Glossary
Definitions of key terms for teams using monday.com alongside Microsoft 365 and SharePoint.
Document generation in monday.com
Document generation is the automated creation of Word documents, PDFs, Excel spreadsheets, or HTML emails from a...
monday.com automation recipes
monday.com automation recipes are pre-built if-then rules that trigger board actions when conditions are met — no code,...
monday.com document management
monday.com is a work management platform, not a document management system — but combined with the Microsoft 365...
OneDrive for Business vs SharePoint
OneDrive is personal cloud storage for one Microsoft 365 user; SharePoint is shared, permission-managed storage for...
SharePoint automation
SharePoint automation uses rules, triggers, and integrations to handle document management automatically — from folder...
SharePoint document library
A SharePoint document library stores and organises files with versioning, metadata, and item-level permissions — the...
SharePoint permissions explained
SharePoint permissions control who can view, edit, or manage content, enforced via Microsoft Entra ID at every level...
SharePoint vs Microsoft Teams
SharePoint stores and manages documents; Microsoft Teams handles communication. Every Teams channel's files actually...