Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
Introduction
Connect SharePoint to Sana to search, read, and manage files across sites, drives, and folders. Summarize complex material, extract key points, create folders, and bring together content across your company's knowledge.
In summary, the connector has the following key characteristics:
Categories: File storage, Documents
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Search files and content |
Find folders |
Read files |
Read Excel tables |
List sites |
List drives |
Create folders |
Create lists |
Share files |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about SharePoint. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create folder |
Create link |
Create list |
Download file |
Find file by name |
Find files with metadata |
Get current user |
Get excel table |
Get file by id |
Get file contents |
Get site |
List drives |
List files in folder |
List sites |
Retrieve file metadata |
Search and filter files |
Search files |
Search sites |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in SharePoint.
Trigger |
File Updated or Deleted (Instant) |
New File Created |
New Folder Created |
New List Item |
Updated List Item |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
offline_access | Keep Sana connected without re-login |
Identify your Microsoft account email | |
openid | Secure sign-in and basic identity |
Site.Manage.All | Configure SharePoint sites and settings |
Sites.Read.All | Let Sana read all SharePoint content |
Sites.ReadWrite.All | Read and update SharePoint files and lists |
User.Read.All | Read organisation users for permissions |
Group.Read.All | Read Microsoft 365 groups for access |
Sites.FullControl.All | Allow Sana to manage sites |
Set up instructions
Prerequisites:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find SharePoint in the list of available connectors
Scroll to the Available connectors section and locate SharePoint.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the SharePoint card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: Sign in to SharePoint and approve the requested scopes
You'll be redirected to SharePoint to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 6: Complete the set up
You've successfully connected your SharePoint account. Click Continue to complete the setup and start using the connector.
Known limitations
File formats: Sana can only read the following file formats stored in SharePoint:
doc,docx,dot,dotx,dotm,xls,xlsm,xlsx,pps,ppsx,ppt,pptx,odp,ods,odt,rtf,eml,msg,htm,html,markdown,md,epub,tif,tiff,pdf,jpeg,jpg,png,gif,webp,loop,fluid,fluidframework,whiteboard,wbtx,form,note,page,pulse,loot,dwg,dsn.Content search: Sana can search inside file contents, not just the file name or metadata, so you can find documents by a phrase that appears only in the body. This works across the standard indexed formats such as Office documents, PDFs, and text or HTML files. The limits below apply to content search.
Indexing delay: The Microsoft search index is eventually consistent, so newly added or edited files take a short while to become findable by their contents.
Very large files: Large files are only partially indexed: text parsing stops at around 2 million characters, and file content is not fetched above roughly 150 MB (extended to roughly 512 MB for Office and PDF files).
Protected files: Password-protected, encrypted, and rights-managed files are not content-indexed, so they can't be found by their contents.
Text in images and scanned PDFs: Searchable only when your Microsoft 365 tenant has SharePoint Premium (Microsoft Syntex) OCR enabled. This is an opt-in, pay-as-you-go feature, and only images added after it is enabled are scanned, so it may not be available in your tenant.