What Triform can do with Microsoft SharePoint
Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.
Knowledge Retrieval
- Search across all sites and libraries.
- Chat with HR handbooks and manuals.
- Find experts within the organization.
List Automation
- Trigger workflows on list item changes.
- Auto-populate list columns.
- Sync lists with external data.
Site Management
- Post announcements automatically.
- Archive old content.
- Audit permissions.
What Triform can do with Microsoft SharePoint
Real-world examples of how teams use Triform + Microsoft SharePoint
Policy Q&A Bot
- Search SharePoint policy libraries.
- Synthesize answer from multiple docs.
- Provide citations and links.
- Post answer back to user.
Onboarding Checklist
- Create task list in SharePoint.
- Assign items to IT and HR.
- Monitor progress.
- Notify manager upon completion.
How Triform connects
Connect Microsoft
Sign in with Microsoft 365 Admin or User account.
Map Sites
Select which SharePoint sites to index.
Configure Search
Set up search scopes and filters.
Who uses Triform with Microsoft SharePoint
For large organizations and intranets.
Roles
Teams
Why Triform for SharePoint?
Semantic Search
Understand intent, not just keywords.
Secure Access
Users only see what they have permission to see.
Deep Indexing
Reads inside PDFs, Word docs, and Pages.
FAQ
Does it respect permissions?
Absolutely. It mirrors SharePoint's security trimming.
Can it update lists?
Yes, it can read and write to SharePoint Lists.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.