Templated folder generation – advanced usage

SharePoint folder selection in our automations is powered by the search index within Microsoft 365.

When the number of folders and files within a SharePoint site is not large or excessive, the standard Templated folder generation automation is more than adequate. For larger sites, it can be useful to filter exact phases before searching for folder names. This can provide a faster user experience within monday.com recipe sentences.

For the more advanced usage, we provide an advanced recipe sentence:

The sentence allows you to pre-filter the text in the name of the source folder and the target folder (parent folder):

When an item is created copy files from {SharePoint site} {where source folder name includes text} {source folder name} and save them in a new folder {where parent folder name includes text} {parent folder}

How the automations work

Here’s a walkthrough video to show how the automations work:

If you still cannot find the folder you are looking for, perhaps there is a problem with the Mcirosoft 365 search index:

→ I cannot find a file or folder from my SharePoint site in the automation recipe