IT OPS

Provision Outlook shared mailbox when a new department is approved in Monday

Watches a Monday board for departments marked Approved, then provisions a matching Outlook shared mailbox, grants the listed members access.

CategoryIT Ops
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerMonday item status set to Approved on Departments boardmonday.com
  • LogicVerify mailbox alias and at least one member are present
  • ActionRun Exchange Online New-Mailbox -Shared scriptShell
  • ActionGrant members FullAccess and SendAs on the mailboxOutlook
  • OutputWrite live SMTP address and Provisioned status to Mondaymonday.com

What it does

Turns an approved department record in Monday into a fully configured Outlook shared mailbox with the right people granted access, with no manual PowerShell steps.

When to use it

Use this when HR or operations stands up a new department and you want the shared mailbox (for example, billing@ or facilities@) created the moment the department is approved, not days later via a ticket.

How it works

  1. 1A Monday item moves to status Approved on the Departments board, firing the trigger.
  2. 2A logic step checks that the department has a proposed mailbox alias and at least one member, skipping incomplete rows.
  3. 3A shell step runs the Exchange Online provisioning script (New-Mailbox -Shared) using the alias and display name from the item.
  4. 4An Outlook step grants each listed member FullAccess and SendAs permission on the mailbox.
  5. 5A final Monday action writes the live SMTP address and a Provisioned status back onto the item so the requester can see it is ready.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect monday.comVisual work management for teams.
  2. 2
    Connect ShellRun sandboxed commands inside the workspace.
  3. 3
    Connect OutlookMail, calendar, contacts.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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