How to Connect CustomGPT.ai to SharePoint Sites
This guide provides a step-by-step process for integrating your SharePoint sites with CustomGPT.ai. By connecting your SharePoint sites, you can enhance your agent capabilities and streamline your workflow.
Note: SharePoint Sites integration is available on the Premium and Enterprise plans.
Step 1: Sign In
a) Sign in to https://app.customgpt.ai/
Step 2: Create a New Agent
a) Click on "New Agent" to begin setting up your agent.
Step 3: Access SharePoint Sites Integration
a) Select "SharePoint" as your integration option.
b) Enter your SharePoint account credentials (email and password).
You need to grant the following permissions to CustomGPT.ai app for SharePoint integration to work:
offline_access- for accessing Sites without user actionSites.Read.All- for reading Sites content
Step 4: Manage Integrated Sites
a) All connected SharePoint sites will be added to your agent.
b) Review the list of sites.
Important: At the moment all sites are integrated by default. You can remove any sites you do not wish to integrate.
Step 5: Customize Your Agent
a) Enter an agent name in the designated field. You can also customize the appearance of your AI Agent by choosing colors, fonts, and layout options.
Step 6: Access Your Agent
a) Your new agent will now appear in the "My Agents". You can manage, edit, and deploy the AI Agent as needed with SharePoint integration
For integrating documents from SharePoint, refer to the guide on How to Integrate SharePoint Documents with CustomGPT.ai.
Congratulations! You’ve successfully connected your SharePoint sites to CustomGPT.ai. This integration will enhance your agent capabilities and improve collaboration within your team.
Updated 2 days ago