SharePoint

Leverage SharePoint content to train Harmony AI and automate document-based workflows

Microsoft SharePoint is an enterprise content management and collaboration platform integrated with Microsoft 365. Connecting SharePoint to Harmony enables your AI agents to search organizational documents, retrieve policies and procedures, and provide intelligent support responses based on your company's knowledge base.

Once connected, Harmony automatically fetches and indexes content from your selected SharePoint sites, keeping everything in sync on a recurring schedule so your agents always have up-to-date information.

What the SharePoint integration enables

Capability	Description
Document Search	Search across SharePoint sites, libraries, and lists
File Access	Retrieve and share documents during support interactions
Knowledge Base	Power AI responses with SharePoint content
Automatic Syncing	Documents are collected and kept in sync automatically on a recurring schedule
Selective Site Control	Choose exactly which sites to include - only explicitly selected sites are synced

Prerequisites

• Microsoft 365 Admin Access: Global Administrator or SharePoint Administrator role
• SharePoint Sites: Sites and document libraries to integrate
• Harmony Account: Active Harmony workspace

Connect SharePoint to Harmony

Step 1: Navigate to Integrations

1. Log in to your Harmony dashboard
2. Go to Settings > Integrations
3. Find SharePoint under Knowledge Base and click Connect

Click Connect to authenticate SharePoint

Step 2: Start Authentication

1. Click Connect to start the authentication process

Navigate to SharePoint integration in Harmony dashboard

Step 3: Authorize in Microsoft

1. You'll be redirected to Microsoft's authorization page
2. Review the permissions requested:

   • Read files in all site collections
   • Read items in all site collections
   • Read all users' full profiles
   • Sign in and read user profile
3. Click Accept to authorize Harmony

Microsoft SharePoint authorization page

Step 4: Select Sites to Sync

After authorizing, an OAuth-based site picker lets you choose exactly which SharePoint sites to include in your knowledge base.

• Filtered view: Internal Microsoft 365 content storage containers - such as Designer, Pages, and My Workspace - are automatically hidden from the site picker, so you only see your real SharePoint sites.
• Full control: Only the sites you explicitly select will be synced. No content is pulled in without your approval.
• Performance at scale: The site list loads significantly faster even for large tenants. Organizations with 500 sites will see roughly 80% fewer network requests during site selection, while those with 5,000 sites will see nearly 90% fewer - meaning less waiting when setting up or managing your integration in large enterprise environments.

What Harmony Syncs

From SharePoint:

• Document content from PDFs, Word documents (.docx), PowerPoint files, and Excel files
• Page text content from SharePoint pages
• Document metadata and properties
• Site structure and library organization
• File URLs and direct links
• Tags, categories, and managed metadata
• SharePoint list items (if configured)

Content from your selected sites is ingested into your knowledge base and kept in sync automatically on a recurring schedule, so your agents always reflect the latest information from SharePoint.

Use Cases

Policy Lookup

Instant access to organizational policies and procedures during support

Runbook Retrieval

Access troubleshooting guides and resolution steps from SharePoint libraries

Onboarding Automation

Automate new employee onboarding with SharePoint documentation

Compliance Documentation

Ensure consistent access to compliance materials and audit documentation