David Simpson Apps

Add files from the configured SharePoint folder for an item to monday.com column

This automation block enables you to find one or more files in the configured SharePoint folder for an item and add them to a monday.com File column.

This automation block is often used to import files from SharePoint so that AI columns and/or monday vibe apps can ingest the content of the files within the column.

Prerequisites

A SharePoint folder must already have been configured for the item, using one of the following automation blocks:

If no SharePoint folder is configured for the item, then the automation will fail to run with an error:

No SharePoint folder is configured for this item.

For automations

Use the "Create from scratch" automation builder to select the relevant trigger, then paste "Add files from configured SharePoint folder for item to column" into the "Then" section, and fill out the various fields.

For workflows

Create a workflow and for the action, select the "Add files from configured SharePoint folder for item to column" automation block.

Here is a worked example of the automation block in a workflow:

Restrictions

2 restrictions are in place on uploading files from folders:

  1. Only files up to 100MB in size can be uploaded
    • If the automation block targets a single file of size greater than 100MB, the automation will return an error
    • If the automation block targets multiple files and one or more of those is of size greater than 100MB, the automation will silently reject any files larger than 100MB
  2. Only files that are direct descendants of the target directory will be uploaded
    • Files in subfolders will not be uploaded by the automation block