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Integrate SharePoint documents

This step-by-step guide explains how to connect your SharePoint account to CustomGPT.ai to import and use documents stored in your SharePoint folders.

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Note:

SharePoint Documents integration is available on Premium and Enterprise plans only.

  1. Click New Agent to begin setting up your AI agent.
  1. Under the Drives section, select SharePoint to begin the integration.
  1. Click SharePoint Documents to access your file library.
  1. Sign in using the email and password associated with your SharePoint account.
  1. When prompted, grant the following permissions to the CustomGPT.ai app:
  • Files.Read.All (Delegated)
  • Sites.Read.All (Delegated)
  • offline_access (Delegated)
  1. Browse your SharePoint account.

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Note:

Only documents up to 450MB are supported. Files larger than this will not be processed.

  1. Select the folder or file you want to integrate.
  1. Click Select to confirm your file or folder choice.

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Note:

This integration supports only documents stored on SharePoint sites. To connect SharePoint sites, please refer to the guide on "How to Connect CustomGPT.ai to SharePoint Sites".

  1. Customize your AI agent in the Personalize settings and adjust its appearance, language, and style to match your brand.

Updated 4 days ago