monday.com for PMO teams: bridging the Microsoft 365 gap

Most project management offices reach for monday.com because of its portfolio visibility, automation engine, and flexibility across project types. But most PMOs also run on Microsoft 365 — SharePoint for document control, OneDrive for file storage, Excel for executive reporting. Without connecting the two, monday.com becomes another tool to manage rather than the single place work gets done.

This guide covers how PMO teams use the Microsoft 365 SharePoint integration for monday.com to eliminate the manual work between the two platforms — and what that looks like across real PMO workflows.

The problem most monday.com PMOs run into

monday.com handles tasks, timelines, and status reporting well. What it doesn't do natively is manage the document layer that most enterprise PMOs depend on.

When a project kicks off, someone has to create the SharePoint folder structure. When a status report is due, someone has to export data from monday.com and populate the Excel template. When a project closes, someone has to make sure deliverables are filed in the right SharePoint location. These steps happen outside monday.com, they're manual, and they scale badly as portfolio size grows.

For a PMO running 20 concurrent projects, that administrative layer can absorb as much time as the actual project management work it's supposed to support.

What the integration does

The Microsoft 365 SharePoint integration for monday.com connects your monday.com boards directly to your Microsoft 365 tenant. It lives inside monday.com — installed from the marketplace, no third-party automation platform required — and it interacts with SharePoint, OneDrive for Business, and Excel using your existing Microsoft 365 permissions. Users see only the files they're authorised to access in SharePoint. Nothing is copied outside your tenant.

There are three capabilities that matter most to PMO teams.

Automatic folder creation when a project starts

When a new item is created on a monday.com board — a new project, a new phase, a new work package — the integration can automatically create a corresponding folder structure in SharePoint. You define the template once: which folders to create, how to name them, where to put them. After that, it runs without intervention.

For more complex structures, templated folder generation lets you define a complete folder hierarchy in SharePoint — with subfolders, placeholder documents, even pre-filled templates — and stamp it out automatically on item creation or status change. Entire project documentation structures can be created in seconds.

For a PMO that spins up projects regularly, this eliminates one of the most reliably time-consuming administrative tasks: the SharePoint housekeeping that happens at project initiation before any real work starts.

Live Excel data in monday.com dashboards

Your reporting templates probably live in SharePoint as Excel files. The integration lets you display live data from those Excel files — charts, cells, ranges — directly inside monday.com board views, dashboards, and workdocs.

This closes the gap between where data is maintained (SharePoint/Excel) and where leadership checks it (monday.com dashboards). Reports stay current automatically. The export-and-paste step disappears.

Document generation from SharePoint templates

Project documentation — charters, status reports, handover notes, closure reports — follows predictable templates. The integration can generate Word documents, PDFs, Excel spreadsheets, and HTML emails directly from monday.com board data, using templates stored in SharePoint.

When a project reaches a milestone, an automation recipe can trigger document generation: pull the relevant field values from the board, populate the template in SharePoint, and save the output to the correct project folder. The document is ready in SharePoint, with version history intact, without anyone opening Word.

Five PMO workflows this enables

Project initiation

New project item created on the portfolio board → folder structure automatically created in SharePoint → project charter generated from template → charter filed in the new project folder. The administrative setup for a new project takes seconds rather than hours of manual work across two systems.

Status reporting

Live Excel chart embedded in the monday.com project dashboard → portfolio dashboard aggregates all project statuses → executives view current data in monday.com without receiving exported attachments. The reporting layer becomes a view onto live data rather than a document distribution process.

Document handover at project close

Project reaches completion status → closure report auto-generated from board data → filed to the SharePoint archive folder → internal stakeholders notified. The handover documentation step happens automatically as part of the workflow, not as a separate task after the fact.

Cross-project resource files

Shared documents — risk registers, RACI templates, methodology guides — embedded directly in monday.com as SharePoint files. Teams access the live SharePoint version from inside monday.com rather than maintaining local copies. When the document is updated in SharePoint, what's visible in monday.com updates immediately.

Approval and sign-off

Generate a Word document for sign-off from board data, embed the SharePoint link in the monday.com item, update the board status when the signed version is returned to SharePoint. The approval loop runs inside monday.com with the document living where it belongs in SharePoint.

Security and governance for enterprise PMOs

The Microsoft 365 SharePoint integration runs on monday code — monday.com's own isolated app hosting infrastructure. monday code holds SOC 2 and ISO 27001 certification and is designed to support GDPR and HIPAA-eligible workloads. These certifications belong to the hosting platform; David Simpson Apps' integration runs on top of it and benefits from that posture.

In addition to the hosting infrastructure's compliance posture, the integration is:

• Permission-enforced — the integration uses each user's own Microsoft 365 credentials; access to SharePoint files is governed by your existing Microsoft Entra ID permissions, not by the app itself
• Non-copying — files remain in SharePoint or OneDrive for Business throughout; no file content is stored or cached by the integration
• OAuth 2.0 authenticated — your existing Entra ID conditional access policies, MFA, and sensitivity labels apply to the integration's connections

The initial setup requires a Microsoft 365 administrator to grant organisation-wide consent once — a standard OAuth 2.0 process that takes a few minutes. After that, individual users authenticate with their own credentials. There is no ongoing IT administration requirement.

For PMOs with enterprise monday.com accounts, automations are unlimited. Multi-language support and mobile access (iOS and Android) are included.

What this looks like in practice

Chadley Group, a project-led construction business managing multiple concurrent client engagements, integrated Microsoft 365 SharePoint with monday.com to bring their document management and project tracking into a single platform. Before the integration, project administrators were manually creating SharePoint folder structures for each new project, copying files between systems, and maintaining parallel records across monday.com and SharePoint.

After implementing the integration — with automated folder creation, document generation, and file synchronisation — they reported a 50% reduction in administrative workload.

Christopher Thompson

Managing Director, Chadley Group

The app has resulted in a 50% reduction in administrative workload.

Support has been phenomenal, accelerating and complementing monday.com as a platform.

Read the customer story

For a PMO, the same pattern applies at portfolio scale: each project no longer requires manual setup in a second system. The administrative saving compounds as the portfolio grows.

Read the full Chadley case study →

Pricing

The integration is free for up to 2 seats — with full feature access, no time limit. For PMO teams:

All paid plans include unlimited automations and full feature access.

Frequently asked questions

Does setup require our Microsoft 365 administrator?

Yes — once, for the initial consent step. A Microsoft 365 or SharePoint Administrator grants organisation-wide consent via Microsoft's standard OAuth flow. After that, individual users connect with their own credentials and the administrator has no further involvement in day-to-day use.

Does this work with OneDrive for Business as well as SharePoint?

Yes. The integration supports both SharePoint document libraries and OneDrive for Business. Files from either location can be accessed and embedded inside monday.com. Automations (folder creation, document generation) target SharePoint; OneDrive for Business is available for file viewing and access.

Can we use our existing SharePoint folder structure and templates?

Yes. You define the folder structure and document templates in SharePoint; the integration uses them. There is no requirement to restructure your existing SharePoint setup.

What if a team member doesn't have permission to access a SharePoint file?

They won't see it. Microsoft 365 permissions are enforced at the integration level. The app cannot grant access beyond what a user already has in SharePoint — your existing Entra ID access controls govern everything.

Does this require Zapier, Power Automate, or any third-party automation tool?

No. The integration is a native monday.com app installed from the marketplace. It runs inside monday.com without requiring any external automation platform. It can run alongside Zapier or Power Automate if you already use them for other workflows, but they aren't required.

Is there a free tier?

The integration is free for up to 2 seats with no time limit — covering initial evaluation and smaller teams. Paid plans start at $10/month for up to 5 seats.

Or read the complete guide to Microsoft 365 SharePoint integration for monday.com for a full walkthrough of all capabilities.

Photo by Octavian-Dan Craciun on Unsplash