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SharePoint Data Source

You can connect SharePoint documents to an AI agent using the Microsoft OneDrive integration. After connecting your Microsoft account, you choose a SharePoint site, browse its files or folders, and load a file into your agent as a data source.

The SharePoint picker is designed to be simple by default. It first shows sites that can be discovered automatically, and only asks you to search manually when the site you want is missing from the dropdown.

Before You Start​

Make sure:

  • Your Microsoft account is connected in the OneDrive integration.
  • You can open the SharePoint site in Microsoft 365.
  • The site contains at least one file in its document library.

If you connected your Microsoft account before SharePoint support was added, disconnect it and reconnect it so the integration can request the correct permissions.

Setting Up a SharePoint Data Source​

  1. Open the agent editor.
  2. Go to the Microsoft OneDrive data source flow.
  3. Select the Microsoft account you want to use.
  4. In the SharePoint Sites dropdown, choose a site.
  5. Wait for the site's files to load.
  6. Browse folders if needed.
  7. Select the file you want.
  8. Click Load.

After you load the file, the agent creates a data source and starts processing it in the background.

If Your Site Is Missing​

If the site you want is not in the SharePoint Sites dropdown:

  1. Click Can't find your site? Search by name.
  2. Enter the site name.
  3. Click Search.
  4. Select the site from the updated dropdown.

Good search terms include:

  • The exact SharePoint site name
  • A distinctive word from the site title
  • The site URL slug (e.g., FinanceOps)

What Happens After You Select a Site​

Once a site is selected:

  • The integration loads files from that site's default document library.
  • Expanding folders keeps you inside the same site.
  • Selecting a file and clicking Load sends that file through the normal knowledge ingestion flow.

Troubleshooting​

I don't see any SharePoint sites​

  • Disconnect and reconnect your Microsoft account.
  • Make sure the account has access to SharePoint sites.
  • Try the fallback search by name.

I only see the default communication site​

That usually means the automatic discovery only found the tenant root site. Use Can't find your site? Search by name to look for other sites.

My site still does not appear​

Try:

  • Searching with the exact site title.
  • Searching with the URL slug.
  • Confirming the site is accessible in SharePoint with the same Microsoft account.
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