Professional services firms — consultancies, accounting practices, IT service providers, engineering firms — typically manage client engagements in monday.com and client documents in Microsoft 365. Proposals, engagement letters, statements of work, deliverables, and billing documentation live in SharePoint. Timelines, tasks, and team assignments live in monday.com. Without connecting them, the two systems diverge from the moment an engagement starts.
The Microsoft 365 SharePoint integration for monday.com brings the document layer inside monday.com — with automated folder creation, document generation from templates, and live SharePoint file access from inside each engagement's monday.com board.
The document overhead in client engagements
Professional services work is document-intensive by nature. Winning a client requires a proposal. Onboarding them requires an engagement letter, NDA, and statement of work. Delivering requires a steady stream of meeting notes, status reports, and deliverable documents. Closing requires a final report, a billing summary, and archiving the client file.
Each of these documents follows a template. Each one should land in the client's SharePoint folder. Each one generates a small amount of manual work — open Word, populate from the board, save to SharePoint, update monday.com. Individually minor; across a practice managing 30 active engagements simultaneously, that administrative layer is a real cost.
What the integration does
Client folder setup on engagement creation
When a new client engagement item is created on a monday.com board, the integration can automatically create the client's SharePoint folder structure — subfolders for proposals, contracts, deliverables, correspondence, and billing — from a template you define once. The client file is ready before any work begins, structured consistently across every engagement regardless of who created the monday.com item.
Document generation from engagement data
Standard engagement documents — proposals, engagement letters, statements of work, status reports, invoice summaries — are generated from board data using templates stored in SharePoint. When an engagement item changes status (proposal sent, engagement signed, deliverable approved, project closed), the integration triggers document generation: board field values populate the template and the output is saved to the correct client subfolder in SharePoint.
NDA generation on new client intake, engagement letter generation on mandate confirmation, status report generation on a weekly schedule, final report generation on project close — all of these can run without anyone opening Word.
Client documents inside monday.com
Proposals, signed contracts, deliverables, and correspondence held in SharePoint are accessible directly from inside monday.com engagement items. Team members working on a client can open, review, and edit documents without navigating to SharePoint. Each user sees only the files they have permission to access — permissions are governed by Microsoft Entra ID, not by the integration.
Practice reporting from Excel
Practice-level reporting maintained as Excel files in SharePoint — utilisation rates, billing pipeline, engagement profitability summaries — can be displayed as live charts inside monday.com dashboards. Partners and practice leads see current metrics in monday.com without relying on manually refreshed spreadsheet distributions.
Professional services workflows this enables
Client onboarding
New client confirmed → monday.com engagement item created → SharePoint client folder structure created automatically → NDA generated from template → engagement letter generated → both filed to the contracts subfolder in SharePoint → onboarding checklist items in monday.com linked to the relevant SharePoint documents.
Proposal and bid management
Opportunity item created in monday.com → proposal folder created in SharePoint → proposal template populated with opportunity data and saved to SharePoint → proposal embedded in monday.com item for review → status updated on submission, win, or loss. Every proposal in the pipeline has a complete SharePoint record, created and filed without manual intervention.
Weekly status reporting
Weekly automation triggers for all active engagements → status report generated from current monday.com board data for each engagement → reports filed to the relevant client folder in SharePoint → optional HTML email version sent to the client directly from the automation. Consistent status reporting across the portfolio without writer time.
Deliverable management
Deliverable item created in monday.com → deliverable folder in SharePoint created → draft document worked on in SharePoint and embedded in the monday.com deliverable item → item status updated on review and approval → final version filed to the client deliverables folder automatically on approval.
Engagement close and archiving
Engagement marked complete in monday.com → final report generated from board data → billing summary produced from time and expense data → complete client file in SharePoint verified by checklist items in monday.com → archived to the correct location in SharePoint. Consistent close-out process across every engagement.
Security and data handling
Client confidentiality is a baseline requirement in professional services. The integration is built on that assumption.
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 are monday.com's certifications for the hosting platform; David Simpson Apps' integration runs on top of them.
Client files remain in your SharePoint tenant throughout. The integration does not copy or cache file content outside Microsoft 365. Each user accesses SharePoint through their own Microsoft 365 credentials — access is governed by Entra ID, so a team member who should not see a particular client's files will not see them inside monday.com either. Your existing SharePoint permission structure is the access control layer.
Pricing
Free for up to 2 seats with full feature access and no time limit. For professional services 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 we use our existing client folder templates in SharePoint?
Yes. You define the folder structure in SharePoint; the integration applies it when a new engagement item is created in monday.com. No changes to your existing SharePoint setup are required.
Can we generate NDAs and engagement letters automatically?
Yes — Word and PDF documents are generated from templates stored in SharePoint, populated with field values from monday.com board items. The trigger can be item creation, a status change, a date, or any monday.com automation condition.
Can different team members be restricted to their own client files?
Yes — access is governed by your Microsoft 365 SharePoint permissions. The integration cannot grant a user access to files they are not already permitted to see in SharePoint. If you have client-specific SharePoint sites or restricted folders, those restrictions apply inside monday.com as well.
Does initial setup require IT involvement?
Once, for the Microsoft 365 admin consent step — a standard OAuth flow. After that, individual users connect with their own credentials and no ongoing IT involvement is required.
Can we run this alongside our existing time-tracking or billing tools?
Yes. The Microsoft 365 integration is a standalone monday.com app and does not interfere with other integrations or monday.com automations you already use. Many firms run it alongside time-tracking apps and CRM integrations simultaneously.
Does this work for in-house legal or compliance teams as well as external firms?
Yes. In-house legal, compliance, and internal audit teams within larger organisations use the same workflow pattern — matter or project management in monday.com, documentation in SharePoint — and the integration applies equally. See also the healthcare and PMO guides for related compliance-focused use cases.
Get started — free for up to 2 seats
Install from the monday.com marketplace and connect your first client engagement board to SharePoint 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 Scott Graham on Unsplash
