The monday.com Outlook integration helps you connect your emails and calendar events directly to your boards. You can automatically create items from emails, sync meetings, and keep your communication and scheduling organized in one place.

Important notes before you begin

Before you get started, there are a few details to take note of:

1Users who connect Outlook must have a Microsoft 365 Business Premium license. Not everyone on your monday.com account needs this license—only the user(s) who connect Outlook.

2This integration only works if you have a Microsoft online exchange inbox and not on Premise. To check which type of inbox your account has, please visit this site. If you're able to connect, then you have an online exchange account, but if you're unable to connect and receive an error message, you don't have an online exchange account and won't be able to use this integration.

3This integration does not sync retroactively. The integration will only sync meetings and events created after the integration is created.

Adding the Outlook integration

1 To add the Integration, go to the board you want to create an Integration for.

2 Click on the Integration button that's located on the upper right of your screen.

3 Search for and then select the Outlook integration banner.

4 Once you click on the Outlook banner you will find the templates the integration offers.

5 Next, click on the integration you would like to use.

 

Connect your Outlook account 

Note: To add the Outlook integration, your email domain can't be hosted through another email provider. To confirm this please visit this site, enter your email domain and check the "MX" for the domain.  

 

Once you click on one of the templates you will be asked to connect your monday.com account with your Outlook account:

Next, sign into your Microsoft 365 account in order to sync with the integration:

Note: If you don’t see monday.com listed in the Microsoft Entra admin center, start the connection from inside monday.com first. If an Approval required screen appears during connection, a Microsoft tenant admin must approve the connection.

 

 

You have now successfully connected your monday account to Outlook. Now you can get busy building templates to in order to communicate efficiently with your team. 

Will my Outlook account integrate with monday.com? 

To make sure the integration will work, navigate to Outlook. Then, click on the Settings icon on the top right corner:

 

Next, click on the Account tab on the left side menu. Find the Email account tab in the following menu.

If your email is located next to a Microsoft 365 icon, then the email account will successfully integrate with the monday Outlook integration.

 

Using multiple email addresses

The Outlook integration supports sending out emails to multiple email addresses at once. You can define multiple emails in a Text Column separated by a semicolon ( ; ) and the email will be sent to each of those emails separately.

For example, you can see how it works the following template:

 

Choose the Email column option from the resulting menu and then choose a text column.

Define the email address values of the Text column as follows: example@monday.com ; example.monday@gmail.com

The integration will then send an email to both example@monday.com and to example.monday@gmail.com

 

Does the email integration support files?

Currently, the email integration does not support files. That being said, if you want to send files to your monday.com account, we do have a workaround. You can send a file to a board or to an item (in the updates section). Check out the Email to board article to learn the step by step process for this.  

 

How to unsync Outlook from monday

If you're an admin, you can remove the Outlook integration connection from monday directly from this link.

Permission scopes

Why are we asking for permission to access your information?

Permission scopes are a way to define and control what an application can access or do on behalf of a user when integrating with another service. They specify the types of data and actions the integration is allowed to access or perform.

When you connect two services, one service might need access to certain information from the other to function properly. Permission scopes ensure that the integration only has access to the specific data it needs to perform its tasks, such as reading calendar events or creating tasks, without accessing unrelated data. This helps protect your privacy by limiting the integration's access to only what is necessary for its intended functionality.

Specific to the Outlook Integration

These are the permission scopes for the Outlook Integration:

• user.read
  • This permission is needed to access the user's profile to retrieve the display name for the connection using .get(/me) endpoint. This allows monday.com to see the user's basic information when setting up the integration.
• mail.send
  • This permission allows monday.com to send emails on the user's behalf based on the configuration of the integration.
• mail.read
  • This permission allows monday.com to trigger automations based on basic information that monday.com can read from emails, such as recipients or the email's subject.
• offline_access
  • This permission enables the app to maintain access over a longer period without requiring the user to frequently reconnect.

 

More information on Security & IT

For more information on security and IT related to the Outlook Integration, take a look at the questions in the Security & IT: Outlook Integration article.

FAQs

What is the monday.com Outlook integration?

The Outlook integration connects your emails and calendar with monday.com so you can create items, sync events, and manage communication directly from your board.

How do I set up the Outlook integration in monday.com?

Go to your board, click Integrate, search for Outlook, and choose a pre-built template or create your own automation to connect your account.

Why isn’t my monday.com Outlook integration working?

Check that you’re using a Microsoft 365 online account (not on-premise) and that your integration is connected. You can check you conection in the Autopilot hub.

Can I sync my Outlook calendar with monday.com?

Yes, you can sync meetings and events created after the integration is set up to keep your schedule up to date automatically.

Does the Outlook integration work with shared inboxes or personal accounts?

The integration only works with Microsoft 365 Business accounts using online Exchange — personal or on-premise accounts aren’t supported.