Monday - OpenText Lens - Data Visibility Integration and Automation

Common Integration Use Cases Between Monday.com and OpenText Lens - Data Visibility

Monday.com and OpenText Lens complement each other well when organizations need to manage work in Monday.com while gaining visibility into unstructured content stored across file shares, collaboration platforms, and repositories. Monday.com provides the workflow, ownership, and status tracking layer, while OpenText Lens identifies what content exists, where it lives, and whether it is sensitive, redundant, or obsolete. Together, they support governance, cleanup, migration, and compliance programs with clear accountability.

1. Sensitive Content Review and Remediation Workflow

Use OpenText Lens to scan repositories and identify files containing sensitive, regulated, or high-risk information such as personal data, contracts, or confidential business records. Push findings into Monday.com as actionable tasks assigned to data owners, legal, security, or business teams for review, classification, remediation, or deletion.

• Data flow: OpenText Lens to Monday.com
• Business value: Speeds up risk reduction by turning discovery results into tracked work items with owners and deadlines
• Example: A privacy team receives a Monday.com board listing all files flagged as containing employee personal data, with columns for repository, risk level, owner, and remediation status

2. Data Cleanup and Retention Program Management

OpenText Lens can identify redundant, obsolete, or trivial content across shared drives and content repositories. Monday.com can then be used to manage the cleanup program, track approvals, coordinate deletion schedules, and monitor completion by department or repository.

• Data flow: OpenText Lens to Monday.com
• Business value: Reduces storage costs and legal exposure while creating a controlled, auditable cleanup process
• Example: IT creates a Monday.com board for each business unit showing obsolete folders discovered by Lens, with tasks for business owners to approve retention or deletion

3. Migration Readiness and Content Triage

Before migrating content to a new platform, OpenText Lens can analyze source repositories to determine volume, content types, and risk categories. Monday.com can manage the migration workstream by tracking which content sets are approved for migration, which require cleanup, and which should be archived or excluded.

• Data flow: OpenText Lens to Monday.com
• Business value: Lowers migration effort and avoids moving unnecessary or risky content into the target environment
• Example: During a file share to cloud content migration, Lens identifies duplicate project folders and sensitive files, and Monday.com tracks remediation tasks before cutover

4. Compliance Evidence Collection and Audit Preparation

Organizations can use OpenText Lens to locate content relevant to audits, legal holds, or regulatory reviews, then create Monday.com tasks for evidence collection, validation, and sign-off. This helps compliance teams coordinate across records management, legal, security, and business stakeholders.

• Data flow: OpenText Lens to Monday.com
• Business value: Improves audit readiness and reduces manual effort in gathering evidence from multiple repositories
• Example: A compliance board in Monday.com tracks all repositories containing customer records, with tasks to confirm retention settings and export evidence for auditors

5. Repository Ownership and Stewardship Management

OpenText Lens can reveal where unstructured data resides and which repositories contain the highest concentrations of sensitive or obsolete content. Monday.com can be used to assign stewardship responsibilities to business owners, define review cycles, and monitor accountability for each repository or content domain.

• Data flow: OpenText Lens to Monday.com
• Business value: Establishes clear ownership for content governance instead of leaving repositories unmanaged
• Example: Each major shared drive or content repository becomes a Monday.com item with an assigned steward, review cadence, and risk score from Lens

6. Information Risk Dashboard for Leadership

OpenText Lens can provide the underlying data intelligence on content risk, while Monday.com can serve as the operational dashboard for leadership teams. Risk trends, cleanup progress, and remediation status can be summarized in Monday.com dashboards for CIO, CISO, legal, and compliance leaders.

• Data flow: OpenText Lens to Monday.com
• Business value: Gives executives a simple view of governance progress without requiring them to work directly in the discovery tool
• Example: A monthly Monday.com dashboard shows the number of repositories scanned, sensitive files identified, remediation completion rate, and outstanding high-risk items

7. Exception Management for High-Risk Content

When OpenText Lens flags content that cannot be deleted, moved, or remediated immediately, Monday.com can manage exception handling. Teams can document business justification, approval status, compensating controls, and target resolution dates in a structured workflow.

• Data flow: OpenText Lens to Monday.com
• Business value: Ensures exceptions are reviewed and approved rather than left unresolved in unmanaged repositories
• Example: A legal hold exception is logged in Monday.com for a folder identified by Lens as containing sensitive contract records that must remain in place until a case closes

8. Cross-Functional Data Governance Program Coordination

OpenText Lens provides the discovery and classification insights, while Monday.com coordinates the broader governance program across IT, legal, records management, security, and business units. This integration supports recurring review cycles, policy enforcement tasks, and milestone tracking for enterprise data governance initiatives.

• Data flow: Bi-directional, with Lens feeding findings into Monday.com and Monday.com tracking decisions and actions back to governance teams
• Business value: Creates a repeatable operating model for data governance with clear task ownership and measurable progress
• Example: A quarterly governance board in Monday.com tracks Lens findings by department, assigns cleanup actions, and records completion status for executive reporting