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Integrations Microsoft SharePoint Online

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Microsoft SharePoint Online + Finn.

Microsoft SharePoint Online integration with Finn. Microsoft SharePoint Online organizes company sites, shared documents, and intranet content in Microsoft 365.

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The work behind the connection

What you can do with Microsoft SharePoint Online.

Microsoft SharePoint Online organizes company sites, shared documents, and intranet content in Microsoft 365.

Complete supplier document intake and review

Finn collects supplier documents, maintains the SharePoint register, and carries the packet through the purchasing team's review process.

Typically handled bySupplier onboarding coordinator

Starts when

Purchasing requests onboarding for a new supplier.

What Finn handles

  1. Read the supplier checklist and existing SharePoint register, request the required documents through connected email, and match incoming files to the right supplier.
  2. Store the documents in the supplier's restricted library location, update the register, and follow up on missing or inconsistent information with the supplier.
  3. Collect the designated reviewers' decisions through the connected task system, update the SharePoint review record, and record the accepted supplier outcome in the connected purchasing tool.

The result

The supplier has a complete document packet, recorded review decisions, and a purchasing record that reflects the outcome.

Run a controlled document revision through release

Finn coordinates an operating document's revision, owner review, and final distribution while preserving the library's existing audience and records.

Typically handled byDocument control coordinator

Starts when

A process owner requests a revision to a document stored in SharePoint.

What Finn handles

  1. Read the current document and the source change, identify affected instructions and related files, and collect the precise corrections from the process owner.
  2. Edit the revision through the connected document authoring tool, store it in the existing library, and obtain the document owner's release decision.
  3. Record the accepted revision in the SharePoint document register, deliver its link to the intended audience through connected messaging, and close the change task.

The result

The intended audience receives the accepted revision, and the document register and change record identify the released version.

Produce a complete evidence packet for a business review

Finn gathers the documents and operational records requested for a defined review and delivers a traceable packet to its authorized reviewers.

Typically handled byAudit preparation coordinator and operations analyst

Starts when

An internal review owner issues a defined evidence request list.

What Finn handles

  1. Match each requested item to accessible SharePoint files and records from connected business systems, preserving source dates and distinguishing missing evidence from negative findings.
  2. Assemble the evidence index and packet in the existing review library, collect outstanding items from their owners, and record unresolved gaps accurately.
  3. Send the authorized reviewers the packet through connected email, record delivery and owner responses in the SharePoint review list, and close the collection tasks.

The result

Reviewers receive a complete indexed packet or an explicit gap register, with source links and collection work recorded.

Fulfill a workplace request from the SharePoint register

Finn takes a facilities request through the service work and updates the SharePoint record with what actually happened.

Typically handled byFacilities service coordinator

Starts when

An employee submits a workplace request to the team's SharePoint list.

What Finn handles

  1. Read the request details and workplace guidance, collect missing location or timing information through connected messaging, and identify the responsible service team.
  2. Create the work order or booking in the connected facilities system, obtain any required spending decision, and coordinate the employee's access or appointment.
  3. Confirm completion from the facilities system, update the SharePoint request status and result, and send the employee a final service confirmation.

The result

The workplace request is fulfilled, with the service result recorded in SharePoint and communicated to the employee.

Deliver a project handover with the final files in order

Finn reconciles a completed project's deliverables, organizes the SharePoint handover, and transfers remaining commitments to their ongoing owners.

Typically handled byProject document controller

Starts when

A project owner accepts the final delivery milestone.

What Finn handles

  1. Compare the agreed deliverable register with files in the project library and acceptance records in the connected project tool, identifying missing final versions.
  2. Collect the missing files, organize the accepted files in the existing handover location, and update the SharePoint deliverable list with final links and acceptance evidence.
  3. Send the receiving team the handover, create outstanding obligations in the connected project or CRM tool, and record the receiving owner's acknowledgment.

The result

The receiving team has an acknowledged handover with accepted files and clear ownership of remaining obligations.

Answer a customer document request through final delivery

Finn handles requests for product or implementation documents by finding the current material, checking its intended audience, and completing the customer response.

Typically handled byCustomer success coordinator

Starts when

A customer requests supporting documentation through the connected support or sales system.

What Finn handles

  1. Read the customer's request and account context, find the relevant SharePoint documents, and distinguish customer-facing material from internal or restricted records.
  2. Collect any required disclosure decision from the document owner and assemble the accepted response using the connected document tool, citing the current source files.
  3. Deliver the accepted material through connected email or the customer portal and update the connected customer record with the exact files and response sent.

The result

The customer receives the right document packet, and the account record shows exactly what was delivered.

Coordinate a recurring operations report

Finn turns a SharePoint reporting schedule and connected business data into a completed management packet with traceable figures and assigned follow-up.

Typically handled byBusiness operations reporting analyst

Starts when

A weekly or monthly reporting deadline arrives in the SharePoint reporting list.

What Finn handles

  1. Read the report definitions and prior packet, collect the current figures from the connected operational systems, and check that periods and definitions match.
  2. Update the report through the connected document and spreadsheet tools, store the final packet in SharePoint, and obtain the report owner's decision on material commentary.
  3. Distribute the accepted packet through connected email, update the reporting list with delivery evidence, and create the agreed follow-up tasks in the connected project system.

The result

The reporting cycle closes with a delivered packet, source-backed figures, and assigned actions.

Connection setup

Set up the connection around your work.

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Microsoft SharePoint Online.

The Finn platform

Finn Agents

Help customers. Work with your team. Finish the job.

Explore Agents

Finn Systems

Business apps for the work behind the conversation.

Explore Systems

Finn AI Gateway

Control connected AI apps, models, access, and spending.

Explore AI Gateway

Meet Finn

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