Skip to main content
Connect SharePoint so Athena can search, read, and work with files your Microsoft account can access.

How to connect a SharePoint site and mention a file from it

  1. Open Integrations
  2. Connect SharePoint
  3. Sign in to Microsoft
  4. Accept permissions
  5. Find your site
  6. Select the site
  7. Add Site
  8. Mention your file

​
What You Can Do with Sharepoint Integration

Once connected, Athena can:
  • Search and retrieve documents from your SharePoint sites
  • Access and analyze files stored in SharePoint libraries
  • Answer questions based on SharePoint document content
  • Provide insights from your organization’s SharePoint data
  • Collaborate on SharePoint files within the Olympus workspace
Note that the same permissions defined on your SharePoint site apply to the Athena SharePoint integration.

​
Security & Privacy

The SharePoint integration is built with enterprise security and per-user data isolation in mind:
  • Per-user authorization: Each user connects their own Microsoft account individually via OAuth 2.0. Athena does not gain access to any user’s SharePoint data unless that specific user has explicitly authorized the connection.
  • User-scoped access: Files and documents retrieved through the integration respect your existing SharePoint permissions. Users can only access content they are already authorized to view in SharePoint.
  • No bulk data extraction: Athena does not copy or permanently store the contents of your SharePoint libraries. Documents are accessed on demand when you interact with Athena.
  • OAuth 2.0 authentication: The connection uses industry-standard OAuth 2.0 flows through Microsoft, meaning Athena never sees or stores your Microsoft password.
  • Removable per site: You can remove any connected SharePoint site from Athena at any time with Remove on that site in Drive; this removes your own access to that site’s catalog. Remove on one site leaves your Microsoft 365 sign-in in place for your other sources; to remove the sign-in itself, use Disconnect on the Microsoft 365 card under Integrations (or Remove on the Microsoft 365 connection itself in Drive). That removes your access from every source connected through it in this workspace (SharePoint sites, OneDrive, your mailbox and Teams), and deletes the sign-in tokens Athena holds for you; colleagues keep their own access. Microsoft keeps the consent you granted until it expires, and you can remove it any time at myapps.microsoft.com.

​
Workspace Owner Controls

Workspace owners and administrators can manage SharePoint connectivity across their organization:
  • Restrict SharePoint integration: Workspace owners can disable the SharePoint integration for the entire workspace, preventing any member from connecting their SharePoint account.
  • Enforce organizational policies: Organizations can leverage Azure AD admin consent to control whether users are permitted to authorize Athena’s SharePoint access.
  • Monitor connections: Administrators can view which users have active SharePoint connections within the workspace.
Administrator app registration and each member’s OAuth sign-in are both required. See SharePoint Admin Setup.

​
Before you start

SharePoint connects through your workspace’s Microsoft 365 connection, and Athena talks to Microsoft directly with your own sign-in. The connection has to be set up for your workspace before anyone can connect:
  1. Athena Intelligence adds the Microsoft Entra app registration for your Microsoft tenant. Contact us at team@athenaintel.com if your workspace does not have one yet. Your Microsoft administrator may need to grant admin consent for it.
  2. A workspace owner or administrator turns on Microsoft 365 (SharePoint / OneDrive / Exchange) under Workspace Settings › Integrations and makes SharePoint available to members.
Until then, the Microsoft 365 card does not appear on the Integrations page.

​
Step-by-step instructions

1

Open Integrations

Open Integrations from the sidebar and find the Microsoft 365 card.
2

Sign in with your Microsoft account

Click Connect Microsoft 365 and sign in with your own Microsoft work account. If Microsoft says your organization has to approve the app first, ask your Microsoft administrator to grant consent, then connect again.
3

Choose your sites

The Microsoft 365 dialog opens and lists what your workspace makes available. If your workspace offers manual selection, select SharePoint, choose sites, and click Connect selected. Each selected site appears in Drive as a catalog. With automatic provisioning, SharePoint appears as Connected automatically by your workspace and has no site picker.
4

Change your sites later

Click Manage on the Microsoft 365 card, then Manage services, to add sites or remove some without signing in again.
Then continue with After connecting.

​
After connecting

1

Connection Successful

Your SharePoint site is now ready to use. Open a file from your SharePoint catalog as a Live Asset and ask Athena to work with it.
Learn more about Live Assets.
SharePoint file open alongside chat in Spaces
2

Search SharePoint

You can easily search for files in your SharePoint by hitting Cmd+K (macOS) or Ctrl+K (Windows) and switching to the SharePoint tab.
You can also use the @Search SharePoint tool directly in chat to find any files from your SharePoint.
Asset selector displaying SharePoint files
3

Live Assets as AOP Inputs

Select any AOP that you want to run and switch to the SharePoint tab to select a file directly from SharePoint to be used as an input for the AOP.
AOP input form with a file name field
SharePoint tab in the asset selection dialog

​
FAQ

Your workspace has not finished setup. Athena Intelligence registers the Microsoft app for your tenant, and a workspace owner or administrator turns it on under Workspace Settings › Integrations. See Before you start.
Your workspace provisions SharePoint sites automatically. The dialog shows Connected automatically by your workspace. instead of a picker.
No. Athena reads SharePoint with each person’s own sign-in, so the recipient also needs access to the file in SharePoint.