SharePoint integration
Arkeo agents for SharePoint
Arkeo agents work in your SharePoint alongside your team. They build client documents from your templates, set up folders for new clients, chase missing client files, and keep documents moving through review.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in SharePoint
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Reads the client fileper client
- ✓Builds it from your templateper document
- ✓Checks your wording word for wordeach time
Days of building becomes a review.
Microsoft Teams
Word- ✓Sees a new client is signedas it happens
- ✓Makes the client's folders from your templatesame day
- ✓Posts the link to the client teamright away
New clients start with the right folders.
HubSpotMicrosoft Teams- ✓Checks each client folder against your listevery week
- ✓Sends the client a reminder for what's missingon your schedule
- ✓Tells the client lead what's still outevery Friday
Client papers come in before the deadline.
Outlook- ✓Finds documents waiting for reviewevery day
- ✓Reminds the reviewerafter 2 days
- ✓Marks it done and tells the ownerwhen signed off
Work doesn't wait in a folder for a reviewer.
Microsoft TeamsWorks with the rest of your software
Agents carry the work from SharePoint into the other software your team uses, so nothing waits for someone to copy it over.
Excel
Salesforce
QuickBooks
XeroBusinesses that run on SharePoint
How it connects
You make the key in your own SharePoint account. Nothing to install on your computers, and nothing to wait for.
Where
In the Microsoft Entra admin center. Your Microsoft 365 admin registers an app for your company, approves it, then gives it only the SharePoint sites or lists each job needs.
Who can do it
A Microsoft 365 admin.
Plan
A Microsoft 365 business plan that includes SharePoint.
Agents can see
- Sites, lists and list items
- Files and folders in your document libraries
- Who made or changed each file, and when
Agents can change
- New files and folders, like client documents
- List items and their fields
- File details, like status or client name
Agents can't
- Make new SharePoint sites.
- Touch sites or lists you didn't give the app access to.
- Get back in after you remove the app in Entra.
What this looks like at your business
Client documentsBuilt from the client file and your template, wording checked.
Designed for firms that work in SharePointMissing client papersClient folders checked against your list. Reminders sent.
Designed for firms that work in SharePointDocuments in reviewReviewers reminded. Owners told when it's signed off.
Designed for firms that work in SharePointIs this you?
- You keep client files in SharePoint
- Your team builds documents or chases client papers by hand
- You want to take on more clients without more staff
✕Files kept on one computer, or only a few clients: not the right fit yet.
In 15 minutes, you'll know
Questions about Arkeo and SharePoint
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Client files never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Can the agents see all of SharePoint?
No. Your admin gives the app only the sites or lists each job needs. Everything else stays closed.
Will the agents change my files?
They make the changes your process allows, like building a document or filling in a list, and send the rest to your team.
Can I turn it off?
Yes. Your admin removes the app in Microsoft Entra and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.