Connecting Sharepoint
Use your Sharepoint content as a knowledge source for your agent.
Table of Contents
Your SharePoint content exists because someone took the time to document the answers. Connecting it to Outlearn means those answers get used - not just by the people who know which site to check, but by everyone who asks a relevant question, automatically.
SharePoint tends to hold the knowledge that is hardest to search - policies, SOPs, product specs, onboarding guides, process pages, spread across sites, libraries, and nested folders that only a few people can navigate confidently. So instead of looking it up, people ask. IT gets asked where the VPN setup guide is. HR gets asked what the parental leave policy says. Support gets asked something that is already answered in a product spec three folders deep. Connect SharePoint to Outlearn and your agent draws from that content every time a relevant question comes in, no matter which site it lives on. The knowledge stops being something people could find if they knew where to look and starts being something that works on their behalf.
In this article, you'll learn:
- What happens when you connect SharePoint
- How to connect your SharePoint account
- How to manage the connection after it's set up
What Gets Connected
When you connect SharePoint, Outlearn syncs your sites, libraries, and documents and uses them as a source of answers for your agent. Your content stays exactly where it is - Outlearn reads it, it never modifies or moves it.
How to Connect SharePoint
- Go to the Sources tab.
- Click + Add Knowledge.
- In the Add Knowledge Sources modal, click Knowledge Base in the left panel.
- Select SharePoint.
- Log in with your Microsoft account when prompted and authorize Outlearn to access your content.
- Follow the on-screen steps to select which sites, libraries, or folders to sync and set accessibility.
After Connecting
Once connected, SharePoint will appear in your Sources list. Outlearn will keep it in sync automatically as your content changes.
From the Sources list you can:
- Change accessibility using the dropdown next to the source.
- Toggle it on or off using the In Use toggle.
- Resync manually using the three-dot menu if you want to force an immediate update.
- Delete the connection using the three-dot menu if you no longer need it.
Best Practices
- After connecting, check the Content Gaps section in Analytics after a few days to see what questions your agent still can't answer from your SharePoint content.
- Toggle the source off temporarily if you're doing a large restructure of your sites or libraries - this prevents your agent from serving outdated answers while you work.
- Run a manual resync after publishing a major batch of updates to make sure your agent picks them up immediately.