Introduction
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. This centralized integration reflects the same access permissions found in Microsoft SharePoint within Sana AI. Note: site items are not supported by this integration.
Integration Capabilities
Query Information from the Integrated System: Users can search and query SharePoint data directly within Sana AI, leveraging its advanced AI capabilities. The integration respects SharePoint's file and folder access permissions, ensuring data access remains consistent and secure.
Push Actions to the System: The integration is designed for data retrieval and discussion within Sana AI and does not support pushing actions back to SharePoint.
Type of Integration
Centralized Integration: Mirrors SharePoint permissions on a user basis, ensuring that only authorized users can access specific data. The integration does not support site items.
Availability
The integration is available in the Team and Enterprise tiers, ensuring flexibility and scalability for various organizational needs.
Integration Set-up
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 / centralized SharePoint integration, additional steps are required:
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.
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.aspxDocument 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>.aspxAll Site Pages within a site
*https://<companydomain>.sharepoint.com/SitePages/Forms/ByAuthor.aspx
*https://<company-domain>.sharepoint.com/sites/<site-name>/SitePages/Forms/ByAuthor.aspxList (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.aspxOneDrive 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.
Scope and Permissions
The integration requests the following scopes and permissions:
email: Read users' primary email addresses.
Files.Read.All: Read all files the signed-in user can access.
openid: Sign in with work or school accounts and access basic user profile information.
Sites.Read.All: Read documents and list items in all site collections on behalf of the signed-in user.
User.Read.All: Sign in to the app and read the profile of signed-in users, including basic company information.
Data handling & 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.