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 project 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 Project
a) Click on "Create Project" to begin setting up your project.
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:
User.Read- for accessing Sitesoffline_access- for accessing Sites without user actionSites.ReadWrite.All- for reading Sites content
Step 4: Manage Integrated Sites
a) All connected SharePoint sites will be added to your project.
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 Project
a) Enter a project 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 Project
a) Your new project will now appear in the "My Projects". 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 project capabilities and improve collaboration within your team.
Updated about 1 month ago