Understanding Automations

Understanding Automations

TL;DR: Outlook Calendar Integration Plus offers 15 automation recipes as an alternative to the 2-way sync sidebar. Automations give you granular control over when and how events are created — triggered by column changes, button clicks, or new calendar events. They are essentially one-way:  monday.com  → Outlook or Outlook →  monday.com .

Before you start

  • The 2-way sync sidebar is the primary and recommended way to keep  monday.com  and Outlook Calendar in sync. See  Set up your first sync  .
  • Automations are a secondary option, mainly used by users who are already familiar with  monday.com 's automation templates. Compared to the full sync configuration, automations offer fewer options and less control.
  • Automations are essentially one-way . Each recipe goes in one direction:  monday.com  → Outlook, or Outlook →  monday.com .
  • Every automation run counts as 1 action toward your monthly quota.

How automations work

Automations in  monday.com  follow a simple structure: "When something happens → perform an action."
  • Trigger — the event that activates the automation (e.g., a column changes, a button is clicked, a new calendar event is created)
  • Action — what happens next (e.g., create an event in Outlook, create an item in  monday.com )
When an automation runs, it checks the Integration Column:
  • If there's no connected event , it creates a new event
  • If there's an existing connected event , it updates or replaces it based on the update logic you choose

Update logic

When creating a  monday.com  → Outlook automation, you choose how updates are handled:
  • Update connected event — updates the existing event based on your field mapping. This is the default and recommended option for most use cases.
  • Create new event & keep previous event — creates a new event without deleting the old one. Useful when an item has rolling events (e.g., a sales lead with multiple meeting dates).
  • Create new event & delete previous event — replaces the old event entirely. Useful when you want to "reset" the event from scratch based on the current field mapping.

All available recipes

 monday.com  → Outlook Calendar

These automations create or update an Outlook event when something changes in  monday.com .
    When person changes to someone , create an event in this calendar or update existing event using this logic .
    When an item's status changes to something , create an event in this calendar or update existing event using this logic .
    When button column is clicked, create an event in this calendar or update existing event using this logic .
    When column changes, create an event in this calendar or update existing event using this logic .
    When subitem's status changes to something , create an event in this calendar or update existing event using this logic .

Outlook Calendar →  monday.com 

These automations create an item or subitem in  monday.com  when a new event appears in your calendar.
Create items:
    When an account event is created in this calendar , create an item in this group .
    When an account event is created in this calendar and only if its creator is someone , create an item in this group .
    When an account event is created in this calendar and only if its title is this title , create an item in this group .
Create subitems:
    When an account event is created in this calendar , create a subitem in this item .
    When an account event is created in this calendar and only if its creator is someone , create a subitem in this item .
    When an account event is created in this calendar and only if its title is this title , create a subitem in this item .

Deletion

These automations clean up calendar events when items or subitems are removed.
    When an item is deleted, delete the connected calendar event.
    When a subitem is deleted, delete the connected calendar event.

Setting up an automation

    Open your board and click the Automate button (top-right, lightning icon).
    Search for "Outlook Calendar" in the automation center.
    Click Use template on the recipe you want.
    Configure the placeholders — select your Outlook account, choose a calendar, map your fields, and set the update logic.
    Click Create automation to activate.
During setup, you'll configure your  Field Mapping  — this determines how  monday.com  columns map to Outlook event fields.

Good to know

  • The 2-way sync sidebar and automations can work on the same board, but be careful not to create conflicting rules (e.g., a sync that creates events + an automation that also creates events for the same items).
  • Each automation run counts as 1 action. If you have 5 automations on one board and all 5 trigger from the same change, that's 5 actions.
  • Automations use the same  Integration Column  as the 2-way sync to track connections between items and events.
  • Conditional triggers in automations (status changes to "something", creator is "someone", title is "this title") work differently from the  Conditional Triggering  feature in the sync sidebar.

Related

  •  Set up your first sync 
  •  Field Mapping 
  •  Integration Column explained 
  •  Understanding Conditional Triggering 
  •  Plans, Billing & Usage 

Still stuck?

Contact us anytime at  support@fantasymedia.io  — we're happy to help.