⚒️ Sharepoint Integration

📕 Presentation

Mayday is committed to centralizing all your knowledge to make it accessible to your advisors, your AI systems, and wherever you need it.

But we know that your information isn't always stored in Mayday. After many discussions, a conclusion became evident: SharePoint is one of the main places where your documents are kept.

👉 That's why we decided to integrate SharePoint with Mayday! You can now access all your documents directly from Mayday, without having to juggle multiple apps. More fluidity, more efficiency!

🎯 Use Cases

• Your advisors have access to all the helpful procedures in their Mayday knowledge base, but the product documentation, marketing content, HR information are available in separate SharePoint sites, and advisors have to juggle between the two sources.

• Some content is useful for your advisors but is not managed by the same teams as the content of the knowledge base, and therefore cannot be transferred to the knowledge base.

⚒ Connect Mayday to SharePoint

With this integration, SharePoint documents can be accessed directly from Mayday without changing applications.

With SharePoint content integrated into Mayday, users can:

• Search SharePoint documents via the Mayday search engine;

• Transform SharePoint documents into Mayday content using Mayday AI functionalities;

• Query SharePoint documents in Mayday AI agents like Ask, allowing the AI to extract responses from your existing files.

  To learn more about Mayday AI Agents, feel free to read this content:

• Integrate SharePoint documents directly into Mayday content via the content editor.

Here are the steps to carry out the integration:

1. Create an Entra ID application

1. Go to Entra ID's "App Registrations" section

2. Register a new application for the Mayday SharePoint connector

3. Configure Microsoft Graph permissions:

   • Go to Manage > API Permissions

   • Add the following permissions:

     • Microsoft Graph -> Files.Read.All

     • Microsoft Graph -> Sites.Read.All

   • Grant admin rights for your tenant

4. Go to the "Certificates & secrets" section and create a Client Secret.

2. Connect the SharePoint API with Mayday

1. Go to Mayday, then Settings > Integrations > Integration Catalog

2. In this catalog, choose External Content

3. Select the Authentications tab and click on Add authentication

4. Fill out the form (below) with the information:

   📸 Form

   

   • Client ID: available in the Overview section of the application in Entra ID

   • Client Secret: generated at the end of the previous section

   • Tenant ID: available in the "Overview" section of the application in Entra ID

5. Click on Save to finalize the configuration.

You can then create a SharePoint data source, which will determine Mayday users' access to SharePoint documents directly from Mayday.

You have two main options:

• Connect an entire SharePoint site

• Connect only part of a SharePoint site, for more restricted and targeted access

👉 Find more details below.

3. Option 1⃣ - Synchronize an entire SharePoint site in Mayday

1. Go to Mayday, then Settings > Integrations > Integration Catalog

2. In the catalog, choose External Content

3. Select the Data Sources tab and click on Add a data source

4. Fill out the form as follows:

   📸 Form

   

   • Data source type: select SharePoint

   • Name: provide a name of your choice that defines the SharePoint site you want to synchronize

   • Description: describe the SharePoint site you are synchronizing

   • Authentication: select the authentication created in the previous section

   • Access restrictions: select the groups to which you want to restrict access to this SharePoint integration

     Only people in this group will see the SharePoint site files on Mayday.

   • Site ID: provide the SharePoint site ID

   • Site URL: or simply copy the homepage URL of the SharePoint site

     Good to know: A SharePoint data source is limited to one SharePoint site. If you want to link several SharePoint sites to Mayday, you need to create several data sources with different sites.

5. Click on Save to finalize the configuration

3 Bis. Option 2⃣ - Synchronize part of a SharePoint site in Mayday

This option, unlike the first, does not give access to the entire SharePoint site. Instead, you can manually select one or more specific files or folders.

For example, it is possible to create a data source grouping 10 folders, or on the contrary a source dedicated to a single file.

How to do this?

1. As with the previous option, enter the ID or URL of the site you want to connect

   • Site ID: provide the SharePoint site ID

   • Site URL: or simply copy the homepage URL of the SharePoint site

2. Once the ID or URL is entered, click on Verify

   This allows us to check that with the authentication and the provided ID or URL, we are able to access the SharePoint site in question.

3. Next, a Target folders or files category will appear

4. Click on Add a target folder or file

5. Insert the path of the SharePoint folder or file to which you want to limit this data source

   How to find this path?

   • Go to your SharePoint site

   • When viewing your list of files or folders, a … button appears on each line

     

   • Click on it

     

   • Click on Details

   • A panel opens on the right side of the page

   • Scroll to the bottom of the panel

     

   • Click on the Copy button

   • This is what you need to paste into the SharePoint data source form ✅

6. Insert the paths of other SharePoint folders or files that should be part of this data source

7. Click on Save to finalize the configuration

📹 Video

You will find all these elements in this video: