SharePoint + AI: Use SharePoint Files Through Juma's AI Workspace
Attach a SharePoint file to a Juma chat or to a Project as persistent knowledge, with no download-and-re-upload step in between.
Key takeaways
Yes, SharePoint works with AI through Juma
Connection runs at the user level via Microsoft 365 sign-in. Site, library, and item permissions follow what your Microsoft account can already access.
Attach a SharePoint file to a chat without downloading it
Pick a campaign archive, brand asset, governance doc, or intranet page, and Juma reads it as context for whatever job follows.
Add SharePoint files to a Project as persistent knowledge
Brand standards, content governance rules, and shared reference materials stay loaded across sessions.
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Including Salesforce, Maersk, Costa Coffee, Wavemaker, and House of Growth (160 articles/month, 85+ hours saved). 4.9/5 on G2.
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Can I access SharePoint through AI?
The connection runs at the user level. Each teammate signs in with their own Microsoft 365 account, and the SharePoint sites, libraries, and items Juma can see match what that account can already access in the organization's Microsoft tenant. Disconnecting revokes the grant at Microsoft immediately. The integration today is attach-only: files are read at the moment you attach them, not live-synced. Content the team adds to a Project as persistent knowledge lives inside the team's Juma workspace, encrypted AES-256, with zero data retention from any AI model provider. Strategy, taste, and judgment stay human: the team reviews every output before it ships.
What can Juma do with SharePoint?
Through Juma, the team attaches a SharePoint file to a chat (a campaign archive, brand asset, governance doc, intranet page) and uses it as context for whatever job follows. They can also add SharePoint files to a Project as persistent knowledge, so brand standards and shared reference materials stay loaded across sessions.
01 · Attach a SharePoint
Attach a SharePoint file to a chat
Marketing tasks often start from a file the team's already aligned on. Drop a campaign brief from the marketing site to draft the launch plan. Drop the approved brand assets library to spin up on-brand variations. Drop the governance doc to write a new piece that already meets the rules. The download-from-SharePoint, save-locally, drag-into-chat detour disappears. The team picks the file in two clicks, and Juma reads it where it sits.
02 · Add SharePoint files
Add SharePoint files to a Project as persistent knowledge
Point Juma at SharePoint files the team uses across many sessions: brand standards, voice and tone guidelines, content governance docs, prior campaign archives. Those files become Project Knowledge, so every Juma output in that Project reads brand voice and prior decisions from the source files. Teams running governed content programs keep the rules loaded without re-uploading anything every session.
03 · Use SharePoint libraries
Use SharePoint libraries as shared marketing knowledge
Most marketing teams already store team-wide artifacts in SharePoint: the asset library, the brief templates folder, the QBR archive, the post-mortem deck library. Attach the relevant file when work calls for it, and Juma reads it in chat instead of asking the team to track it down. The source of truth stays in SharePoint.
How does Juma + SharePoint replace your file-knowledge stack?
Most marketing teams stack SharePoint plus a separate brand-knowledge tool plus AI seats that need re-briefing every session, plus the copy-paste step from SharePoint into ChatGPT. With Juma + SharePoint, the file in SharePoint stays the single source of truth, Project Knowledge holds the persistent brand context, and Juma adds the AI layer that does the work on top.
What disappears is the layer between governed content in SharePoint and a finished deliverable: the download-and-re-upload step, the per-session re-brief, the parallel knowledge tool the team barely uses. SharePoint stays the source of truth. Juma augments the team on top of it, with human review on every output. House of Growth ships 160 articles a month and saves 85+ hours using Juma.
What does SharePoint work best with in Juma?
Two integrations pair naturally with SharePoint for marketing teams: OneDrive, which extends the Microsoft 365 file surface from team-and-department knowledge into personal staging; and Webflow, which closes the loop from a governed source asset in SharePoint to a published page.
Team knowledge plus personal staging
SharePoint holds the team's shared knowledge: campaign archives, brand assets, departmental docs. OneDrive holds personal-staging files and drafts. Through Juma, both connect under the same Microsoft 365 identity and respect existing M365 permissions. The team pulls SharePoint reference docs and drafts in OneDrive, with both available in one chat.
From governed source to a published page
SharePoint holds the source material under governance: the approved brand guide, the cleared positioning doc, the asset library. Webflow is where the page goes live. With Juma, the team attaches the SharePoint brief and brand assets, drafts the article in the project's brand voice (read from the SharePoint brand guide), uploads the SharePoint images into Webflow, and publishes to the Webflow CMS in one conversation.
How to connect SharePoint to Juma
Open Integrations
Click your name in the bottom-left corner of Juma, then Integrations.
Find SharePoint
Under file-knowledge integrations.
Connect
Click Connect, sign in with your Microsoft 365 account, and approve the SharePoint permissions. The connection runs at the user level: the SharePoint sites, libraries, and items Juma can see match what your Microsoft 365 account can already access.
Start using SharePoint
The integration is now available across every Juma project and chat. Attach a SharePoint file to a chat, or pick SharePoint files to add to a Project as persistent knowledge.
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Questions, answered
Can I use SharePoint with ChatGPT or Claude instead of Juma?
Yes. ChatGPT and Claude both connect to SharePoint through Microsoft's connector ecosystem. What Juma adds for marketing teams: persistent Project Knowledge from SharePoint files (brand voice and governance loaded per client), multi-tool orchestration across the marketing stack (SharePoint plus OneDrive, Webflow, Google Ads, Meta Ads, HubSpot, and 700+ Flows), finished marketing deliverables instead of chat responses, and platform-level controls (audit logs, SSO/SAML, SOC 2 Type II). For a team running campaigns under content governance, Project context matters.
Does this sync live, or is the file frozen at the moment you attach it?
The integration is attach-only today: the file is read at the moment you attach it, not live-synced. If the underlying SharePoint file changes after the attach, attach a fresh version to pick up the update. This is a known limitation of the current integration and we're working on richer support. For files the team uses across many sessions, add them to a Project as persistent knowledge instead: Juma re-reads them when work needs them.
Does Juma store our SharePoint files?
Juma reads SharePoint files on attach, only what the chat or task needs. Content the team adds to a Project as persistent knowledge lives inside the team's Juma workspace, encrypted AES-256 in-transit and at-rest. Juma's zero data retention policy with AI providers means no SharePoint content trains any third-party model. SOC 2 Type II and ISO/IEC 27001 audits are available on request.
Does Juma have access to every SharePoint site in our tenant?
Only the sites, libraries, and items your own Microsoft 365 account can already access. The integration runs at the user level through Microsoft's sign-in flow: you grant the SharePoint permissions you approve, and Juma sees what your account already has access to. Sites you aren't a member of, or items with item-level permissions you don't hold, stay invisible. Disconnecting revokes the grant at Microsoft immediately.
How much does it cost to use SharePoint through Juma?
Juma prices by what gets done, not by which model ran. Tasks consume credits: 1 to 100 for low-effort tasks like attaching a file, 100 to 500 for high-effort tasks like drafting an article, zero for failed tasks. Every plan includes unlimited seats and the SharePoint connector. The Microsoft 365 subscription is whatever the team already pays.
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