Create your AI that knows when to say "I don't know." Try it on your data →

The problem

Why Add an AI Agent to Your SharePoint?

Employees spend over 20 minutes per query hunting through folders, asking colleagues, or filing a help desk ticket, and the answer was in SharePoint the whole time.

Questions answered from your intranet, not a colleague

Your employees ask a question and get the answer from the exact SharePoint document that contains it, without searching or asking someone else.

No Microsoft Copilot licence needed

It works with the Microsoft 365 subscription you already have, so there’s no extra Copilot licence to buy.

Read-only access, so nothing in SharePoint can change

The connection is read-only, so the agent can see your content but cannot modify, delete, or write anything.

Use cases

Built for every team that runs on SharePoint

HR and IT questions answered without a ticket

The agent handles common HR and IT questions from the policies you’ve already written.

Documents found in seconds, not folders

Employees pull up exactly what they need from policies, manuals, and guidelines without browsing through multiple libraries.

Your SharePoint becomes a searchable knowledge base

Ask the way you’d ask a colleague and get an answer from exactly the right page in your SharePoint.

Project files and shared resources, instantly accessible

Teams find project plans, meeting notes, and shared files by asking a question instead of navigating sites.

How to Add an AI Agent to SharePoint

Live in 3 Steps

Authorise Your Microsoft Login

Authorise CustomGPT.ai to access your SharePoint via your Microsoft login and select which sites and libraries you want the agent to read.

Choose Your Content

Choose which sites, libraries, and documents will inform answers. You control exactly what content the agent can use.

Go Live

Embed CustomGPT.ai on your SharePoint intranet, deploy in Microsoft Teams, or share a direct link with employees. One setup, multiple deployment options.

No coding required SOC 2 Type II compliant GDPR compliant
Trusted AI

Trusted by 10,000+ Teams

From government agencies to Fortune 500s and universities, teams build custom AI on their own data with CustomGPT.ai.

“CustomGPT.ai is not just a support tool. It has become a knowledge infrastructure for how GEMA operates.”

Jonas Walther

Jonas Walther

Manager Data & AI, GEMA

“CustomGPT.ai has fundamentally changed how we deliver help and support to our customers.”

Naira Yaqoob

Naira Yaqoob

Documentation Manager, BQE Software

“CustomGPT is our own personal time machine. It gives us instant access to 20 years of institutional knowledge.”

Mark Aiello

Mark Aiello

CRO, Overture Partners

More than SharePoint

SharePoint is one source. Combine it with dozens more.

Your AI agent can pull from Confluence, Google Drive, Zendesk, your website, and more, all in the same chat interface.

Google Drive Google Drive
Notion Notion
Dropbox Dropbox
SharePoint SharePoint
Zendesk Zendesk
HubSpot HubSpot

Plus 60+ more sources – YouTube, WordPress, Shopify, Confluence, Slack, Zapier, and more. See all integrations →

FAQ

Before You Sign Up

Everything you need to know about the CustomGPT.ai SharePoint integration.

CustomGPT.ai connects to your SharePoint libraries, sites, and documents and builds an AI agent from the content you select. Employees ask questions in plain language and get direct answers from your actual intranet content, with a link back to the source document. No manual searching or folder navigation required.

Employees spend over 20 minutes per query hunting through folders, asking colleagues, or filing a help desk ticket, and the answer was in SharePoint the whole time. CustomGPT.ai removes the search step. Your team asks a question and gets the answer from the exact document that contains it, without navigating libraries or waiting for HR to reply.

CustomGPT.ai reads your selected SharePoint documents and pages. When a user asks a question, the AI retrieves the relevant answer from your authorised SharePoint content and returns it with a link to the source document.

Yes. CustomGPT.ai respects your existing SharePoint permissions. Employees only receive answers from documents they already have access to. No new permissions to configure.

CustomGPT.ai reads SharePoint documents such as Word files, PDFs, policies, manuals, and knowledge base pages, but only what you explicitly select. No other SharePoint content is ever accessed.

No. CustomGPT.ai connects to SharePoint via secure Microsoft login, with no custom code or data pipelines required. Authorise access from your dashboard, select your content, and the agent is ready.

Employees get answers from your SharePoint documentation without navigating libraries, using SharePoint search, or asking a colleague. HR, IT, operations, and compliance teams all use it to surface documentation through a conversational interface.

When documents are added, updated, or archived in SharePoint, re-sync your agent from the CustomGPT.ai dashboard to keep answers current. Auto-sync (Daily, Weekly, Monthly, or Custom) is available on Enterprise plans only. On all other plans, manual re-sync is available on demand, with no re-upload or retraining required.

Yes. CustomGPT.ai is SOC 2 Type II certified and GDPR compliant. The connection uses read-only access, so the agent cannot modify, delete, or write to your SharePoint content. Only the content you explicitly select is used to generate answers.

Yes. You can deploy CustomGPT.ai with SharePoint for both internal teams and external support. Internal teams use it for employee onboarding, IT help, HR questions, and operational guidance. For external use, connect your public-facing SharePoint content to a separate agent that accesses only what you assign, keeping internal and external knowledge completely separate.

Most teams connect their SharePoint and run their first query in minutes. The setup wizard walks you through each step, with no developer required. Your IT team may need to approve the OAuth connection in SharePoint admin first, which varies by organisation.

CustomGPT.ai gives employees a single place to ask questions about your SharePoint content. Every answer comes with a link back to the source document, so compliance and governance stay intact.

Your employees get answers from your SharePoint documentation in seconds, with a link to the exact document that contains the answer. Fewer help desk tickets, fewer repeated questions, faster decisions.

No, not directly. ChatGPT has no access to your internal SharePoint files. CustomGPT.ai bridges the gap: connect your SharePoint once, and employees get a ChatGPT-style interface that answers only from your actual intranet content, not the open internet.

Three steps: connect your SharePoint site in CustomGPT.ai and it reads your documents and pages automatically, configure your agent, then paste the embed code into your SharePoint page or share the agent link directly with employees. No developer required on your side. Your IT team may need to approve the OAuth connection in SharePoint admin first, which varies by organisation.

CustomGPT.ai is purpose-built for enterprise knowledge bases like SharePoint. It connects SharePoint alongside 60+ other sources, including Confluence, Google Drive, Zendesk, and more, into a single AI agent. You can deploy it on your intranet, in Microsoft Teams, or on your website.

Yes. No additional Microsoft product licence is required. CustomGPT.ai connects directly to your SharePoint via secure OAuth.

Connect your SharePoint site once in CustomGPT.ai and the integration reads your entire document library automatically. No manual upload or copy-paste required. On Enterprise plans, the integration re-syncs when files are added or updated. On all other plans, trigger a manual re-sync from the dashboard at any time.

Yes. Your SharePoint content is never used to train the base AI model. The agent answers only from the documents you select and does not store, share, or expose your content to other users or organisations. CustomGPT.ai is SOC 2 Type II certified and GDPR compliant.

Your SharePoint content finally gets used.

One question from any employee, answered from the right document every time.

7-day free trial · Cancel anytime