Getting Started

We're delighted that you've chosen to get started with Microsoft 365 Automate & Embed for monday.com.

This page will give you an overview of this app’s functionality.

Prerequisites

• A subscription to a supported Microsoft 365 product plan, such as Microsoft 365 for Business.

Installation

• Simply install the app from the monday.com marketplace and then you are ready to go.

Usage

The app is separated into automations and views.

Automations

There are currently 16 predefined automation recipe sentences available to use in the app to save you time and bring greater efficiency to your organisation.

→ Automations

Views

There are currently 4 main features that are available for

• board views

• item views

• dashboard & workdoc widgets

• object views

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