Monday - OpenText InfoArchive Integration and Automation

Common Integration Use Cases Between Monday.com and OpenText InfoArchive

1. Project Closure Archiving for Completed Workstreams

Flow: Monday.com ? OpenText InfoArchive

When a project, campaign, or operational workflow is marked complete in Monday.com, key records such as project plans, approvals, status reports, deliverables, and final communications can be automatically archived in OpenText InfoArchive. This creates a compliant long-term record without keeping inactive boards open in Monday.com.

• Reduces clutter in active workspaces
• Preserves audit-ready project history
• Supports retention policies for completed business initiatives

2. Retention of Regulatory and Audit Evidence

Flow: Monday.com ? OpenText InfoArchive

Teams managing regulated processes in Monday.com, such as legal reviews, quality checks, or operational approvals, can archive evidence packages into InfoArchive once a workflow is finalized. This may include approval logs, attachments, timestamps, and task history needed for audits or compliance reviews.

• Creates a defensible record of approvals and decisions
• Supports regulatory retention requirements
• Improves audit response time by centralizing evidence

3. Legacy System Decommissioning with Active Work Tracking in Monday.com

Flow: OpenText InfoArchive ? Monday.com

During legacy application retirement, InfoArchive can preserve historical records while Monday.com tracks the decommissioning program, migration tasks, stakeholder actions, and cutover milestones. This gives IT and business teams a single operational view of the retirement project while ensuring archived data remains accessible after the old system is shut down.

• Supports structured decommissioning programs
• Separates operational execution from historical data storage
• Reduces dependency on retired systems

4. Records Management for Marketing and Creative Campaigns

Flow: Monday.com ? OpenText InfoArchive

Marketing teams often manage campaign calendars, creative reviews, and launch coordination in Monday.com. Once a campaign ends, final assets, approvals, launch checklists, and performance summaries can be archived in InfoArchive for future reference, brand governance, and legal retention.

• Retains approved campaign materials and sign-offs
• Helps teams reuse historical campaign documentation
• Supports legal and brand compliance requirements

5. Operational Workflow History Preservation

Flow: Monday.com ? OpenText InfoArchive

Operations teams using Monday.com for recurring processes such as vendor onboarding, incident follow-up, or service requests can archive completed workflow records into InfoArchive on a scheduled basis. This preserves the full history of completed cases while keeping Monday.com focused on active work.

• Maintains a searchable record of completed operational cases
• Improves performance and usability of active boards
• Supports internal controls and process traceability

6. Contract and Client Engagement Archiving for Agencies

Flow: Monday.com ? OpenText InfoArchive

Creative agencies and professional services teams often use Monday.com to manage client deliverables, approvals, and timelines. After engagement closeout, final contracts, scope changes, deliverables, and client approvals can be archived in InfoArchive to support dispute resolution, retention policies, and account history.

• Preserves client engagement records beyond project completion
• Provides evidence for scope and approval history
• Reduces risk in contract disputes or audits

7. Compliance-Driven Data Handover for Long-Term Retention

Flow: Bi-directional

Monday.com can trigger the handoff of completed records to InfoArchive, while InfoArchive can return archive reference IDs or retention status back to Monday.com. This allows teams to see whether a record has been archived, where it is stored, and whether it is under retention or eligible for disposition.

• Improves visibility into archived record status
• Supports governance workflows across business and records teams
• Enables controlled disposition of completed work