Templated SharePoint file & folder creation. Export to Word, PDF and send HTML emails
Securely embed files & folders from Microsoft 365
Access your files & folder with permissions from Microsoft 365 respected.
Build monday.com dashboards using Excel
Display Excel charts from Microsoft 365 securely in monday.com dashboards.
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
to enhance dashboards and workdocs.
Hosted by monday.com
This app uses monday code, solution for hosting apps on a secure, reliable, and scalable infrastructure.
The Microsoft 365 integration for monday.com from David Simpson Apps has allowed us to halve our office workload and streamline everything. The support has been phenomenal, accelerating and complementing monday.com as a platform.
Christopher Thompson
Managing Director and Founder at Chadley Group
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.
Juan Pyco
Managing Director and Founder at SAVVY
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.
