Tool

Create doc

The monday.com Create Doc tool allows users to effortlessly create new documents within their monday.com workspace or attach them directly to specific items. It supports flexible document placement with options for workspace, folders, or item attachments and enables importing rich markdown content for seamless documentation.

Monday.com

Features

  • Create documents inside a specified workspace with optional folder organization.
  • Attach new documents directly to existing items, supporting item-level documentation.
  • Support for multiple document privacy settings: public, private, or shareable.
  • Import markdown content that converts into well-structured document blocks automatically.
  • Automatic creation of doc columns when attaching documents to items without an existing doc column.

Benefits

  • Streamlines documentation workflows by integrating docs directly within monday.com environments.
  • Enhances collaboration by enabling shared or private document access as needed.
  • Improves organization with folder and workspace-based document management.
  • Saves time by converting markdown into formatted content instantly.
  • Facilitates project tracking by attaching relevant docs to specific tasks or items.

Description

Create a new monday.com doc either inside a workspace or attached to an item (via a doc column). After creation, the provided markdown will be appended to the document.

LOCATION TYPES:

  • workspace: Creates a document in a workspace (requires workspace_id, optional doc_kind, optional folder_id)
  • item: Creates a document attached to an item (requires item_id, optional column_id)

USAGE EXAMPLES:

  • Workspace doc: { location: { type: "workspace", workspace_id: 123, doc_kind: "private" }, markdown: "..." }
  • Workspace doc in folder: { location: { type: "workspace", workspace_id: 123, folder_id: 17264196 }, markdown: "..." }
  • Item doc: { location: { type: "item", item_id: 456, column_id: "doc_col_1" }, markdown: "..." }

Parameters

3 parameters

NameTypeDescription
locationrequiredany

Location where the document should be created - either in a workspace or attached to an item

doc_namerequiredstring

Name for the new document.

markdownrequiredstring

Markdown content that will be imported into the newly created document as blocks.

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