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Connecting Microsoft SharePoint to Omnifact lets your team ask questions across handbooks, company policies, contracts, and project libraries in plain language instead of clicking through nested folder trees. Team members can also attach SharePoint files directly inside any chat conversation.

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How SharePoint Setup Works at a Glance

Setting up SharePoint involves three quick steps across your workspace roles:

1. Organization Admin

Enables SharePoint once in Team Settings > Integrations and completes one-time Microsoft Entra ID Admin Consent if required by your tenant.

2. Team Members

Connect their personal Microsoft 365 account in Account Settings > App Connections to attach SharePoint files in chat.

3. Space Admins

Link specific SharePoint team sites and folders to a under Connected Sources for automatic background sync.

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Step 1: Enable SharePoint for Your Organization (Admin)

An organization Owner or Admin enables SharePoint once for the entire workspace.
1

Open the Integrations Catalog

Click your User Avatar in the bottom-left corner, select Team Settings > Integrations, and switch to the Catalog tab.
2

Add SharePoint

Locate SharePoint under Files & Documents (or use the search bar) and click Add, then confirm in the dialog. SharePoint now appears under your Installed tab.
3

Grant Microsoft Admin Consent (If Required by Entra ID)

Many Microsoft 365 tenants require an IT administrator to approve third-party applications in Microsoft Entra ID (formerly Azure AD) before employees can connect their accounts.Open SharePoint from Team Settings > Integrations > Installed and click Grant admin consent:
  • If you are a Microsoft Global Administrator: Click Authorize Organization, sign in with your Microsoft admin credentials, check Consent on behalf of your organization, and click Accept.
  • If another IT administrator manages Microsoft Entra ID: Under Need to request access?, click Copy to grab the authorization link and send it to your Microsoft administrator.
See our Microsoft Admin Consent guide for a visual walkthrough of both flows.
SharePoint integration details page in Team Settings showing connected user count, user sign-in instructions, Grant admin consent button, and Remove action.

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Step 2: Connect Your Personal Microsoft 365 Account (All Users)

Once SharePoint is enabled for the organization, each team member links their own Microsoft 365 work account. Omnifact requests strictly read-only permissions and never modifies, renames, or deletes files in SharePoint.
1

Open App Connections

Click your User Avatar in the bottom-left corner, select Account Settings, and open App Connections (or navigate directly to https://chat.omnifact.ai/account/connections).
2

Start the SharePoint Connection

Under Available Connections, find SharePoint and click Connect, then click Continue to SharePoint in the confirmation dialog.
3

Sign In with Microsoft 365

Sign in with your Microsoft work or school account in the popup window and accept the permission prompt. Once completed, the popup closes and SharePoint appears under Your Connected Apps with a Connected badge.
Seeing “Need admin approval” during sign-in? Your Microsoft 365 tenant requires tenant-wide consent before individual users can connect. Follow the Microsoft Admin Consent steps in Step 1 above to unlock access for your organization.

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Step 3: Sync SharePoint Sites and Folders into a Space (Space Admin)

To make SharePoint document libraries searchable by a Space’s and keep them updated automatically, connect them as Connected Sources.
You need Space Admin permissions in the Space to connect sources. If your organization restricts knowledge uploads by group, your group must also have the Manage Knowledge permission enabled.
1

Open Connected Sources in Your Space

Open the target Space, click the Space Settings cog icon in the top header, and select Connected Sources under the Knowledge section.
2

Choose SharePoint

Click Connect Source (or Connect Knowledge), select SharePoint, and click Connect (or Grant Access if you have not linked your Microsoft account yet).
3

Select a SharePoint Site

In the Select a Source Library dialog, open the Location dropdown to search and select the specific SharePoint site (or My files) you want to browse, then click Choose Files.
4

Pick Folders or Documents

In the SharePoint file picker, select one or more folders or individual files that belong in this Space.
5

Confirm the Sync Preview

If your selection contains more than 50 items, Omnifact displays a Sync Preview showing the total item count before indexing starts. Confirm the selection to begin background indexing.
Connected Sources page in Space Settings showing active cloud connections, folder tags, indexed item counts, and Ready status.
Adding or removing folders later: To adjust which SharePoint folders or sites are synced without disconnecting the source, click Edit on the SharePoint connection card and select + Add more to pick additional folders, or remove individual folder targets.

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Step 4: Attach SharePoint Files in Chat (All Users)

When you only need to analyze a specific SharePoint document in a single conversation rather than syncing a whole library to a Space:
  1. Click the + (Plus) icon on the left side of the chat input bar.
  2. Hover over Select File From and choose SharePoint.
  3. Pick the SharePoint site (or My files) in the location selector, select your files (up to 10 attachments per message, up to 100 MB per cloud file), and send your prompt.
One-Time Snapshot vs. Continuous Sync: Attaching a SharePoint file in chat (or choosing Browse under Uploaded Files) imports a one-time static copy for that conversation or Space. To automatically sync new, edited, and deleted files every 5 minutes, use Connected Sources (Step 3) instead. See Attachments vs. Uploaded Files for a full comparison.

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Permissions, Supported Files & Privacy

Who can see SharePoint documents synced into a Space?

Every member of that Space can query the SharePoint documents synced into it and open their source citations. Because Omnifact governs access through Space membership rather than mirroring individual SharePoint per-file ACLs, only sync SharePoint folders that all members of that Space are allowed to read. For restricted or department-specific libraries (such as HR or Legal), create a separate Space shared only with the appropriate Group or members.
  • Connected Sources in Spaces: Supports PDF, Word (.doc, .docx), PowerPoint (.ppt, .pptx), OpenDocument (.odt, .odp), and plain text (.txt, .md, .csv, .json) up to 500 MB per file. Connected Sources do not count against your organization’s 5,000-page manual upload quota.
  • Working with Excel (.xlsx) files: Excel workbooks are not indexed directly via Connected Sources; export key tables as .csv for Space indexing, or attach the .xlsx file directly in chat with Document Creation enabled so the agent can analyze it with Python.
Your original files remain in your Microsoft 365 SharePoint tenant. Omnifact stores only the indexed text chunks in Germany (EU), processes retrieved text through the before it reaches AI models, and automatically deletes indexed chunks when a file is deleted in SharePoint or when the source is disconnected. See Data Residency, Retention & Compliance.
Microsoft OAuth tokens can occasionally expire or be revoked after a password change. When a connection card in Connected Sources shows Reconnect required, the team member who originally created the connection can click Reconnect on the card (or under Account Settings > App Connections). Alternatively, any Space Admin can disconnect the source and reconnect it using their own Microsoft 365 account.

Connected Sources

Learn how continuous folder synchronization, status indicators, and citations work in Spaces.

Microsoft Admin Consent

Step-by-step troubleshooting for Microsoft Entra ID tenant approval.

Integrations Administration

Manage workspace integrations and connected sources in Team Settings.

Setting Up HubSpot

Connect HubSpot CRM to Omnifact via MCP with per-user sign-in and tool approvals.