SharePoint is a powerful collaboration tool that allows teams to manage documents and projects efficiently. With Relevance AI, you can elevate your SharePoint experience by integrating AI capabilities that streamline workflows and enhance data-driven decision-making.
SharePoint provides a robust platform for managing content and collaboration. Relevance AI enhances this by integrating intelligent AI Agents that automate processes and derive insights from your SharePoint data.
Intelligent Document Orchestration
The AI agent automatically classifies, routes, and manages documents across SharePoint libraries based on content analysis and organizational patterns.
Contextual Knowledge Synthesis
Agent processes vast SharePoint repositories to extract insights, identify patterns, and surface relevant information based on user context and intent.
Predictive Content Discovery
Agent anticipates user needs by analyzing behavior patterns and proactively surfaces relevant SharePoint content and resources.
Relevance AI enables you to harness the full potential of SharePoint within your AI-driven workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Relevance AI account
- An Airtable account with access to the base and table you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The SharePoint and Relevance AI integration leverages secure OAuth authentication to enable programmatic access to SharePoint Online lists and items through a robust API interface. Relevance AI handles all SharePoint API operations (GET, POST, PATCH, DELETE) in the background—managing authentication, error handling, and rate limiting automatically.
Built-in data validation and format conversion ensure reliable interaction between SharePoint and your custom workflows, while maintaining enterprise-grade security standards.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the SharePoint + Relevance AI integration without writing code:
- Start with a well-structured SharePoint site: Organize lists and libraries with clear naming conventions and consistent data types.
- Utilize pre-built workflows: Relevance AI provides templates for creating, updating, or managing SharePoint lists and items—perfect for quick implementation.
- Connect securely: Ensure you authenticate with the correct SharePoint site and have the necessary permissions during setup.
- Test in a safe environment: Execute API calls on a test site or list to validate functionality before applying changes to production data.
- Monitor API usage: Be aware of SharePoint's rate limits and implement batching for bulk operations to avoid throttling.
