File Connector

Analyze Files from SharePoint with AI

Connect Microsoft SharePoint to Formula Bot, select Excel, CSV, or TSV files from document libraries, and start analyzing them in plain English.

Work account OAuthDocument librariesExcel-ready

Microsoft picker

Sign in with a work or school Microsoft account, choose supported files from SharePoint document libraries, and import them into Formula Bot.

User-approved access

Formula Bot uses delegated Microsoft access and imports only selected files. Source SharePoint documents are not edited.

Library file analysis

Analyze imported SharePoint workbooks, CSVs, and TSVs with AI-generated summaries, charts, dashboards, and reports.

What You Can Analyze

Team Workbook Analysis

  • “Summarize this team forecast by region”
  • “Which rows need review in this library file?”
  • “Create charts from the shared operations workbook”

Shared Reporting

  • “Find outliers in this SharePoint report”
  • “Compare this month to last month”
  • “Create an executive summary from this file”

Dashboard Building

  • “Build a dashboard from this SharePoint file”
  • “Create KPI cards for the main tabs”
  • “Show trend lines for the last 12 months”

Department Library Workflows

  • “Analyze the finance team workbook”
  • “Turn this library file into an executive report”
  • “Identify duplicate vendors across sheets”

Detailed Setup Guide

Step-by-step instructions for connecting and configuring SharePoint.

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Frequently Asked Questions

The SharePoint connector lets users choose files from Microsoft SharePoint document libraries and import them into Formula Bot for AI-powered analysis, dashboards, and reporting.
Users need a Microsoft work or school account with access to the SharePoint document library. Personal Microsoft accounts are not supported for SharePoint imports.
The connector supports spreadsheet-style files such as Excel workbooks, CSV files, and TSV files. It does not import SharePoint Lists in this first version.
No. Formula Bot imports a copy of the selected file for analysis and does not edit, delete, or overwrite source files in SharePoint.
Yes. Some Microsoft tenants require administrator approval for third-party apps. In that case, the tenant admin may need to approve Formula Bot before users can connect SharePoint.
Yes. Once imported, SharePoint files can be used as sources for AI chats, dashboards, charts, and reports.

Ready to Analyze SharePoint Files with AI?

Connect SharePointSign in to existing account