This workflow action can be used to create a SharePoint site whenever a trigger happens, such as when status changes, or when an item is created.
In SharePoint, a new private group is created and then a site is created for the group. The name of the site (and it’s group) is configurable within the workflow.
Here is an example workflow using the action:
Considerations
- Groups are always created with email enabled
- The owner of the group is assigned as the Microsoft 365 user selected in the workflow under "Connect your Microsoft 365 account"
- No group members are assigned to the group — this must be done manually within Microsoft 365
- The workflow action will create a column of type Link named "SharePoint Site" with column ID
link_m365_site- If you delete this column, the monday.com API will prevent the automation from subsequently recreating the column a second time (a limitation of the monday.com API)
How the workflow works
Here’s a walkthrough video to show how the workflow feature works: