🗂️ Creating and Managing Client Folders in OneDrive via Make.com — Handling Duplicates Gracefully

monday Apps & Developers
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Hi everyone! :waving_hand:

I’ve been working on a project where we needed to automatically create client folders in OneDrive whenever a new item is created in Monday.com. The goal was to structure the folders like this:

Client Name / Deal / File / file.docx

Everything was working great until we encountered two common edge cases:

  1. When a new item is created for an already existing client, and
  2. When multiple items have the same client name (which would cause folder duplication errors in OneDrive).

To handle these scenarios smoothly, we implemented error handlers in Make.com. The logic was:

  • Before creating a new folder, Make.com checks if a folder with the client’s name already exists.
  • If it does, we resume the scenario without creating a duplicate and continue with the rest of the operations.
  • This ensures all deals for the same client are organized under a single parent folder without breaking the automation.

This approach has really helped us keep our folder structure clean and avoid failed runs due to duplication errors.

Happy to share more details if anyone’s trying to do something similar or has other ideas to improve this flow! :blush:

I have attached screenshots to explain the flow

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Hi @Timothy7

Just to let you know, this sort of thing is just a small part of the out-of-the-box functionality for SharePoint in our Microsoft 365 SharePoint integration for monday.com, which is available on the marketplace:

– Cheers, David.

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Hey @Timothy7,

I would suggest you to give a try to OneDrive Connect.

The app comes with a UI which maintains a folder structure; for example, there is a board named “Projects” having an item named “Develop web app”, when you upload files to this item then in the OneDrive first a folder with the name “OneDrive Connect – monday.com files” is created, this folder is the root folder, then inside this folder a folder is created for the current board(“Projects”), inside the board folder item folder(“Develop web app”) is created, and inside the item folder all the files will be uploaded.

And it handles duplicate folder name as well. For example, a folder with name “item 1” is present in OneDrive and if we try to create a folder with the same name then the new folder will automatically renamed to “Item 1 1”.

If you want to learn more about the app, please schedule a demo.