Quick Start Guide
Get up and running with Email to monday in minutes.
📝 What This Add-in Does
Transform Outlook emails into monday.com items with one click. AI-powered by Google Gemini, it automatically generates structured summaries and extracts action items from your emails. Keep complete context, formatting, and email attachments intact.
🎉 Free Trial
Start with a 7-day free trial to explore all features. No credit card required. After the trial, a subscription is required for continued use.
✅ Before You Start
- Microsoft 365: Work or school account (Business, Enterprise, or Education)
- Outlook: Desktop (Windows/Mac) or Outlook Web
- Installation: Self-install from AppSource in Outlook, or deployed by Microsoft 365 admin through Admin Center
📋 monday.com Requirements
- monday.com Account: Active workspace with board access
- monday App: Install Email to Work Item app from monday Marketplace (required for OAuth)
- Permissions: Ability to create items on at least one board
⚠️ Important
You must install the monday.com app from the Marketplace before connecting the Outlook add-in.
Part 1: Install monday.com App (Required)
Open monday Marketplace
Install the App
- Click "Add to your account"
- Select the workspace where you want to install the app
- Click "Install" to complete
Part 2: Install the Outlook Add-in
You can install the add-in yourself from the Office Store in Outlook, or your Microsoft 365 admin can deploy it for the entire organization. Choose the option that applies to you.
Option A: Self-Install (Individual Users)
Install directly from within Outlook — available immediately, no admin required.
New Outlook / Outlook Web
- Click "More apps" (or "Apps") in the toolbar or navigation bar
- Select "Add apps"
- Search for "Email to monday"
- Click "Add" to install
Classic Outlook for Windows
- Click "Get Add-ins" in the ribbon (Home tab)
- Search for "Email to monday"
- Click "Add" to install
Outlook for Mac
- Go to Tools → Get Add-ins
- AppSource will open in your browser
- Search for "Email to monday"
- Click "Get it now" to install
✅ Instant Access
Self-installed add-ins are available immediately — no waiting required. You may need to close and reopen Outlook to see the add-in.
💡 Note
Some organizations restrict self-installation of add-ins. If you don't see the option to add apps, contact your IT administrator.
Option B: Admin Deployment (Organization-wide)
For IT administrators who want to deploy the add-in to the entire organization or specific groups of users.
Access Admin Center
Go to Microsoft 365 Admin Center → Settings → Integrated apps
Deploy Add-in
- Click "Get apps" or "Upload custom apps"
- Search for "Email to monday"
- Select the add-in and click "Get it now"
Configure Deployment
- Choose deployment scope: Entire organization or Specific users/groups
- Review permissions required by the add-in
- Click "Deploy"
Wait for Propagation
Admin-deployed add-ins can take 1-24 hours to appear in users' Outlook. Users may need to restart Outlook or clear browser cache.
🏢 Admin Benefit
Admin deployment automatically pushes the add-in to all targeted users — no action required on their part.
First-Time Setup (For Users)
Open an Email
In Outlook, open any email you want to convert to a monday.com item.
Open the Add-in
Click the "Apps" button in the Outlook toolbar, then find and select "Email to monday" from the app menu.
Connect to monday.com
- Click "Connect to monday.com"
- A popup window will open for OAuth authorization
- Sign in to your monday.com account if prompted
- Click "Authorize" to grant the add-in access
- The popup will close and you'll be connected
🔐 Authentication
monday.com uses secure OAuth 2.0 authentication. Your credentials are never stored locally. You can disconnect at any time from monday.com's app settings.
Start Your Free Trial
- Click "Start Free Trial"
- Enjoy 7 days of full access to all features
- No credit card required
- After trial, subscribe to continue using the add-in
Creating Your First Item
Select Workspace & Board
- Workspace: Select your monday.com workspace
- Board: Choose the board where you want to create the item
- Group: Select the group within the board
Configure Item Details
- Item Name: Auto-filled from email subject (editable)
- Description: AI-generated summary with action items extracted (editable)
- Assigned To: Select team member (optional)
- Status: Set initial status (optional)
🤖 AI-Powered
Google Gemini analyzes your email and generates a structured summary with action items. You can review, edit, or skip AI processing before creating the item.
Review & Create
- Review all fields
- Click "Create Item"
- Wait for confirmation (usually 2-5 seconds)
Success!
You'll see a success message with:
- Item name and board location
- Direct link to view in monday.com
- Option to create another or close the add-in
Note: The original email is automatically attached as an .eml file, and any email attachments are uploaded separately to the item.
Key Features
🤖 AI-Powered Analysis
Google Gemini generates structured summaries and extracts action items from emails
📧 Email Preservation
Original email saved as .eml with full formatting, headers, and thread context
📎 Attachment Upload
Email attachments automatically uploaded to monday.com items
👥 Team Assignment
Assign items to team members directly from Outlook
🎯 Smart Organization
Select workspace, board, and group for proper item placement
🏢 Multi-Workspace
Switch between multiple workspaces and boards seamlessly
Quick Troubleshooting
Add-in Not Appearing in Outlook
- Self-installed: Close and reopen Outlook, or sign out and back in
- Admin-deployed: Wait a few hours after deployment (up to 24 hours)
- Restart Outlook completely
- Clear browser cache (for Outlook Web)
- If self-install is unavailable, your organization may restrict user-installed add-ins — contact your IT admin
"Connect to monday.com" Not Working
- Ensure you've installed the monday.com app from the Marketplace
- Check that popups are not blocked by your browser
- Try disconnecting and reconnecting via OAuth
"No Workspaces/Boards Found" Error
- Verify you have access to at least one workspace
- Check you have appropriate permissions on boards
- Ensure the monday.com app is properly installed in your workspace
Quick FAQ
Why do I need to install a monday.com app separately?
The monday.com Marketplace app enables OAuth authentication, which is required for secure access to your monday.com data. Without it, the Outlook add-in cannot connect.
How does the AI feature work?
Google Gemini AI analyzes your email content and generates a structured summary with extracted action items. You have full control to review, edit, or skip AI processing.
Can I use this on mobile devices?
No, the add-in is only supported on Outlook Desktop (Windows/Mac) and Outlook Web. Mobile support is not available.
What happens to email attachments?
Attachments are uploaded as separate files to the monday.com item. The original email is also attached as an .eml file for complete context.
How do I cancel my subscription?
You can cancel at any time by clicking "Manage Subscription" in the add-in or by contacting support@innovaapps.ai.
Can I install this add-in myself, or does my admin need to do it?
Both options are available. You can install it yourself from the Office Store within Outlook (More apps → Add apps), or your Microsoft 365 admin can deploy it organization-wide through the Admin Center. Some organizations may restrict self-installation — contact your IT admin if you don't see the option.
Need Help?
📧 Contact Support
For issues, questions, or feature requests:
Email: support@innovaapps.ai