Manufacturing operations teams reach for monday.com because of its flexibility across production scheduling, new product introduction, supplier management, and quality tracking. The same organisations run Microsoft 365 as their standard productivity platform — with SharePoint holding technical specifications, quality records, compliance documentation, and the document templates that production and quality teams use every day.
Without connecting them, monday.com and SharePoint operate in parallel. Production schedules live in monday.com; the technical documents those schedules depend on live in SharePoint; and someone in between does the manual work of keeping them aligned. The Microsoft 365 SharePoint integration for monday.com closes that gap.
Where the manual work accumulates
In manufacturing environments the document overhead is systematic. Every production order, every supplier engagement, every change request, every quality event generates documentation that needs to be filed, versioned, and accessible to the right people at the right time. When that documentation system (SharePoint) is separate from the work management system (monday.com), the overhead falls on whoever sits between them.
New product introduction creates a folder structure in SharePoint: specifications, BOMs, test records, approvals. Change management generates controlled documents: engineering change orders, impact assessments, updated specifications. Quality events produce non-conformance reports, corrective action records, verification evidence. Each of these requires someone to create the document, file it correctly, update monday.com, and ensure the two systems remain consistent.
What the integration does
Automated folder creation per work item
When a new item is created on a monday.com board — a production order, an NPI project, a supplier onboarding record — the integration can create the corresponding SharePoint folder structure automatically, using a template you define once. Specifications, quality records, compliance documents, and correspondence each get their own subfolder, named and located correctly, created in the moment the monday.com item is opened.
Controlled document generation
Standard manufacturing documents — purchase orders, non-conformance reports, corrective action requests, engineering change records — follow defined templates. The integration generates these as Word documents or PDFs from monday.com board data, using templates stored in SharePoint. When a board item changes status — NCR raised, CAR approved, change order authorised — the relevant document is generated, populated with field values from the board, and filed to the correct SharePoint location. Version history is maintained in SharePoint throughout.
Technical documents inside monday.com
Technical specifications, drawings, work instructions, and quality plans held in SharePoint can be surfaced directly inside monday.com item views and board views. Production and quality staff access current documents from inside monday.com without navigating to SharePoint separately. They see only the documents they have permission to access — the integration enforces Microsoft 365 permissions; it cannot grant access beyond what a user already has in SharePoint.
Live Excel reporting in monday.com dashboards
Operational and quality KPIs maintained as Excel files in SharePoint — production throughput, first-pass yield, supplier scorecard data — can be displayed as live charts inside monday.com dashboards. Metrics stay current without manual export cycles.
Manufacturing workflows this enables
New product introduction
NPI project created in monday.com → SharePoint folder structure for the product created automatically (specifications, test records, approval documents, supplier documentation) → initial document set generated from templates → development stages tracked in monday.com with all technical documents accessible from inside each stage item.
Production order management
Production order raised in monday.com → work order document generated from template → filed to SharePoint → work instructions for the order embedded in the monday.com item → operators access current instructions from inside monday.com on the production floor.
Non-conformance and corrective action
Quality event logged in monday.com → non-conformance report generated from template with item field data → NCR filed to SharePoint → corrective action request generated when CAR status set → verification evidence filed when CAR closed. The documentation trail is created automatically from the workflow, not assembled retrospectively.
Supplier qualification and management
New supplier item created → supplier folder created in SharePoint → qualification checklist generated and filed → audit documentation, certificates, and approved supplier agreements held in SharePoint and embedded in the monday.com supplier record → expiry dates tracked in monday.com with automatic reminders.
Engineering change management
Change request raised in monday.com → engineering change order generated from template → routed through the approval stages in monday.com → updated specifications filed to SharePoint on approval → affected monday.com items notified automatically.
Security and hosting
The integration runs on monday code — monday.com's isolated app hosting infrastructure. monday code holds SOC 2 and ISO 27001 certification and is designed to support GDPR workloads. These certifications belong to monday.com's hosting platform; David Simpson Apps' integration runs on top of it.
Files remain in SharePoint throughout — no content is stored or cached externally. Your existing SharePoint permissions, retention policies, and information governance controls apply. For manufacturing environments with controlled document management requirements, the integration does not bypass or replicate those controls: it presents SharePoint documents inside monday.com using each user's own Microsoft 365 credentials.
Pricing
Free for up to 2 seats with full feature access and no time limit. For manufacturing teams:
| Team size | Monthly cost |
|---|---|
| Up to 5 seats | $10/month |
| Up to 10 seats | $20/month |
| Up to 20 seats | $40/month |
| Up to 50 seats | $80/month |
| Up to 100 seats | $120/month |
| Up to 200 seats | $200/month |
| Enterprise (1,000+ seats) | $1,400/month |
Frequently asked questions
Can the integration work with our existing SharePoint document control structure?
Yes. You define the folder templates in SharePoint; the integration uses them. There is no requirement to restructure your existing SharePoint setup. Controlled document libraries, approval workflows already in SharePoint, and existing permission structures all remain in place.
Can we generate documents in specific formats required by our QMS?
The integration supports Word (.docx), PDF, Excel (.xlsx), and HTML email outputs. If your quality management system requires documents in specific formats from SharePoint templates, those same templates can be used by the integration.
Does this require IT involvement beyond initial setup?
Initial setup requires a Microsoft 365 Administrator to grant consent once — a standard OAuth process. After that, individual users connect with their own credentials and no ongoing IT administration is required.
Can production floor staff use this on mobile?
Yes — the integration supports iOS and Android. Staff on the production floor can access relevant SharePoint documents from inside monday.com on mobile, subject to their existing Microsoft 365 permissions.
Does this connect to our ERP or MES system?
The Microsoft 365 SharePoint integration connects monday.com to Microsoft 365 specifically — SharePoint, OneDrive for Business, and Excel. Connections to ERP or MES systems would require a separate integration (Zapier, Power Automate, or a direct API connection). The two can coexist: many teams run monday.com as their work management layer with ERP data flowing in via separate automation, and use the Microsoft 365 integration for document management.
Get started — free for up to 2 seats
Install from the monday.com marketplace and connect SharePoint to your first production or quality board in minutes.
Try it free →Or read the complete guide to Microsoft 365 SharePoint integration for monday.com for a full feature walkthrough.
Photo by Simon Kadula on Unsplash
