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AI agents that work across BambooHR and SharePoint

An employee's question about leave or expenses has a right answer that depends on who is asking. The policies and handbooks live in SharePoint; the role, team and location that decide which policy applies live in BambooHR. Cogito AI's BambooHR and SharePoint connectors bring both into one Enterprise Data Model, so Policy Q&A answers policy and benefits questions in plain language, linked to the exact page of the policy it came from, and the Onboarding Guide answers new hires' questions about tools, people and processes from day one, fitted to their role. Agents only surface what each user is entitled to see in either system, and every action is logged for audit.

Connector pair

Built for Policy Q&A and Onboarding Guide.

Questions you can ask

Each of these needs BambooHR and SharePoint at once; every answer shows its sources in both.

  • How much parental leave do I get in my location?
  • What should a new sales hire in the London office complete in their first week?
  • Which policy applies to my team's travel expenses?
  • Which new hires this month haven't finished their onboarding checklist?
  • What does our benefits policy say about dental coverage for my employment type?
  • Which handbooks apply to contractors rather than full-time employees?

How it works

  1. 1

    Connect BambooHR and SharePoint to Cogito AI

    Set up each integration with the setup wizard, and follow every sync in job monitoring.

  2. 2

    Build one Enterprise Data Model

    Key terms are extracted from both systems and mapped together, so one question can draw on BambooHR and SharePoint at once.

  3. 3

    Deploy the agents

    Start with the packaged agents the pair is built for. Every answer cites its source, and the audit trail records every action.

Put BambooHR and SharePoint to work together

Questions about connecting BambooHR and SharePoint to Cogito AI, or about the integration with your other systems? Send us a note and we'll get back to you by email.

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