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Templated folder generation

Quickly builds folder and file structures based on your own folder and file templates.

These automation recipes allow users to create a consistent folder structure for their repeatable 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

  1. When an item is created in a board.

  2. When the status of an item in a board changes to something.

When either of changes have been triggered, the app will copy the files in a SharePoint site from a source folder to a new folder under a target folder.

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=4mq-_Q6Fgss

Use cases

We see these automations as very useful if you work in a regulated environment with standard operating procedures and for each task you’ll need all the required template documents.

  • Project management documents

  • Case management documents

  • HR processes

    • Recruitment documents

  • Real estate sales documents

  • Processes & certifications

    • APQC

    • ISO 9001

    • SOC2

    • Investors in People

    • ITIL

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