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Workflows

Getting Started

If you account has access to monday workflows, you can also add SharePoint actions to your workflows. To do this, follow these steps:

  1. In a board, click on the workflow button at the top right.

Workflow image

  1. Click on the "Add workflow" button. Give your workflow a name and click the "Create Workflow" button.
  2. Select a trigger (e.g. "When item created").
  3. Click on the "+" button to add an action. Then select "Action".
  4. Search for "SharePoint" in the search bar and select the desired action.
  5. Configure the action settings and click "Create".

Available Actions

  • Add SharePoint folder
  • Add files to existing SharePoint folder
  • Add files to new SharePoint folder