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SharePoint Integration

Connect Microsoft SharePoint for document management, lists, and intranet content sync.

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Collaboration< 5 min setupBidirectional, Real-timeSOC 2GDPRHIPAA
.// Triggers & Actions

What you can automate with SharePoint.

Connect SharePoint events to AI agent workflows with pre-built triggers and actions.

Triggers
File Uploaded
Fires when a new file is uploaded to a SharePoint library.
List Item Created
Triggers when a new item is added to a SharePoint list.
Document Approved
Fires when a document completes an approval workflow.
Site Created
Triggers when a new SharePoint site is provisioned.
File Modified
Fires when an existing file is updated.
Actions
Upload Document
Uploads a file to a SharePoint document library.
Create List Item
Adds a new item to a SharePoint list.
Update Metadata
Modifies metadata properties on a document or list item.
Create Site
Provisions a new SharePoint site from a template.
Search Content
Queries SharePoint search for documents and pages.
.// Data Synced

Data types available through this integration.

Documents & Libraries
Lists
Site Pages
Metadata
.// Use Cases

How enterprises use SharePoint with assistents.

Document Knowledge Base

Agents answer questions using content from SharePoint document libraries.

Content Classification

AI automatically tags and classifies documents uploaded to SharePoint.

Policy Compliance

Monitor document libraries for compliance with retention and sensitivity policies.

.// FAQ

Frequently asked questions.

Does this support SharePoint Online and on-premises?

The connector supports SharePoint Online (Microsoft 365). On-premises SharePoint requires a hybrid connector.

Can agents search across multiple site collections?

Yes. Agents can search across all site collections the configured service account has access to.

How are SharePoint permissions respected?

The integration respects SharePoint's permission model. Agents can only access content the service account is authorized for.

.// Related Integrations

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.// Products

Power your SharePoint integration with AI agents.

Agent Builder

Create AI agents that connect to SharePoint with natural language — no code required.

Workflow Builder

Build multi-step workflows that automate actions across SharePoint and other systems.

Agent Governance

Enforce permissions, audit trails, and compliance on every agent action in SharePoint.

.// Get Started

Ready to connect SharePoint?

Schedule a personalized demo to see how assistents’s AI agents integrate with SharePoint for your organization.

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