SharePoint
Connect Clearly AI to SharePoint to read documents into Projects and write generated documents back via Workflows.
Overview
The SharePoint integration lets Clearly AI:
- Read SharePoint sites, document libraries, and files into a Project as context for Reviews and Chat.
- Search the contents of those files when answering questions.
- Write generated documents back to SharePoint from a Workflow (for example, a finalized review summary or assessment report).
Authentication uses Microsoft OAuth 2.0 against Microsoft Entra ID. Credentials can be scoped to a single user or shared across the organization.
Prerequisites
- A Clearly AI account with access to the Integrations page.
- A Microsoft 365 work account with access to the SharePoint sites you want to connect. Personal Microsoft accounts (outlook.com, hotmail.com, live.com) are not supported by the SharePoint APIs Clearly uses.
- Pop-ups allowed for the Clearly AI domain in your browser. The Microsoft consent screen opens in a new window.
Permissions Microsoft will request
When you authorize Clearly AI, Microsoft will display a consent screen requesting these scopes:
| Scope | Why Clearly needs it |
|---|---|
User.Read | Identify the connecting user. |
Sites.ReadWrite.All | List sites and document libraries; create files when a Workflow writes a document. |
Files.ReadWrite.All | Read file content for Project context; write files generated by Workflows. |
openid, offline_access | Sign in and keep the connection refreshed without re-prompting. |
Write permissions are required because of the Write SharePoint Doc workflow node (see Writing documents back to SharePoint). If your organization does not use that capability, the integration will only ever read.
Connect SharePoint
Open the SharePoint integration
In Clearly AI, go to Integrations and select SharePoint. The configuration panel opens.
Choose the connection scope
On the Integrations page, choose Personal (User) or Shared (Workspace) before you connect:
| Scope | Who can use it | Who can create it |
|---|---|---|
| Personal (User) | Only you. | Any user. |
| Shared (Workspace) | Anyone in your Clearly AI organization. | Owners only. |
If both a personal and a shared connection exist, the personal one takes precedence for that user.
You can add a separate connection under each tab later. Switching from personal to shared scope may require other users to re-authorize.
Authorize Clearly AI
Click Connect with SharePoint. A new window opens to Microsoft's sign-in and consent screen. Sign in with your Microsoft 365 work account and approve the requested permissions.
Apply and Test
Click Apply & Test. Clearly will:
- Save the connection.
- Enable the integration.
- Make a test call to Microsoft Graph to verify the token is valid and the SharePoint permissions were granted.
If the test fails, the connection is rolled back so you can fix the cause and try again. See Troubleshooting for specific error messages.
Use SharePoint in a Project
Once SharePoint is connected, you can attach SharePoint content to any Project as an integration source.
- Open a Project and add a new integration source. Select SharePoint.
- Paste either:
- A SharePoint site URL, e.g.
https://contoso.sharepoint.com/sites/security, or - A shared link to a folder, e.g. a "Copy link" URL from SharePoint or OneDrive.
- A SharePoint site URL, e.g.
- Clearly will discover the files inside the site or shared folder, including files in nested folders, and present them as a checklist.
- Use Select All, Clear, or check individual files to choose which ones to include in the Project.
- Save the integration source. The selected files become part of the Project's context for Reviews, Chat, and Workflows.
Files are fetched on demand and converted to a text/markdown representation so the LLM can reason over them. Folder structure is walked recursively.
Supported file types
| Native text formats | Office and document formats (converted to PDF by Microsoft Graph) |
|---|---|
Plain text (text/*), JSON, XML, JavaScript, YAML, SQL | Word: .doc, .docx, .dot, .dotx, .dotm |
PowerPoint: .ppt, .pptx, .pps, .ppsx | |
Excel: .xls, .xlsx, .xlsm | |
OpenDocument: .odt, .ods, .odp | |
Other: .rtf, .eml, .msg, .epub, .tif, .tiff |
SharePoint pages (.aspx) are also supported: their canvas content is extracted as markdown.
PDFs are read directly. Files in formats not listed above are skipped with an error reported on the file.
Writing documents back to SharePoint
The Write SharePoint Doc Workflow node creates a new markdown file in SharePoint using LLM-generated content. Configure it with:
- Parent web URL – a SharePoint site URL under
/sites/<site-name>/.... - Folder path (optional) – relative folder path inside the site.
- Create folder if missing – auto-create any missing folders in the path.
- Document title – file name. If you omit an extension,
.mdis appended. - Document content instructions – a prompt describing what the document should contain. The Workflow's accumulated context is passed to the LLM along with these instructions.
The node writes the file and emits its SharePoint URL as an artifact that downstream nodes can reference.
FAQs
Related
- Concepts – How Integrations fit into Projects, Reviews, and Workflows.