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Connect your Microsoft SharePoint site to Roe AI to access documents and files for agent processing and analysis.

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Use Cases

  • Document Processing: Access documents stored in SharePoint for extraction and analysis
  • File Import: Import files from SharePoint into VolansDB for processing
  • Enterprise Data Access: Connect to your organization’s document management system

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Prerequisites

Before connecting SharePoint to Roe AI, ensure you have:
  1. An Azure AD application with appropriate permissions
  2. The SharePoint site ID you want to connect
  3. Admin access to register applications in Azure AD

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Register an Azure AD Application

1

Open Azure Portal

Go to Azure Portal and navigate to Azure Active Directory
2

Register Application

Go to App registrations → New registration
  • Enter a name (e.g., “Roe AI SharePoint Integration”)
  • Select appropriate account type
  • Click Register
3

Configure API Permissions

Go to API permissions → Add a permission → Microsoft GraphAdd these Application permissions:
  • Sites.Read.All - Read items in all site collections
  • Files.Read.All - Read files in all site collections
Click Grant admin consent
4

Create Client Secret

Go to Certificates & secrets → New client secret
  • Add a description
  • Select expiration period
  • Click Add and copy the secret value immediately
5

Note Application Details

From the Overview page, copy:
  • Application (client) ID
  • Directory (tenant) ID
Store your client secret securely. It’s only shown once when created. Roe AI encrypts and stores credentials in AWS Secrets Manager.

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Find Your SharePoint Site ID

The site ID format is: {hostname}:/sites/{site-name} For example: contoso.sharepoint.com:/sites/ProjectDocs You can find your site ID in SharePoint Admin Center or by using the Graph API Explorer.

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Configure the Connection

Provide the following information to connect SharePoint:

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Configuration

FieldRequiredDescription
Site IDYesSharePoint site ID (format: {hostname}:/sites/{site-name})

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Authentication (Sensitive)

FieldRequiredDescription
Client IDYesAzure AD application (client) ID
Client SecretYesClient secret for the Azure AD application
Tenant IDYesAzure AD directory (tenant) ID

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Test the Connection

Click Test Connection to verify that Roe AI can successfully connect to your SharePoint site. The test will:
  1. Authenticate using your Azure AD credentials
  2. Verify access to the Microsoft Graph API
  3. Confirm access to the specified SharePoint site

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Available Data

Once connected, agents can access:

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Files

  • Documents stored in the SharePoint site
  • File metadata (name, size, content type)
  • Files from the document library root

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Supported File Types

  • Documents: PDF, DOCX, XLSX, PPTX
  • Data files: CSV, JSON
  • Images: PNG, JPG, GIF

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Security & Permissions

Read-Only Access

Roe AI only reads files—no documents are created, modified, or deleted

Application Permissions

Uses Azure AD application permissions for secure, auditable access

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Troubleshooting

Verify your client ID, client secret, and tenant ID are correct. Client secrets expire—check if yours needs to be regenerated.
Ensure the Azure AD application has Sites.Read.All and Files.Read.All permissions, and that admin consent has been granted.
Verify the site ID format is correct: {hostname}:/sites/{site-name}. Check that the site exists and is accessible.
Ensure there are files in the SharePoint document library root. Files in nested folders may require additional configuration.