AI agents for SharePoint
Teams keep contracts, proposals, policies and playbooks in SharePoint. Cogito AI's connector brings those documents into one Enterprise Data Model, extracting key terms as it goes, so agents can answer from them and cite the page they used.
Connector
SharePoint
- Connects as
- Shared drives
- Packaged agents
- 16 across 4 teams
What Cogito AI does with your SharePoint data
- 01
Documents your agents can read
Approved RFP answers, templates and policy documents become the source for proposals, RFP responses, policy questions and onboarding guides.
- 02
Answers that show their sources
Every answer cites the SharePoint records and documents it used, so anyone can check the source behind a recommendation.
- 03
Within your permissions
Agents only surface what each user is entitled to see in SharePoint, and every agent action is logged for audit.
- 04
Kept current
Incremental sync keeps the Enterprise Data Model up to date as SharePoint changes, so agents work from current information.
Agents that work from SharePoint
Packaged agents that draw on your shared drives, grouped by team. Each one links to its team's solution.
Sales: Revenue Intelligence
- Customer Relationship IntelligenceSee what's really going on in your customer base, with information from across your company and the web brought together into one picture of relationship health.More about this agent
- Proposal GeneratorUse in-depth customer intelligence to produce targeted, on-brand proposals quickly.More about this agent
- RFP ResponseAnalyze incoming RFPs and DDQs to improve your odds of winning, generate executive summaries and document sets from approved answers, and automate DDQs.More about this agent
- Win/Loss AnalyzerLearn from past wins and losses to fine-tune your sales approach.More about this agent
Operations: Operational Intelligence
- Intelligent Document SearchPiece together knowledge from across all your systems to find the best resolution to each customer issue.More about this agent
- Assisted Fault DiagnosisGet suggested fixes for every issue, based on what worked in similar cases and what to avoid, from your own knowledge base.More about this agent
Marketing: Marketing Intelligence
- Campaign ContentDraft campaign content for every channel, written in your brand voice, leveraging your company's knowledge.More about this agent
- Market InsightsSummarize market, analyst and competitor signals, so that you can refine messaging appropriately.More about this agent
- Consistent MessagingKeep web, email, sales and social messaging aligned from one shared knowledge base.More about this agent
- Content RepurposingTurn long-form assets into channel-ready formats using your approved language.More about this agent
- Claims CheckCheck product and pricing claims against your approved product information before they go out.More about this agent
- SEO BriefsDraft SEO briefs and answer buyer questions from your own content library.More about this agent
HR: People Management Intelligence
- Policy Q&AAnswer policy and benefits questions instantly, with citations to the source documents.More about this agent
- Application SummariesSummarize each application against the criteria you set, so recruiters compare like with like.See it in People Management Intelligence
- Employee RequestsDraft consistent, policy-aligned responses to common employee requests.More about this agent
- Onboarding GuideHelp new hires get answers to their questions as they settle in.More about this agent
Ask questions like these
Agents answer across SharePoint and your other connected systems, and show the sources.
- Should our sales team bid on this RFP, and how do we maximize win probability?
- Which of our customer contracts allow exit with 60 days' notice?
- What does our travel policy say about international flights?
How it works
- 1
Connect SharePoint
Set up the connector with the setup wizard, and follow each sync in job monitoring.
- 2
Build your Enterprise Data Model
Key terms are extracted as SharePoint data comes in and mapped with your other connected systems.
- 3
Deploy agents
Start with the packaged agents below, or build custom agents for your own workflows.
- 4
Check every answer
Citations show where each answer came from, and the audit trail records every agent action.
Put your SharePoint data to work
Questions about connecting SharePoint or your other systems? Send us a note and we'll get back to you by email.