SharePoint & OneDrive Connector

📁 Connect Your Microsoft 365 to ATG

The SharePoint & OneDrive Connector seamlessly syncs your organization's documents from Microsoft 365 into ATG, making your team's knowledge instantly accessible through AI-powered search and chat.

🔄 What Gets Synced?

The connector can import documents from:

• SharePoint Sites - Team sites and document libraries accessible to your organization
• OneDrive for Business - Individual OneDrive folders from collaborators in your organization

You maintain full control over what gets imported with powerful filtering options.

🎯 Flexible Filtering Options

Once connected, you can customize exactly what content ATG imports:

• Select specific sites or folders - Choose which SharePoint sites or OneDrive folders to sync
• Date filters - Import only documents updated before a specific date, after a specific date, or between two dates
• Include/Exclude rules - Specify particular folders or files to include or exclude

🏷️ Smart Tag-Based Filtering

This is where SharePoint & OneDrive shine with a powerful exclusive feature: tag-based filtering compatible with Microsoft's Term Store.

Tags let you precisely control which documents get synced based on their metadata, making it incredibly easy to select only the reference documents that matter.

How it works:

• Inclusion tags - Only sync documents tagged with specific terms (e.g., "Approved", "Final Version", "Public")
• Exclusion tags - Skip documents tagged with certain terms (e.g., "Draft", "Archived", "Internal Only")

Example use case:

Let's say your legal team tags all finalized contracts with "Signed Contract" in SharePoint. You can configure ATG to only import documents with this tag, ensuring your AI assistant only references validated, signed agreements - not drafts or templates. This keeps your knowledge base clean, accurate, and trustworthy.

This ensures ATG only processes the content that's relevant to your team, keeping your knowledge base focused and efficient.

🌙 Automatic Nightly Updates

After the initial sync, the connector automatically refreshes every night, ensuring your AI assistant always has access to the latest versions of your documents. No manual intervention required.

📄 Supported File Types

The SharePoint & OneDrive connector handles a comprehensive range of file formats:

Standard document formats:

• Markdown (.md)
• PDF (.pdf)
• Plain text (.txt)
• Rich Text Format (.rtf)
• HTML files (.html)

Microsoft Office files:

• Word documents (.docx)
• PowerPoint presentations (.pptx)

Images:

• PNG (.png)
• JPEG (.jpg)

Custom file types:

• Tailored Processing - ATG can be customized to handle your organization's unique file formats with specialized processing rules.

🚀 Ready to Get Started?

Head over to the SharePoint & OneDrive for detailed setup instructions, or reach out to your ATG contact if you need assistance.