Microsoft SharePoint Integration

This guide explains how to connect Microsoft SharePoint to Supervity, what data is available after connection, how operators can use SharePoint data and actions within workflows, and how to remove the integration when needed.

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Overview

The Supervity Microsoft SharePoint integration allows your workspace to securely connect SharePoint sites as a governed platform capability.

Once connected, operators and workflows can use SharePoint data and actions to manage files, create folders, upload or download documents, and automatically trigger workflows when new files are added.

With the SharePoint integration, Supervity can:

• List files and folder directories within your SharePoint document libraries
• Create new folders to organize documents automatically
• Create and upload files to specific document libraries or nested folders
• Download file content for local processing and synchronization
• Delete files and folders when they are no longer needed
• Trigger workflows automatically when a new file is added to a SharePoint site
• Use file and folder metadata as context for operators

All SharePoint access is governed through Supervity's security, permissions, and audit controls.

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Prerequisites

Before connecting SharePoint, ensure you have:

• An active Supervity workspace
• A Microsoft account with an active SharePoint Online license
• Permission to authorize applications on your Microsoft account
• Access to the specific SharePoint site(s) and document libraries you wish to use

Depending on your Microsoft tenant configuration, some operations or libraries may require administrator approval or specific user permissions within your organization.

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Adding the SharePoint Integration

Follow these steps to connect Microsoft SharePoint to Supervity. If you encounter any issues during setup, refer to the Troubleshooting section of this guide.

Step 1: Open Integrations

1. Log in to Supervity.
2. From the left navigation bar, click the Integrations icon.

This opens the Integrations page, where all available integrations are listed. Connected integrations and available integrations can both be managed from this page.

Step 2: Select Microsoft SharePoint

1. Locate Microsoft SharePoint in the available integrations list.
2. Click Connect.

Step 3: Authorize Access

1. You will be redirected to Microsoft's secure authorization page.
2. Review the requested permissions and click Accept to grant Supervity access to your Microsoft SharePoint account.

Supervity uses Microsoft's standard OAuth 2.0 authorization flow. Your Microsoft password is never shared with or stored by Supervity.

Step 4: Complete Connection

After authorization, you will be redirected back to Supervity.

The Microsoft SharePoint integration will appear as Connected on the Integrations page. Your workspace can now securely access SharePoint capabilities according to the permissions granted.

Having trouble? See the Troubleshooting section for step-by-step help with common setup issues.

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How SharePoint Works in Supervity

After connection, Microsoft SharePoint becomes available as a governed platform tool.

Operators can use SharePoint capabilities when planning and executing tasks, while workflows can automate actions using SharePoint data.

Common use cases include:

• Syncing daily workflow output reports directly to department site folders
• Extracting contract files uploaded to SharePoint for processing and analysis
• Monitoring document libraries and notifying teams of updates
• Uploading invoices or receipts to secure finance libraries
• Organising folders dynamically for client kickoffs

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Using SharePoint in Operators

Connected SharePoint capabilities become available to operators automatically. Operators determine when SharePoint data or actions are required to complete a task and execute accordingly, while remaining governed by workspace permissions, security controls, and approval policies.

What Operators Can Do with SharePoint

Operators can perform the following actions using SharePoint:

• List folder contents and fetch file details (metadata) inside site libraries
• Create new folders to build structured document repositories
• Upload files with raw or structured content directly to libraries or nested folders
• Download file content for review, processing, or data replication
• Delete outdated or temporary files and folders
• Trigger actions automatically when a new file is added to a SharePoint site

Typical Operator Use Cases

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Features & Prerequisites

For each SharePoint capability available in Supervity, the following describes the use case and the prerequisites required before use.

File & Folder Operations

Use Case: List, download, upload, create folders, or delete files and folders inside SharePoint Document Libraries.

Prerequisites:

• Microsoft SharePoint account connected to Supervity
• Access permissions to the specific SharePoint site and document library

Create New File

Use Case: Automatically trigger downstream workflow steps or data processing when a new file is added to a SharePoint site.

Prerequisites:

• Microsoft SharePoint account connected to Supervity
• The target site and document library must exist

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Permissions Requested

Supervity only requests the permissions required for enabled SharePoint capabilities.

Depending on the features used in your workspace, permissions may include:

Supervity follows least-privilege principles and only accesses data necessary to provide requested functionality.

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Authentication & Security

The Microsoft SharePoint integration uses OAuth 2.0 authentication.

Security controls include:

• Encrypted credential storage (AES-256)
• Scoped access policies
• Token refresh and rotation support
• Immediate revocation capabilities
• Workspace-level governance controls
• Complete audit logging
• TLS 1.3 for all connection pipelines

All SharePoint access remains subject to Supervity security policies and role-based permissions.

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Managing the Integration

View Connection Status

From the left navigation bar, click the Integrations icon.

For Microsoft SharePoint you can view:

• Connection status
• Granted permission categories
• Last usage information
• Associated workflows and operators

Reconnect SharePoint

If SharePoint authorization expires or security policies change: Open the Integrations page from the left navigation bar. Select Microsoft SharePoint. Click Reconnect. Complete authorization again through the Microsoft portal.

Existing workflows and operators do not need to be recreated.

Removing the SharePoint Integration

You can remove the SharePoint connection from your Supervity workspace at any time directly from within the Supervity platform.

Steps to Remove

Log in to Supervity. From the left navigation bar, click the Integrations icon. Locate and select Microsoft SharePoint from the integrations list. Click Disconnect. Confirm the action when prompted.

Implications of Removal

Once removed:

• Supervity immediately loses all access to your SharePoint account and associated sites/data
• No new SharePoint data will be retrieved or uploaded after removal
• All active SharePoint connections within your Supervity workspace are terminated
• Scheduled or active workflows that depend on SharePoint will stop executing
• SharePoint-dependent workflow steps will fail safely with clear error messages
• Existing workflow definitions within Supervity are not deleted — only the active connection is terminated
• Historical execution logs remain available for auditing purposes

Disconnecting SharePoint does not delete workflow definitions, operators, or previously generated outputs.

How Your Data Is Handled After Removal

Data Handling on Removal:

• Supervity immediately loses access to your SharePoint account upon removal
• No new SharePoint files or list data will be collected or processed after disconnection
• Temporary files processed during workflow execution are deleted after execution completes
• SharePoint access tokens and all account-related data are permanently deleted from Supervity's platform within 15 minutes of disconnection — no background access continues after removal

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Auditing & Observability

All SharePoint activity performed through Supervity is logged.

Audit records include:

• Which operator requested access
• Which workflow executed the action
• Timestamp of execution
• Success or failure status
• Relevant inputs and outputs (sensitive values are redacted)

This supports compliance, troubleshooting, governance, and operational visibility.

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Troubleshooting

If you encounter issues at any stage, refer to the steps below. For issues not covered here, contact the Supervity support team.

Authorization Failed During Setup

Likely Cause: Incorrect Microsoft account used, or corporate tenant policies restricting third-party applications.

Resolution:

1. Ensure you are signed in to the correct Microsoft or SharePoint account.
2. Verify with your organization's IT administrator that your account is allowed to authorize third-party applications (Admin Consent may be required).
3. Return to Supervity → Integrations → Microsoft SharePoint and click Connect to retry.
4. If the issue persists, contact your IT administrator.

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SharePoint Shows Connected but Document Libraries Are Missing

Likely Cause: Insufficient site memberships or permission settings on the specific SharePoint site.

Resolution:

1. Verify that the target site and document library exist and are shared with the user account.
2. Confirm the account connected to Supervity has read/write permissions for the requested site.
3. Reconnect the integration via Integrations → Microsoft SharePoint → Reconnect to refresh site lists and permissions.

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Connection Expired or Token Invalid

Likely Cause: Microsoft security policies may force token expiration or revocation.

Resolution:

1. Go to Integrations → Microsoft SharePoint → Reconnect.
2. Complete the Microsoft authorization flow again.
3. Existing workflows do not need to be reconfigured after reconnection.

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Workflow Cannot Access SharePoint

Likely Cause: SharePoint may have been disconnected, or workspace governance policies may restrict access.

Resolution:

1. Confirm Microsoft SharePoint is still connected under the Integrations page.
2. Verify the workflow has permission to use SharePoint within your workspace governance settings.
3. Check that workspace policies allow SharePoint execution for the relevant operators or workflows.

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Uploading or Creating Folders Fails

Likely Cause: Invalid library paths, unauthorized folders, or invalid characters in file names.

Resolution:

1. Confirm that you are not trying to upload to a read-only folder or a shared path where your account lacks write access.
2. Avoid using reserved characters in file or folder names (such as \ / : * ? " < > |).
3. Ensure that your SharePoint document library has sufficient storage capacity.

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Downloading Files Fails

Likely Cause: The targeted file may have been moved, renamed, or deleted, or has strict access restrictions.

Resolution:

1. Verify the file path and file name are correct and still exist in your SharePoint directory.
2. Ensure the connected account has download privileges for the target file.
3. Verify that the file size is within supported download limits.

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Frequently Asked Questions

Q: Is my Microsoft password shared with or stored by Supervity?

No. Supervity uses Microsoft's standard OAuth 2.0 authorization flow. Your Microsoft password is never shared with or stored by Supervity. Only scoped access tokens are stored, and these are encrypted at rest using AES-256.

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Q: What type of Microsoft accounts are supported?

Work or School accounts that have active SharePoint Online licenses and Graph API permissions enabled are supported. Personal Microsoft accounts may not support SharePoint operations.

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Q: Will I need to reconfigure my workflows after reconnecting SharePoint?

No. If you reconnect SharePoint due to token expiry or permission updates, existing workflow definitions and operators do not need to be recreated or reconfigured.

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Q: What happens to my workflows if I disconnect or remove SharePoint?

Workflow definitions are not deleted when SharePoint is disconnected or removed. However, any workflow steps that depend on SharePoint will fail safely with clear error messages until SharePoint is reconnected.

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Q: How do I authorize the Supervity SharePoint integration?

Log in to Supervity at Supervity, navigate to the Integrations page from the left navigation bar, locate Microsoft SharePoint, and click Connect. You will be redirected to Microsoft's authorization page where you can review and approve the requested permissions. After authorization, you will be redirected back to Supervity automatically. See the Adding the SharePoint Integration section above for full step-by-step instructions.

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Q: Can I limit which files Supervity can access?

Supervity requests only the permissions required for enabled capabilities, following least-privilege principles. You can review all requested access types during the OAuth authorization step before approving.

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Q: Who do I contact if I have an issue with the integration?

Contact the Supervity support team. See the Support section below for full contact details, support hours, and SLA information.

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Support

If you need assistance with the Microsoft SharePoint integration, visit the Support page.

Support Hours

• Monday to Friday, 9:00 AM – 6:00 PM IST
• Requests submitted outside business hours will be addressed on the next business day

First Response SLA

• All support requests receive an initial response within 24 business hours

Contact Information

When Contacting Support, Please Provide

• Workspace name
• Account type used for authorization (Personal vs Work/School)
• Relevant workflow or operator information
• Error messages or screenshots when available

This helps the support team investigate and resolve issues more quickly.

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Related Documentation

• Integrations Overview
• OAuth2
• Security & Privacy
• Supervity Website