Microsoft SharePoint

Overview

The Microsoft SharePoint integration connects nexos.ai with your SharePoint sites so you can find and reference SharePoint documents and pages directly in your workspace. It helps you summarize internal documentation, answer questions using shared knowledge, and stay aligned with the latest content stored in SharePoint.

Setting up the integration (organization admin)

1. Open Settings.

2. Go to Organization → Integrations.

3. Find Microsoft SharePoint in the list.

4. Set the integration to Active (enabled).

After it’s enabled here, team members can connect their own Microsoft accounts.

Connecting your account (individual user) from My Integrations

1. Open Settings (select your email/profile at the bottom of the left sidebar, then Settings).

2. Select My Integrations.

3. Find Microsoft SharePoint and select Connect.

1. You will be redirected to Microsoft. Sign in if prompted.

2. Review the access request screen and select Accept to approve access.

3. Return to nexos.ai. Microsoft SharePoint should now show as connected in My Integrations.

Use Microsoft SharePoint in Chat (turn it on for a conversation)

1. Open Chat (or an Agent chat).

2. Select the Tools icon.

3. Turn Microsoft SharePoint on to use it in that conversation.

Use Microsoft SharePoint in Agents (turn it on for an agent)

1. Open Agents and select the agent you want to update.

2. Select the Studio icon (top-right), then open Settings.

3. Scroll to Integrations and turn Microsoft SharePoint on.

4. Save your changes, then test the agent (for example, “Find the onboarding doc in SharePoint and summarize it” or “Pull the latest policy page and list the key changes”).

Alternative (quick method) You can also tell the agent in plain language to add the Microsoft SharePoint integration (for example, “Add the Microsoft SharePoint integration for this agent”), and it will enable Microsoft SharePoint for itself automatically so you can continue without leaving the conversation.