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Import your SharePoint content into the Knowledge Base so your Agents and Workflows can search and reference it.

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Connect your account

1

Open connected apps

Click your name in the bottom-left of the sidebar, then click the settings icon to open Settings. Select Connected Apps.
Settings sidebar showing the account settings entry point
Connected Apps page in account settings
2

Start the SharePoint connection

Find Microsoft SharePoint in the list and click Connect.
Microsoft SharePoint Connect button in the Connected Apps list
3

Log in to Microsoft

Sign in to your Microsoft account in the popup window.
Microsoft account login prompt for Cassidy authorization
4

Accept the access request

Review the permissions and click Accept to grant Cassidy access to your SharePoint sites and documents.
SharePoint connection confirmed in Cassidy settings

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Import SharePoint content

1

Add a SharePoint source

Go to your Knowledge Base and click + New. Select Import from SharePoint.
Knowledge Base + New dropdown showing Import from SharePoint option
2

Select sites, documents, or pages

Browse your SharePoint sites and select the documents, pages, or lists you want to import, then click Import.
SharePoint site and document selection dialog for import
Imported content syncs automatically every 24 hours. Enterprise plans support live sync for near-real-time updates. Learn more about sync behavior.

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What you can import

  • Sites — Import content from entire SharePoint sites
  • Documents — Import individual files and folders stored in SharePoint document libraries
  • Pages — Import SharePoint site pages and their content
  • Lists — Import structured data from SharePoint lists

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Next steps

Organize your Knowledge Base

Learn how to manage and structure your imported content.

SharePoint for Workflows

Automate file management with SharePoint triggers and actions.