# SharePoint Agent

### What Can You Do?

Once connected, the SharePoint Agent lets you:

* **Find Files**: Search for documents across all your SharePoint sites
* **Read Documents**: Ask questions about specific files
* **Browse Sites**: Navigate through your SharePoint structure
* **Analyze Content**: Get summaries and insights from your documents

### Quick Setup

#### Step 1: Select SharePoint Agent

1. In any Blockbrain conversation, click the **AI Model selection** dropdown
2. Click **"Show detailed AI model list"**
3. Find and click **"SharePoint Agent"**
4. Look for **"Configure"** under the Status column

#### Step 2: Connect to SharePoint

1. Click **"Configure"**
2. Click the **"Connect"** button
3. Sign in with your Microsoft 365 account when prompted
4. Click **"Accept"** to allow Blockbrain to access your SharePoint files

#### Step 3: Start Using SharePoint

That's it! You can now ask Blockbrain about your SharePoint content.

### What You Can Ask

#### Finding Files

```
"Find my presentation about quarterly results"  
"Show me all Excel files from the marketing folder"  
"What documents did I work on last week?"  
```

#### Reading Documents

```
"Summarize the report in the finance folder"  
"What are the key points in the project proposal?"  
"Extract the budget numbers from the spreadsheet"  
```

#### Browsing Sites

```
"What sites do I have access to?"  
"Show me what's in the HR site"  
"List all files in the team workspace"  
```

### How It Works

**Your Access = Blockbrain's Access**

* Blockbrain can only see files you can see
* If you can't access a SharePoint site, neither can Blockbrain
* Your permissions stay exactly the same

**Safe and Secure**

* Your files remain in SharePoint
* Blockbrain reads but doesn't change your documents
* All access is logged in your organization's audit trail

### Example Conversation

**You:** "Find my contract template"

**Blockbrain:** "I found several contract templates in your SharePoint:

* Standard Service Contract.docx (in Legal Templates)
* NDA Template 2024.docx (in HR Documents)
* Vendor Agreement Template.pdf (in Procurement)

Which one would you like me to open?"

**You:** "Open the Standard Service Contract and summarize it"

**Blockbrain:** "Here's a summary of your Standard Service Contract:

* 12-page document covering service delivery terms
* Includes payment schedules and liability clauses
* Last updated in March 2024
* Contains sections for customization based on client needs..."

### Tips for Better Results

#### Be Specific

**False:** "Find my file"\
**Correct:** "Find my budget spreadsheet from Q3 in the folder customers 2024"

#### Use File Types

**False:** "Show me documents"\
**Correct:** "Show me all PDF reports from last month"

#### Mention Locations

**False:** "Find the proposal"\
**Correct:** "Find the proposal in the sales team site"

### Troubleshooting

**"I can't find my file"**

* Check if you can see the file in SharePoint directly
* Try using different search terms
* The file might be in a site you don't have access to

**"Permission denied" errors**

* Your SharePoint permissions may have changed
* Contact your IT team to verify your access
* Try reconnecting the agent

**"No SharePoint sites found"**

* You might not have access to any SharePoint sites
* Check with your administrator about SharePoint licensing
* Verify you're signed in with the correct Microsoft account

### Privacy and Security

* **Read-Only Access**: Blockbrain can read your files but cannot edit, delete, or share them
* **Your Permissions**: Access is limited to what you can normally see in SharePoint
* **No Storage**: Blockbrain doesn't store copies of your files

### Common Use Cases

**Document Research**

* Quickly find information across multiple documents
* Compare content between different files
* Extract specific data points from reports

**Content Analysis**

* Summarize long documents
* Identify key themes in meeting notes
* Extract action items from project files

**File Organization**

* Understand what files you have access to
* Find duplicates or related documents
* Locate files by content rather than filename

### Next Steps

Want to connect more services? Try the [knowledge-management-agent](https://docs.en.theblockbrain.ai/for-users/agents/knowledge-management-agent "mention") to access your files, documents, and knowledge bases through Blockbrain.