The app has resulted in a 50% reduction in administrative workload.
Support has been phenomenal, accelerating and complementing monday.com as a platform.
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.
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.
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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