SharePoint Agent
Connect the SharePoint Agent to access your files, documents, and SharePoint sites directly through Blockbrain's AI assistant.
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
In any Blockbrain conversation, click the AI Model selection dropdown
Click "Show detailed AI model list"
Find and click "SharePoint Agent"
Look for "Configure" under the Status column
Step 2: Connect to SharePoint
Click "Configure"
Click the "Connect" button
Sign in with your Microsoft 365 account when prompted
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
❌ "Find my file" ✅ "Find my budget spreadsheet from Q3 in the folder customers 2024"
Use File Types
❌ "Show me documents" ✅ "Show me all PDF reports from last month"
Mention Locations
❌ "Find the proposal" ✅ "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 Outlook Agent to access your email and calendar through Blockbrain.
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