How to add Google Doc to monday

How to add Google Doc to monday

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Collaboration thrives when everyone in the team has real-time access to the latest content. That’s why embedding Google Docs directly into monday.com boards is a game‑changer - it brings all your workflows under one roof. Luckily, two powerful apps from our monday.com Marketplace make this both simple and smooth:
  • Google Docs Embed – built for embedding and live-previewing Google Docs right inside your board.
  • Drive Picker & Embed – offering a familiar Google Drive UI to browse, select, and embed files across Docs, Sheets, and more.
In this post, we’ll walk you through both methods, compare their advantages, and share pro tips so your team can collaborate faster and smarter.

1. Why Embed Google Docs in monday.com?

Before diving into setups, let’s frame the “why.” Embedding Docs into your boards empowers your team to:
  • 🧠 View and interact with documents directly in monday.com - no hopping between tabs.
  • Reduce context‑switching - keep tasks, files, and updates all in one place.
  • Share instant updates - changes in Docs reflect live in your board.
  • Maintain version control - no more searching email threads or file folders.

2. Meet the Apps: Quick Feature Run‑Down

Feature
Google Docs Embed
Drive Picker & Embed
Embed Type
Google Docs only
Docs, Sheets, Slides, other Drive files
Document Preview
Visible inline on board
In-line embed with Google UI picker
Permissions
View-only (or edit if shared)
Follows original Drive sharing settings
Use cases
Quick embed of a project doc
Versatile file selection for broader needs
Team sharing workflow
Simplest: just paste link, embed done
Team can browse Drive UI, pick visually

Feel free to use both - start with Google Docs Embed for quick embeds, then switch to Drive Picker & Embed when you need more file types or visual browsing.

3. Embedding with Google Docs Embed

This app is your fastlane to embedding a Google Doc in seconds.

Step 1: Install the App

  1. Go to monday.com Marketplace and search “Google Docs Embed.”
  1. Click Install, choose your account or board, and grant access.

Step 2: Add the Widget

  1. On your board, click + Add Column or use the plus at the top.
  1. Look for the Google Docs Embed column widget.
  1. Click to add - it creates a visual embed block on each item row.

Step 3: Embed Your Doc

  1. Open your Google Doc and click ShareCopy link (ensure its share settings allow team access).
  1. Back in monday.com, paste the link into the widget for that item.
  1. The document will load live - no need to leave the board.
You now have a live Doc preview where your team can scroll, review, and collaborate - all inside monday.com. Changes made in Google Docs appear instantly.

4. Embedding Files with Drive Picker & Embed

Want more than just Docs? This app brings Google Drive’s browsing experience into monday.com.

Step 1: Install the App

  1. Visit the monday.com Marketplace and search “Drive Picker & Embed.”
  1. Install it similarly - select board and authorize access.

Step 2: Add the Column

  1. On your board, click + Add Column.
  1. Find Drive Picker & Embed, and add it.
  1. You’ll see a column allowing Drive’s file picker for each row.

Step 3: Pick and Embed a File

  1. In a row’s cell, click Pick file - the Google Drive search window appears.
  1. Browse or search for any Google file: Docs, Sheets, Slides, PDFs, and more.
  1. Select your file. It gets embedded into the cell preview.
  1. Clicking the preview opens a view of the document in context.
This method is perfect if you want flexibility across file types and visual browsing for your team.

5. Comparing the Two: Choose What’s Right

Here’s a side‑by‑side summary to help you choose or pair them:
  • Google Docs Embed
    • Ideal for single-purpose workflows needing one Doc per item.
    • Super-fast setup - copy link, paste, and done.
    • Generates a neat, clean embed focused on Docs.
  • Drive Picker & Embed
    • Best when you need choice: Docs, Sheets, Slides, images, PDFs.
    • Familiar Drive UI helps teams pick the right file visually.
    • Centralized sharing via Drive permissions - no extra steps needed.
❤️ Pro Tip: Start with Google Docs Embed if your board relies heavily on Docs. Add Drive Picker to hand off file flexibility, or use them in separate boards to keep things tidy.

6. Best Practices & Troubleshooting

Document Access

  • Ensure team members have proper Google sharing access: "Viewer" at minimum.
  • For easy sharing, set documents to “Anyone with the link” within your org.

Board Performance

  • Heavy embeds (large Docs, multiple files) can slow down board load times.
  • Only embed critical or actively used documents - archive the rest elsewhere.

Mobile-Friendly Design

  • On smaller screens, drive picker previews adapt automatically.
  • Users can still open embedded docs full-screen by tapping them.

Two‑Way Updates

  • Changes in Google Docs show live in monday.com.
  • But updates made directly in monday.com (like changing the link) won’t sync back to Drive - embed goes one way.

7. Use Cases in Action

🚀 Product Roadmaps

Embed your master PRD (Product Requirements Doc) directly in your roadmap board, so everyone can reference specs without context-switching.

🏗️ Project Task Management

Create a board for tasks where each item links to its planning document, briefing slides, or technical spec - via Drive Picker, your team can access what’s needed instantly.

🧑‍🤝‍🧑 Marketing Campaigns

Manage campaign tasks with embedded creative briefs or asset plans via Google Docs Embed, keeping the team aligned and in-flow.

8. Wrapping Up

Embedding Google Docs into monday.com transforms your workspace into a unified hub - streamlining workflows, centralizing information, and enabling faster collaboration. With Google Docs Embed for simplicity and Drive Picker & Embed for flexibility, you can empower your team to stay aligned and productive.

Quick Recap:

  1. Google Docs Embed – fast, inline, Doc-focused sharing
  1. Drive Picker & Embed – versatility across file types with Drive UI
  1. Use them separately or together depending on your board needs

9. Bonus: Maximize Value

  • Combine: Use both apps - Docs Embed for critical docs, Drive Picker for general file attachments.
  • Automate Links: Use monday.com automations to notify teams when a document is added.
  • Align Permissions: Keep your Drive folder organized to avoid missing access errors.
  • Train Your Team: Host a quick walkthrough so teammates know how to pick, embed, and view in context.

Takeaway

Embedding Google Docs in monday.com isn’t just a neat trick - it’s a path to a more efficient, collaborative team environment. Whether you choose the lean simplicity of Google Docs Embed or the file-rich flexibility of Drive Picker & Embed, you're bridging your writing and tasks together in one connected space.
Give it a try today: install the app(s), embed your next Doc or file, and watch your team stay aligned - and engaged - throughout the workflow.

If you want help setting things up or discovering advanced integrations (like using monday.com automations with embedded docs), just drop a note - I’m glad to help!