Integration
Connect WebuildYourAI. to
SharePoint
Introduction
SharePoint is Microsoft’s enterprise platform for managing documents, lists and intranet sites across modern organisations. It centralises content, supports collaboration, and connects tightly with Microsoft 365. In daily operations it hosts policies, project records and knowledge bases, yet demands careful governance and navigation. Our company’s AI agents extend SharePoint by orchestrating agentic workflows for content discovery, document lifecycle, governance oversight and cross-system integration.
Core Workflows
Content-aware agents index SharePoint sites, libraries and lists, then answer natural-language questions such as “show the latest HR travel policy” or “summarise this project site”. They respect permissions, surface related items, and propose follow-up actions, such as opening files in Teams or starting a review.
Document lifecycle agents monitor libraries for new contracts, procedures or reports, assemble the right reviewers, and progress items through tailored approval stages. They chase overdue tasks, log decisions in SharePoint, and schedule renewals or archival based on retention rules, improving consistency and audit trails.
Classification agents analyse uploaded files and list items, suggest metadata and content types, and highlight missing tags that reduce search quality. They apply consistent naming patterns, propose sensitive or retention labels, and flag anomalous uploads, helping organisations maintain a structured, searchable information estate.
Governance agents scan sites and libraries for risky sharing, broken inheritance and uncontrolled site growth. They generate remediation suggestions, draft permission changes for owner approval, and maintain inventories of high-value locations, so governance and compliance teams gain a continuously updated picture of access and risk.
Integration agents bridge SharePoint lists and document libraries with CRM, ticketing and ERP systems. They synchronise status fields, attach relevant documents to external records, and create SharePoint workspaces when new cases or projects appear, preserving a single source of truth while avoiding duplicate manual data entry.
Extended Capabilities
Agentic workflows wrap around SharePoint’s sites, libraries and lists to handle repetitive, multi-step activities. AI agents observe events, interpret context and act through SharePoint and Microsoft 365, coordinating approvals, knowledge retrieval and governance checks while keeping humans informed and in control.
Conclusion
Agentic workflows built on SharePoint reinforce its role as a central workspace rather than a static document store. AI agents convert dispersed sites, lists and libraries into coordinated processes, improving search, approvals, compliance and integration with surrounding systems. Organisations gain clearer oversight of content, fewer manual handoffs, and more reliable information, with specialist expertise available to design and maintain these patterns.