SharePoint

Make enterprise documents and team sites part of one connected knowledge layer.

SharePoint holds the policies, project sites, documents, and operational knowledge that keep larger organizations moving. Cortex connects that content to the customer, product, and business records it explains.

How it works

Connect your Microsoft 365 tenant and select the SharePoint sites, libraries, or pages to include. Content is indexed with its site and folder structure intact, while references to accounts and projects are resolved automatically.

Configure

Configure site scope, excluded libraries, and permission-aware access from the integrations panel. Updates sync as content changes without altering the source SharePoint environment.

SharePoint

Category

Productivity

Sync type

Real-time

Sync direction

One-way

Setup time

~5 minutes

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