# David Simpson Apps - Full Content > David Simpson Apps builds apps and integrations for monday.com, Atlassian Confluence, and Atlassian Jira that connect those platforms with external services including Microsoft 365, Google, and business intelligence tools. David Simpson Apps is a software-as-a-service company based in Nottingham, England, trading as a division of Concise Web Design Limited. The company was founded in 2003 and has more than 23 years of consecutive experience developing applications for the monday.com, Atlassian, and Microsoft ecosystems. David Simpson Apps' monday.com and Atlassian integrations are used by more than 40 million users across 240 countries, with over 400 million app views recorded since 2017. The company has more than 40,000 active installs on the monday.com marketplace alone. In 2025, David Simpson Apps was named the monday.com Marketplace Community Partner of the Year - the first company to receive this award. The company is a monday.com Silver Marketplace Partner and a monday.com Certified Partner. Enterprise customers include AT&T, Atlassian, Broadcom/CA Technologies, Coca-Cola, Electronic Arts, IBM, Netflix, and Roche. --- # Microsoft 365 SharePoint integration for monday.com URL: https://www.dsapps.dev/products/microsoft-365-sharepoint/ Last updated: 2026-05-28 Make monday.com work seamlessly with Microsoft 365, SharePoint and Outlook. Access, edit and automate your SharePoint files from monday.com. ## What it does Automate your SharePoint workflows in monday.com. Sync files between monday.com and SharePoint. Export from monday.com to PDF, Word, Excel, HTML emails. The integration is free for up to 2 seats. Paid plans start at $10/month for up to 5 seats. ## File management automations - Simple folder generation - when an item is created, create a folder in SharePoint - Simple folder generation for subitems - when a subitem is created, create a folder in the configured SharePoint folder for the parent item - Templated folder generation - automatically build project documentation on item creation or status change from templates in SharePoint ## Export automations - Templated document generation - create Word documents and PDFs from templates based on board, item and subitem data (like mail merge) - Templated HTML email generation - create formatted emails from board data - Import from Excel - every time period, import rows from Excel as items - Export board data to Excel - every time period, export board data to a spreadsheet stored in SharePoint ## Embed features - Access your files and folders with permissions from Microsoft 365 respected - Open files directly from monday.com in desktop Word, Excel, and PowerPoint apps - updates save automatically - Display Excel charts and data from Microsoft 365 securely in monday.com views, dashboards, and workdocs ## Security and compliance This app uses monday code - monday.com's SOC 2 and ISO 27001 certified, GDPR and HIPAA compliant app hosting infrastructure. ## Multi-language support English, Spanish, German, French, Italian, Dutch, and Portuguese. ## What customers say "The app has resulted in a 50% reduction in administrative workload. Support has been phenomenal, accelerating and complementing monday.com as a platform." - Christopher Thompson, Managing Director, Chadley Group "We used the integration to centralise project management across monday.com and SharePoint while maintaining compliance requirements for a healthcare organisation." - SAVVY "Ease of implementation and responsive service from the David Simpson Apps team made this a seamless addition to our environment." - Katherine Ferranti-Cholich, NBCUniversal ## Frequently asked questions Does the Microsoft 365 SharePoint integration work with OneDrive for Business? Yes. The integration supports both SharePoint document libraries and OneDrive for Business. Files and folders are accessible directly inside monday.com, with your Microsoft 365 permissions respected. How many users can use the integration for free? The free plan supports up to 2 seats, giving small teams full access to SharePoint file viewing, editing, and monday.com automation features. What file types can I export from monday.com using the integration? You can export monday.com board data to Word documents, Excel spreadsheets, PDF files, and HTML emails - all generated from your board data using customisable templates. Does setup require a Microsoft 365 administrator? An administrator needs to grant consent once during initial setup. After that, individual users authenticate with their own Microsoft credentials and no ongoing admin involvement is required. --- # The complete guide to Microsoft 365 SharePoint integration with monday.com URL: https://www.dsapps.dev/blog/microsoft-365-sharepoint-monday-complete-guide/ Last updated: 2026-05-28 Most teams using monday.com and Microsoft 365 together are doing it the hard way - switching between tabs, manually copying data into Word documents, downloading files from SharePoint to attach to items. It works, but it doesn't scale. This guide covers everything you can do when you properly integrate the two platforms using the Microsoft 365 SharePoint Automate and Embed app. Whether you're automating document generation, syncing files, or building dashboards from Excel data, the integration removes the manual work between your project management and your document ecosystem. ## What the integration actually does At its core, the app does three things: 1. Automates SharePoint from monday.com - trigger folder creation, document generation, and file exports directly from board automations 2. Embeds Microsoft 365 files in monday.com - access, view and edit SharePoint, OneDrive and Excel files without leaving monday.com 3. Pulls Excel data into monday.com dashboards - display live charts and cell values from Microsoft 365 in monday.com views and workdocs All of this runs on monday code - monday.com's SOC 2 and ISO 27001 certified, GDPR and HIPAA compliant hosting infrastructure. Your Microsoft 365 permissions are respected throughout; users only see what they're authorised to see. ## Automate your SharePoint workflows from monday.com ### Folder creation The most common starting point. When an item is created on a board - a new project, a new client, a new deal - the integration can automatically create a corresponding folder in SharePoint. No more remembering to set up the folder structure; it happens as part of the item creation. For subitems, the same logic applies: when a subitem is created, a folder is created inside the parent item's SharePoint folder. For more complex structures, templated folder generation lets you define a folder template in SharePoint and stamp it out automatically on item creation or status change. Entire project documentation structures - with subfolders, placeholder documents, even pre-filled templates - can be created in seconds. ### Document generation: Word, PDF and HTML email Templated document generation works like a modern mail merge. You create a Word document template in SharePoint with placeholders for monday.com board data - item names, column values, subitem data. When triggered (on item creation, status change, or on a schedule), the integration fills the template with live data and saves the result as a Word document or PDF back to SharePoint. The same logic applies to HTML emails: define an email template, trigger it from a monday.com automation, and a formatted email is generated and sent - without anyone opening Outlook manually. ### Excel import and export Two-way Excel sync keeps your spreadsheets and your boards in step. Import from Excel: on a schedule, pull rows from an Excel file stored in SharePoint and create or update items on a monday.com board. Useful for teams who receive data in spreadsheet form from external partners and want it visible in monday.com without manual re-entry. Export to Excel: on a schedule, push board data back out to a spreadsheet in SharePoint. Useful for stakeholders who need to consume data in Excel but don't have monday.com access. ## Securely embed Microsoft 365 files in monday.com ### Item and board views Files and folders from SharePoint and OneDrive for Business can be surfaced directly in monday.com item views and board views - with your Microsoft 365 permissions respected. A user who can't access a file in SharePoint won't be able to access it through the integration either. From within monday.com, users can open files directly in the desktop Word, Excel or PowerPoint app. Edits save back to SharePoint automatically via the Office protocol - no download, edit, re-upload cycle. ### Dashboard widgets from Excel Excel charts and cell values from Microsoft 365 can be displayed in monday.com dashboards and workdocs. If your finance team lives in Excel but your operations team lives in monday.com, this bridges the gap without requiring anyone to change tools. ## Real-world results Chadley Group cut admin workload by 50% using Microsoft 365 automations in monday.com - automating document creation and folder management across their project boards. Savvy used the integration with a healthcare organisation to centralise project management across monday.com and SharePoint while maintaining compliance requirements. ## Multi-language support The integration supports English, Spanish, German, French, Italian, Dutch and Portuguese - making it suitable for multinational teams using monday.com across regions. ## Pricing The integration is free for up to 2 seats. Paid plans start at $10/month for up to 5 seats, scaling to $1,400/month for teams over 1,000 seats. All paid plans include unlimited automations. --- # monday.com automations: from first recipe to enterprise workflows URL: https://www.dsapps.dev/blog/monday-com-automations-complete-guide/ Last updated: 2026-05-28 monday.com automations are how teams stop doing the same thing twice. A status changes and an owner is assigned. A due date passes and a manager is notified. A new item is created and a folder appears in SharePoint. None of it requires anyone to remember, check, or act manually. This guide covers everything: how automations work, the different types available, patterns for specific teams, where native automation hits its limits, and how to extend it when you need more. ## What monday.com automations actually are An automation in monday.com is a rule: when something happens, do something else. Every automation has three components: - Trigger - the event that starts the automation (a status change, a date arriving, an item being created) - Condition - an optional filter that limits when the automation fires (only if priority is High, only if assignee is empty) - Action - what happens as a result (notify someone, move an item, create a subitem, send a webhook) monday.com ships hundreds of pre-built automation recipes covering the most common combinations. You can also build custom automations by combining triggers, conditions and actions yourself. ## Recipes, workflows and AI automation monday.com offers three overlapping layers of automation: ### Automation recipes The standard automation engine. Trigger, condition, action - configured in a visual builder. These handle the majority of automation needs: status-driven notifications, due date escalations, item routing between boards, subitem creation, and integrations with Slack, email and third-party apps. Recipes run per-board and are configured by board owners. They are the right starting point for most teams. ### Workflows Workflows extend automations across boards and workspaces. Where a recipe is confined to a single board, a workflow can span the full lifecycle of a process - intake board to active board to completed board - with conditional branching, parallel paths and cross-board data movement. ### AI automations monday.com's AI layer can classify items, summarise updates, suggest next actions and generate content based on board data. These are newer capabilities that sit alongside the automation engine rather than replacing it. ## What automations are best at ### Eliminating repetitive task management The most immediate return from automations is removing the manual steps that slow every team down: reassigning items when status changes, notifying the right person at the right time, keeping due dates in sync, and creating subitems when a new project is opened. ### Ops team workflows: SLA enforcement and routing Operations teams have specific automation needs that go beyond simple reminders. They need SLAs enforced without anyone chasing, tasks routed to the right owner based on type or region, and guardrails that prevent incorrect status changes. The patterns are well-established: status-driven ownership changes, timed escalations, cross-board item routing, conditional notifications that only fire when they genuinely matter. ### Enterprise IT: governance, compliance and audit trails Enterprise IT teams need something different from automation. The goal is not just efficiency - it is auditability. Every approval must be recorded. Every access change must be controlled. Every status transition must pass a governance check. monday.com automations can enforce structured approval chains, block status changes until required fields are filled, and trigger audit log entries. Combined with role-based board permissions, they form the governance layer that makes monday.com viable for compliance-sensitive organisations. ## Error handling and reliability Automations fail. A webhook times out. A connected app is unavailable. A formula returns an unexpected value. How your setup handles these failures determines whether automation genuinely replaces manual work or just adds a new failure mode to monitor. monday.com surfaces automation errors in the automation log. Building reliable automation means knowing which failures to alert on, which to retry, and which to handle gracefully with fallback logic. ## Automating across Microsoft 365 and SharePoint Many teams using monday.com also run on Microsoft 365. The manual work between the two platforms - creating SharePoint folders, generating Word documents, sending formatted emails - is an obvious automation target. The Microsoft 365 SharePoint integration for monday.com extends monday.com's automation engine into Microsoft 365: - Folder creation - automatically create SharePoint folders when a new item or project is created on a board - Document generation - trigger Word, PDF and HTML email generation from board data using templates stored in SharePoint - Excel sync - import rows from SharePoint-hosted Excel files into monday.com boards on a schedule, or export board data back to Excel ## When native automation isn't enough monday.com's built-in automation engine is deliberately kept simple. The recipes are easy to set up, easy to understand, and hard to break. That simplicity is a feature - until your requirements outgrow it. The most common gaps: - Complex conditions - native automations support simple if/then logic; multi-condition branching with fallbacks requires apps or workflows - Business hours logic - SLA calculations that pause at weekends or outside working hours are not natively supported - Bulk operations - event-driven automations fire per-item; batch updates across hundreds of items require external tooling - Deep cross-board intelligence - native automations can move items between boards but struggle with conditional field mapping and multi-board data aggregation - True enforcement - native automations can notify and suggest; preventing a status change or reverting one requires apps with board-level enforcement capability Purpose-built monday.com apps fill these gaps without breaking how teams already work. --- # How monday.com automations simplify task management URL: https://www.dsapps.dev/blog/monday-dot-com-automations-simplify-task-management/ Last updated: 2026-05-28 This guide covers how monday.com automations apply specifically to task management - notifications, deadline reminders, approval workflows, and compliance audit trails. - Time saved: Automations eliminate repetitive tasks like status updates and reminders, saving up to 360 hours annually. - Cost reduction: 59% of businesses report cutting costs by over 10% through automation. - Improved productivity: 78% of business leaders say task automation increases productivity. - No-code simplicity: Automations use "if this, then that" rules, making them easy to set up without programming skills. - Customisation: Tailor workflows to your needs, from deadline reminders to approval processes. ## What are monday.com automations monday.com automations are no-code tools designed to handle tasks automatically, no programming skills required. These automations work on simple "if this, then that" rules, removing the need for manual input in repetitive processes. At their heart, automations monitor your workspace for specific events - like a deadline approaching or a change in status - and trigger predefined actions instantly. This approach not only cuts down on repetitive tasks but also reduces human error, boosting team efficiency. ### Main parts of automations Every automation has three components: - Triggers: the starting points for automations. They watch for specific events in your workspace to kick off the process. - Conditions: these add logic to your automation. They define the circumstances under which a trigger should lead to action. - Actions: once the trigger fires and conditions are met, actions are the tasks that get done - sending notifications, updating fields, creating tasks, or assigning work. ## How to set up automations step by step Start by clicking the Automate button at the top right of your board. From there, you can choose from pre-built templates or create custom workflows tailored to your needs. ### Setting up status change notifications Status change notifications keep your team in the loop when important milestones are reached. Select the template "When status changes to something, notify someone." This is perfect for notifying team members when a task moves to Ready for Review or alerting clients when a project is completed. Notifications can be sent through the monday.com update feed, email, desktop alerts, Slack, and mobile notifications. ### Creating deadline reminders Deadline reminders help keep tasks on track by alerting team members as due dates approach or pass. Set these up through the automations centre or directly from the Date or Timeline column menu. For standard date columns, click the drop-down arrow on the Date or Timeline column and select Add/Edit Date Reminders. This opens the automation: "When date arrives, notify someone." ### Building approval workflows Approval workflows simplify decision-making by creating automated paths for approvals. Create a dedicated board with groups like "In Review", "Approved", and "Rejected." Automations can notify approvers when items move to Review status and automatically shift approved items to the appropriate group. ## Advanced automation methods for complex workflows ### Adding conditional logic to automations Conditional logic takes your automations from straightforward reactions to smarter, more adaptable processes. Instead of following a single, linear path, conditional logic introduces branching options that adjust based on specific criteria - actions are only triggered when certain conditions are met. ### Connecting multiple boards When workflows span departments or require data synchronisation, multi-board automations become essential. The Connect Boards Column enables you to link items across different boards and trigger actions seamlessly. Mirror Columns complement the Connect Boards feature by displaying key data from linked boards directly on your primary board. ## Connecting automations with external tools monday.com's built-in automation features are powerful, but linking them with external tools takes task management to the next level. Companies that integrate their work management platform with at least one external tool report an average productivity boost of 20%. Chadley Group slashed their admin workload by 50% by using Microsoft 365 automations within monday.com - automating tasks like data entry and report generation. ## Testing and improving your automations A structured testing approach is key. Create test scenarios that replicate real-world conditions, including edge cases where errors might occur. Schedule regular performance reviews to measure how well your automations perform against their original goals. ### Meeting compliance and audit requirements Automated workflows help enforce consistency across your organisation, which is invaluable during audits. Standardised processes reduce compliance risks and make it easier to demonstrate uniformity to auditors. Configure your monday.com automations to log key actions, decisions, and data changes to create a comprehensive record for auditors. --- # How to embed BI dashboards in Confluence: Looker, Tableau, Power BI and more URL: https://www.dsapps.dev/blog/bi-dashboards-confluence-complete-guide/ Last updated: 2025-11-12 Your business intelligence data lives in Tableau, Power BI, Looker, or one of a dozen other tools. Your team lives in Confluence. Getting those two things to coexist has traditionally meant one of three things: exporting screenshots (which go stale immediately), sharing links that require separate logins, or granting everyone access to the BI tool whether they need it or not. BI Dashboards in Confluence solves this with a simple embed model: share a dashboard in your BI tool, copy the embed URL, paste it into a Confluence macro. Your live report appears inside Confluence - no exports, no logins, no context switching. ## Why embed BI dashboards in Confluence The value isn't just convenience. When dashboards live alongside the documentation, decisions, and discussions that reference them, your team actually uses them. A sales dashboard embedded in the weekly standup Confluence page gets looked at every week. The same dashboard buried in Tableau gets checked when someone remembers it exists. Embedded analytics closes the gap between data and context. ## Supported tools BI Dashboards in Confluence supports 21+ analytics and business intelligence platforms via dedicated Confluence macros: - Microsoft Power BI - embed reports and dashboards from Power BI Service - Tableau - embed views and workbooks from Tableau Cloud - Looker - embed Looks, Explores and dashboards from Looker - Looker Studio (formerly Google Data Studio) - embed reports from Google's free BI tool - Holistics, Knowi, MongoDB Charts, Geckoboard, GoodData, Metabase Cloud, Mode Analytics, Qlik, Sigma, Domo, Cluvio, cumul.io, Datapane, Datawrapper, Observable, Trevor.io, Zoho Analytics - all supported Each integration is purpose-built rather than a generic iframe - the macros handle authentication flows, aspect ratios, and responsive rendering correctly. ## How it works 1. Share the report in your BI platform and copy the embed URL 2. Add the macro to a Confluence page - search for your tool by name in the macro browser 3. Paste the URL - the dashboard renders live in Confluence The report updates automatically as the underlying data changes. No re-embedding, no screenshots, no manual refreshes. ## Use cases Executive reporting - embed a live Power BI or Tableau executive summary in the quarterly planning Confluence space. Everyone sees the same numbers, in context with the narrative. Product analytics - embed a Looker dashboard on the product team's space homepage. Sprint reviews reference the same data that's driving the decisions. Finance and operations - embed Sigma or Mode dashboards alongside budget documentation, so actuals and plans sit on the same page. Customer success - embed Geckoboard or Domo dashboards in account-level Confluence pages to track health scores alongside account notes. Data science teams - embed Observable notebooks or MongoDB Charts alongside the documentation that explains the methodology. --- # Chadley Group: 50% admin reduction with monday.com and Microsoft 365 URL: https://www.dsapps.dev/blog/customer-success-story-microsoft-365-chadley/ Last updated: 2024-12-20 Customer: Chadley Group Industry: Construction Location: Bishop Stortford, UK ## The challenge Chadley Group, a construction company servicing public and private sectors across London and the South East of England, faced operational inefficiencies due to scattered processes. Relying on spreadsheets and fragmented SharePoint folders resulted in duplication of work and wasted time. Managing workflows with multiple disconnected tools created bottlenecks, increasing the administrative burden for their team. ## The solution Managing Director Christopher Thompson sought a centralised system and discovered monday.com. By integrating monday.com with Microsoft 365 using the Microsoft 365 SharePoint Automate and Embed app, Chadley Group streamlined operations, reducing workload by half for their office staff. The integration served as a "one-stop shop" for managing construction projects and operational workflows. Key features included: automated file management and task syncing with SharePoint; customisable automations tailored to Chadley Group's unique business needs; a unified platform, eliminating the need for multiple, disconnected applications. ## Results - 50% reduction in administrative workload: automations removed redundant processes, saving significant time - Enhanced collaboration: a centralised system streamlined communication across teams and tools - Exceptional support: ongoing customisation and automation support from David Simpson Apps ensured the solution evolved with their needs "The app has resulted in a 50% reduction in administrative workload. Support has been phenomenal, accelerating and complementing monday.com as a platform." - Christopher Thompson, Managing Director, Chadley Group --- # Getting Savvy with centralised project management in healthcare using monday.com and SharePoint URL: https://www.dsapps.dev/blog/customer-success-story-microsoft-365-embedded-savvy/ Last updated: 2024-08-20 Customer: Confidential Industry: FinTech / Healthcare Location: USA Use Case: PMO / Project Lifecycle Management Delivery Timeline: 3 weeks ## The challenge Client required the ability to centralise project management for a project portfolio of around 50 projects per annum, with primarily hybrid delivery approaches for vendor technology, and in-house physical infrastructure, events, and process improvement initiatives. Prior to engagement the client managed all projects and reporting primarily on Excel spreadsheets in SharePoint: from project request, through business case development and selection, to project delivery and back-testing. ## Solution Centralised PMO with monday work management to streamline Project Lifecycle Management from project request to back-testing, and serving as collaboration and real-time reporting hub. Layering Microsoft 365 SharePoint Automate and Embed by David Simpson Apps over the PMO solution allowed the client to seamlessly: - Have users collaborate on Microsoft 365 / Office documents directly from their monday.com interface (contracts, NDAs, and business case templates) - Streamline and increase compliance to their business case development standards in Excel for each project type, retrieving templates into monday.com from a single and administered SharePoint repository - Include Excel data from other business areas into the PMO reporting suite on monday.com - Have in-sync and restricted project repositories for each project, accessible from both Microsoft 365 and monday.com --- # monday.com SharePoint integration vs Power Automate (2026) URL: https://www.dsapps.dev/compare/monday-sharepoint-vs-power-automate/ Last updated: 2026-05-27 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. ## Understanding the core difference 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 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. ## What each tool does ### 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; manage SharePoint document approval workflows; move files between SharePoint folders based on status changes in monday.com; send notifications when conditions are met across both platforms; build multi-step workflows involving monday.com, SharePoint, Outlook, Teams, and other Microsoft services. 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 the premium AI Builder connector. ## The setup reality Microsoft 365 App: self-service in minutes. Open the monday.com Marketplace, find the Microsoft 365 SharePoint integration, click Install, authorise with your Microsoft 365 account via OAuth. Any monday.com user with the right board permissions can do this. Power Automate: IT involvement typically required. Licensing verification (the monday.com connector may require a Premium connector licence at $15/user/month). Conditional Access policy alignment. Flow building (typically 1-4 hours per workflow). Ongoing maintenance as APIs and connector versions change. ## Pricing | Team size | Microsoft 365 app (monthly) | Power Automate Premium (monthly) | | 2 seats | $0 (free tier) | $30 | | 5 seats | $10 | $75 | | 10 seats | $20 | $150 | | 20 seats | $40 | $300 | | 50 seats | $80 | $750 | | 100 seats | $120 | $1,500 | ## 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; you generate documents from monday.com item data regularly; you want self-service setup without involving IT; you need predictable per-seat pricing; you are not already paying for Power Automate Premium for other reasons. Choose Power Automate if: your organisation already pays for Power Automate Premium for Power Apps or other tools; document approval routing is your primary requirement; you need to connect monday.com to other Microsoft services in a single automated workflow; you have in-house Power Platform expertise. ## 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. For enterprise teams already deep in the Microsoft Power Platform with existing Premium licences and Power Platform administrators, Power Automate's breadth 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 file embedding and document generation alongside it. --- # Trust Centre FAQ - Data security, privacy and compliance URL: https://www.dsapps.dev/trust/faq/ Last updated: 2026-05-28 ## General Who is David Simpson Apps? David Simpson Apps is the trading name of Concise Web Design Limited, a UK-registered company. We build and maintain apps for monday.com. Our apps are listed on the monday.com Marketplace. Where are David Simpson Apps' products hosted? All our monday.com apps are hosted on the monday apps framework - the same enterprise-grade infrastructure that powers monday.com itself. The underlying infrastructure runs on Google Cloud and is maintained and secured by monday.com. This means your data benefits from monday.com's certified infrastructure, including SOC 2 Type II, ISO 27001, and GDPR compliance. See trust.monday.com for full details. Does David Simpson Apps have security certifications? David Simpson Apps does not currently hold standalone certifications such as SOC 2 Type II or ISO 27001. We are evaluating these as our business grows. However, because our apps run entirely within the monday apps framework, they inherit the security controls and certified posture of monday.com's infrastructure. monday.com holds SOC 2 Type II, ISO 27001, ISO 27018, ISO 27017, and other certifications. You can view and download their reports at trust.monday.com. Can I receive notification of security incidents? In the event of a security incident affecting your data, we will notify affected customers as required by applicable data protection law (including GDPR Article 33/34 obligations) - typically within 72 hours of becoming aware of the breach. For infrastructure-level incidents on monday.com's platform, please also check status.monday.com. ## Privacy and data What data do your apps access from my monday.com account? Our apps only request the OAuth scopes required for the specific functionality of each app. We follow a principle of data minimisation - we do not request broad account access. The exact permissions are shown in the monday.com Marketplace listing for each app, and you must explicitly grant them during installation. Does David Simpson Apps sell or share my data? No. We do not sell, rent, or share your personal data with third parties for their own marketing or commercial purposes. Data accessed through our apps is used solely to provide the app's functionality to you. Is David Simpson Apps GDPR compliant? Yes. As a UK-registered company processing the data of EU and UK residents, we are subject to the UK GDPR and EU GDPR respectively and take our obligations seriously. This includes maintaining a legal basis for processing, upholding data subject rights, and ensuring Data Processing Agreements are in place with all subprocessors. Our full Privacy Policy is available at dsapps.dev/policies/privacy. How can I request deletion of my personal data? You can submit a data deletion request by emailing privacy@dsapps.dev with the subject line "Data Deletion Request". Please include your monday.com account URL and email address so we can identify the data to delete. We will confirm receipt and complete the deletion within 30 days. Where is my data stored? Data processed by our apps is stored within monday.com's infrastructure on AWS. The region your data is stored in depends on the data residency configuration of your monday.com account. monday.com offers data residency in the US and EU. Transient operational data (for example temporary files generated during an export) is deleted within 72 hours. ## Security How do I report a security vulnerability? We welcome responsible disclosure from security researchers. If you discover a vulnerability in any of our apps or infrastructure, please email security@dsapps.dev with a description of the issue. We aim to acknowledge reports within 48 hours and will keep you updated as we investigate and remediate. Please do not disclose vulnerabilities publicly until we have had a reasonable opportunity to address them. Does your team use multi-factor authentication? Yes. Multi-factor authentication is required for all team members accessing production systems, code repositories, and administrative tools. We enforce MFA wherever supported and do not permit access with only a username and password on critical systems.