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Sharepoint Actions - Integration Guide

J
Written by Johan Åkerman
Updated this week

Introduction

This integration enables Sana to create documents in SharePoint directly from Sana by clicking the export button in a Sana Doc.

Integration capabilities

The integration allows read and write operations to your SharePoint inside of Sana to be able to create documents in SharePoint directly from Sana.

Operation type

Supported

Read

Write

Type of integration

Private: Set up per user and mirroring the underlying individual access rights.

Availability

Integration type

Free tier

Team tier

Enterprise tier

Private

Shared

Centralized

Scope and permissions

Scope

Purpose

Files.ReadWrite.All

Allows the app to read, create, update and delete the signed-in user's files.

Integration set-up

1. Find and click on “Microsoft SharePoint Actions” inside of the list of available integrations.

2. Click “Connect just for me”

3. Sign in to your SharePoint account and accept required scopes

How to use it after set up

1. Click the button “Continue in Word”

2. Click the “View” button that appears

3. You get redirected to the new word document inside of your Sharepoint.

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. Sana AI is ISO 27001 certified; and SOC 2 and GDPR compliant, and adheres to the highest standards of data security.

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