How to enable
Connect your Microsoft account
Click Create new to sign in with your Microsoft account and create a personal access token. This token belongs to you and can be managed in your profile settings.If you already have a SharePoint token from setting up another agent, you can select it from the dropdown instead.
The SharePoint integration works with text-based files (txt, md, csv). For Office documents, the agent can read content but cannot edit them directly.
Example use cases
- Document Search — “Find all documents in our Legal site that were modified this week”
- Content Retrieval — “Get the contents of the employee handbook and summarize it”
- Report Generation — “Every Friday, create a weekly summary report in the Team site based on our Slack activity”
- Cross-platform Sync — “Check my Outlook inbox every morning — if you see any invoice emails, save them to the Finance folder in SharePoint”

