We are trying to make a lot of our business processes autonomous, so far we have Zapier pulling information from Monday.com and then creating a folder in Microsoft SharePoint with the same name. We have been trying to also have a “Template” folder copied into the newly created folder and have it rename specific files in that Template folder to the name conventions from Monday.com. We are also wanting to know if we could have fields from the Monday.com Items update fields in a Word or Excel doc within that newly created file.
I just wanted to ask the question and see if what we are trying to achieve is even possible as I’m quite new to AI automation and from what it seems we can have these processes setup to manually trigger but it could not be setup to automate when new folders/files are created as the functionality is just not quite there yet.
I would appreciate any advice or if you could just let us know if it’s something we can achieve, thank you so much for your help in advance.
