Connect Microsoft SharePoint to Rapidflare to ingest documents from your organization's document libraries, keeping your AI Agent's knowledge synchronized with your enterprise content.

Overview

The SharePoint integration allows you to:

• Connect document libraries - Access content from SharePoint Online sites
• Sync automatically - Detect new and updated documents
• Preserve metadata - Retain SharePoint properties and tags
• Support enterprise auth - Integrate with your organization's Microsoft 365 tenant

Supported Content

Setting Up SharePoint

Step 1: Add a New Source

1. Navigate to Sources in your admin dashboard
2. Click Add Source
3. Select SharePoint

Step 2: Authenticate

1. Click Connect to SharePoint
2. Sign in with your Microsoft 365 account
3. Grant Rapidflare read-only access to your SharePoint sites
4. Your admin may need to approve the app if your organization requires consent

Step 3: Configure Sites and Libraries

• Site Selection - Choose which SharePoint sites to include
• Document Libraries - Select specific libraries within each site
• Folder Filters - Optionally limit to specific folders

Step 4: Initial Ingestion

After configuration, Rapidflare will:

1. Connect to your selected SharePoint sites
2. Enumerate documents in the configured libraries
3. Download and extract content
4. Index for retrieval

Authentication Options

User Authentication (OAuth)

• Quick setup via browser-based sign-in
• Uses your personal permissions
• Best for testing and small deployments

App-Only Authentication (Recommended for Production)

For production deployments, consider setting up app-only authentication:

1. Register an application in Azure AD
2. Grant SharePoint API permissions
3. Generate a client secret or certificate
4. Provide the credentials to Rapidflare

This approach:

• Doesn't depend on a user account
• Provides stable, long-term access
• Can be scoped to specific sites

Contact support@rapidflare.ai for assistance with app-only setup.

Best Practices

Site Organization

• Connect sites that contain stable, published content
• Avoid syncing draft or work-in-progress libraries
• Consider creating a dedicated "AI Knowledge" library for curated content

Permission Management

• Use the principle of least privilege
• Grant access only to sites and libraries needed
• Review permissions periodically

Content Quality

• Ensure documents have meaningful titles
• Use consistent metadata across documents
• Keep content current—outdated documents affect answer quality

Troubleshooting

Authentication Failures

• Verify your Microsoft 365 credentials are valid
• Check if your organization requires admin consent
• Ensure your account has access to the selected sites

Missing Documents

• Confirm the document is in a connected library
• Check file type is supported
• Verify your account has read access to the document
• Allow time for the sync cycle to complete

Slow Ingestion

• Large document libraries take longer to process
• Consider filtering to specific folders
• Check for very large files that may slow extraction