Sana AI is a cutting-edge AI assistant designed to streamline information retrieval and knowledge management within an organization. Leveraging advanced AI and machine learning techniques, Sana AI can answer queries, summarize documents, and provide insights based on the data it has access to. With the SharePoint integration, Sana AI can seamlessly access and utilize data stored in SharePoint, enhancing its ability to provide accurate, context-specific responses.
SharePoint Integration Setup
To integrate Sana AI with SharePoint, whether for individual or shared use, follow these steps:
Sign in to your Sana AI account.
Navigate to the 'Integrations' section of the platform.
Click on 'Connect' next to the SharePoint (Shared) option.
Follow the prompts to authorize Sana AI to access your SharePoint data.
If you are a SharePoint administrator, select “Consent on behalf of your organization” to allow any user within your organization to connect the integration. If you are a user, contact your microsoft administrator to request access
For a shared SharePoint integration, additional steps are required:
After connecting, navigate to the 'Shared Integrations' section and select your SharePoint integration to adjust settings.
Open a separate browser tab to navigate to your SharePoint and copy the URL of the site or folder you want to import to Sana (ensure to copy the browser URL, not a sharing link URL).
Valid URL formats:
Root site:
https://<company-domain>.sharepoint.com/sites/<site-name>Document library:
https://<company-domain>.sharepoint.com/sites/<site-name>/<document-library-name>Nested document library:
https://<company-domain>.sharepoint.com/sites/<site-name>/<document-library-name>/<document-library-name>/<document-library-2-name>URL with folders:
https://<company-domain>.sharepoint.com/sites/<site-name>?id=%2Fsites%2F<site-name>%2F...%2F<folder-name>https://<company-domain>.sharepoint.com/sites/<site-name>/<document-library-name>?id=%2Fsites%2F<site-name>%2F...%2F<folder-name>
Return to the Sana AI settings modal and paste the URL under 'sites'. Click “Validate URL” and confirm that the site is valid
After that, you will get a notification if the site URL is correct or incorrect
Configure additional settings as needed and click save.
Clarification: The setup process for both individual and shared SharePoint integrations is similar, with the distinction primarily in the post-setup configuration for shared integrations. Setting up a shared integration facilitates group access within Sana to chat about all files associated with the shared sites or folders. It's important to understand that this configuration does not change the original access permissions to the source files in SharePoint; it only enables discussions about these files within Sana. This is an integration designed to be able to share material from SharePoint. All users that can access this integration can access the integrated SharePoint folders, regardless of access on SharePoint. Additionally, one can add multiple folders in one integration.
Scope and Permissions
The integration has access to all the sites and files that the user has access to. If you want to manage this in Microsoft Azure, we suggest this approach that ensures the principle of least-privilege:
In the Azure Portal, create a user with 'Guest' role (this will ensure that it will not be part of any site unless specified).
In Sharepoint, add the user with the role 'Member' to the sites that it needs access to.
Add the Sharepoint integration to Sana AI with the created user.
With this approach, Sana AI still has the required permissions to call the needed Microsoft Graph API endpoints without excessive access to the organization’s Sharepoint data.
Data Handling and Privacy
Sana AI is fully committed to data security and privacy. All data accessed by Sana AI is encrypted both in transit and at rest. Sana does not train any underlying language models on your data, ensuring the privacy of your information. Furthermore, Sana AI respects the underlying permissions of SharePoint with the individual integration, ensuring that users can only access data they are authorized to view. Sana AI is ISO 27001 certified, GDPR compliant, and adheres to the highest standards of data security.
Support and Contact Information
For further information about Sana AI or the SharePoint integration, please contact [email protected] via email.