Embed Microsoft Excel on monday.com boards with Smart Embed view
This video will guide you on how to embed Microsoft Excel into your monday.com boards.
🧾 TL;DR: Keep your Excel spreadsheets and monday.com projects in the same view. Smart Embed View lets you embed Microsoft Excel files directly inside a monday.com board — so your team can reference live data, budgets, and reports right where the work is tracked.
Data-heavy teams that rely on Microsoft Excel for budgets, forecasts, or tracking sheets often end up managing two systems in parallel — Excel for the numbers and monday.com for the tasks. Smart Embed View eliminates the disconnect by embedding your Excel file as a live board view inside monday.com.
Whether it's a budget tracker, resource plan, sales report, or data model, your Excel spreadsheet stays visible and accessible in context — right alongside the items and timelines on your monday.com board.
What you'll learn:
• How to add Smart Embed View to your monday.com board
• How to embed a Microsoft Excel file as a live board view
• How to keep spreadsheet data and project management in one unified workspace
⏱ CHAPTERS:
0:00 - What is Smart Embed View for monday.com?
0:25 - Embed Microsoft Excel on your monday.com board using Smart Embed View
RESOURCES:
► Smart Embed View: https://jetpackapps.io/smart-embed-view/
► Install Smart Embed View: https://auth.monday.com/oauth2/author...
FREQUENTLY ASKED QUESTIONS:
Q: How do I embed a Microsoft Excel file inside monday.com?
A: Install Smart Embed View, add it as a board view, and paste the shareable OneDrive or SharePoint URL of your Excel file. The spreadsheet will appear live inside your monday.com board, visible to all team members with board access.
Q: Does the embedded Excel file update automatically when the data changes?
A: Yes. Smart Embed View loads the live file URL, so any changes saved to the Excel file on OneDrive or SharePoint are reflected in the embed the next time the board view is opened.
Q: Can my team edit the Excel file from inside monday.com?
A: If the file is shared with edit permissions via OneDrive or SharePoint, team members can interact with it from the embed. View or edit access depends on the sharing settings of your file.
Q: Why embed Excel in monday.com instead of recreating data in monday columns?
A: Complex spreadsheets with formulas, pivot tables, and multi-sheet structures are hard to replicate in monday.com. Embedding Excel keeps all that logic intact while making the data visible in context on your project board.
Q: What other Microsoft 365 and productivity tools can I embed on monday.com?
A: Smart Embed View supports Microsoft Excel, Microsoft Word, Google Sheets, Google Slides, Figma, Canva, Confluence, and more — all embeddable as live board views inside monday.com.
🔗 Connect with Jetpack Apps:
🌐 Jetpack Apps Website: https://jetpackapps.io/
► Smart Embed View playlist: • Smart Embed View - Embed Work tools on you...
► Resource Articles: https://jetpackapps.io/resources/
► Join Partners program: https://jetpackapps.io/partners/
► Subscribe for more workflow hacks: / @jetpackapps
► LinkedIn: / jetpackapps
► Facebook Page: / jetpackappsformonday
#mondaydotcom #SmartEmbedView #Microsoft365