SharePoint Integration

Connect your Microsoft 365 SharePoint libraries and keep your knowledge base automatically up to date.

Your SharePoint Files, Always Current in Your Knowledge Base

Most compliance teams already store their policies, certificates, and security documentation in SharePoint. Instead of manually re-uploading files every time something changes, Responsemate connects directly to your SharePoint document libraries, imports the files you select, and automatically syncs them whenever the originals are updated.

  • Browse or search SharePoint document libraries from within Responsemate
  • Import selected files directly into your knowledge base
  • Changes in SharePoint are detected and synced automatically
  • Citation history is preserved when files are updated
  • App-only authentication — no per-user credentials stored
  • Restricted to the sites your admin explicitly configures

Browse & Search

Navigate your SharePoint site hierarchy and document libraries directly inside Responsemate, or search across all configured sites by file name to find what you need.

Automatic Sync

Responsemate polls your configured SharePoint files on a regular schedule. When a file changes, the knowledge base source is updated automatically — without any manual re-upload.

Citation Integrity

When a file is updated, the old version is archived and a new source record is created. Past questionnaire answers continue to reference the version they were drafted against.

App-Only Authentication

The integration uses Azure AD application credentials configured by your admin. No individual user tokens are stored, and access is scoped to the specific sites your organisation permits.

How it works

  1. Configure once — An admin registers an Azure AD application with the required Microsoft Graph permissions, enters the credentials in Responsemate settings, and adds the SharePoint sites to connect.
  2. Browse and import — Team members browse document libraries or search by file name, select the files to add, and import them into the knowledge base with one action.
  3. Sync automatically — Responsemate checks each imported file on a configurable schedule. When SharePoint reports a change, the updated file is downloaded, indexed, and replaces the previous version in the knowledge base.
  4. Use in questionnaires — Imported SharePoint files are available to every AI agent alongside your other knowledge base sources, deduplicated and always up to date.

Contact us to get started

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