Microsoft SharePoint and Tray

SharePoint manages content, but not always the processes around it. Tray connects SharePoint with the systems that create, approve, and use that content so information stays current and consistent across tools. Uploads, updates, and approvals can trigger workflows that keep data secure and visible.

Unlike Microsoft’s native automation, Tray connects SharePoint to all your enterprise systems, not just Microsoft apps.

With Tray, you can build powerful SharePoint
Automations
 set up
Integrations
 and
Build Agents
that can take action.

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.

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

Build

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: Create, update, or orchestrate actions across HR, IT, and business tools, not just Microsoft 365

Governed by IT: Each agent runs with scoped permissions and audit logging

Flexible data sources: Use information from any system connected to Tray, including ServiceNow, Workday, NetSuite, and Salesforce

Deploy anywhere: Run in SharePoint, Teams, web apps, or via API; one build works across channels

Microsoft Copilot

Limited to Microsoft apps: Works in SharePoint, Teams, Outlook, and Word but cannot act across external systems

Insight, not action: Summarizes or drafts content but doesn’t modify records in other tools

Governance tied to Microsoft: Visibility and control stay within Microsoft 365

Best for content support: Helps with summarizing and search inside Microsoft products

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 are in the cloud or on-premises, Tray lets you connect to them, automate processes, and deploy agents to take action across your technology stack. Security teams can trust that all connections are managed securely and access is properly governed.

Universal connectivity

  • 700+ prebuilt connectors plus a universal HTTP connector for any REST API.
  • Build custom connectors that behave like native ones.
  • Connect to cloud or on-prem systems.

Learn more about our connectivity options

On-premises connectivity

  • Connect to on-premises systems using Tray, whether they are first-party or third-party.
  • Work around firewalls and SSO providers with flexible connection methods.
  • Support a range of on-premises security protocols to enable secure integration.

Learn more about on-premises connectivity

Authentication management

  • Collect and store sensitive authentications securely with Tray.
  • Encrypt all data at rest to ensure maximum security.
  • Partition authentications into secure workspaces with role-based access control to restrict access.

Learn more about authentication management

Security and governance

  • SOC 2 Type II, GDPR, CCPA, HIPAA.
  • Encryption in transit and at rest, detailed audit logs, and least-privilege access via scoped connections and OAuth scopes.

Learn more about security and governance