Add SharePoint to your AI agent
SharePoint is a Microsoft platform for document management and intranets, enabling teams to collaborate, store, and organize content securely and effectively
- Things your agent can do in SharePoint
- 102
Things your AI can do in SharePoint
Your FormWise AI can handle any of these in SharePoint — on its own, without you needing to click a button.
Create SharePoint List Item by GUID
PopularTool to create a new item in a SharePoint list using the list's GUID. Use when you have the list GUID rather than the list title.
Delete SharePoint List by GUID
PopularDeletes a SharePoint list by its GUID identifier. This action permanently removes the list and all its contents from the SharePoint site. Use when you need to remove a list by its unique GUID after confirming the correct list identifier. This action is irreversible — the list cannot be recovered once deleted.
Get SharePoint Site by Hostname
PopularRetrieve SharePoint site information by hostname or URL. Returns site metadata including site ID, display name, URLs, and timestamps. Use this action when you need to discover a site's identifier or properties using only its hostname, which is essential for subsequent operations requiring siteId. Useful for validating site existence or obtaining site metadata without prior knowledge of internal IDs.
Get SharePoint Site by ID
PopularTool to retrieve information about a SharePoint site (web) by its unique identifier. Use this action when you have a specific site GUID and need to fetch its metadata such as title, URL, language, or template information.
Get Site Drive Item by Path
PopularTool to retrieve a file or folder by its server-relative path in a SharePoint site. Use when you need to get metadata for an item (file or folder) by path.
Get SharePoint Site Page Content
PopularTool to retrieve modern SharePoint Site Pages content by reading list item fields. Use when a .aspx page result cannot be downloaded as a file or when you need the structured content (CanvasContent1, LayoutWebpartsContent) of modern pages.
Get SharePoint Root Site
PopularRetrieves metadata about the root web of a SharePoint site collection. Use this action when you need to get information about the root site in a site collection, such as its title, URL, language settings, or template information. This is useful for discovering the top-level site properties before navigating to subsites or performing collection-wide operations.
List Site Drives
PopularTool to retrieve all document libraries (drives) in a SharePoint site. Use when you need to discover available document libraries or storage locations within a SharePoint site. This action lists all drives accessible in the specified site, including default document libraries and any custom document libraries created by users.
List SharePoint Site Lists
PopularRetrieves all lists in a SharePoint site. Use this action when you need to discover available lists and document libraries on a specific SharePoint site, enumerate all lists to find a particular list by name, or check for existing lists before creating a new one (duplicate list names will fail). Returns metadata for each list including Title, Id, BaseType, ItemCount, and other properties. Supports OData query parameters for filtering, selecting specific fields, sorting, and pagination.
List SharePoint Sites
PopularTool to retrieve all SharePoint sites accessible to the user. Use when you need to discover available sites before performing site-specific operations.
List Subfolders in Folder
PopularTool to list immediate child folders within a SharePoint folder. Use when you need folder navigation or directory discovery by server-relative URL.
Search Files Across All Sites
PopularSearch for files across all SharePoint sites and OneDrive using Keyword Query Language. Returns files matching the query with metadata like title, path, size, author, and modification time. Use this action when you need to discover files broadly across an organization without knowing specific drive IDs or site locations. Results are automatically filtered to show only document content types. A site_name changes the endpoint context but does not isolate results unless restrict_to_site_path is enabled or query contains an equivalent Path restriction. Use from_index and row_limit parameters to paginate through large result sets.
Show 92 more things it can do
Update File Item Metadata
PopularTool to update metadata fields on a SharePoint file item via its ListItemAllFields. Use this action when you need to modify document properties, custom columns, or metadata without changing the file content itself. This operates on the list item behind the file, allowing you to set Title, Status, Owner, Categories, or any other library column.
Update SharePoint List
PopularTool to update properties of an existing SharePoint list. Use when you need to modify list metadata such as title, description, or settings like versioning and attachments.
Update SharePoint List Item
PopularTool to update fields on an existing SharePoint list item. Use when you need to modify an item's properties with proper ETag concurrency control via MERGE.
Update SharePoint Site
PopularTool to update properties of the current SharePoint site (web). Use when you need to modify site title, description, or other SP.Web properties via MERGE.
Upload File from URL to SharePoint
PopularTool to fetch a file from a URL and upload it to SharePoint. Use when you need to upload files directly from external URLs without downloading them to the client first. When a file with the same name already exists, use conflict_behavior to control the behavior: - 'replace': Overwrites the existing file (fails with HTTP 423 if the file is locked/open) - 'fail': Returns an error if a file with that name exists - 'rename': Uploads with an auto-generated suffix (e.g., 'report 1.docx'), bypassing file locks
Validate SharePoint Credentials
PopularValidate SharePoint credentials by attempting to retrieve the current user information. Use this action during setup or configuration to verify that provided credentials have valid access to the SharePoint site before performing other operations.
Add Attachment to List Item
Tool to add an attachment to a SharePoint list item. Use when you need to upload a binary file as an attachment to a specified list item.
Add Field Link to Content Type
Tool to add a field link to a list content type. Use when you want to associate an existing list field with a content type.
Add Role Assignment to List Item
Tool to add a role assignment to a list item. Use when granting specific permissions to a user or group after breaking inheritance if needed. This action is externally visible and permanently alters item permissions; obtain explicit human approval for the target item and `role_definition_id` before executing.
Add Role Assignment to SharePoint List
Tool to add a role assignment to a SharePoint list. Requires the list to have broken role inheritance first via SHARE_POINT_BREAK_ROLE_INHERITANCE_ON_LIST; inheriting lists will reject unique role assignments. Use when granting permissions to a user or group on a specific list.
Break Role Inheritance on List Item
Tool to break permission inheritance on a list item. Call this before adding new role assignments; adding assignments prior leaves the item still inheriting parent permissions, causing unexpected access behavior. Use when you need to uniquely set permissions on an item after copying or clearing parent assignments.
Break Role Inheritance on List
Breaks permission inheritance on a SharePoint list, allowing you to set unique permissions. When you break inheritance, you can choose to: - Copy parent permissions as a starting point (copy_role_assignments=true) - Start fresh with no inherited permissions (copy_role_assignments=false) - Clear unique permissions on child items to re-inherit from this list (clear_subscopes=true) Use this when you need to manage list-level permissions independently from the site. Must be called before SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST, which fails on lists still inheriting from the parent site.
Check In SharePoint File
Tool to check in a file. Use after uploading or editing a document and you're ready to finalize changes.
Copy Drive Item
Start an asynchronous copy of a drive item and return Microsoft's monitor URL. A successful call means the copy was accepted, not completed; inspect the monitor outside this action until it reports completed or failed.
Create Content Type
Tool to create a new content type in SharePoint. Use when you need to define a custom content type with specific metadata structure for lists or libraries.
Create Drive Item Sharing Link
Tool to create a sharing link for a drive item in SharePoint or OneDrive. Use when you need to generate a shareable link with specific permissions (view/edit/embed) and scope (anonymous/organization/users). The link can optionally include password protection and expiration date.
Create SharePoint List Field
Tool to create a new field (column) in a SharePoint list. Use when you need to programmatically add a column after confirming the list GUID.
Create List Item in Folder
Tool to create a list item in a specific folder within a SharePoint list. IMPORTANT: This action works ONLY with SharePoint lists (not document libraries). The folder_url can be either a server-relative URL (e.g., '/Lists/MyList') or an absolute URL (e.g., 'https://site.sharepoint.com/sites/sitename/Lists/MyList'). To create files in document libraries, use a different action like upload_file.
Create SharePoint Subsite
Tool to create a new SharePoint subsite under the current site. Use when you need to create a new subsite with specific settings for permissions, language, and template.
Delete Drive Item Version Content
Tool to delete content for a specific version of a drive item in SharePoint. Use when you need to remove the binary content associated with a particular version of a file while keeping the version metadata.
Delete SharePoint File
Deletes a file from a SharePoint document library permanently. This action removes the specified file and moves it to the site's recycle bin. Use this when you need to remove files that are no longer needed. This action is irreversible — the file cannot be recovered once removed from the recycle bin. The operation is idempotent - attempting to delete a non-existent file will succeed without error. Requires the server-relative path of the file (e.g., '/Shared Documents/FileName.ext').
Delete SharePoint Folder
Deletes a folder from a SharePoint document library. This action permanently removes the specified folder and moves it to the site's recycle bin. Use this when you need to remove folders that are no longer needed. The operation is idempotent - attempting to delete a non-existent folder will succeed without error. Requires the server-relative path of the folder (e.g., '/Shared Documents/FolderName').
Delete SharePoint List
Tool to delete a SharePoint list. Use when you need to remove a list by its GUID after confirming the correct list identifier.
Delete SharePoint List By Title
Tool to delete a SharePoint list by its title. Use when you need to permanently remove a list and all its contents by specifying the list name.
Delete SharePoint List Item
Tool to delete a SharePoint list item. Use when you need to permanently remove an item by its ID. Use after obtaining the item's ETag to ensure concurrency control.
Delete Multiple SharePoint List Items
Tool to delete multiple SharePoint list items in bulk. Use when you need to permanently remove multiple items by their IDs. This action is irreversible - deleted items cannot be recovered. For recoverable deletion, use the recycle action instead. Use this action when you have a list of item IDs to delete from the same list.
Delete Recycle Bin Item Permanently
Tool to permanently delete a SharePoint Recycle Bin item. Use after confirming the item's GUID to remove it irrevocably.
Download File by Server-relative URL
Tool to download a file by server-relative URL. Use when you need to fetch the raw bytes of a SharePoint file by its server-relative path.
Ensure SharePoint User
Ensures a user exists in a SharePoint site by their login name. If the user already exists, returns their info; if not, adds them to the site — this is a write operation with a provisioning side effect, not a read-only presence check. Use when you need to add a user or get their user ID for permissions. The login name must be in SharePoint claims format (e.g., 'i:0#.f|membership|user@domain.com'). This action only registers the user in the site collection and does not grant any permissions. To assign list-level access, pass the returned Id field as principal_id to SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST.
Follow SharePoint Actor
Follow a SharePoint user, document, site, or tag. Use to make the authenticated user follow a specified actor. Supports following users (actor_type=0), documents (actor_type=1), sites (actor_type=2), or tags (actor_type=3).
Get All SharePoint Folders
Tool to retrieve all folders in the SharePoint web. Use when you need to discover all available folders across the site. Supports OData query parameters for filtering, selecting specific fields, sorting, and pagination.
Get SharePoint List Changes
Tool to retrieve changes from SharePoint list change log. Use when processing webhook notifications to get actual changes that occurred. Set boolean flags in query (Add, Item, Update, etc.) to filter change types. Store the ChangeToken from the last change and use as ChangeTokenStart in subsequent calls to track only new changes.
Get Content Type
Tool to retrieve a single SharePoint content type by its ID. Use when you need detailed information about a specific content type including its fields, forms, and metadata.
Get Site Content Types
Retrieves all content types from the current SharePoint site. Use this action to discover available content types on a SharePoint site. Returns metadata for each content type including Id, Name, Description, Group, and other properties. Supports OData query parameters for filtering, selecting specific fields, sorting, and pagination.
Get Content Types for List
Tool to retrieve all content types for a specific SharePoint list by GUID. Use when you need the content type IDs, names, and descriptions of every content type in a list.
Get SharePoint Context Info
Tool to retrieve SharePoint context information including the form digest value. Use when you need a form digest token for write operations (POST, PUT, DELETE).
Get Current SharePoint User
Tool to retrieve the current user for the site. Use after authenticating to get the current SharePoint user. A successful response confirms authentication only; access to specific sites, lists, or libraries depends on separate scopes and item-level permissions.
Get Drive by ID
Get one SharePoint or OneDrive drive by its drive ID from the selected site endpoint.
Get Drive Item Analytics
Tool to get analytics for a SharePoint drive item. Use when you need to retrieve access statistics (view counts, unique viewers) for files or folders in SharePoint/OneDrive.
Get Drive Item by ID
Get metadata for one file or folder by drive ID and item ID from a SharePoint site or provider-derived OneDrive for Business personal-site URL.
Get Drive Item Changes
Return one page of drive-item changes and the opaque next or delta link. Use token='latest' to obtain a checkpoint without enumerating existing items, then pass a returned continuation URL back unchanged.
Get Group Users
Retrieves all users who are members of a specified SharePoint group. This action returns user information including IDs, names, email addresses, login names, and permission details. Supports OData query parameters for filtering, sorting, field selection, and pagination. Use this when you need to audit group membership, check user permissions, or list members of a specific group.
Get Group Users By ID
Tool to retrieve all users in a specific SharePoint site group by group ID. Use when you have the numeric group ID and need to list all members of that group, including their IDs, names, email addresses, and permission details. Supports OData query parameters for filtering, sorting, field selection, and pagination.
Download List Item Attachment
Tool to download an attachment from a SharePoint list item. Use when retrieving the binary contents of a specific attachment after confirming the list title, item ID, and filename.
Get SharePoint List by GUID
Tool to retrieve a SharePoint list by its GUID. Use when you need to fetch list metadata by its unique identifier. Prefer over name-based lookup tools when the GUID is known, as names may collide across similarly named lists.
Get SharePoint List By Title
Tool to retrieve a SharePoint list by its title. Use when you need to fetch list metadata by title.
Get Content Type by ID
Tool to retrieve a specific content type from a SharePoint list by its ID. Use when you need detailed information about a particular content type including its fields, schema, and metadata.
Get List Item by ID
Tool to retrieve a SharePoint list item by ID. Use when you need to fetch a specific item after knowing its ID.
Get List Item Version
Tool to retrieve a specific version of a SharePoint list item. Use when you need to access historical versions of list items.
Get SharePoint List Items
Tool to retrieve items from a SharePoint list. Use when you need to fetch list entries with optional OData parameters.
Get SharePoint List Items by GUID
Tool to retrieve items from a SharePoint list using its GUID. Use when you have the list's unique identifier and need to fetch list entries with optional OData parameters.
Get Followed Entities
Tool to get entities the current user is following. Use when you need to retrieve followed users, documents, sites, or tags after authentication.
Get My Followers
Retrieves the list of users who are following the authenticated user in SharePoint. Returns an array of SocialActor objects containing follower details like name, email, account name, and personal site URI. No parameters required - automatically retrieves followers for the current authenticated user.
Get Role Definitions
Tool to list role definitions at the web level. Role definition IDs and names are scoped per web/site collection — never hard-code them, as admins can modify role sets and IDs differ across site collections. Always resolve current values dynamically via this tool.
Get SharePoint Site Collection Info
Tool to fetch site collection metadata (URL, ID, root web URI) only—not list item or document-level details. Use before subsequent calls to resolve correct API names. Requires SharePoint connection with site-collection-level scopes; may fail even when user-level tools succeed. Verify site_id before use—an incorrect site_id can silently return data for an unrelated site.
Get User Effective Permissions on Web
Get a user's effective permissions on the current SharePoint site (Web). This action retrieves the combined permissions a user has on the site, taking into account direct permissions, group memberships, and permission inheritance. Use this when you need to verify what permissions a user or group has before performing operations. The response contains permission masks as 64-bit integers split into high and low 32-bit values. A value of "0" for both means no permissions. Returns site-level permissions only; list-level or item-level grants and restrictions are not reflected.
Get SharePoint Web Info
Tool to retrieve information about the current SharePoint web (site) using REST API. Use when you need web metadata such as title, URL, language, or template information.
Get SharePoint Webhook Subscription
Tool to retrieve a specific webhook subscription by ID from a SharePoint list. Use when you need to check subscription details like expiration date or notification URL.
Get SharePoint Webhook Subscriptions
Tool to retrieve all webhook subscriptions on a SharePoint list. Use when you need to view existing webhook configurations for a list.
Check Follow Status
Tool to check if the current user is following a specified actor. Use when verifying follow status before performing follow or unfollow operations.
List SharePoint Lists
Retrieves all lists in the current SharePoint web/site. Use this action to discover available lists and document libraries on a SharePoint site, or to pre-check for existing lists before creation (duplicate list names will fail). Returns metadata for each list including Title, Id, BaseType, ItemCount, and other properties. Supports OData query parameters for filtering, selecting specific fields, sorting, and pagination.
List Drive Children
Tool to list children (files and folders) in a SharePoint drive using REST API v2.0. Use when you need to enumerate items in a drive's root folder or a specific folder within the drive.
List Drive Item Permissions
List effective sharing permissions for one drive item. This returns drive-item sharing/link permissions, not SharePoint web role assignments; non-owners may receive only permissions that apply to them.
List Recently Modified Drive Items
Tool to list recently modified items in a SharePoint drive using Microsoft Graph API. Returns files and folders from the root folder sorted by modification time (most recent first). Note: This action uses the /root/children endpoint with $orderby=lastModifiedDateTime desc to retrieve recently modified items from the root folder.
List Drives via SharePoint REST API
Tool to retrieve drives using SharePoint REST API v2.0. Use when you need to list document libraries and drives from a SharePoint site using native SharePoint authentication (not Microsoft Graph).
List Files in Folder
Tool to list files within a SharePoint folder (non-recursive; does not enumerate subfolders). Use when you need to enumerate all files in a folder by its server-relative URL. To cover nested structures, call the tool separately for each subfolder.
List Item Attachments
Tool to list all attachments for a SharePoint list item. Use when you need to retrieve filenames and server-relative URLs of each attachment after confirming the list title and item ID.
List SharePoint List Columns
List column definitions for a SharePoint list. First use SHARE_POINT_LIST_ALL_LISTS on the target site to obtain the list Id, then call this action with that list_id and the same site_name. Returns field metadata including column names, types, and properties.
List Recycle Bin Items
Tool to list items in the SharePoint Recycle Bin. Use when you need to retrieve deleted items and page through results.
List Site Groups
Tool to list SharePoint site groups for a site collection. Use when you need to see all groups and their settings before managing permissions.
List Site Users
Tool to list users in the site collection. Results include person users, groups, and system principals by default; use filter 'PrincipalType eq 1' to restrict to individual users.
List Web Role Assignments
List principals assigned SharePoint permission levels on a web/site, including each principal and its bound role definitions. Delegated users must have a SharePoint permission level containing Enumerate Permissions on the selected web, such as Full Control or Manage Hierarchy. Use this for SharePoint role assignments, not file sharing links.
Log SharePoint Event
Log custom usage analytics events in SharePoint for tracking user activities. Records usage events (views, edits, custom actions) to SharePoint's analytics system. Use this after performing actions to track usage patterns. The event will be logged to SharePoint's usage analytics database for reporting and analytics purposes. Common use cases: - Track document views or edits - Record custom user interactions - Log application-specific events for analytics Note: Obtain site/web GUIDs from GET /api/site or GET /api/web endpoints. Use consistent item_id, scope_id, and site GUIDs across related events for the same entity to ensure correct analytics grouping and correlation in reports.
Recycle SharePoint File
Tool to move a file to the Recycle Bin. Use when you need to recycle a file after confirming its folder and filename paths.
Recycle SharePoint List Item
Tool to move a list item to the Recycle Bin. Use when you need to soft-delete an item but preserve the ability to restore it.
Rename SharePoint Folder
Renames a SharePoint folder by updating its list item metadata. To use this action: 1. Provide the folder path and new leaf folder name. 2. The action updates the folder list item fields needed by SharePoint. The rename operation updates both the folder's display name (Title) and actual name (FileLeafRef). Note: This only changes the folder name, not its location in the hierarchy.
Render List Data As Stream
Retrieve list items from SharePoint with rich metadata and formatting. Returns items in the 'Row' array along with pagination info (FirstRow, LastRow, NextHref). Supports CAML queries via ViewXml for filtering and sorting. Use this when you need list data with properly formatted field values, lookup fields, or managed metadata - more capable than standard OData endpoints.
Restore Drive Item Version
Tool to restore a previous version of a SharePoint drive item. Use when you need to revert a file to an earlier version.
Restore Recycle Bin Item
Tool to restore a SharePoint Recycle Bin item. Use when you need to recover a deleted item by providing its GUID.
Search SharePoint Site
Search SharePoint content using Keyword Query Language (KQL). Returns documents, list items, folders, and other content matching your query. Supports filtering by properties (file type, author, date), pagination, and custom property selection. Results are nested under PrimaryQueryResult→RelevantResults→Table→Rows→Cells as Key/Value pairs requiring explicit extraction. Results are security-trimmed: inaccessible content never appears even if it exists. Use contentclass (e.g., STS_Site, STS_Web, STS_ListItem_DocumentLibrary) in querytext to isolate specific item types. A site_name changes the endpoint context but does not isolate results unless restrict_to_site_path is enabled or querytext contains an equivalent Path restriction.
Search Suggest
Tool to get search query suggestions. Use when you need to provide autocomplete options for user search input.
Check Out SharePoint File
Tool to check out a file in a document library. Use when you need to lock a file before making changes.
Create SharePoint Folder
Creates a new folder in SharePoint using the REST API. Returns `server_relative_url`; use it for downstream operations instead of constructing paths manually. Does not configure sharing or permissions on the created folder.
Create SharePoint List
Creates a new list in SharePoint using the REST API. Custom columns cannot be added at creation time; use SHARE_POINT_CREATE_LIST_FIELD with the returned `list_id` to add them afterward. Check `success` and `error` fields in the response to confirm creation. Returns a `list_id` used by downstream tools; note SHARE_POINT_SHAREPOINT_CREATE_LIST_ITEM targets lists by `list_name` (title).
Create SharePoint List Item
Creates a new item in a SharePoint list. Returns an `item_data` object containing `item_id`, `Title`, and timestamps on success.
Find SharePoint User
Searches for a user in the SharePoint site by email address and returns their profile information if found. Response includes `exists_in_graph`, `exists_in_sharepoint`, and `error_details` fields; inspect all three together — `successful=true` can coexist with Graph errors in `error_details`. When the two backends diverge, treat `exists_in_sharepoint` as authoritative for access decisions.
Remove SharePoint User
Removes a user from SharePoint. Returns success even if user doesn't exist or was never a member; check response fields `was_removed` (bool) and `message` (str) to distinguish an actual removal from a no-op.
Undo SharePoint File Checkout
Tool to undo a file checkout, discarding any changes made while checked out. Use when you need to cancel edits and unlock the file without saving.
Update SharePoint Content Type
Tool to update a SharePoint content type's properties such as name, description, group, or hidden status. Use when you need to modify content type metadata.
Update Drive Item
Tool to update the properties of a drive item (file or folder) in SharePoint using SharePoint REST API. Use when you need to rename files/folders or update their title property.
Update SharePoint List Field
Update one or more mutable properties of an existing SharePoint list field identified by list and field GUID. Provide at least one of title, description, required, hidden, indexed, or enforce_unique_values. This changes the field schema for the selected list.
Upload File to Folder
Tool to upload a file to a SharePoint document library or folder. Use when you need to programmatically add or update a file in a document library.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once SharePoint is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in SharePoint, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches SharePoint for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive SharePoint work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect SharePoint to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find SharePoint in your connected apps
Inside FormWise, go to Settings → Connected Services and look for SharePoint.
- 3
Hit "Connect"
Click "Connect SharePoint" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in SharePoint
Build a quick AI Agent (it's like writing instructions, not code), and pick the SharePoint actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of SharePoint for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your SharePoint workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other SharePoint users had before signing up
Do I need to know how to code?
Not even a little. If you can use SharePoint today, you can set this up. You'll connect SharePoint, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your SharePoint login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect SharePoint or delete everything any time.
What happens when SharePoint updates their app?
We handle it. When SharePoint adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting SharePoint takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like SharePoint — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About SharePoint on FormWise
SharePoint is a Microsoft platform for document management and intranets, enabling teams to collaborate, store, and organize content securely and effectively
Connect SharePoint once and your FormWise AI gets 102 things it can do inside it. That means your AI can handle the SharePoint work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to SharePoint? Take a look at www.microsoft.com/en-in/microsoft-365/sharepoint/collaboration.
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Stop doing the SharePoint work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
