Skip to content
Cogito AIEnterprise AI Operating System

AI agents that work across Salesforce and SharePoint

An RFP response or a proposal needs two things at once: what the customer has told you, which lives in Salesforce, and your approved answers, templates, pricing and product content, which live in SharePoint. Cogito AI's Salesforce and SharePoint connectors bring both into one Enterprise Data Model, so the RFP Response agent can match each question to your approved answer library with the account's CRM history for context, and the Proposal Generator can draft from your approved templates, tailored to what this customer has told you. Every draft cites its source document, agents only surface what each user is entitled to see in either system, and every action is logged for audit.

Connector pair

Built for RFP Response and Proposal Generator.

Built for these agents

The packaged work that needs Salesforce and SharePoint together. Each links to its own page.

Questions you can ask

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

  • Should we bid on this RFP from Contoso, given what they told us in discovery?
  • Draft a proposal for Fabrikam from our approved templates, tailored to their open opportunity.
  • Which requirements in this RFP can't we meet yet, and which other accounts asked for the same thing?
  • Which approved answers did we use in last quarter's winning proposals?
  • Which open opportunities have an RFP due this month, and do we have approved answers for them?
  • What did we propose to similar customers, and how did those deals close?

How it works

  1. 1

    Connect Salesforce 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 Salesforce 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 Salesforce and SharePoint to work together

Questions about connecting Salesforce 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.

Contact Us
All connectors