Create SharePoint site

AUTOMATION BLOCK

This workflow action can be used to create a SharePoint site whenever a trigger happens, such as when status changes, or when an item is created.

In SharePoint, a new private group is created and then a site is created for the group. The name of the site (and it’s group) is configurable within the workflow.

Here is an example workflow using the action:

Some considerations when using this workflow action:

• Groups are always created with email enabled

• The owner of the group is assigned as the Microsoft 365 user selected in the workflow under “Connect your Microsoft 365 account”

• No group members are assigned to the group – this must be done manually within Microsoft 365

• The workflow action will create a column of type link named “SharePoint Site“ with column ID “link_m365_site“

  • If you delete this column, the monday.com API will prevent the automation from subsequently recreating the column a second time. This is a limitation of the monday.com API.

How the workflow works

Here’s a walkthrough video to show how the workflow feature works: