Supercharge Microsoft SharePoint with Docket
Instantly retrieve and use SharePoint content without breaking your workflow.
Your SharePoint libraries are full of critical playbooks, documentation, and technical references—but finding what you need can be a hassle. With Docket, access that content from SharePoint instantly via AI-powered search and retrieval, right when and where you need it.
What is Microsoft SharePoint?
Microsoft SharePoint is a secure platform that teams use to store, organize, and share documents. It powers company knowledge hubs, project sites, and collaboration spaces across organizations of all sizes. From policies and procedures to training guides and technical manuals, SharePoint is often where institutional knowledge lives.
Why Connect SharePoint to Docket?
Connecting SharePoint to Docket transforms static repositories into living, accessible knowledge. Instead of hunting through folders and sites, your team can ask Docket questions and instantly get accurate, context-aware answers powered by SharePoint content. This means:
- Faster onboarding for new hires.
- Easier access to policies, playbooks, and training material.
- Quicker responses to customers and prospects, powered by trusted internal documentation.
- A single AI layer that unifies knowledge across SharePoint and your other connected sources.
Prerequisites:
- You must have admin-level access in Docket.
- Docket requires authentication to your Microsoft 365 instance to fetch content. (help.docketai.com)
Integration Process:
- Navigate to Integrations
Go to Settings → Integrations in the Docket app.
Find the SharePoint app card and click Connect.
- Authorize Access
Complete authentication to your M365 instance. This grants Docket permission to access SharePoint content.
- Select Sites & Lists
After connecting, multi-select the sites and lists within SharePoint that you have access to.
Click Save to confirm.
- Initiate Content Ingestion
Docket will automatically begin ingesting content from the selected SharePoint sites and lists.
Note: It may take approximately 24 hours for the content to be available for answer generation.
Important Notes:
- Data Deletion: Disconnecting SharePoint will permanently delete all ingested data from Docket. This content will no longer be used for future answer generation—caution advised.
- Content Syncing: Any content added, updated, or removed in SharePoint will sync to Docket within 24 hours, keeping answers fresh.
- Supported Formats: Docket ingests pages and document libraries from the selected sites, supporting PDFs, Excel, Word, images, text, and native Microsoft formats like Word, Excel, and PowerPoint.
Want help setting this up? Contact our support team at [email protected] for assistance.
Do you want me to keep the bullet list in “Why Connect SharePoint to Docket?” short and punchy like this, or expand it with a couple of one-liner examples under each point (like “Faster onboarding → new reps learn product positioning in days, not weeks”)?