SharePoint Integration
Connect Cumulus to your Microsoft SharePoint document libraries. Once connected, the AI can search, reference, and answer questions about your organisation’s documents directly — no manual uploads required.
SharePoint integration requires a Microsoft 365 account. Users signed in with an email and password cannot connect SharePoint.
What it does
With SharePoint connected, Cumulus 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 cites the source alongside the response
- Stay in sync — connected libraries are periodically synced so the AI has fresh content
Setting up SharePoint
Only Admins and Owners can connect SharePoint libraries.
Go to Settings → SharePoint
Click Settings (gear icon) in the sidebar and select SharePoint.
Grant admin consent
Click Add Connection. You’ll be redirected to Microsoft to approve the Cumulus integration app for your organisation’s Azure AD tenant. This is a one-time step — subsequent connections reuse the same consent.
Link your Microsoft account
After consent, you’ll be prompted to Link Microsoft Account. This signs you in with your personal Microsoft 365 account so Cumulus can browse your SharePoint sites on your behalf.
Select a site
The connection wizard opens at the Sites step. Browse or search your available SharePoint sites and click the one you want to connect.
Select a document library
Choose which document library (drive) within that site to sync. Each library becomes a separate connection.
Choose folders (optional)
Browse the folder tree within the library. You can:
- Select specific folders to limit what gets indexed — only those folders are synced
- Toggle “subfolders” on any selected folder to recursively include everything inside it
- Leave everything unselected to sync the entire library
Click Connect Library when ready. The connection is created and an initial sync starts automatically.
Member visibility: Non-admin team members can see that SharePoint is connected and its status (e.g. “Active”), but cannot view connection details, folder selections, or sync progress. Only admins and owners have full access to the SharePoint settings page.
You can add multiple connections — one per document library. Repeat the wizard to add more from the same or different SharePoint sites.
Folder color auto-indexing
Cumulus can automatically include folders based on their SharePoint folder colour tag. Set your organisation’s active colour in the SharePoint settings page — any folder tagged with that colour in SharePoint will be auto-indexed, even without being manually selected in the wizard.
Auto-indexed folders are highlighted in green and labelled auto in the folder tree. This is useful for teams that already use colour-coded folders in SharePoint to mark project or departmental content.
To disable auto-indexing, set the colour to None.
Sync progress
Each connection shows real-time sync progress with file-level detail:
| Metric | What it shows |
|---|---|
| Total files | Number of files in the connected library |
| Completed | Successfully indexed files |
| In progress | Files currently being processed |
| Pending | Files waiting to be processed |
| Failed | Files that encountered errors during sync |
| Percent complete | Overall progress bar |
Expand any connection card to see individual file status — each file shows whether it’s indexed, pending, processing, or failed, along with its chunk count and last sync time.
Click the sync icon on any connection card to trigger a manual delta sync (changes since the last sync).
Connection status badges
| Status | Meaning |
|---|---|
| Active | Connected and syncing normally |
| Indexing… | Initial sync in progress — documents are being processed |
| Syncing… | A manual or scheduled sync is running |
| Pending | Waiting for admin consent to complete |
| Error | Sync failed — check the error message on the connection card |
| Offline | Connection has been disconnected |
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 library. This helps you verify information and navigate back to the original file.
Removing a connection
To remove a SharePoint library:
- Go to Settings → SharePoint
- Find the connection card
- Click the trash icon and confirm
The library’s documents are removed from the AI’s context immediately.
Related
- File Uploads — manually attach files if you don’t use SharePoint
- Admin Setup — organisation-level integration management