WorkBeta

Turn SharePoint into governed AI knowledge.

Maveric connects the Assistant to approved SharePoint sites, drives, documents, and lists so employees can get cited answers and take scoped actions without opening up the whole tenant.

Capabilities

What the Assistant can do with SharePoint.

The top read and write actions, in plain language — each one a scoped action through a governed connection.

01
Read
Read from SharePoint to answer questions with current, real context.
02
Act
Write back to SharePoint — 7 scoped actions the Assistant can take, each requiring an approved connection.

Example workflows

Put SharePoint to work.

Concrete ways teams use the Assistant with this tool — always inside the permission model.

001
Answer a policy question from SharePoint
The Assistant searches approved documents, cites the relevant passage, and links the user back to the source.
002
Prepare an onboarding packet
Maveric can collect approved SharePoint files, summarise what changed, and draft the next-step checklist.
003
Update a governed list
When write access is enabled, the Assistant can update list-backed records through a scoped SharePoint action.

Priority use cases

SharePoint workflows that need more than a template.

These are the high-intent reasons teams connect the tool to Maveric: specific work, specific permissions, and a reviewable record.

01
Cited answers from SharePoint documents
Ask a policy, procedure, or project question and receive an answer grounded in approved SharePoint content.
02
List and file workflows
Use scoped actions to read or update SharePoint-backed records and files when the user's role allows it.
03
Knowledge base grounding
Make approved SharePoint libraries part of the Assistant's retrieval layer so employees stop searching manually.

Setup and permissions

How SharePoint stays scoped.

Connection setup is explicit: admins decide what the Assistant can see, which actions it can run, and where people must approve.

01
Site and drive selection
Admins choose which SharePoint sites and drives are exposed rather than connecting the entire Microsoft 365 tenant.
02
Read first, write later
Launch with read-only document retrieval, then add list or file writes after review.
03
Knowledge base alignment
Use SharePoint content alongside Maveric Knowledge Bases so answers stay cited and current.

Security and audit

Controls for governed SharePoint access.

The Assistant should help people work faster without turning a connected system into unmanaged automation.

01
Approved content boundary
The Assistant only reads SharePoint locations exposed through the approved Connection.
02
Scoped write actions
File or list writes can be limited to specific roles and approval gates.
03
Document access audit trail
SharePoint reads and writes can be traced by actor, action, source, and timestamp.

Related pages

Keep evaluating the workflow.

These pages connect the integration to the Assistant experience, platform controls, and team workflows behind it.

FAQ

SharePoint integration questions.

Controls

Connected, but never unguarded.

Connecting SharePoint doesn't hand the Assistant the keys. Admins decide exactly what it can reach and do.

01
Permissions & scopes
Choose the exact read and write actions SharePoint exposes to the Assistant — nothing is implicit.
02
Approval for sensitive writes
Require a human to sign off before the Assistant changes records, sends messages, or moves money.
03
Audit logging
Every action against SharePoint is recorded — who, what, and when — for full accountability.

Connection detail preview

SharePoint governance controls

Beta

Enabled actions

Read approved records or files
Write through scoped actions
Require approvals for sensitive changes

Credential status

Stored in Vault, decrypted only at run time

Approval policy

Sensitive writes can require human sign-off

Audit trail

Every read, write, actor, and timestamp is logged

Govern SharePoint through Connections

Connect SharePoint once, set its scopes and approvals, and the Assistant can use it across the company — every action audit-logged.

See the Assistant use SharePoint safely.

Book a demo and we'll show the Assistant connected — and governed — on your own tools.