Microsoft SharePoint and Monica CRM automations

Ready-made scenarios where Microsoft SharePoint and Monica CRM work for you: pick one — a copy appears in your account and runs on its own.

193 scenarios

Tasks from one Microsoft SharePoint land on the other board
New Monica CRM land in Microsoft SharePoint by themselves
Move tasks from Monica CRM to Microsoft SharePoint
Text from chat photos, straight into a sheet
Contacts from CSV — as cards in Monica CRM
Data shaped to the table format — prepared automatically before writing
A nightly backup of your sheet to the cloud
Meeting recordings — into your storage and a shared log
Sync an Excel sheet with a Postgres database
Fresh funding rounds in a table every day
Daily task snapshots from your board into a sheet
Cleaning and standardizing CSV before import — automatically
Auto-saving reels to storage, with a log and an alert
A per-user request limit for your service — holds on its own
Generating images from a description and archiving them
Multi-tab Excel report in one run
Invoices from email — to storage and a log automatically
Lead scoring and routing: hot leads straight to sales
Images from an idea in your messenger — AI polishes the prompt
Form responses into a ready summary and a document
Receipt data into Monica CRM — from a chat photo
Win back abandoned Shopify carts by email and in CRM
Route leads by budget and source — automatically
Knowledge-base freshness monitoring — overdue articles come to you
Form feedback turned into tasks across your trackers
Product photo backgrounds — removed automatically
Ad creative variations for A/B testing
Call transcripts — straight into your spreadsheet and base
A food diary from meal photos — in Monica CRM
Receipts from your inbox — into a spreadsheet and storage
An idea from your notes into a ready plan to approve
A daily standup digest — instead of a wall of twelve messages
A social carousel from a single topic
Tickets prioritized by importance, tasks created for you
Contacts tagged by role and seniority — automatically
Video ideas from viewer comments — on a schedule
Image generation from a description, with storage and a log
Stuck tickets, followed up automatically
Everything from the chat, filed: notes, files, images
Course applications are evaluated and answered automatically
Resumes from a folder into a candidate card and a hiring task
Job matches with a ready cover letter
Data-load failure monitoring with tasks and alerts
Images from prompts into Microsoft SharePoint with cost tracking
AI clips on current short-video trends
Contacts from business cards into a spreadsheet — by photo
Feedback sorted by sentiment — and every complaint becomes a ticket
Presenter video replies to comments — on a conveyor
Leads from a post's likes and comments — straight to your CRM
High-value lead alerts — to chat, sheet and calendar
Natural voice-over from a text form
Topic legislation tracker with tasks
Invoices from your email — filed and logged automatically
Team-capacity tracking with over-allocation alerts
Invoice data — straight into a sheet after upload
Invoice processing from a messenger: data to a table, file to storage
Resume screening with candidate ratings — automated
A full write-up on your topic — delivered as a document
Client onboarding from a single form: folder, contact, channel, tasks
Urgent emails from key clients, turned straight into tasks
Automatic resume scoring and candidate screening
Scoring and routing leads from form submissions
Requests from messenger and email in one stream — with priority
Data from PDFs and faxes — straight into Monica CRM
Cut the moments you need out of long recordings — with a library and an email
Email handling: summary, label and log — automatic
New-issue triage: task, notification, reply to the author, and a logged row
A backlink summary with insights — automated
A song from a text description — automatically
Product photos from a folder — straight into store cards
Meeting attendance: a log, the late list and a summary in your chat
Daily Google Ads recap in Notion and a spreadsheet
Audio from a video — straight to your cloud
Bot access for your people only
Bulk video generation from a sheet — clips build themselves
Voice notes to text, with the recording saved and logged in a table
Stripe invoices from your wholesale orders table
File to the cloud — with a direct download link right away
A card photo becomes a contact in your sheet
Capture and route leads from every channel
Client renewal reminders — ahead of time
Short videos with voiceover, from a single topic
A weekly delivery report with an AI breakdown
Finished articles and newsletters from one topic
Release notes from closed tasks — into Monica CRM and Telegram on their own
Find and assess ready-made automation templates
Jira epic health tracking with risk alerts
Team-chat questions turn themselves into a knowledge base
Resume screening for a vacancy — with a score for each
Search-ranking analysis with ready conclusions, filed in your spreadsheet
Onboard a new hire from one form: emails, access, documents
An expense claim — from receipts
Failed-login detection with tickets and alerts
Event photos sorted by content — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Short videos on autopilot — generated and saved for you
Payment receipts: sending, archive and ledger — automatically
Support triage by urgency, done automatically
Stock reconciliation across two systems — automatic
An FAQ base that grows itself from your support emails