Is there an way to integrate a board with Sharepoint? I am would like to automate my board to save files on my sharepoint page.
I just found this but haven’t tried it yet: monday.com: Where Teams Get Work Done
Let me know if you find another way to do it I’m looking as well, ideally within monday.com to avoid the extra cyber security exposure and less so the additional expense.
Hi folks
Our Microsoft 365 Office Embedded app has automation to do this.
Details of the automation including a video demo are available in the docs here:
We are actively building out more automations, so I am very happy to hear your use cases for automating monday.com and Microsoft 365 / Sharepoint workflows.
Hey Lucas
To integrate your board with SharePoint and automate the process of saving files, we’ll implement a solution using Microsoft Power Automate. This tool will allow us to create workflows that trigger based on specific actions on your board, such as when a new file is uploaded or updated. These workflows will then automate the file transfer to your designated SharePoint library. This process ensures that all your important documents are consistently and accurately backed up on SharePoint without manual intervention.
Key steps in our approach:
- Set up triggers in Power Automate to monitor your board for file changes.
- Create workflows that copy or move these files to SharePoint.
- Ensure proper file organization and version control within SharePoint.