Connecting your SharePoint content to the AutogenAI Library
AutogenAI supports integrating directly with SharePoint. Once you authorize the connection, files from your chosen SharePoint site are synced into an AutogenAI library so the Library AI can draw on them when drafting. If a synced file changes, AutogenAI automatically retrieves the newest version.
Prerequisites
- The Document Manager role on AutogenAI
- Global Administrator access on Microsoft Entra (or a SharePoint admin who can grant this)
- A SharePoint site synced to the default location — multi-geo set-ups syncing to a specific location are not currently supported
Option 1: integrate via the AutogenAI UI
This is the recommended route for most customers and takes a few minutes.
- Go to the Knowledge Hub in AutogenAI and select "+ SharePoint Libraries" (requires the Document Manager role).
- Sign in on the Microsoft login page. If you don't have admin access, you'll be prompted accordingly.
- If you have admin access, grant access to SharePoint-sync when prompted, then click "Grant Access" back in AutogenAI.
- Choose the SharePoint site, then the drive you want to sync (one drive per library — connect additional libraries for additional drives).
- Choose the folders to sync — all folders, or specific ones. This can be changed later.
- Set membership and user access levels for the new library, then click "Connect".
- Your new SharePoint library will appear in the library menu and begin syncing. Sync status is shown in the top right of the screen.
Before proceeding: during set-up you will be able to see — and select from — every file and folder in the chosen SharePoint site, including any restricted to specific SharePoint users. Individual SharePoint user restrictions do not carry across to AutogenAI. Deselect anything you don't want synced, or set up separate libraries with different memberships if you need to restrict certain content to certain AutogenAI users.
Once integration is complete, the recommended approach is for your IT admin to remove access for SharePoint-sync-manager on Microsoft Entra, so AutogenAI retains access only to the selected site. Access can be removed at any time via Microsoft Entra to stop the sync.
Option 2: sync by specifying sites (PowerShell)
For customers who want more granular control without accepting the AutogenAI SharePoint Sync Manager app, sites can be granted access directly via PowerShell.
Prerequisites
- Access already granted to SharePoint-sync (steps 1–5 above)
- Comfort running PowerShell — see Microsoft's PnP PowerShell authentication docs
- Global Admin, plus Sites.FullControl.All or Site Collection Administrator on the target site(s)
Steps
Install the PnP.PowerShell module if you don't already have it:
Install-Module PnP.PowerShell
Then grant AutogenAI read access to the target site (replace the placeholder values):
$clientSiteUri = '<YOUR SITE URL>'
$autogenClientId = '68e7342b-03db-41a2-a816-ddf692955e22'
$autogenAppName = 'AutogenAI Sharepoint Sync'
$tenant = '<YOUR TENANT>.onmicrosoft.com'
# Optional if you already have a PnP PowerShell app with AllSites.FullControl
Register-PnPAzureADApp -ApplicationName 'PnP PowerShell' -Tenant $tenant `
-SharePointDelegatePermissions AllSites.FullControl
$clientId = <PNP APP ID> # from the command above
Connect-PnPOnline -Url $clientSiteUri -ClientId $clientId -Interactive
Grant-PnPEntraIDAppSitePermission -AppId $autogenClientId -DisplayName $autogenAppName -Permissions Read
Get-PnPEntraIDAppSitePermission # confirms the permission was granted
Once complete, send the following details to your AutogenAI team — one site maps to one AutogenAI library:
| Field | Description |
|---|---|
| sharepointTenantId | Your SharePoint tenant ID |
| SharePoint Site URL | URL of the site to sync |
| SharePoint Drive Name | Name of the drive to sync |
| sharepointSiteId (optional) | ID of the site |
| sharepointDriveId (optional) | ID of the drive within the site |
| sharepointPathsToSync | "/" for all folders, or one or more specific folder paths |
| Admin member | Email of the user to add as library admin |
Frequently asked questions
Integration set-up
How does the integration work?
AutogenAI has no access to your SharePoint by default. Once a SharePoint admin authorizes the connection, AutogenAI gains read access to the chosen site and can retrieve files from it.
Why does the integration work at the site level rather than folder level?
This follows Microsoft's authorization model for SharePoint — access is granted at the site level. Within that, you choose exactly which folders get synced to AutogenAI.
Is there a size or file-count limit?
SME customers: up to 100 GB synced via SharePoint. Enterprise: up to 1 TB. Maximum individual file size is 2 GB. Each library has a fair-usage limit of 20,000 files; you can still sync more overall across multiple libraries. Speak to your Account Manager if you need to discuss increasing a library's limit.
How does licensing work for the IT admin who sets this up?
AutogenAI provisions a temporary license for the IT user to complete the integration, which can be deactivated once set-up is finished.
User experience
How often does a sync happen?
A sync triggers automatically whenever a change is detected in the synced SharePoint folders, and runs on a schedule four times a day regardless.
How do I stop syncing certain folders or files?
The library admin can use "Manage synced files" to deselect any folder or file — it will then be removed from AutogenAI.
Can I connect a Microsoft Teams library?
Yes — a Teams library is a SharePoint library. Find its site via Teams → Copy Link.
Can I edit synced files from within AutogenAI?
No. SharePoint remains the source of truth — all edits, additions, and deletions happen there and sync across automatically.
Security
How is the connection secured?
The connection is established via Microsoft Entra. All traffic between AutogenAI and SharePoint is over HTTPS, using federated credentials.
Does AutogenAI import a full copy of each file?
Yes — a full copy is imported so it can be processed for use by the AI. AutogenAI only ever holds read access to your SharePoint.
Can you revoke access at any time?
Yes — remove the SharePoint library from AutogenAI, or revoke access directly via Microsoft Entra.
What if you'd rather not grant full site access up front?
You can set up the integration manually via PowerShell instead (see Option 2 above). Your Implementation Consultant can arrange dedicated time to work through this with your IT team.
Questions or sync issues? Contact support@autogenai.com and the team will investigate.