SharePoint integration

What you can do

Integrate SharePoint with CodeWords to automate document workflows, content management, and team collaboration processes across your organization.

• Organize uploaded documents. When files are uploaded to SharePoint, the integration analyzes content, applies metadata tags, moves documents to appropriate folders, and notifies relevant team members about new additions.

• Route documents for approval. As documents requiring review are added, the system sends approval requests to designated stakeholders, tracks their responses, and updates document status based on approval workflow outcomes.

• Sync files across platforms. When documents are updated in SharePoint, the integration replicates changes to connected cloud storage services, local file systems, and backup locations to maintain version consistency.

• Extract and process data. The system monitors SharePoint for new spreadsheets or forms, extracts relevant data, processes it according to business rules, and populates databases or other applications with the information.

• Archive old documents. Based on document age or metadata, the integration moves files to archive libraries, updates retention policies, creates backup copies, and notifies owners when documents are scheduled for archival.

• Generate document reports. At scheduled intervals, the system analyzes SharePoint usage, document activity, and storage metrics, then compiles reports and distributes them to administrators through preferred communication channels.

• Manage access permissions. When team members join or leave projects, the integration updates SharePoint permissions, grants or revokes folder access, and logs all permission changes for security auditing purposes.

• Convert document formats. As files are uploaded to SharePoint in various formats, the integration converts them to standardized formats, creates PDF versions for distribution, and stores both original and converted files appropriately.