SharePoint (Beta)

How to Complete the SharePoint Data Source Form?

Looking at this SharePoint (Beta) loader form, here's what you need to do to complete it:

Step-by-Step Instructions:

1. Name (Required)

• Enter a name for your data source in the text box

• This helps you identify your SharePoint content later

• Example: "Company Documents," "Project Files," or "Team Resources"

• The placeholder shows "My SharePoint" as an example

2. Connect to SharePoint

• You have two options to connect:

Option A: Choose from SharePoint

• Click the "Choose from SharePoint" button (left side)

• This will let you browse and select specific folders or files from SharePoint

• Use this if you want to pick specific items

Option B: Connect to SharePoint

• Click the "Connect to SharePoint" button (right side)

• This will establish a connection to your SharePoint site

• Use this for broader access to your SharePoint content

3. Review Cost Warning

• ⚠️ Important: Check the yellow warning box

• Data import costs 500 tokens per page

• This is the same cost as PDF processing

• Consider the amount of content you're importing

4. Final Step

• After connecting and selecting your content, click the red "Save" button

• Your SharePoint files and folders will be processed

• The content will be ready for AI to work with

Key Features:

• Beta Version: This is a new feature still being improved

• Folder & File Access: Can load both individual files and entire folders

• Direct Integration: Connects directly to your SharePoint environment

• Multiple Content Types: Supports various file types stored in SharePoint

What You Can Import:

• Documents (Word, PDF, etc.)

• Spreadsheets (Excel files)

• Presentations (PowerPoint files)

• Text files

• Other supported file formats from your SharePoint site

Authentication:

• You'll likely need to authenticate with your Microsoft/SharePoint credentials

• Make sure you have proper permissions to access the content you want to import

Simple Summary:

1. Give your SharePoint connection a name

2. Choose how to connect:

   • Browse and select specific items, OR

   • Connect to your entire SharePoint site

3. Authenticate with your SharePoint credentials (if prompted)

4. Select the folders/files you want to import

5. Click Save

6. Done!

Your SharePoint content will be processed and converted into searchable text that AI can understand and work with for analysis, questions, and document management!