# SharePoint

> Let your assistants find SharePoint sites, search and read their libraries, and save new files into a folder you pick after your Approve. Coming soon.

Status: Coming soon

SharePoint is where your team's sites, policies, and shared documents live. Once you connect it, your assistants can find the right site, search every document library you can open, and read the files they need, with a link to each one in the answer. Ask them to save something and they find the library folder you mean and save a new file there once you approve.

> [!SOON]
> SharePoint is Coming soon. This page describes how it will work. The integrations open at launch are GitHub, GitLab, and Bitbucket.

## At a glance

| | |
| --- | --- |
| Category | Files and storage |
| Status | Coming soon |
| Connects with | Your Microsoft work or school sign-in |
| Access | Reads on its own; saving a new file waits for your Approve |
| Used by | The CEO in chat, and every assistant |

## What assistants can do

| Ability | How it runs |
| --- | --- |
| Find sites by name | Reads on its own |
| List a site's document libraries and folders | Reads on its own |
| Search files across every site and OneDrive you can open | Reads on its own |
| Read Word, Excel (every sheet), PowerPoint, CSV, Markdown, and text files | Reads on its own |
| Open a SharePoint link you paste | Reads on its own |
| Find a folder by name across your sites and show its full path | Reads on its own |
| Save a new Word document, CSV spreadsheet, or text file into a folder you pick | Waits for your Approve |
| Change, move, share, or delete a file, or change a site | Never |

## Connect it on stellarfirm.ai

1. Open [Integrations](https://stellarfirm.ai/app/integrations) and pick **SharePoint**.
2. Press **Sign in with Microsoft** and sign in with your work or school account. Personal Microsoft accounts have no SharePoint.
3. Microsoft asks you to let StellarFirm **read items in all site collections** and **have full access to all files you have access to**. Press **Accept**. The second one is the only permission Microsoft offers for saving into a library folder, so it reads broader than what StellarFirm does: your assistants read files, and save a new file only after your Approve. Sites themselves are read only.
4. You come back to the SharePoint page, which now says **Connected**.
5. Ask in chat: "find the travel policy on our HR site and tell me the hotel limit".

### If your organization asks for approval

Many organizations let only an administrator approve apps that read SharePoint. If Microsoft says **Need admin approval**, send the request it offers, or send your Microsoft 365 administrator the steps in [For IT administrators](/docs/trust/it-administrators#microsoft-entra-id). Once approved, sign in again.

## Saving a file

1. Ask in chat: "save this as a Word document in the Policies folder on our HR site".
2. The assistant looks for folders with that name across your sites. When more than one fits, or none does, it asks you which one, with each folder's full path.
3. It writes the file and asks to save it. On [Approvals](/docs/ceo/approvals) you see the file's name, its kind, and the folder's full path. Nothing is saved before you press **Approve**.
4. Once approved, the file is saved and the assistant answers with its link.

A document is saved as a real Word file, a spreadsheet as CSV. When a file with the same name is already there, SharePoint keeps both and gives the new one a number. The library's own permissions apply: if your account may only read that folder, nothing is saved and the assistant tells you.

## Connect it in the desktop app

1. In the Microsoft Entra admin center, register an app with the delegated permissions **Files.Read.All**, **Sites.Read.All**, and **offline_access**, and create a client secret. The desktop app reads with it; saving to SharePoint from chat is on stellarfirm.ai for now.
2. Sign in once with that app to get a refresh token.
3. On the computer that runs your assistants, set `MICROSOFT_CLIENT_ID`, `MICROSOFT_CLIENT_SECRET`, `MICROSOFT_TENANT_ID`, and `SHAREPOINT_REFRESH_TOKEN`.
4. Switch SharePoint on and to live in the assistants' configuration.

## Pause or disconnect

- **Turn off** keeps the sign-in but stops your assistants reading SharePoint.
- **Disconnect** deletes the sign-in from StellarFirm. To remove StellarFirm from your account too, open **myapps.microsoft.com**.

## Good to know

- Assistants see exactly what your account can see: the same sites and libraries you can open.
- Search across sites finds files by their name and their contents. To search one library only, name the site in your request.
- PDFs, pictures, and videos are listed but not read from SharePoint. Download a PDF and attach it to the chat, and the assistant reads it.
- A file larger than 20 MB is not read from SharePoint. Attach it to the chat instead.
- Calls to SharePoint do not use StellarFirm credits. Only the assistant's own thinking does, as with every answer.

## Prompts

```prompt title="Find a policy"
Find the travel policy on our HR site and tell me the hotel limit per night.
```

```prompt title="Onboarding"
Executive assistant, find the onboarding checklist on SharePoint and summarize the first week for a new hire.
```

```prompt title="Save meeting notes"
Turn these notes into minutes and save them as a Word document in the Board Meetings folder on our Leadership site.
```

```prompt title="Compare versions"
Product owner, find the two latest product requirement documents on the Product site and list what changed between them.
```

---

Source: https://stellarfirm.ai/docs/integrations/sharepoint