Microsoft 365 • Automate & Embed
Microsoft 365 • Automate & Embed

Automate your SharePoint workflows in monday.com

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

Automate your SharePoint workflows in monday.com

Templated SharePoint file & folder creation. Export to Word, PDF and send HTML emails
Securely embed files & folders from Microsoft 365

Securely embed files & folders from Microsoft 365

Access your files & folder with permissions from Microsoft 365 respected.
Build monday.com dashboards using Excel

Build monday.com dashboards using Excel

Display Excel charts from Microsoft 365 securely in monday.com dashboards.
Automate your workflows

Automate your workflows

Automatically build project documentation on item creation, or status change from templates in SharePoint
Embed Office files and Outlook shared calendars with Share Links

Embed Office files and Outlook shared calendars with Share Links

to enhance dashboards and workdocs.
Hosted by monday.com

Hosted by monday.com

This app uses monday code, solution for hosting apps on a secure, reliable, and scalable infrastructure.

Generate HTML emails, Word documents & 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

  • 🇬🇧 🇪🇸 🇩🇪 🇫🇷 🇮🇹 🇳🇱 🇵🇹

Due to its benefits, low cost, and continuous delivery of new features, we continue to find Microsoft 365 • Automate & Embed by David Simpson Apps to be baseline configuration across all of our PMO solutions.

Juan Pyco, Managing Director and Founder at SAVVY

Read the Customer Success Story

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