Setup
Click Enable on the Connections page and authorize with your Microsoft account.Capabilities
- Search and discover sites — Find SharePoint sites across your organization by name or keyword.
- Browse files and folders — List items in document libraries to see what content is available on a site. Use recursive listing to walk nested folder hierarchies and produce a full directory tree in one step.
- Download documents — Pull files from SharePoint into your agent’s workspace for processing.
- Upload files — Push documents from your agent’s workspace into SharePoint libraries.
- Create folders — Set up new folder structures within document libraries to keep content organized.
- Move items — Relocate files and folders to different locations within SharePoint or OneDrive.
- Copy files and folders — Duplicate files or entire folder trees to the same or a different location. Copies use Microsoft’s native async operation, so there is no file size limit.
- Delete items — Move files or folders to the recycle bin, where they can be restored if needed.
- Share files and folders — Generate shareable links (public or restricted to your organization) or send invitations to specific people by email or to Microsoft Entra groups, with control over view or edit access.
- Review access — List who currently has access to a file or folder, including which permissions are inherited from a parent.
- Revoke access — Remove a previously granted permission when someone no longer needs it.
- Create sharing links — Generate view or edit links scoped to your organization or to anyone with the link.
Key Benefits
- Enterprise document access — Work with files stored in your organization’s existing SharePoint infrastructure without manual downloads.
- Cross-site operations — Search and interact with documents across multiple SharePoint sites in a single workflow.
- Two-way file sync — Both read from and write to SharePoint, enabling full document lifecycle automation.
- Organizational structure — Create folders, move files, and maintain document libraries programmatically.
- Automated access management — Grant, audit, and revoke access to files and folders as part of your workflows, without manual handoffs to an admin.
Works Well With
Microsoft Excel
Download spreadsheets from SharePoint, process or update data, and upload the results back.
Microsoft Word
Pull Word documents from SharePoint for review, editing, or content extraction.
Microsoft Teams
Combine document management in SharePoint with team notifications and channel updates.