Hi,
I am considering to set up Outlook integration and i read the support article provided by Monday.com however, i still have certain questions.
If I (an admin) create the integration by simply following the steps mentioned in Support articles then will others also have to connect their Monday.com account with Outlook or anything.
For instance, I create the integration and build an automation “When the status of an item changes, send an email to Person 1”
if person 1 is a member, will they be needed to do anything if i put their name in the automation?
What steps do they need to follow?
Hello, I am about to work on outlook integration, and it is exactly one of my questions / requirements, any direct / indirect solutions are welcomed. Thank You!
For the original example of “When the status of an item changes, send an email to Person 1” no, Person 1 would not need an integration setup. Anyone who wants to send an email via the outlook integration will need to set it up for themselves, but there is nothing needed for the receiving end.
It actually depends on the purpose of your automation and the structure of your board.
If your goal is to send an email when a status changes, there are a few ways to do this. One common method is to use an Email column and link it to your automation. In that case, the person receiving the email doesn’t need to take any action, they’ll simply get the message when the condition is met.
However, that’s not always the best approach. The most reliable method is to add the recipient as a viewer or member of the board. This ensures the integration works smoothly and that the email triggers properly under your account permissions.
If your idea is something more dynamic, like creating tasks from Outlook events or syncing meetings, then each user involved will need to set up the automation and connect their own Outlook account. That’s because those automations rely on each person’s Outlook permissions and data.
From experience, the key is understanding what you want the integration to achieve first, whether it’s a one-way notification setup or a two-way sync between Outlook and Monday. Once that’s clear, the configuration path becomes much simpler.
