Solutions by app
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.
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.
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
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