Monday - OpenText File 360 Integration and Automation

Common Integration Use Cases Between Monday.com and OpenText File 360

• Secure project document repository linked to Monday.com boards
  Teams manage projects in Monday.com while storing contracts, specifications, approvals, and supporting files in OpenText File 360. Each Monday item can include a secure File 360 link or folder reference, giving project members controlled access to the latest documents without exposing sensitive files broadly. Data flow: Monday.com to OpenText File 360 and OpenText File 360 to Monday.com.
• External client collaboration for agency and professional services work
  Client-facing teams use Monday.com to track deliverables, milestones, and action items, while OpenText File 360 provides a governed space for sharing drafts, final deliverables, and confidential client materials. When a task reaches a review stage in Monday.com, the related file can be published to File 360 for secure external access with audit trails and permission controls. Data flow: Monday.com to OpenText File 360.
• Controlled approval workflow for regulated documents
  For legal, finance, procurement, or compliance processes, Monday.com can manage the approval steps and status tracking, while OpenText File 360 stores the authoritative version of policies, agreements, audit evidence, or submission packages. Once a document is approved in Monday.com, the final version is automatically stored in File 360 with retention and access controls, creating a defensible record. Data flow: Monday.com to OpenText File 360.
• Marketing campaign asset management with governed file access
  Marketing teams can plan campaigns, content calendars, and launch tasks in Monday.com while keeping creative assets, brand files, and campaign deliverables in OpenText File 360. Monday.com items can reference the correct asset version in File 360, reducing duplicate files and preventing teams from using outdated creative. Data flow: OpenText File 360 to Monday.com and Monday.com to OpenText File 360.
• Product release documentation and sign-off management
  Product and engineering teams can use Monday.com to coordinate release tasks, testing, and go-live checklists, while OpenText File 360 stores release notes, technical documentation, compliance sign-offs, and deployment evidence. When a release task is completed in Monday.com, the associated documentation can be attached or linked from File 360 for traceability and audit readiness. Data flow: Monday.com to OpenText File 360.
• Secure intake and review of operational requests
  Operations teams can capture work requests in Monday.com, such as vendor onboarding, facilities requests, or policy exceptions, and route supporting documents through OpenText File 360. Sensitive attachments like IDs, certificates, or signed forms remain in File 360 with restricted access, while Monday.com tracks request status and ownership. Data flow: Monday.com to OpenText File 360.
• Audit-ready evidence collection for internal controls
  During audits or control testing, Monday.com can manage evidence requests, deadlines, and reviewer assignments, while OpenText File 360 serves as the secure repository for evidence files and supporting documentation. Auditors and control owners get access only to approved folders or files, and the audit trail in File 360 supports compliance requirements. Data flow: Bi-directional, with Monday.com managing workflow and OpenText File 360 storing evidence.