SharePoint

SharePoint is where most Microsoft-365-anchored teams park the documents and lists that other systems reference but rarely re-host. The integration lets myai browse sites, search across document libraries, and read structured list data through Microsoft Graph — so the policies, spec sheets, contracts, and operational lists already in SharePoint become first-class context for chats and automations.

What you can do

• Search across site collections — "find the latest pricing deck for the enterprise plan" returns matching documents from your tenant without anyone having to remember which site they live on.
• Read documents inline — a function pulls a Word doc, PDF, or Excel file from SharePoint and uses its content as input to the next step.
• Query SharePoint lists — operational lists (asset registers, approvals, change logs) become structured data sources for canvases and automations.
• File upload support — automations can write back to SharePoint, not just read.
• Cross-site search — one query spans every site the connected user has access to, instead of hunting site-by-site.
• Inherits user-level permissions — search results only include what the user is already allowed to see.

How to connect

OAuth 2.0 through Microsoft Graph. Sign in once, grant Files.Read and Sites.Read.All. No Azure setup required for the common case.

For tenants where the standard OAuth flow isn't viable (air-gapped Azure, service-account automation, custom scopes), a manual Azure App Registration path is available — your admin provides Client ID, Client Secret, Tenant ID, and a pre-obtained refresh token with SharePoint scopes.

Connect SharePoint in myai

Common use cases

• Contract-context primer — when a deal updates in CRM, a function pulls the matching contract from SharePoint and posts a summary to the AE.
• Policy lookup from chat — "what's our refund policy for SMB" returns the answer pulled from the canonical SharePoint doc, not someone's outdated memory.
• Approval-list automation — a function reads a SharePoint list of pending approvals each morning, pings the right approver in Teams.

Reference

• Connection model: Microsoft Graph OAuth 2.0 (or manual Azure app registration for advanced cases)
• Scopes: Files.Read, Sites.Read.All, User.Read
• Permission inheritance: SharePoint ACLs carry over — myai sees only what the user can see