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Use this app when your workflow needs SharePoint content, files, lists, or site pages. Choose read actions to look up sites, drives, lists, and items, and write actions to create or update records and files.

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Configuration

Before you configure this step, connect SharePoint in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the SharePoint response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect SharePoint if you have not already done that.
  2. Add a SharePoint step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose Get current user in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Create a list item from a form

  1. Get list
  2. Create list item
  3. Get list item

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Upload and tag a file

  1. List site drives
  2. Upload file
  3. Update drive item

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Review a site page

  1. List site pages
  2. Get page content
  3. Get site

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Notes

  • This step depends on a connected SharePoint integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the SharePoint tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using SharePoint as an Agent Tool

You can also add SharePoint as a tool in the Agent Editor. Open the agent, click Add tool, and select SharePoint. In the tool settings panel, choose the connected account the agent should use. The agent calls SharePoint actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration