The SharePoint integration lets Generate index documents and sites from your Microsoft SharePoint as knowledge sources.
SharePoint connector

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What You Can Do

  • Index documents — Bring files from SharePoint into your knowledge base
  • Access sites — Include content from the SharePoint sites you choose
  • Use SharePoint as knowledge — Make site content available to agents

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Connecting SharePoint

1

Open the Connectors modal

Open Connectors and go to the Apps tab, then find SharePoint. See Setting Up a Connector for the generic mechanics.
2

Connect and sign in with Microsoft

Click Connect and complete the OAuth flow by signing in with your Microsoft account and authorizing access.
SharePoint Microsoft sign-in
3

Confirm it's connected

Once authorized, SharePoint shows as Connected. Choose the sites or documents to index and save.
The documents and sites available to Generate depend on your Microsoft account’s permissions and the scopes you grant during sign-in.

Productivity Overview

Explore other productivity connectors.

Setting Up a Connector

Learn the generic steps for connecting a service.