--- sourceDocument: Australia Enable AI sourceDocumentLink: https://www.servicenow.com/docs/r/australia/intelligent-experiences Release : - australia ft:locale : - en-US ft:publication_title : - Australia Enable AI ft:clusterId : - platai bundleId : - platai workflow : - Platform --- # Microsoft SharePoint Online file management AI agent # Microsoft SharePoint Online file management AI agent {#ariaid-title1} Release version: Australia Updated September 30, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Microsoft SharePoint Online file management AI agent The Microsoft SharePoint Online file management AI agent enables ServiceNow customers to efficiently manage Microsoft SharePoint files directly within their ServiceNow environment. The agent automates common file operations such as copying, moving, creating, deleting, checking files in and out, sharing/unsharing files, and retrieving file details, permissions, and download links. It also supports interactions between Microsoft SharePoint and ServiceNow by allowing file attachments and transfers between both platforms. Show full answer Show less ## Key Features * **File Operations:** Create text files, copy files within SharePoint, copy ServiceNow attachments to SharePoint folders, move files, and delete files. * **File Checkout Management:** Check files in and out to control editing access. * **Sharing Controls:** Share or unshare files with users or groups to manage permissions and collaboration. * **Information Retrieval:** Look up file details, permissions, and generate download links. * **Integration:** Attach SharePoint files to ServiceNow records, enhancing data accessibility within ServiceNow workflows. * **Configuration Options:** Administrators can enable third-party AI agents or AI specialists to access this AI agent, and configure long-term memory to provide contextual awareness during user interactions. * **Access Control:** Access is controlled via specific user roles (e.g., sncinternal) and data access roles to ensure secure operations. ## Practical Use and Benefits ServiceNow customers can leverage this AI agent to streamline file management tasks between Microsoft SharePoint and ServiceNow, reducing manual effort and improving accuracy. The agent's conversational workflow gathers required details from users, executes the requested file operations, and reports outcomes, including error details when applicable. This enhances user productivity and supports seamless collaboration by integrating SharePoint file management into ServiceNow's digital workflows. ## Configuration and Deployment * Administrators can configure the agent's accessibility for third-party AI agents or AI specialists to enable advanced tool mapping and input/output customization. * Long-term memory can be enabled to provide context from previous interactions, improving the AI agent's response relevance. * The agent can be integrated into Virtual Agent or ServiceNow Otto panel assistants using Assistant Designer, facilitating conversational access to SharePoint file management features. * Triggers for the agent are optional and can be defined by an administrator to automate actions. This AI agent manages Microsoft SharePoint Online files. ## Workflow {#inth-ms-sharepoint-microsoft-sharepoint-online-file-management-ai-agent__febgbphaglrb} The agent copies, moves, creates, and deletes files, checks files in and out, shares and unshares files, retrieves details, permissions, and download links, and moves files between Microsoft SharePoint and ServiceNow. 1. Ask the user what they want to do and collect the details the action needs, such as the site, file, and target. 2. Look up a file's details or permissions, or get a download link. 3. Create a text file, copy a file within Microsoft SharePoint, or copy a ServiceNow attachment to a Microsoft SharePoint folder. 4. Move a file or delete it. 5. Check a file out or check it back in. 6. Share a file with a user or group, or unshare it. 7. Attach a Microsoft SharePoint file to a ServiceNow record. 8. Report the outcome to the user, including details of any error. {#inth-ms-sharepoint-microsoft-sharepoint-online-file-management-ai-agent__ol_adf_ljy_cro} {#inth-ms-sharepoint-microsoft-sharepoint-online-file-management-ai-agent__febgbphaglrb__entry__2} | Field | Description | |-|-| | Allow third party to access this AI agent | When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the External discoverable field. | | Allow AI specialists to access this AI agent | When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the Specialist enabled field. | | Manage long-term memory | When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see [ServiceNow Otto AI agents reference](https://www.servicenow.com/docs/MUqSU8rHp3ao~q3QEWgHkA "Find more information about user roles, tables, and the different properties that are installed in ServiceNow Otto AI agents."). | | Tools | Flow Actions : Attach Sharepoint File To A Record (Simplified) : Check-in File : Check-out File : Copy Attachment To Folder (simplified) : Copy File : Create A Text File : Delete File : Get File Download Link : Look Up File Details : Look up File Permissions : Move File : Share File With Group : Share File With User : Unshare File With Group : Unshare File With User | | Allowed user roles The specific user roles that can access this AI agent. | snc_internal | | Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | snc_internal | | Triggers | Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://www.servicenow.com/docs/NXqRJBQV_Vw00FEzklcAJw "In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met."). | | Channels | Configure an assistant for Virtual Agent or ServiceNow Otto panel using [Assistant Designer](https://www.servicenow.com/docs/access?context=configure-now-assist-va&version=australia&pubname=australia-conversational-interfaces&ft:locale=en-US). | | Used in agentic workflows | Not applicable. | [Table 1. Configuration] **Related topics** * [Microsoft SharePoint Online Spoke](https://www.servicenow.com/docs/access?context=sharepoint-online-spoke&version=australia&pubname=australia-integrate-applications&ft:locale=en-US) * [Integration Hub spokes](https://www.servicenow.com/docs/access?context=spokes-list&version=australia&pubname=australia-integrate-applications&ft:locale=en-US)