With the SharePoint integration, Cobrief's AI agent can search and read your documents in SharePoint and OneDrive directly in a conversation. You no longer have to upload information manually – the agent fetches what it needs from Microsoft 365, based on what you personally have access to.
The SharePoint integration is available on paid plans and requires a work Microsoft 365 account (not a personal Microsoft account).
What can the AI agent do?
Once you have connected, the agent can:
Search for documents across the SharePoint sites and OneDrive you have access to.
Browse sites and folders to find the right file.
Read the contents of documents (Word, Excel, PowerPoint, PDF, images, and more) and use the information in your bid work.
Access is read-only. Cobrief can never create, change, delete, or share anything in SharePoint or OneDrive.
How to connect
You can connect in two ways.
From settings
Go to "Settings" → "Integrations".
Find SharePoint and click "Connect to SharePoint".
Sign in with your Microsoft 365 account and approve access.
Once the connection is complete, you'll see "SharePoint was connected", and the card shows which account you are "Connected as".
From a conversation
Open the "Connectors" menu in a conversation.
Click "Connect" next to SharePoint and sign in with Microsoft 365.
Switch on the toggle next to SharePoint to let the agent use the connection in that specific conversation.
Using SharePoint in a conversation
The agent uses SharePoint when it's relevant to what you ask. For example, you can ask it to:
"Find the latest version of our quality manual in SharePoint"
"Get the key figures from last year's annual report in OneDrive"
"Summarize our reference projects from the SharePoint site for tenders"
You decide which conversations have access. Use the toggle next to SharePoint in the "Connectors" menu to switch the connection on or off in a single conversation.
Disconnect or reconnect
You manage the connection under "Settings" → "Integrations".
To disconnect, click "Remove integration" and confirm. Cobrief then loses all access to your Microsoft account.
If the connection expires or is revoked, you'll see a message that you need to "Reconnect". Click it to continue.
Security and privacy
We take the security of your data seriously:
The agent only gets access to documents you already have access to in Microsoft 365. The connection uses your own permissions (delegated access) and cannot bypass your organization's access controls.
Read-only access. Cobrief cannot create, change, delete, or share anything.
You can disconnect at any time under "Settings" → "Integrations".
The connection requests these read permissions from Microsoft: User.Read (your profile), Sites.Read.All (SharePoint sites you have access to), and Files.Read.All (files in SharePoint and OneDrive you have access to).
Read more about how we work with security and privacy in our Trust Center.
Can't connect?
Some organizations require a Microsoft 365 administrator to approve new apps before they can be used. If you're told that access needs to be approved, it means your organization restricts which apps can be connected. Contact your IT lead or administrator to have access approved.