approval routing – "when a file is uploaded to SharePoint, request approval from [person], then move the file if approved" – is a Power Automate strength. Microsoft has invested deeply in SharePoint approval flows and they work reliably within the Microsoft ecosystem.

The Microsoft 365 app does not provide a dedicated approval workflow engine. If document approval routing is your primary requirement, Power Automate is the better tool.

In-monday.com file experience

Winner: Microsoft 365 app (Power Automate cannot compete here)

Power Automate moves data between systems. It does not add UI elements inside monday.com. The Microsoft 365 app adds a file browser, document viewer, and Excel widget inside monday.com's own interface. For teams who want to access SharePoint files without switching apps, Power Automate offers no equivalent.

Multi-system automation

Winner: Power Automate

If a workflow involves monday.com + SharePoint + Outlook + Teams + Salesforce in a single chain, Power Automate handles it natively with 900+ connectors. The Microsoft 365 app works within monday.com and Microsoft 365 only. It is not a general-purpose automation platform.


Who Each Tool Is For

Choose the Microsoft 365 app if:

  • Your team works primarily in monday.com and wants Microsoft 365 files embedded in boards – not accessible through a separate tool
  • You generate documents (proposals, reports, contracts, emails) from monday.com item data regularly
  • You use Excel for reporting and want live charts or cell data 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 directly from monday.com boards
  • You want self-service setup without involving IT or your Azure AD administrator
  • You need predictable per-seat pricing with no per-action or per-document costs
  • You are not already paying for Power Automate Premium for other reasons
  • Your organisation has compliance requirements (SOC 2, ISO 27001, HIPAA, GDPR) and needs certified and documented infrastructure
  • You need enterprise/pro Workflows – authenticate as multiple Microsoft 365 users in one monday.com account and decouple trigger/action pairing

Choose Power Automate if:

  • Your organisation already pays for Power Automate Premium for Power Apps or other tools – adding monday.com flows is zero incremental cost
  • Document approval routing is your primary requirement (Power Automate's approval engine is excellent)
  • You need to connect monday.com to other Microsoft services (Teams, Dynamics 365, Azure, Dataverse) in a single automated workflow
  • You have in-house Power Platform expertise – a developer or Power Platform admin who can build and maintain flows
  • Your automation needs outgrow monday.com and you need custom logic, branching conditions, or HTTP calls to internal APIs

Consider using both:

They are not mutually exclusive. Some enterprise teams use the Microsoft 365 app for the in-monday.com file experience and document generation, while using Power Automate for approval routing and cross-system data flows that extend beyond monday.com. Each tool does what it does best.


What customers say about the Microsoft 365 app

"50% reduction in administrative workload." – Christopher Thompson, Managing Director, Chadley Group


Setup complexity: Side by side

StepMicrosoft 365 AppPower Automate
Licence checkNone requiredVerify Premium connector entitlement
OAuth authorisation1 clickMultiple connections (monday + SharePoint)
Build automationmonday.com recipes UIFlow canvas (trigger → action → condition)
TestAutomatic on installManual test run per flow
MaintenanceAutomatic (app updates via Marketplace)Manual (flows need updating when APIs change)
Time to first file in monday~5 minutes1 day to several days

The verdict

For teams who want Microsoft 365 files, folders, and documents working inside monday.com today, the Microsoft 365 SharePoint integration by David Simpson Apps is the faster, simpler, and for most team sizes the cheaper choice. It does not require Power Platform expertise, IT involvement, or Conditional Access policy review. Setup takes minutes.

For enterprise teams already deep in the Microsoft Power Platform – with existing Premium licences, Power Platform administrators, and workflows that span monday.com, Dynamics 365, Azure, and Teams – Power Automate's breadth and depth may justify the additional complexity.

For document approval workflows specifically, Power Automate's native SharePoint approval engine is mature and should be the first choice, with the Microsoft 365 app handling the file embedding and document generation layer alongside it.


Try the Microsoft 365 app free

The Microsoft 365 SharePoint integration for monday.com includes a free plan for teams up to 2 seats – no credit card, no IT ticket, no Power Platform licence required.

Try for free → Book a demo →


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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. Power Automate feature and pricing information sourced from microsoft.com and learn.microsoft.com. Pricing verified May 2026 – check each vendor's website for current rates. Power Automate connector classification (Standard vs Premium) may vary by Microsoft 365 plan; verify at learn.microsoft.com/en-us/connectors.