Intro

Sana AI's SharePoint integration allows users to seamlessly access and manage SharePoint data directly within the Sana AI platform. This integration enhances productivity by enabling users to retrieve, discuss, and share information stored in SharePoint without leaving the Sana environment.

Integration Capabilities

With the SharePoint integration, users can not only search for information within Sana AI but also interact with SharePoint data directly. This includes retrieving documents, collaborating on shared files, and managing access permissions.

Type of Integration

Shared: Set up by an admin for a workspace or collection, with access managed in Sana AI.

Availability

The integration is available in the Team and Enterprise tiers, ensuring flexibility and scalability for various organizational needs.

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:
- Valid URL formats:
  - Root site
    * https://<company-domain>.sharepoint.com
    * https://<company-domain>.sharepoint.com/SitePages/Home.aspx
    * https://<company-domain>.sharepoint.com/sites/<site-name>
    *https://<company-domain>.sharepoint.com/sites/<site-name>/SitePages/CollabHome.aspx
  - Document library
    *https://<company-domain>.sharepoint.com/<document-library-name>/Forms/AllItems.aspx
    *https://<company-domain>.sharepoint.com/sites/<site-name>/<document-library-name>
  - Folder within document library
    -https://<company-domain>.sharepoint.com/<document-library-name>/Forms/AllItems.aspx?...&id=%2F<document-library-name>%2F<path-to-folder>&...
    *https://<company-domain>.sharepoint.com/sites/<site-name>/<document-library-name>?...&id=%2Fsites%2F<site-name>%2F<document-library-name>%2F<path-to-folder>&...
  - Microsoft Office file within document library
    *https://<company-domain>.sharepoint.com/:w:/r/_layouts/15/Doc.aspx?sourcedoc=%7B<file-id>%7D&file=<file-name>&...
    *https://<company-domain>.sharepoint.com/:w:/r/sites/<site-name>/_layouts/15/Doc.aspx?sourcedoc=%7B<dile-id>%7D&file=<file-name>&...
  - Non Microsoft Office file within document library
    *https://<company-domain>.sharepoint.com/<document-library-name>/<path-to-file>/<file-name>
    *https://<company-domain>.sharepoint.com/sites/<site-name>/<document-library-name>/<path-to-file>/<file-name>
  - Site Page
    *https://<company-domain>.sharepoint.com/SitePages/<site-page-name>.aspx
    *https://<company-domain>.sharepoint.com/sites/<site-name>/SitePages/<site-page-name>.aspx
  - All Site Pages within a site
    *https://<companydomain>.sharepoint.com/SitePages/Forms/ByAuthor.aspx
    *https://<company-domain>.sharepoint.com/sites/<site-name>/SitePages/Forms/ByAuthor.aspx
  - List (currently in close beta)
    *https://<company-domain>.sharepoint.com/Lists/<list-name>/AllItems.aspx
    *https://<company-domain>.sharepoint.com/sites/<site-name>/Lists/<list-name>/AllItems.aspx
  - OneDrive URLs (only available if OneDrive is activated in Microsoft account)
    *MyFiles: https://<company-domain>-my.sharepoint.com/my
    *Folder: https://<company-domain>-my.sharepoint.com/my?id=<path-to-folder>
    *Microsoft Office file: https://<company-domain>-my.sharepoint.com/:x:/r/personal/.../_layouts/15/Doc.aspx?sourcedoc=%7B<file-id>%7D&file=<file-name>&...
    *Non Microsoft Office file: https://<company-domain>-my.sharepoint.com/personal/.../Documents/<file-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.

FAQ

Can I integrate multiple SharePoint sites? Yes, you can add multiple folders or sites within one integration setup.
Does the integration affect SharePoint permissions? No, the integration respects existing SharePoint permissions and does not alter them.

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. Sana AI is ISO 27001 certified, SOC 2, and GDPR compliant, adhering 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.