SharePoint Integration
Connect Suprvisr to your Microsoft SharePoint document libraries. Once connected, the AI can reference, search, and answer questions about your organization’s documents directly — no manual uploads required.
What it does
With SharePoint connected, Suprvisr can:
- Search your documents for relevant information when you ask a question
- Reference specific files without you having to upload them manually
- Show sources — when the AI uses a SharePoint document, it shows the source alongside the response
- Stay in sync — your document library is periodically synced so the AI has fresh content
Setting up SharePoint
Go to Settings → Integrations
Click Settings (gear icon) → select the Integrations tab → click SharePoint.
Connect your site
Click Add Connection and authenticate with your Microsoft account. Grant the required permissions to access your SharePoint sites.
Select a document library
Choose which SharePoint site and document library (drive) to sync. You can add multiple sites.
Wait for the initial sync
Suprvisr syncs your documents in the background. The sync status shows the last sync time and document count.
Sync status
| Status | Meaning |
|---|---|
| Active | Connected and syncing normally |
| Syncing | Currently processing documents |
| Error | Sync failed — check the error message |
Click Refresh to manually trigger a sync at any time.
Using SharePoint in chat
Once connected, just ask naturally — the AI searches your SharePoint content automatically when relevant:
- “Does our employee handbook cover remote work policies?”
- “What does our Q3 sales report say about Canada?”
- “Find the latest version of our service agreement template”
Be specific about what you’re looking for. The AI searches by relevance — the more context you give, the more accurate the result.
Document sources
When the AI references a SharePoint document, it shows the source in the response — including the site name and drive. This helps you verify information and navigate back to the original file.
Disconnecting
To remove a SharePoint connection:
- Go to Settings → Integrations → SharePoint
- Find the connected site
- Click Disconnect
The documents are removed from the AI’s context immediately.
Related
- File Uploads — manually attach files if you don’t use SharePoint
- Admin Setup — organization-level integration management