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SharePoint

Transform your organisation’s SharePoint from a static document repository into a dynamic, AI-powered knowledge hub. By integrating SharePoint with myReach, you break down departmental silos and allow employees to query complex corporate data using natural language.

Whether it’s HR policies, technical specifications or historical project data, myReach’s AI "learns" your SharePoint libraries to provide instant, cited answers to anyone in the company. Save and sync your folders effortlessly.

Key Benefits

myReach doesn’t just organise your information, it understands it.

Whether it’s a document, website, video, audio... myReach’s AI can extract information to answer questions from anyone in the company.

With your company’s SharePoint connected to myReach’s AI, here’s what you can achieve:

  • Instant Document Retrieval: Stop wasting hours searching through sub-sites. Employees can retrieve key documents instantly via myReach's AI Search, ensuring the right information is always at their fingertips.

  • Seamless Onboarding: Use a SharePoint-integrated Genie to answer new hires' questions about company procedures, benefits and HR policies without manual intervention.

  • Unified Project Insights: Combine data from multiple SharePoint Sites into a single Workspace. Query past deals, project statistics and collaborative outcomes to make informed, data-driven decisions.

  • Simplified Compliance & Audits: Use the AI-powered search and citations to quickly verify adherence to regulations during internal audits or compliance checks.

  • Knowledge Continuity: When employees move on, their institutional knowledge remains accessible through the documents they left in SharePoint, now fully searchable by the AI.

  • Market Research Analysis: Query market research reports to gain insights on trends and data analyses for strategic planning.

  • Client Support Through AI: Create a Genie that uses SharePoint documents to support client inquiries, compiling relevant information about products and services. Connect it to Shopify for additional information on account histories.

Steps to Integrate

  1. Go to Imports & Integrations on the left sidebar, and scroll down to the SharePoint integration.

  2. Click the "+Add" button.

  3. Read the instructions and click on "+Connect SharePoint".

  4. Login to the account you wish to integrate with your Microsoft 365 credentials.

  5. You will see a list of the SharePoint Sites and Sub-Sites you have access to.

  6. Choose the Site you want to connect and select the folders and files to integrate.

  7. Click on Continue to create a Workspace with your integration.

myReach will begin fetching and processing the content, automatically creating Tags for your folder structures.

How it Works: Behind the Scenes

The SharePoint integration mirrors your Microsoft 365 environment while adding myReach's unique graph-based intelligence.

Folder & Site Mapping

  • Sites as Tags: SharePoint Sites are imported and created as Tags, serving as the parent nodes for all documents within that site.

  • Folder Hierarchy: Your existing folder structure is maintained through a series of nested Tag relationships, allowing you to filter by "Department" or "Project" just as you would in SharePoint.

File Synchronisation

(⚠️ NOTE: Make sure the auto-sync is switched ON, for changes in your SharePoint to be reflected in myReach)

  • Real-Time Updates: When a document is modified in SharePoint, myReach detects the change and updates the file’s content and version property. The AI then automatically re-learns the updated text to ensure total accuracy.

  • Metadata Preservation: Microsoft 365 metadata—such as "Last Modified By," "Created Date," and "File Owner"—is automatically mapped to myReach Properties.

  • Versioning: If a file is renamed or moved between folders in SharePoint, myReach updates the metadata and creates new relationships while preserving the historical link to its original location.