SO
Cloud Storage / Docs

SharePoint Online AI Integration

Connect SharePoint Online to BeforeQuery for grounded AI answers and agent actions across Cloud Storage / Docs.

Connect SharePoint Online
What is it?

About SharePoint Online

SharePoint Online is one of the Cloud Storage / Docs platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect SharePoint Online

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Cloud Storage / Docs and select SharePoint Online.

  2. Step 02

    Sign in to SharePoint Online with an account that has permissions to grant BeforeQuery the Cloud Storage / Docs scopes required.

  3. Step 03

    Confirm the connection. SharePoint Online is now available as a source and action target for every playbook in your workspace.

Explore

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How BeforeQuery uses SharePoint Online

What the agent does with your SharePoint Online connection

  • 01

    Index SharePoint Online documents, spreadsheets, and folders into the Knowledge Base for grounded AI answers.

  • 02

    Watch for changes: sync new + updated files automatically so answers stay current.

  • 03

    Respect SharePoint Online permissions — users only see answers from documents they have access to.

  • 04

    Draft, edit, and file new documents into SharePoint Online from playbooks.

Use cases

What teams actually do with the SharePoint Online integration

Grounded Q&A from SharePoint Online content

Employees ask questions in Slack or the widget; BeforeQuery answers from your SharePoint Online documents with the source paragraph shown. No "search Google Drive, open five docs, skim to find the answer" tax.

Auto-sync on SharePoint Online changes

Every SharePoint Online file change (edit, add, delete) triggers an incremental re-index within minutes. Answers reflect the latest content without a manual sync button.

Draft-to-file document workflow

A playbook drafts a document (contract summary, policy update, meeting notes) and files it into the correct SharePoint Online folder with the correct sharing scope. Author reviews the draft in SharePoint Online; no copy-paste chain.

Answer questions grounded in SharePoint Online

Employees and customers ask SharePoint Online-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact SharePoint Online record shown alongside the response. No context switching, no "log into Cloud Storage / Docs to check" round-trips.

SharePoint Online — Frequently Asked Questions

Common questions about connecting BeforeQuery to SharePoint Online.

Yes. Every retrieval checks the asking user's SharePoint Online permissions before including a document in the answer. If a user can't see the file in SharePoint Online, they won't see it in an answer either. Permission changes propagate on next sync (typically < 5 min).
Docs, sheets, slides, PDFs, plain text, and markdown are extracted natively. Images and audio can be transcribed on request. Binary files (zips, executables) are skipped. Full type list is configurable per source.
Standard OAuth 2.0 where SharePoint Online supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your SharePoint Online data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every SharePoint Online integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific SharePoint Online objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch SharePoint Online for real.

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