Introduction
What is SharePoint?
Microsoft SharePoint is a web-based collaboration platform that allows teams to store, organize, share, and access information from any device securely. It is commonly used for document management, intranet portals, and content management, helping streamline workflows and improve team productivity.
What is CogniVis AI?
CogniVis AI is a platform that enables you to pull data from different
sources and combine them with each other to
create practically useful AI tools. Sources may include
your internal company knowledgebase and a variety of
most popular business apps like GitHub, Jira, Slack,
and more.
This enables you to easily create
AI chatbot assistants (internal),
custom generators and even
embeddable AI chat widgets trained on your data.
How CogniVis AI works with SharePoint?
The Github Connector picks up all of the Pull Requests and Issues in a specified repository.
What exact sources are pulled:
- Documents
- Document title
- Document type (e.g., Word, Excel, PDF)
- Creation date
- Last modification date
- Document URL
- Lists
- List name
- Creation date
- Last modification date
- List URL
- Libraries
- Library name
- Folder and document structure (basic structure without full contents)
- Creation date
- Library URL
- Sites
- Site name
- Site URL
- Site creation date
Configuration
Generate IDs, client secret value, and add permissions.
Sign In
Sign into your azure portal account.
Generate Application and Directory ID
Navigate to App Registrations.
Press New registrations button.
Title it Cognivis Teams Connector or something similar, leave the remaining settings as they are, and then press Register.
In the overview tab under Essentials you will see the Application ID and Directory ID. Copy them for later.
Generate Client Secret Value
Go to Certificates & secrets and press + New client secret button.
Provide a description, set the expiry to 24 months, and click Add.
Copy the client secret value and save it for later.
Add permissions
Go to API permissions and press + Add a permission button.
Select Microsoft Graph and then Application permissions.
Find the sites permission group and check the box for Sites.Read.All.
After that, press the Add permissions button.
Finally, press Grant admin consent for "Organization name" button and hit Yes.
Add the connector to CogniVis
Navigate to CogniVis Connectors
In your platform, go to the Admin Panel, which you can find in the top right corner of the screen.
Go to the Add Connector section in the menu on the left side of the screen.
Then, search for and select the sharepoint connector.
Add the generated values
Paste the previously copied Application (client) ID, Directory (tenant) ID, and Client Secret Value.
Define access
Clarify whether the documents should be made public, and if you wish, select specific sites for indexing, and then press CONNECT.
Free trial
If you are interested in creating your own automations and workflows with artificial intelligence based on your data, you can request a free trial of our solution. Please book a demo with us to get started.
book a demoOn-premise
Enterprise organizations can choose to deploy this connector on-premise. On-premise deployment provides additional security and privacy, it means that the connector will be hosted on your own servers which you can control and manage.
This option is suitable for organizations that have strict data privacy and security requirements, want to integrate with their existing infrastructure, or need to comply with specific local regulations.
Contact our team & learn about options of deploying this connector on premise.
book a demo learn more about on-premise aiUse cases
Check out potential benefits and use cases for this connector.
Enhanced Document Management
AI can analyze document metadata from SharePoint to categorize and tag documents automatically. This streamlines document retrieval by suggesting relevant files or related documents based on user queries, significantly improving productivity and reducing time spent searching for information.
Workflow Automation
By accessing document and list data, AI can identify repetitive tasks and automate workflows within SharePoint. For instance, it could trigger certain actions when documents are created or modified, like notifying specific team members or updating related records, enhancing workflow efficiency.
Knowledge Extraction
AI can extract key insights and summaries from documents stored in SharePoint, providing quick overviews for users. This helps in making informed decisions without needing to read entire documents, thus saving time and boosting team productivity.
Intelligent Search
Leveraging document and site metadata, AI can provide a powerful search experience, offering context-aware suggestions and filtering options. This ensures users quickly find the most relevant documents or sites, enhancing the overall user experience.
Content Recommendations
AI can analyze user interactions and document usage patterns to offer personalized content recommendations. This helps teams discover useful resources or related documents they may not have been aware of, facilitating knowledge sharing and collaboration.
Data Compliance Monitoring
By accessing document metadata and changes, AI can monitor compliance with data governance policies. It can alert users to anomalies or potential breaches, ensuring that sensitive information is managed according to company standards.
Enhanced Collaboration
AI can use site and library data to identify collaboration patterns and suggest potential team members for specific projects. This helps in forming effective teams by matching skills and expertise with project requirements, improving collaboration outcomes.
Dynamic Reporting
AI can automate the compilation of dynamic reports by pulling relevant data from documents and lists. This enables real-time data visualization and reporting, providing teams with up-to-date insights for strategic planning and decision-making.
Historical Data Analysis
By examining the creation and modification dates of documents and sites, AI can analyze historical data trends and provide insights into project timelines and resource allocation, enabling better future planning and resource management.
Security Enhancement
AI can monitor document and site access patterns to identify unusual activities or potential security threats. By providing real-time alerts and insights, it helps in enhancing the security posture of the organization’s SharePoint environment.