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.
CH
LightWave Solar
Exceptional customer service!! Responded to my request within minutes and solved my problem quickly.
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 & Outlook integration – for monday.com to be baseline configuration across all of our PMO solutions.
Digital Transformation and Data Manager, Just Ideas
David is really responsive and helpful. His apps help fill in the gaps between the inconvenience silos created between monday.com and Microsoft.
This enables us as a company to reduce capacity issues and better develop the flow of data by simple automations.
John Coleman
Mortgage Broker, JC Mortgages
Fantastic product. Dave went above and beyond to get it exactly as we wanted it.
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.
Copy assets to SharePoint – Automatically copy files attached to monday.com item updates into the configured SharePoint folder for that item.
Export to Word, PDF & send HTML emails:
Templated document generation – Create Word documents, PDFs, or both from templates based on board, item and subitem data (like mail merge). Save generated documents to any SharePoint subfolder.
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
🔗 Workflows(Enterprise & Pro plans)
All automation features are also available as Workflows, with two additional capabilities: any trigger can run any action (not fixed recipe pairs), and you can authenticate as multiple different Microsoft 365 users within a single monday.com account — useful when different team members own different SharePoint sites or Outlook mailboxes.
🤖 Sidekick AI Skills
Ask monday.com's AI assistant about your Microsoft 365 content directly from your boards:
Extract data from Excel spreadsheets
Analyse Word documents
Process Outlook email conversations
Discover available SharePoint sites
🔒 Securely embed files & folders from Microsoft 365
Access your files & folders with permissions from Microsoft 365 respected.
Files are transmitted directly from Microsoft to your browser — the app server never sees your file content. Only access tokens are stored, securely within monday.com's own infrastructure.
📝 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
🇬🇧 🇪🇸 🇩🇪 🇫🇷 🇮🇹 🇳🇱 🇵🇹
📱 Mobile support
Works on iOS and Android monday.com apps.
Requires Microsoft 365 Business, Enterprise, or Education. Microsoft 365 Personal and Family plans are not supported.
Get an estimated pricing for your monday.com account.
How many seats of monday.com do you have?
This is the total number of users in your monday.com account.
Up to 2 seats
Estimated price*
Up to 2 seats
$0 per month
$0 per year10% saving
Free for up to 2 team members. This plan comes without support.
* Prices shown are estimates; final pricing confirmed at checkout on monday.com
Estimated price*
Up to 5 seats
$10 per month
$108 per year10% saving
Use the app without limitation and unlimited automations for up to 5 team members.
* Prices shown are estimates; final pricing confirmed at checkout on monday.com
Estimated price*
Up to 10 seats
$20 per month
$216 per year10% saving
Use the app without limitation and unlimited automations for up to 10 team members.
* Prices shown are estimates; final pricing confirmed at checkout on monday.com
Estimated price*
Up to 20 seats
$40 per month
$432 per year10% saving
Use the app without limitation and unlimited automations for up to 20 team members.
* Prices shown are estimates; final pricing confirmed at checkout on monday.com
Estimated price*
Up to 50 seats
$80 per month
$864 per year10% saving
Use the app without limitation and unlimited automations for up to 50 team members.
* Prices shown are estimates; final pricing confirmed at checkout on monday.com
Estimated price*
Up to 100 seats
$120 per month
$1,296 per year10% saving
Use the app without limitation and unlimited automations for up to 100 team members.
* Prices shown are estimates; final pricing confirmed at checkout on monday.com
Estimated price*
Up to 200 seats
$200 per month
$2,160 per year10% saving
Use the app without limitation and unlimited automations for up to 200 team members.
* Prices shown are estimates; final pricing confirmed at checkout on monday.com
Estimated price*
Up to 400 seats
$400 per month
$4,320 per year10% saving
Use the app without limitation and unlimited automations for up to 400 team members.
* Prices shown are estimates; final pricing confirmed at checkout on monday.com
Estimated price*
Up to 600 seats
$600 per month
$6,480 per year10% saving
Use the app without limitation and unlimited automations for up to 600 team members.
* Prices shown are estimates; final pricing confirmed at checkout on monday.com
Estimated price*
Up to 800 seats
$800 per month
$8,640 per year10% saving
Use the app without limitation and unlimited automations for up to 800 team members.
* Prices shown are estimates; final pricing confirmed at checkout on monday.com
Estimated price*
Up to 1000 seats
$1,000 per month
$10,800 per year10% saving
Use the app without limitation and unlimited automations for up to 1000 team members.
* Prices shown are estimates; final pricing confirmed at checkout on monday.com
Estimated price*
More than 1000 seats
$1,400 per month
$15,120 per year10% saving
Use the app without limitation and unlimited automations for more than 1000 team members.
* Prices shown are estimates; final pricing confirmed at checkout on monday.com
Frequently asked questions
Does the Microsoft 365 SharePoint integration work with OneDrive for Business?
Yes. The Microsoft 365 SharePoint integration for monday.com supports both SharePoint document libraries and OneDrive for Business. Once connected, files and folders from either location appear directly inside monday.com boards – in item views, board views, and dashboards – without leaving the platform. Your Microsoft 365 permissions are respected throughout: users only see files they are authorised to access in SharePoint or OneDrive, so there is no risk of accidental data exposure. Automation targets SharePoint only. SharePoint is designed for team collaboration and shared storage, which makes it the right location for automatically created folders, generated documents, and scheduled spreadsheet exports triggered by monday.com automation recipes. OneDrive for Business is personal storage intended for one user, so it is available for file viewing and access from within monday.com but is not a target for automations. Teams that use both can view personal OneDrive files and shared SharePoint libraries from the same monday.com board.
How many users can use the integration for free?
The free plan supports up to 2 seats, giving small teams full access to every feature in the Microsoft 365 SharePoint integration for monday.com – including SharePoint file embedding, OneDrive for Business access, Excel dashboards, and all automation recipes for document generation, folder creation, and spreadsheet import and export. There is no time limit on the free plan; it is not a trial. Teams with 2 users or fewer can use the integration indefinitely at no cost. For teams of 3 or more, paid plans start at $10 per month for up to 5 seats, scaling in tiers up to 1,000+ seats for enterprise accounts. All paid plans include unlimited automations and full feature access. The free plan does not include dedicated support, but full documentation and getting-started guides are available at monday-help.dsapps.dev. Upgrading to a paid plan can be done at any time from within the monday.com marketplace.
What file types can I export from monday.com using the integration?
The Microsoft 365 SharePoint integration for monday.com supports four export formats: Word documents (.docx), PDF files, Excel spreadsheets (.xlsx), and HTML emails. All four formats are generated from customisable templates stored in SharePoint, using live data pulled from your monday.com boards – including item fields, subitems, column values, and board-level metadata. Word documents and PDFs are generated using a mail-merge style approach: you design a template in SharePoint with placeholders for monday.com data, and the automation fills those placeholders when triggered. Excel export writes board data to a spreadsheet on a schedule you define, keeping a SharePoint-hosted spreadsheet permanently in sync with your board. HTML email generation creates formatted emails from board data, which can be sent automatically as part of an automation recipe. All exports are triggered by monday.com automations – on item creation, status change, date arrival, or on a recurring schedule.
Does setup require a Microsoft 365 administrator?
Yes, a Microsoft 365 administrator is required once during initial setup to grant organisation-wide consent for the integration. This consent allows the app to access SharePoint and OneDrive for Business on behalf of your organisation's users, using Microsoft's standard OAuth 2.0 authorisation flow. The admin consent step is a one-time action – after it is completed, individual users authenticate with their own Microsoft 365 credentials and the administrator has no further involvement in day-to-day use. The permission scope requested is limited to what the integration requires: read and write access to SharePoint document libraries and OneDrive for Business, scoped to each authenticated user's existing permissions. No Global Administrator role is required; a SharePoint Administrator can grant consent in most tenants. Step-by-step admin setup instructions are available in the documentation at monday-help.dsapps.dev/microsoft-365-office-embedded/getting-started.
Ready to get started?
Interested? Start a no obligation free trial today.
A busy month for the Microsoft 365 SharePoint & Outlook integration — new workflow blocks, smarter document exports, and a wave of reliability fixes. 6 new features · 7 updates & fixes · 9 releases (v2.102–v2.111).
The complete guide to monday.com automations – from your first recipe to enterprise governance, ops workflows, error handling and when to extend with apps.
Everything you need to know about connecting monday.com with Microsoft 365 and SharePoint – from automated document generation to embedded file management.
April was infrastructure month — five automation blocks migrated to the new workflows engine, plus meaningful improvements to authentication, folder creation, and Excel imports. 1 new feature · 4 updates & fixes · 5 migrations.
March 2026 brought two significant new features — Send email in Outlook and Link to configured SharePoint folder — plus four automation blocks migrated to the new workflows engine and a wave of infrastructure improvements. 2 new features · 3 updates & fixes · 4 migrations.
February 2026 was a reliability and resilience month — improved error messaging for expired credentials and invalid subscriptions, licence enforcement improvements, and an update to the monday.com API v2025-04. No new features, but meaningful polish throughout.
