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About Microsoft SharePoint

Microsoft SharePoint is a cloud-based collaboration and content management platform for creating, managing, and sharing organizational content, sites, and structured data. Key features include:
  • Sites and team collaboration: Create and manage team sites, communication sites, and shared workspaces.
  • Document and content management: Store, organize, and manage documents in libraries with metadata, versioning, and content types.
  • Lists and structured data: Create and manage lists to track structured business data with custom fields and views.
  • Sharing and permissions: Control access to sites, lists, and documents with role-based permissions and sharing policies.
  • Security and compliance: Enterprise-grade security, governance, and compliance controls for organizational content.

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Authentication Options

Below are possible authentication options you can choose:
The simplest way to connect Microsoft SharePoint is by using xpander.ai’s built-in authentication:
  1. Go to the Connectors section in the sidebar of your xpander.ai dashboard.
  2. Select Microsoft SharePoint from the available integrations.
  3. Click + Create new connection.
  4. Enter a connector name as desired, e.g., “xpander-sharepoint”.
  5. Choose OAuth2 as the authentication method.
  6. Click Sign in with Microsoft SharePoint.
  7. Grant xpander.ai permission to access your account.
  8. Save the configuration. Img 1

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Integration of Microsoft SharePoint into an AI Agent

Once you’ve configured your Microsoft SharePoint connector with the authentication option described above, you can integrate it into your AI agent with xpander.ai:
  1. In your xpander.ai dashboard, navigate to the Agents page, then click an agent to open the Agent Configuration tab.
  2. Select Tools, then click Add Tools.
  3. Select Connectors.
  4. Choose Microsoft SharePoint with the same connector name you configured in the previous section (e.g., xpander-sharepoint).
  5. Select the available Microsoft SharePoint operations that suit your use case. To grant your agent site and file management capabilities, enable the following operations.
    • List All Drives
    • List Drive Items
    • Get Drive List
    • List Site Pages
    • List Site Drives
    • List All Sites
    • List Followed Sites
  6. Click Deploy to update your agent.
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AI Agent Microsoft SharePoint Prompt Library

Below are possible prompts or use cases you can try after integrating Microsoft SharePoint into your xpander.ai AI agent: 
List the sites I'm currently following.

Get a list of drives in site <site_name>.

Create a new list named <new_list_name>.

List all the pages in site <site_name>.