monday.com automation recipes are pre-built if-then rules that trigger actions on a board when specified conditions are met — without any code. A recipe follows the pattern "When [trigger], then [action]": when an item's status changes to Done, notify the person assigned; when a date arrives, create a new item; when an item is created, create a folder in SharePoint. Recipes can be used as-is, customised with different columns and values, or chained together to build multi-step workflows.
How automation recipes work
Each recipe has three components:
- Trigger — the event that starts the automation. Common triggers include: item created, status changed, date arrives, column value changes, item moved to group.
- Condition (optional) — a filter that limits when the automation fires. "When status changes to Done" — but only if the Priority column is set to High.
- Action — what happens when the trigger fires. Notifications, item creation, status updates, integration actions (create a SharePoint folder, generate a document, send an email).
Recipes run in the background automatically. Once set up, they require no manual activation — monday.com monitors the board for the trigger condition and executes the action whenever it's met.
Built-in recipe examples
- When an item is created → assign it to a person
- When a status changes to Done → move item to a different group
- When a date arrives → send a notification to the item's owner
- When a column changes → create a new item in another board
- When an item is created → duplicate it to another board
Microsoft 365 automation recipes
The Microsoft 365 SharePoint integration for monday.com adds a library of SharePoint-specific recipes to monday.com's automation centre. These extend monday.com's built-in actions to include Microsoft 365 document management tasks:
- When an item is created → create a folder in SharePoint — automatically set up project folder structures in SharePoint the moment a new project, client, or case is added to the board
- When a status changes → generate a Word document from a SharePoint template — produce contracts, reports, or approval documents at milestone events without opening Word
- When a status changes → generate a PDF and save to SharePoint — same as above, in PDF format for external distribution
- On a schedule → export board data to Excel in SharePoint — push monday.com board data to a SharePoint Excel file on a timed basis for reporting
- On a schedule → import rows from Excel in SharePoint — pull data from a SharePoint spreadsheet into monday.com items automatically
- When a status changes → send an HTML email from an Outlook template — generate and dispatch a formatted email from board data using an Outlook-connected template
Automation recipe limits by plan
monday.com limits automation actions per month depending on your account plan. The Microsoft 365 integration itself offers unlimited automations on all paid plans — the per-month limits apply to monday.com's native automation engine, not to the integration's own recipe execution.
Workflows vs. recipes (Enterprise)
On monday.com Enterprise plans, automations can also be built as Workflows — a more flexible version of recipes that allow any trigger to connect to any action (rather than fixed recipe pairs) and support multiple Microsoft 365 user authentications within a single account. Workflows are useful when different team members own different SharePoint sites or Outlook mailboxes and need the automation to act on their behalf.
→ Microsoft 365 SharePoint integration for monday.com
→ Complete guide: SharePoint + monday.com integration
→ What is SharePoint automation?
→ What is document generation?
