# SharePoint AI employee Viktor is an AI employee that connects to SharePoint and helps you organize, find, and share files in cloud storage, running 23 SharePoint actions for you like Get Site, List Sites, and Upload File. Ask in plain English from your workspace; Viktor does the work in SharePoint and reports back. Viktor connects in one click via OAuth. - Tool: SharePoint - Category: Productivity - Connection: One-click OAuth - Actions available: 23 - Currently available in: Slack and Microsoft Teams - Page: https://viktor.com/integrations/sharepoint ## What is a SharePoint AI agent? A SharePoint AI agent is an AI that connects to your SharePoint account and completes work in it - it doesn't just answer questions about SharePoint, it takes the actions. Viktor is an AI employee that works in SharePoint on your behalf and delivers the finished result to your workspace. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right SharePoint actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About SharePoint SharePoint is a Microsoft platform for document management and intranets, enabling teams to collaborate, store, and organize content securely and effectively ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 23 SharePoint actions, chains them together 3. **Runs in SharePoint** - Helps you organize, find, and share files in cloud storage - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive SharePoint actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## What can you ask Viktor to do in SharePoint? - "Find the latest version of the proposal in SharePoint and share the link." - "Organize the files from this project into a new folder in SharePoint." - "Watch SharePoint for new files in the shared folder and post them here." - "Clean up duplicate files in SharePoint and report what you removed." ## How does Viktor work with SharePoint? 1. Open Viktor in a supported workspace. 2. Connect SharePoint with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the SharePoint actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What can Viktor do in SharePoint? (23 actions) - **Upload File** - Upload a file to OneDrive. - **Update Item** - Updates an existing item in Microsoft Sharepoint. - **Search Sites** - Search for sites across the tenant. This is a free-text search across multiple site properties — not an exact slug match. - **Search Files** - Search for files across the tenant. Supports KQL via the optional query template. - **Search and Filter Files** - Search and filter SharePoint files based on metadata and custom columns. This action allows you to query files using SharePoint's custom properties, managed metadata, and other column values. - **Retrieve File Metadata** - Browse and select files from SharePoint to retrieve their metadata (name, size, dates, etc.) without download URLs. - **List Sites** - List sites across the tenant. Backed by the SharePoint Search index and eventually consistent — newly created sites may not appear until indexing catches up. - **List Files in Folder** - Retrieves a list of the files and/or folders directly within a folder. - **List Drives** - List the drives available within a Microsoft Sharepoint site. - **Get Site** - Retrieve a site by its identifier. This is a direct path/ID lookup, so it's immediately consistent and returns newly created sites without indexing delay. - **Get File Contents** - Retrieves a Microsoft SharePoint file and returns its contents as extracted plain text or markdown. Supports plain text formats, HTML, DOCX, PDF, and other Office documents convertible to PDF (xlsx, pptx, etc.). - **Get File by ID** - Retrieves a file by ID. - **Get Excel Table** - Retrieve a table from an Excel spreadsheet stored in Sharepoint. - **Get Current User** - Returns the authenticated Microsoft user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my files', 'my documents', or needs identity context. Use the returned id to identify file ownership in List Files in Folder or Find File by Name results. - **Find Files in List with Metadata** - Search and filter items in a SharePoint list based on metadata and custom columns. - **Find File by Name** - Search the site's default drive for files or folders matching a query. Matches are recursive across the drive and span filename, metadata, and file content — this is not an exact filename lookup, and results are relevance-ranked. - **Download Files** - Browse and select files from SharePoint and get their metadata along with pre-authenticated download URLs (valid ~1 hour). - **Download File** - Download a Microsoft Sharepoint file to the /tmp directory. - **Create List** - Create a new list in Microsoft Sharepoint. - **Create Link** - Create a sharing link for a DriveItem. - **Create Item** - Create a new item in Microsoft Sharepoint. - **Create Folder** - Create a new folder in SharePoint. - **Select Files** - A file picker action that allows browsing and selecting one or more files from SharePoint. Returns the selected files' metadata including pre-authenticated download URLs. ## Viktor uses SharePoint together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Productivity integrations - [GitHub](https://viktor.com/integrations/github) - [Asana](https://viktor.com/integrations/asana) - [Basecamp](https://viktor.com/integrations/basecamp) - [Monday.com](https://viktor.com/integrations/monday-com) - [Jira](https://viktor.com/integrations/jira) - [Linear](https://viktor.com/integrations/linear) - [Miro](https://viktor.com/integrations/miro) - [ServiceM8](https://viktor.com/integrations/servicem8) ## FAQ ### Does Viktor integrate with SharePoint? Yes. SharePoint is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in SharePoint from their workspace - no workflow builder, no code. ### How do I connect SharePoint to Viktor? Ask Viktor in your workspace to connect SharePoint, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in SharePoint? Viktor can run 23 SharePoint actions, including Get Site, List Sites, and Upload File - and chain them with other tools in a single request. In practice that means Viktor helps you organize, find, and share files in cloud storage. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate SharePoint? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in your workspace, and Viktor decides which SharePoint actions to take, runs them, and reports back. ### Is my SharePoint data secure with Viktor? Yes. Viktor connects to SharePoint in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the SharePoint integration cost? Nothing extra - every integration, including SharePoint, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use SharePoint together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from SharePoint, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.