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Microsoft SharePoint: Connect content, systems, and agents
SharePoint keeps your company’s content organized. Tray connects SharePoint with HR, IT, and operations systems so files, lists, and updates move automatically between tools.
Automations
Integrations
Agents
Use cases
Microsoft SharePoint + Tray
Microsoft SharePoint is where documents, policies, records, and structured content are stored and managed across sites and document libraries. But file uploads, metadata updates, and approval workflows often depend on actions in other systems.
Tray extends SharePoint across your stack, connecting it to CRM, HR, ITSM, finance, identity, and any other system you rely on. Changes to files, folders, permissions, or metadata can trigger orchestrated workflows, governed automations, and agents that take action across tools, while keeping SharePoint as the source of managed content.
See how different teams use Tray to take action from Microsoft SharePoint.
What you can do with Tray
IT
IT
If you work in IT, these are common ways teams use Tray with SharePoint to govern access and standardize document workflows.
- Control document access by role: Adjust permissions automatically when employee roles or departments change
- Sync SharePoint users and groups: Keep access aligned with identity provider updates
- Monitor document library activity: Alert teams when sensitive files are uploaded, modified, or shared
Business systems
Business systems
If you build and scale systems for the business, these are common ways teams use Tray with SharePoint to orchestrate structured content workflows.
- Connect SharePoint to the stack: Sync documents and metadata with CRM, HR, finance, and ITSM systems
- Standardize approval workflows: Route document approvals based on metadata, department, or content type
- Expose document workflows as agent tools: Allow governed agents to initiate or update document processes safely
Operations
Operations
If you work in operations, these are common ways teams use Tray with SharePoint to keep documentation aligned with execution.
- Trigger workflows from document updates: Initiate tasks or approvals when files are uploaded or metadata changes
- Sync policy updates across systems: Ensure operational systems reflect the latest documentation changes
- Distribute automated document summaries: Share updates when critical files are revised or approved
HR
HR
If you work in HR, these are common ways teams use Tray with SharePoint to manage policies and onboarding documentation.
- Automate onboarding document workflows: Provision access to required documents when new hires are added
- Sync policy acknowledgments: Track and record employee confirmation of updated policies
- Update employee records from document submissions: Trigger HR system updates when forms or documents are completed
Finance
Finance
If you work in finance, these are common ways teams use Tray with SharePoint to manage financial documentation and approvals.
- Route invoice approvals: Trigger structured approval workflows when invoices are uploaded
- Sync financial records to ERP systems: Keep document metadata aligned with accounting systems
- Track compliance documentation: Maintain audit-ready visibility into financial records and updates
Product and engineering
Product and engineering
If you work in product and engineering, these are common ways teams use Tray with SharePoint to align technical documentation with delivery workflows.
- Sync release documentation automatically: Update document libraries when deployments or releases occur
- Trigger review workflows for technical specs: Route specification documents for structured approval before implementation
- Share build or incident summaries: Publish automated summaries to document repositories when projects close
Automations
Automations with SharePoint and Tray
Tray turns SharePoint activity into action. File uploads, edits, or metadata changes can start workflows that route approvals, update records, or notify users in connected systems. Each step runs under IT control with retries, sequencing, and access rules, all built visually in Tray’s low-code builder.
Integrations
Integrations with SharePoint and Tray
Tray connects SharePoint with your core systems so documents, lists, and approvals stay linked with real data. Use the SharePoint connector for built-in actions, or the HTTP connector for any API. Connect SharePoint with Microsoft 365 tools like Teams and Planner, or extend to ServiceNow, Workday, NetSuite, and Salesforce to keep every update aligned.
SharePoint integration capabilities
Integrate SharePoint with 700+ applications using the SharePoint connector or any API with Tray’s HTTP connector. These domains mirror SharePoint APIs and how teams actually manage sites, libraries, lists, and documents across the enterprise.
Connect file management with the systems that depend on them
- Upload files: Move documents from other apps into SharePoint automatically
- Get file info: Retrieve metadata or permissions for reporting
- Update and delete: Keep files and folders current as systems change
Agents
Build agents with SharePoint and Tray
Agents built in Tray Merlin Agent Builder work with SharePoint data to help IT, HR, and business users find, summarize, and manage documents faster. Every action runs under IT governance with full visibility and control. Agents can also run in Teams or web chat without being rebuilt, using the same secure logic managed in Tray.
Ground agents with relevant knowledge
- Combine sources: Use SharePoint context with HR, ITSM, or CRM data
- Build a data source: Query approved SharePoint files, lists, or metadata
- Filter scope: Limit access by site, folder, or user role
- Use company knowledge: Ground responses in approved data and link back to the correct records
Tray Merlin Agent Builder vs. Microsoft Copilot
Many organizations comparing automation in Microsoft 365 want to know how Tray agents differ from Microsoft Copilot. Both support productivity, but they serve different purposes.
Copilot helps users create and summarize content inside SharePoint and Microsoft 365. Tray’s Merlin Agent Builder governs and orchestrates actions across every system your business depends on.
Merlin Agent Builder
Acts across systems to create, update, or orchestrate actions across HR, IT, and business tools, not just Microsoft 365
Runs under IT governance with scoped permissions, RBAC, and full audit logging
Connects to flexible data sources including ServiceNow, Workday, NetSuite, and Salesforce
Deploys anywhere in SharePoint, Teams, web apps, or via API with one build that works across channels
Microsoft Copilot
Works within Microsoft apps including SharePoint, Teams, Outlook, and Word but cannot act across external systems
Provides insights and summaries but does not modify or update records in other platforms
Centers governance and visibility within Microsoft 365’s environment
Supports content creation and drafting tasks inside Microsoft products
Frequently Asked Questions
Find answers to common questions about our products and services.
How does Tray connect to SharePoint?
Tray connects through the Microsoft Graph API using scoped credentials and secure OAuth authorization.
Can Tray create and manage files in SharePoint?
Yes. Workflows can upload, update, or delete files and folders, and keep metadata synced with connected systems.
Can Tray manage SharePoint lists and permissions?
Yes. Workflows can create or update list items and adjust permissions based on system roles.
Can agents use SharePoint data?
Yes. Agents built in Tray Merlin Agent Builder can find, summarize, or take action on SharePoint content.
How does Tray manage security?
Tray uses role-based access, environment isolation, and audit logging to control every workflow and agent action.
How does Tray detect events in SharePoint?
Tray connects through the Microsoft Graph API for real-time file and list updates.
What’s a simple starting use case?
Start with a workflow that sends an alert in Teams when a new file is uploaded to a key SharePoint folder. Then expand to agents that search and summarize documents or route approvals automatically.
FAQs
Yes. Workflows can upload, update, or delete files and folders, and keep metadata synced with connected systems.
What comes standard with Tray
Whether your systems, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.
Universal connectivity
- Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
- Custom connectors: Build custom connectors that behave like native ones
- Connect anywhere: Cloud or on-prem systems supported
On-premises connectivity
- Connect securely: Access on-premises systems, whether first-party or third-party
- Meet network requirements: Connect through approved configurations that align with enterprise security policies
- Enterprise protocols: Support multiple on-premises security standards for safe integration
Authentication management
- Secure credentials: Collect and store authentications with full encryption
- Encrypted data: Protect all data at rest and in transit
- Role-based control: Partition credentials by workspace and access level
Security and governance
- Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAA
- End-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes