SharePoint setup guide

Agents find, read and write your company's documents and files.

Ways to connect

Company admins connect apps, on the Integrations page in Everdeck: open SharePoint, choose one of the ways below, follow its steps and fill in its fields. Everdeck checks what you enter before it saves anything, and asks you to confirm it’s you (your second factor) before you type any secret. How connecting works.

Your Microsoft Entra app

Your OAuth app.

This way signs in with an OAuth app you create for SharePoint, as its steps describe: Everdeck never uses an app of its own. Register this redirect URI with your app:

https://everdeck.io/api/oauth/callback

Then save the app’s client ID and secret in Everdeck, on the connect page or under OAuth apps, and sign in.

1. Sign in to the Microsoft Entra admin center (https://entra.microsoft.com) and open Entra ID > App registrations > New registration.
2. Name the app and choose Single tenant only under Supported account types.
3. Under Authentication, add a Web platform with the redirect URI https://everdeck.io/api/oauth/callback.
4. Under Certificates & secrets, create a client secret and copy its Value (it is shown once).
5. Under API permissions, add Microsoft Graph delegated permissions Sites.ReadWrite.All, Files.ReadWrite.All, User.Read and offline_access. If your organization restricts user consent, an admin must select Grant admin consent.
6. Copy the Application (client) ID, the client secret and the Directory (tenant) ID into the form, then sign in as the account the agent should work as. The agent can reach only the sites that account can open.

Field	What to enter
Directory (tenant) ID	Text. For example 00000000-0000-0000-0000-000000000000. From the app registration's Overview page.

The scopes Everdeck asks for:

• offline_access
• User.Read
• Sites.ReadWrite.All
• Files.ReadWrite.All

Disconnecting deletes the tokens Everdeck saved. Remove Everdeck at https://myapps.microsoft.com (work or school accounts) or https://account.live.com/consent/Manage (personal accounts).

What agents can do

An agent uses an action only when its charter grants it, on the agent’s Tools tab, where you choose whether each one runs by itself (Auto), asks first or never runs. Each action has a risk tier: tier 3 actions, which customers or the public see, ask first unless you choose otherwise, and tier 4 actions (money, deleting things, access) always need a person. How tools and tiers work.

Actions marked Reads outside content return things people outside your company may have written. Agents treat what they read as information, never as instructions, and their riskier actions later in the same session need approval.

• Search SharePointTier 0 · ReadReads outside contentsharepoint_search

  Search documents, pages and list items across the SharePoint sites and OneDrive files the user can access. Returns names, links, summaries and the ids needed to open each hit.

• Find sitesTier 0 · ReadReads outside contentsharepoint_find_sites

  Find SharePoint sites by name. Returns each site's id, which other actions need.

• List document librariesTier 0 · ReadReads outside contentsharepoint_list_libraries

  List a site's document libraries (drives) with their ids.

• List a folderTier 0 · ReadReads outside contentsharepoint_list_folder

  List the files and folders in a library folder. Use folder_id root for the top of the library.

• Read a documentTier 0 · ReadReads outside contentsharepoint_read_file

  Read a document's text. Word, Excel, PowerPoint, PDF and text files are converted to text.

• Upload or create a documentTier 2 · ReversibleReads outside contentsharepoint_upload_file

  Create a file in a library folder from text you write or from a file in the company's Spaces (up to 10 MB). An existing file with the same name is kept and the new one is renamed.

• List listsTier 0 · ReadReads outside contentsharepoint_list_lists

  List a site's lists (for example Issues, Contacts or a custom tracker) with their ids.

• Read list itemsTier 0 · ReadReads outside contentsharepoint_list_items

  Read items from a list with their column values. Filter with OData on columns, for example fields/Status eq 'Open' (works best on indexed columns).

• Add a list itemTier 2 · ReversibleReads outside contentsharepoint_create_list_item

  Add an item to a list with column values keyed by the columns' internal names, for example {"Title": "Order 1042 delayed", "Status": "Open"}.

• Update a list itemTier 2 · ReversibleReads outside contentsharepoint_update_list_item

  Change column values on a list item; only the columns you send are changed.

• Create a sharing linkTier 4 · Money or irreversibleReads outside contentsharepoint_create_sharing_link

  Create a view or edit link to a document or folder. organization links work for anyone in the company; anonymous links work for anyone who has them (if the admin allows them).

What can start work

These events from SharePoint can become tasks for your agents through Intake. How Intake works.

An item in a chosen list was added, changed or deleted (checked every 5 minutes).

Connect SharePoint first. Then, on the Intake page, open Webhooks and sources, find it under Connector triggers and select Start watching. Then, on the Rules tab, select New rule to say which requests become tasks and who gets them.

A document in a chosen library was added, changed or deleted (checked every 5 minutes).

Connect SharePoint first. Then, on the Intake page, open Webhooks and sources, find it under Connector triggers and select Start watching. Then, on the Rules tab, select New rule to say which requests become tasks and who gets them.

Testing, problems and disconnecting

Everdeck checks the connection when you save it. On the connection’s page in Integrations, Test checks it again at any time.

If SharePoint later refuses the connection, for example because a key was deleted or a sign-in expired, the connection shows Needs attention on the Integrations page and the people who manage connections are told. Agents can’t use it until a company admin fixes it with Edit or Reconnect.

To stop agents using SharePoint, open the connection and select Disconnect. Agents stop using it at once and its saved credentials are deleted. What else happens depends on how it was connected: each way above says.