SharePoint connector

Analyze Files from SharePoint with AI

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

  • Work account OAuth
  • Document libraries
  • Excel-ready

Try a real question

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  • Microsoft picker

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

  • User-approved access

    Better Analyst 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 guideStep-by-step instructions for connecting and configuring SharePoint.

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Frequently asked questions

What is the SharePoint connector?
The SharePoint connector lets users choose files from Microsoft SharePoint document libraries and import them into Better Analyst for AI-powered analysis, dashboards, and reporting.
What Microsoft account do users need?
Users need a Microsoft work or school account with access to the SharePoint document library. Personal Microsoft accounts are not supported for SharePoint imports.
What file types can Better Analyst import from SharePoint?
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.
Does Better Analyst edit my SharePoint files?
No. Better Analyst imports a copy of the selected file for analysis and does not edit, delete, or overwrite source files in SharePoint.
Can an organization block SharePoint access?
Yes. Some Microsoft tenants require administrator approval for third-party apps. In that case, the tenant admin may need to approve the Formula Bot OAuth app used by Better Analyst before users can connect SharePoint.
Can I build dashboards from SharePoint files?
Yes. Once imported, SharePoint files can be used as sources for AI chats, dashboards, charts, and reports.

Ready to Analyze SharePoint Files with AI?

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