Simple folder generation
When a new item is created in monday.com, create a new folder in SharePoint.
These automation recipes allow users to create a new folder for their work activities and store all files and folders related to a monday.com item in a preconfigured location within SharePoint Online.
These automations are called by the following triggers
When an item is created in a board.
When the status of an item in a board changes to something.
When either of these triggers is called, a new folder will be created in SharePoint, in the designated location.
The automations work with the Secure Embed • Microsoft 365 item view feature to display the newly created folder and files in a view for the item.
If the automation has been executed successfully, the Secure Embed • Microsoft 365 item view will automatically be configured to point at the newly created folder and cannot be configured manually.
How the automations works
Here’s a walkthrough video to show how the automations feature work:
https://www.youtube.com/watch?v=3itidcc2eJg