SharePoint (User Consent) Integration

With these Public Integrations, you can create Word, PowerPoint, and PDF documents, as well as upload images and manage files in SharePoint:

• com.globant.geai.sharepoint_create_word: Creates a new Word document and stores it in the specified SharePoint folder.
• com.globant.geai.sharepoint_create_ppt: Creates a new PowerPoint presentation and stores it in the specified SharePoint folder.
• com.globant.geai.sharepoint_create_pdf: Creates a new PDF document and stores it in the specified SharePoint folder.
• com.globant.geai.sharepoint_upload_image: Uploads an image file to a designated folder in SharePoint.
• com.globant.geai.sharepoint_read_file: Reads and retrieves the content of a specific file stored in SharePoint.
• com.globant.geai.sharepoint_list_files: Lists all files and documents contained within a specified SharePoint folder.

Before using the Tools, you must register your SharePoint credentials as a Secret in your Project.

Configuration steps

1. In Console, open the Project where you will use this Integration and create two different Secrets. Follow the steps in How to create a Secret.
   • Create one Secret for the Client ID:
     • Name: Enter a descriptive name (for example, sp_client_id).
     • Value: Paste the Application (client) ID obtained from your Microsoft app registration in Microsoft Entra ID (Azure AD). This value identifies the registered application.
     • Confirm to save the Secret.
   • Create another Secret for the Client Secret:
     • Name: Enter a descriptive name (for example, sp_client_secret).
     • Value: Paste the Client Secret value generated in the same Microsoft app registration under Certificates & secrets.
     • Confirm to save the Secret.
2. In the Integrations Dashboard, open SharePoint (User Consent) and go to the Integration Parameters tab. There, complete the following:
   • securityScheme.flows.authorizationCode.clientId: Enter the name of the Secret created for the Client ID (for example, sp_client_id).
   • securityScheme.flows.authorizationCode.clientSecret: Enter the name of the Secret created for the Client Secret (for example, sp_client_secret).
   • sharepoint-url: Enter your SharePoint site URL (for example, https://globant-team.sharepoint.com/sites/Marketing). This value is not stored as a Secret.
     The URL must follow this structure: https://<organization>.sharepoint.com/sites/<your-site>
     • Replace <organization> with your Microsoft 365 tenant name (the text before .sharepoint.com in the SharePoint URL).
     • Replace <your-site> with the short name of the site (the segment after /sites/ or /teams/).
3. In the same Integration, go to the Tool Parameters tab and configure the following parameter for the Tools that create, upload, or list files:
   • path: Required parameter. Defines the folder path within SharePoint where the file will be created, uploaded, or where files will be listed (for example, /sites/<your-site>/Shared Documents/<folder>).
     The Tool com.globant.geai.sharepoint_read_file does not require any configuration in the Tool Parameters tab.

After completing these steps, you can add the SharePoint Tools to your Agent from the AI & Tools Tab.