Use SharePoint with AI
Connect nowFind agency documents.
Documents & signatures
Using SharePoint in an agency
SharePoint is the firm’s document library. Procedures, fee menus and brand files live here. An assistant can fetch the current version of a letter. It should not publish a library to the open web, and it should not treat a draft folder as approved.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- DraftPrepare a document
- ReadFind approved files
Before you connect
- Account you’ll need
- A SharePoint site
- Who connects it
- Can be a shared organisation account, or a person’s own.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does SharePoint need?
A SharePoint site
Will a bot change SharePoint without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official SharePoint partner?
No. You connect an account you or your agency already have, through SharePoint’s own sign-in, where that connection is in the catalogue.