David Simpson Apps

Microsoft 365 SharePoint • Automate & Embed

Do you need monday.com to work seamlessly with Microsoft 365 & SharePoint?

Access, edit and automate your SharePoint files from monday.com
Save time by automating your SharePoint workflows in monday.com

Save time by automating your SharePoint workflows in monday.com

Templated SharePoint file & folder creation. Export monday.com data to Word, PDF and send HTML emails. Import & export Excel spreadsheets.
Securely access files & folders in context from Microsoft 365

Securely access files & folders in context from Microsoft 365

Access and edit your files & folder from SharePoint & OneDrive for Business with permissions from Microsoft 365 respected.
Simplify your reporting using Excel with monday.com

Simplify your reporting using Excel with monday.com

Securely display Excel charts and cells from Microsoft 365 in monday.com dashboards.
Automate your workflows

Automate your workflows

Automatically build project documentation on item creation, or status change from templates in SharePoint. Simplify document generation workflows.
Securely hosted by monday.com

Securely hosted by monday.com

This app uses monday code – monday.com's SOC 2 and ISO 27001 certified, GDPR & HIPAA compliant app hosting infrastructure.

Christopher Thompson
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

Steve Estabrookes
Steve Estabrookes
Managing Director, Byond Group

Love this app. It has saved us so much manual input. I would highly recommend this app for anyone who uses SharePoint for file storage.

David is also very helpful and has helped us to get the most from this app as we improve our workflows.

Juan Pyco
Juan Pyco
Managing Director and Founder at SAVVY

Due to its benefits, low cost, and continuous delivery of new features, we continue to find Microsoft 365 SharePoint • Automate & Embed – for monday.com to be baseline configuration across all of our PMO solutions.

Read the customer story

Generate HTML emails, Word documents, Excel spreadsheets & PDFs from monday.com data.

Securely embed your Microsoft 365, SharePoint & OneDrive for Business files in monday.com

⚡️ Automate your workflows

Unlimited automations for all account sizes.

File management:

  • Simple folder generation – when an item is created, create a folder in SharePoint
  • Simple folder generation for subitems – When a subitem is created, create a folder in the configured SharePoint folder for the parent item.
  • Templated folder generation – Automatically build project documentation on item creation or status change from templates in SharePoint.

Export to Word, PDF & send HTML emails:

  • Templated document generation – Create Word documents and PDFs from templates based on board, item and subitem data (like mail merge)
  • Templated HTML email generation – Create slick emails from board data

Excel import and export:

  • Import from Excel – Every time period, import rows from Excel as items
  • Export board data to Excel – Every time period, export board data to a spreadsheet stored in SharePoint

🔒 Securely embed files & folders from Microsoft 365

  • Access your files & folders with permissions from Microsoft 365 respected.

📝 Easily edit your Office files

  • Open your files directly from monday.com in desktop Word, Excel, PowerPoint apps.
  • Updates are automatically saved.

📊 Build monday.com dashboards using data from Excel

Display Excel charts & data from Microsoft 365 securely in views, dashboards and workdocs.

🗣️ Multi-language support

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