SHEET 01Collaboration IntegrationSP

SharePoint Integration

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

Get a demo All integrations
  • Collaboration
  • < 5 min setup
  • Bidirectional, Real-time
  • SOC 2
  • GDPR
  • HIPAA
SharePointSOURCEDataSYNCAgentGOVERNEDActionsOUT
5Event triggers
5Agent actions
4Data types synced
< 5 minTime to connect
SHEET 02Triggers & ActionsI/O

What you can automate with SharePoint

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

IN → Triggers5 events
  • TRG-01

    File Uploaded

    Fires when a new file is uploaded to a SharePoint library.

  • TRG-02

    List Item Created

    Triggers when a new item is added to a SharePoint list.

  • TRG-03

    Document Approved

    Fires when a document completes an approval workflow.

  • TRG-04

    Site Created

    Triggers when a new SharePoint site is provisioned.

  • TRG-05

    File Modified

    Fires when an existing file is updated.

Actions → OUT5 actions
  • ACT-01

    Upload Document

    Uploads a file to a SharePoint document library.

  • ACT-02

    Create List Item

    Adds a new item to a SharePoint list.

  • ACT-03

    Update Metadata

    Modifies metadata properties on a document or list item.

  • ACT-04

    Create Site

    Provisions a new SharePoint site from a template.

  • ACT-05

    Search Content

    Queries SharePoint search for documents and pages.

SHEET 03Data SyncedBIDIRECTIONAL

Data types available through this integration

SharePoint sync schemaBidirectional, Real-time
DS-01Documents & Libraries
DS-02Lists
DS-03Site Pages
DS-04Metadata
SHEET 04Use CasesFIELD

How enterprises use SharePoint with assistents

UC-01Live

Document Knowledge Base

Agents answer questions using content from SharePoint document libraries.

UC-02Live

Content Classification

AI automatically tags and classifies documents uploaded to SharePoint.

UC-03Live

Policy Compliance

Monitor document libraries for compliance with retention and sensitivity policies.

SHEET 05Specification NotesFAQ

Questions about the SharePoint integration

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.

SHEET 06Related IntegrationsLINKED

Explore more integrations

INT-01

Microsoft Teams

Connect Microsoft Teams for messaging, meetings, notifications, and bot-based interactions.

Collaboration
INT-02

Google Workspace

Integrate Google Workspace for Gmail, Calendar, Drive, Docs, and Sheets data sync.

Collaboration
INT-03

Box

Integrate Box for cloud content management, document workflows, and secure file sharing.

Collaboration
INT-04

Dropbox

Connect Dropbox for file storage, document sync, team folders, and content management.

Collaboration
SHEET 07ProductsPRD-01..03

Power your SharePoint integration with AI agents

PRD-01

Agent Builder

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

Learn more
PRD-02

Workflow Builder

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

Learn more
PRD-03

Agent Governance

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

Learn more
SHEET 08Sign-offREADY

Ready to connect SharePoint?

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

Get a demo Explore platform
Connector
SharePoint
Category
Collaboration
Sync
Bidirectional, Real-time
Setup
< 5 min
Compliance
SOC 2 · GDPR · HIPAA