SharePoint
Employees spend hours hunting for the right document in SharePoint. Your AI agent searches lists, retrieves files, and surfaces the exact content needed, all through a simple chat message. Company policies, SOPs, and project files become instantly accessible without navigating complex site structures.
Your AI agent navigates SharePoint sites, lists, and document libraries to retrieve files, search content, and manage list items directly from employee conversations.
SharePoint
See how enterprises use AI agents to make SharePoint content discoverable, reduce document search time, and keep employees focused on work instead of navigation.
A new hire asks 'What is the company's remote work policy?' Your AI Agent searches SharePoint for the HR policy library, finds the Remote Work Policy document, and shares the relevant sections directly in the chat. The employee gets the answer in 30 seconds instead of browsing through an unfamiliar intranet structure during their first week.
A project manager needs last month's client deliverable from a deeply nested SharePoint folder. They type 'Find the November deliverable for Project Atlas.' Your AI Agent searches across document libraries, locates the file by name and date, and provides a download link. The PM gets the file without remembering which subsite, library, and folder it lives in.
A team lead asks 'What are the open action items on the Sprint Backlog list?' Your AI Agent queries the SharePoint list, filters for items with an open status, and returns each task with its assignee and due date. The lead gets an instant standup summary without opening SharePoint, scrolling through columns, and applying filters manually.
SharePoint
FAQs
The agent uses SharePoint's Search API to query across all sites and libraries the connected account has access to. It searches by filename, content keywords, and metadata. Results include document titles, locations, and direct links so employees can find what they need without browsing the intranet.
Yes. The agent can navigate to specific sites, subsites, libraries, and folders using SharePoint's server-relative URL structure. You can scope the agent's access to specific sites during configuration, or allow it to search across your entire SharePoint environment.
Tars requests OAuth scopes for your SharePoint site. The specific scope follows the pattern of your site URL with default permissions. You configure the site name during setup, and the OAuth flow grants appropriate access. The agent respects SharePoint's existing permission model.
No. Tars queries SharePoint in real time. Document search results, list item data, and file metadata are fetched live during conversations. Files are linked, not copied. Your documents stay in SharePoint with all existing access controls intact.
Yes. The agent can create new list items, update existing ones, and delete items through SharePoint's REST API. It supports standard and custom column types, making it capable of managing project trackers, issue logs, inventory sheets, and any other list-based data.
SharePoint's search bar requires you to be in the browser, logged into the site, and know the right keywords. The AI agent accepts natural language questions from any channel, interprets what you need, searches SharePoint, and delivers results conversationally. It also combines SharePoint data with information from other connected tools.
Yes. The agent can only access documents and lists that the authenticated account has permissions for. SharePoint's role-based access control, item-level permissions, and site collection boundaries are all respected. The agent cannot bypass security settings.
The integration is designed for SharePoint Online (Microsoft 365) using OAuth authentication. On-premises SharePoint Server instances may require additional network configuration. The API endpoints and authentication flow are optimized for the cloud-hosted version.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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