A SharePoint AI Agent That Keeps Your Files Where They Belong
Company files end up in a dozen sites and nobody remembers which one. The agent searches across them, files new documents properly and tells you what is out of date.
From $10/month 30 days free No credit card
What Your Agent Does In SharePoint
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Finds Documents Across Sites
Ask for the latest vendor agreement with Bluebird Logistics and the agent searches your sites and returns the newest version with its location.
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Files New Documents
When a signed contract arrives, it saves the file to the right library, names it the way your team does and adds the usual details.
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Flags Outdated Or Duplicate Files
It lists files nobody has opened for a year and near-identical copies, with a suggestion for which one to keep.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in SharePoint for you, with your own login, and reports back in the thread.
- Where is the newest version of the employee handbook?
- File this signed lease in the Facilities library with the usual naming.
- List duplicate files in the Marketing site.
Use SharePoint With Octopus Prime
- Open Settings › Connections, choose SharePoint and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in SharePoint for you without ever seeing your password.
- Choose which agents can use SharePoint: just yours, one project’s or the whole company’s. You approve what matters.
Questions About SharePoint And Your Agents
Does the agent see sites it should not?
It sees only what the Microsoft account you connected can open. Permissions in SharePoint apply to it as they do to a person.
Can it delete old files by itself?
No. It makes a list of candidates, and deleting anything waits for a person’s OK.
Does my agent see my SharePoint password?
No. Your SharePoint login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect SharePoint, at any time in Settings.
More Docs, Files And Data Apps
All Docs and files Apps-
Notion
Notes into tasks, questions answered, updates drafted. -
Airtable
Records added, updated, merged and explained. -
Google Drive
Files found, filed, checked and cleaned up. -
Dropbox
Files found, filed and collected from clients. -
DocuSign
Agreements sent from templates and tracked to done. -
Confluence
Team pages written and kept current.
Put An Agent To Work In SharePoint. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
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