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Integrate AI with SharePoint and turn your documents into actionable data

Intelligent document search, AI agents, RAG, automatic extraction, and connection with your ERP — solutions tailored to industrial SMEs.

Document search · AI agent · RAG · Classification · Extraction · Automation · ERP integration

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Natural language

What if your team could simply ask SharePoint their questions?

Your teams store thousands of documents in SharePoint: procedures, reports, specifications, plans, contracts, meeting notes, quality documents, technical data sheets, quotes, or customer files. But finding the right information is often time-consuming.

With an AI agent connected to SharePoint, your team members ask their question in natural language. AI searches for relevant information in authorised documents and generates a contextualised answer.

« What is the procedure applicable to this reference? »

« Find the quality reports related to this supplier. »

« Summarise the last three versions of this specification. »

« Which non-conformities appear most often in these reports? »

« Compare these two technical documents. »

« Find all documents related to project X. »

Applications

What can AI do in SharePoint?

Application 1

Build an intelligent document search engine

Traditional search relies on file names, keywords, and folder structures. AI goes further: it analyses the content of documents and understands the meaning of a question.

Goal: find information in seconds without knowing the exact name or location of the document.

Examples of possible searches:

  • A maintenance procedure
  • A technical specification
  • Information contained in a contract
  • A similar past project
  • A meeting summary
  • A quality or supplier requirement
Application 2

Create an AI agent connected to SharePoint

We can create a specialised document AI assistant per department. Each team has an agent adapted to its own document sources.

Quality Agent

Queries procedures, quality reports, non-conformities, standards, and internal documents.

Engineering Agent

Searches technical files, specifications, documentation, and project histories.

Maintenance Agent

Finds procedures, manuals, maintenance histories, and equipment information.

Sales Agent

Searches proposals, product documentation, customer references, and commercial files.

HR Agent

Answers questions about internal procedures, onboarding documents, and HR policies.

A specific document domain?

RAG + SharePoint

Query your documentation with AI

For projects requiring more customisation, Solanys sets up a RAG — Retrieval-Augmented Generation — architecture connected to SharePoint.

1

SharePoint connection

The solution accesses authorised libraries and documents.

2

Smart indexing

Documents are analysed and indexed to make their content usable by AI.

3

Semantic search

When a user asks a question, the system retrieves the most relevant passages.

4

Answer generation

The AI model builds a contextualised answer from the retrieved information.

5

Source traceability

Source documents can be indicated so that the user can verify the information.

You thus transform your SharePoint into a genuine intelligent knowledge base.

Document management

Also automate the management of your SharePoint documents

AI integration is not only about searching for information. It can automate document processing.

Automatic classification

When a document arrives in SharePoint, AI analyses its content and automatically determines:

The document type
The related project or file
The customer or supplier
The document category
Associated metadata
The destination folder

The document is then automatically classified according to your rules.

Automatic information extraction

AI reads PDFs, Office documents, and other files and extracts key information. This data can feed SharePoint, Excel, your ERP, or another application.

Purchase order

Customer · Reference · Quantity · Price · Delivery date

Invoice

Supplier · Amount · Number · Due date

Specification

Technical requirements · Deadlines · Constraints

Quality report

Product · Defect · Cause · Corrective action

Integrations

Connect SharePoint to your information system

Value often appears when SharePoint is no longer isolated. Solanys connects your document environment to your other tools.

SharePoint + Outlook

An email attachment is analysed, renamed, automatically classified in SharePoint, and linked to the right project.

Learn more

SharePoint + Excel

Information contained in documents can automatically feed your Excel tracking files.

Learn more

SharePoint + ERP

AI extracts relevant information from a document and transmits it to your ERP to reduce manual re-entry.

Learn more

SharePoint + Teams

Your team members can access their knowledge base directly from their collaboration tools.

Learn more

SharePoint + Microsoft 365

Integrate SharePoint into an automation including Outlook, Excel, Teams, and other daily tools.

Learn more
Industry

AI SharePoint for industry: concrete use cases

In an industrial SME, SharePoint often contains an important part of the company's knowledge — spread across multiple sites, libraries, and thousands of documents. AI makes this document heritage truly exploitable.

Quality

  • Quality procedures
  • Inspection reports
  • Non-conformities
  • Corrective actions
  • Audits
  • Supplier documentation

Engineering

  • Similar past projects
  • Specifications
  • Technical requirements
  • Technical documentation
  • Meeting notes
  • Customer files

Production

  • Work instructions
  • Manufacturing procedures
  • Quality documents
  • Product information
  • Technical data sheets

Maintenance

  • Equipment manuals
  • Maintenance procedures
  • Intervention histories
  • Manufacturer documentation
  • Intervention reports

Sales & Order Mgmt

  • Customer requests
  • Purchase orders
  • Contracts
  • Quotes
  • Commercial files
  • Supplier documents
Technology choice

Copilot SharePoint or a custom AI agent?

Microsoft offers AI features integrated into Microsoft 365 and SharePoint. Our role is not to systematically replace these features. We determine with you the most relevant architecture.

🤖

Copilot may be suitable if…

  • Search within your Microsoft 365 environment
  • Document synthesis and summarisation
  • Basic use of SharePoint content
  • Writing assistance
⚙️

A custom AI solution becomes interesting if…

  • Connect multiple business applications
  • Automate a complete business process
  • Leverage data from multiple systems
  • Apply specific business rules
  • Connect SharePoint to your ERP or CRM
  • Create a dedicated interface
  • Build a complex document workflow
  • Precisely control the technical architecture

We can also combine both approaches depending on your environment.

Concrete example

Automating a customer request received by email

A customer sends a new request accompanied by several documents.

Before automation
1
Email received
2
Downloading attachments
3
Manual folder creation
4
Renaming files
5
Filing in SharePoint
6
Opening Excel or ERP
7
Entering information
8
Notifying the team

Each step requires human intervention.

With AI + SharePoint
1
Email received
2
Automatic analysis of the request
3
Reading attachments
4
Identifying the customer and project
5
Extracting key information
6
Creating / identifying the SharePoint folder
7
Automatic document classification
8
Updating Excel / ERP / CRM
9
Notifying the relevant team
SharePoint becomes a component of an automated business workflow, rather than simply a storage space.
Governance & security

Your data and access rights remain at the heart of the project

An AI integration in SharePoint must respect existing document governance. We systematically review the following elements:

The goal is not to open all your documentation to an AI. It is to give access to the right information, to the right user, in the right context.
The relevant sites and libraries
User rights and Microsoft 365 groups
Data accessible to AI
Sensitive data to exclude
Retention rules
Traceability requirements
Hosting and GDPR constraints
Audit mechanisms
Our approach

Our approach to integrating AI with SharePoint

1

Identify

Analyse your processes and the difficulties encountered by your team.

2

Analyse

Sites, libraries, volumes, formats, permissions, and existing organisation.

3

Define

Depending on the need: Microsoft features, AI agent, RAG, automation, or custom development.

4

Prototype

Start with a clearly delimited process or document base.

5

Test

Measure answer quality and gains on real business situations with your users.

6

Scale

Progressively extend the solution to other teams or processes once validated.

Why Solanys

Why Solanys?

AI expertise focused on business processes

We do not deploy a technology simply because it is available. We start from the operational problem to solve.

SME and industry specialisation

Technical documentation, quotes, quality, order management, project management, production — we know these challenges.

AI + automation + IT integration

We connect SharePoint to Outlook, Excel, Microsoft 365, ERP, CRM, and business applications.

Progressive projects

We favour a first measurable use case before extending the solution to the entire organisation.

Let's get started

You have thousands of documents in SharePoint? Put them to work.

Your documentation contains an important part of your company's knowledge. AI now makes it possible to search it, analyse it, and integrate it into your business processes.

Document search · AI agent · RAG · Classification · Extraction · Automation · ERP integration

FAQ

Frequently asked questions

Can AI be connected to SharePoint?
Yes. Depending on the environment and the need, it is possible to use the AI features offered by Microsoft or to connect SharePoint to a custom artificial intelligence solution.
Can ChatGPT be used with SharePoint?
It is possible to develop an application using a language model and SharePoint content as document sources, provided the appropriate architecture, access controls, and security rules are put in place.
What is a SharePoint AI agent?
A SharePoint AI agent allows users to interact in natural language with certain information and documents stored in SharePoint. It can notably help search, summarise, and leverage documentary knowledge.
What is the difference between Copilot SharePoint and a custom RAG?
Copilot benefits from native integration with the Microsoft ecosystem. A custom RAG architecture offers more possibilities for personalisation and integration with other systems or business processes. The choice depends on the need, the technical environment, and the company's constraints.
Can AI automatically classify SharePoint documents?
Yes. A workflow can analyse a new document, identify its category and certain metadata, then trigger its classification or other actions according to defined rules.
Can SharePoint be connected to an ERP with AI?
Yes. For example, an AI can analyse a document uploaded to SharePoint, extract certain information, and then transmit the relevant data to an ERP via API or an automation workflow.
Is it possible to use AI with PDF documents stored in SharePoint?
Yes. PDFs can notably be used for document search, summarisation, classification, and information extraction depending on their format and quality.
Is AI for SharePoint suitable for industrial SMEs?
Yes, particularly when the company has significant documentation: quality procedures, technical documentation, project files, specifications, reports, supplier documents, or commercial files.