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

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 to access your files, documents, and knowledge bases through Blockbrain.