David Simpson Apps

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

Comparing the DSApps Microsoft 365 SharePoint integration for monday.com against Microsoft Power Automate. Which tool fits your team, your budget, and your monday.com workflow?
monday.com + SharePoint: Microsoft 365 integration for monday.com App vs Power Automate (2026)

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 DSApps Microsoft 365 app 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

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 DSApps Microsoft 365 app is a monday.com-native integration. It is designed by monday.com specialists (named monday.com's Community Partner of the Year 2025) 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, authorise with your Microsoft 365 account via OAuth, and within minutes you have:

File access inside monday.com

  • Browse SharePoint sites, document libraries, and OneDrive folders from within any monday.com item view
  • Open files in Office Online without leaving monday.com
  • Files edited in SharePoint reflect immediately — you're accessing the live SharePoint file, not a copy

Document generation from monday.com data

  • Create templated Word documents, PDFs, HTML emails, and Excel spreadsheets populated with monday.com column values
  • Turn a project board into a formatted client report, proposal, or contract in one click
  • Templates live in SharePoint; generated documents are saved back to SharePoint automatically

Excel integration in monday.com dashboards

  • Embed live Excel charts and individual cell values as monday.com dashboard widgets
  • Finance teams can display Excel models alongside project boards without rebuilding data in monday.com
  • Import and export Excel spreadsheets with column mapping

Built-in monday.com automations

  • Trigger SharePoint folder creation, file organisation, and document generation from monday.com automation recipes
  • No Zap builder, no flow canvas — monday.com's own automation interface

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 DSApps 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, and HTML emails from monday.com item data using SharePoint-hosted templates. 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
  • 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

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

"Ease of implementation and responsive service from the David Simpson Apps team made this a seamless addition to our environment." — Katherine Ferranti-Cholich, NBCUniversal

"It has created a significant improvement in information management." — Gilles Fischer, IT Director, HaCo-MPU


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 DSApps Microsoft 365 SharePoint integration 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.