SharePoint Integration
With the SharePoint integration, the AI assistant can manage documents and sites within Microsoft 365 SharePoint.
Capabilities
- Search documents: Find files in SharePoint sites
- Read content: Open and analyze documents
- Create documents: Create new files
- Search sites: Find information in team sites
Example Usage
"Find the policy plan in our SharePoint"
"What's in the complaints handling protocol?"
"Find all documents about the city center redevelopment"
"Create a new document in the project site"
Applications
| Application | Example |
|---|---|
| Document management | Manage official documents |
| Knowledge sharing | Find information across the organization |
| Collaboration | Share project documents |
| Archiving | Organize documents |
Requirements
- Microsoft 365 account (organization)
- SharePoint Online
- Microsoft Graph API access
- Site permissions for the connection
Setup
- Go to Admin → Integrations → SharePoint
- Click Add Integration
- Sign in with your Microsoft 365 account
- Grant the requested permissions
- Select accessible sites and libraries
Site selection
You can select specific SharePoint sites. This way you maintain control over which documents the AI can access.
Privacy and Security
- Respects existing SharePoint permissions
- Only authorized sites are accessible
- Documents with restricted access remain protected
- Audit logging for all actions