SharePoint Node Documentation

The SharePoint node allows you to access list data, files, and pages in your Microsoft SharePoint site from SkyStudio workflows. You can read, create, and update list items; upload and download files; and run AI-powered content queries. The connection is established using Azure App Registration.

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Connection Setup and Management

To use the SharePoint node, you must create an App Registration in the Azure Portal and enter the Tenant ID, Client ID, and Client Secret information into SkyStudio together with your SharePoint Site URL.

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Note: The Azure setup process for this node is exactly the same as Microsoft Teams and Outlook Calendar nodes. If you have already created an App Registration for one of these nodes, you can use the same information for SharePoint as well.

Creating an Azure App Registration

1. Register a New Application

1. Sign in to portal.azure.com.
2. Type App registrations in the search bar and go to the related service.
3. Click the + New registration button.
4. Give the application a name, such as SkyStudio.
5. Select Accounts in this organizational directory only (Single tenant).
6. Click the Register button.

2. Copy Client ID and Tenant ID

After the application is created, go to the Overview page:

• Application (client) ID → Your Client ID
• Directory (tenant) ID → Your Tenant ID

3. Create a Client Secret

1. Go to Certificates & secrets from the left menu.
2. Click the + New client secret button.
3. Add a Description and Expiration Date, then click Add.
4. Immediately copy the generated secret’s Value field.

Critical Note: The Client Secret value is displayed only at the time it is created. After you close the page, you will not be able to access the full value again.

4. Add API Permissions

1. Go to API permissions from the left menu.
2. Select + Add a permission → Microsoft Graph → Application permissions.
3. Add the required permissions for SharePoint:

Permission	Description
Sites.Read.All	Used to read SharePoint sites and lists
Sites.ReadWrite.All	Used to create and update list items and upload files
Files.Read.All	Used to read and download files
Files.ReadWrite.All	Used to upload files

4. Click Grant admin consent to approve the permissions.

Adding the Connection to SkyStudio

1. Go to Application Connections from the left menu in SkyStudio.
2. Click the Add New Connection button.
3. Select SharePoint as the provider.
4. Fill in the following fields:

Field	Description
Connection Name	A descriptive name, such as Company SharePoint
Tenant ID	The Directory (tenant) ID copied from Azure
Client ID	The Application (client) ID copied from Azure
Client Secret	The secret value copied from Azure
Site URL	The full URL of your SharePoint site, such as https://yourcompany.sharepoint.com/sites/mysite

5. Click the Save button.

Assigning the Connection to the Node

After adding the SharePoint node to the canvas, select the saved connection from the Application Connections dropdown in the right panel.

Tip: You can define separate connections for different SharePoint sites. You can use the same Tenant and Client information for each connection and only change the Site URL.

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Operations

The SharePoint node provides 11 operations:

Operation	Category	Description
Get List Items	Featured	Retrieves items from a SharePoint list with filters
List Files	Featured	Lists files in a specific library or folder
Search	Featured	Searches content across the site
SharePoint AI Assistant	Featured	Queries SharePoint data using natural language
List Sites	Standard	Lists SharePoint sites in the organization
Get List Item	Standard	Retrieves the details of a specific list item
Create List Item	Standard	Adds a new item to a list
Update List Item	Standard	Updates an existing list item
Download / Read File	Standard	Downloads a file or reads its content
Upload File	Standard	Uploads a file to a library
Read Page Content	Standard	Reads the content of a SharePoint page

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Get List Items

Queries items in a SharePoint list using an OData filter. It is used in workflows such as project tracking, task management, or data reporting.

Parameters

Parameter	Required	Description
Connection	Yes	The SharePoint connection to use
List Name	Yes	The name of the list to query, such as Tasks or Projects
Filter (OData)	No	OData filter expression, such as Status eq 'Active'
Select Fields	No	Field names to return, separated by commas, such as Title,Status,AssignedTo
Order By	No	Sorting field, such as Created desc
Limit	No	Maximum number of items to return
Get All (Auto Paginate)	No	If enabled, automatically retrieves items from all pages

OData Filter Examples

Filter	Description
Status eq 'Completed'	Items where the Status field is “Completed”
Priority eq 'High'	Items with high priority
Created ge '2024-01-01T00:00:00Z'	Items created after 2024
contains(Title, 'project')	Items with “project” in the title

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List Files

Lists files in a specific document library or folder.

Parameters

Parameter	Required	Description
Connection	Yes	The SharePoint connection to use
Library Name	Yes	The name of the document library, such as Documents or Belgeler
Folder Path	No	Subfolder path, such as 2024/Reports. If left empty, the root directory of the library is listed
Limit	No	Maximum number of files to return

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Search

Searches content in the SharePoint site by keyword. It can search across all content, including list items, files, and pages.

Parameters

Parameter	Required	Description
Connection	Yes	The SharePoint connection to use
Search Query	Yes	Keyword or phrase to search for
Search In	No	Search scope selected from the dropdown menu
Limit	No	Maximum number of results to return

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SharePoint AI Assistant

Queries SharePoint content using natural language. As shown in the video, you can write natural language queries such as “get folder names”.

Parameters

Parameter	Required	Description
Connection	Yes	The SharePoint connection to use
Query	Yes	Natural language SharePoint query
System Prompt	No	System instruction that customizes the AI assistant’s behavior

Usage Example

Query: "Which files were uploaded to the Documents library this month?"

System Prompt: "Show only content created within the last 30 days. Respond in Turkish."

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List Sites

Lists SharePoint sites in the organization based on a search query. It is used to discover Site URLs.

Parameters

Parameter	Required	Description
Connection	Yes	The SharePoint connection to use
Search Query	No	Search filter by site name

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Get List Item

Retrieves all details of a specific list item using its Item ID.

Parameters

Parameter	Required	Description
Connection	Yes	The SharePoint connection to use
List Name	Yes	The name of the list
Item ID	Yes	The numeric ID of the item to retrieve
Select Fields	No	Field names to return, separated by commas

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Create List Item

Adds a new item to the specified SharePoint list.

Parameters

Parameter	Required	Description
Connection	Yes	The SharePoint connection to use
List Name	Yes	The name of the list where the item will be added
Fields (JSON)	Yes	Fields of the item to be created in JSON format

Fields (JSON) Example

{
  "Title": "New Project Task",
  "Status": "Not Started",
  "Priority": "High",
  "AssignedTo": "ahmet@company.com"
}

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Update List Item

Updates the fields of an existing list item.

Parameters

Parameter	Required	Description
Connection	Yes	The SharePoint connection to use
List Name	Yes	The name of the list
Item ID	Yes	The ID of the item to update
Fields (JSON)	Yes	Fields to update in JSON format. Enter only the fields that will be changed

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Download / Read File

Downloads a file from SharePoint or reads its content as text. It is used in AI-powered content analysis scenarios.

Parameters

Parameter	Required	Description
Connection	Yes	The SharePoint connection to use
Item ID (preferred)	No	The SharePoint Item ID of the file. This is the preferred method
File Path (fallback)	No	The relative path of the file inside the library, such as Documents/report.pdf
After Download	No	Action to perform after download, selected from the dropdown menu
AI Prompt (if extracting)	No	AI instruction for extracting content, such as "Summarize"

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Upload File

Uploads a file to a document library.

Parameters

Parameter	Required	Description
Connection	Yes	The SharePoint connection to use
Library Name	Yes	The name of the library where the file will be uploaded, such as Documents
Folder Path	No	Subfolder path where the file will be uploaded, such as 2024/Reports
File Name	Yes	File name and extension, such as weekly-report.pdf
Content (base64 or text)	Yes	File content. Use base64 for binary files and plain text for text files

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Read Page Content

Reads the content of the specified SharePoint page. It is used in knowledge base and content management workflows.

Parameters

Parameter	Required	Description
Connection	Yes	The SharePoint connection to use
Page Path	Yes	The relative path of the page within the site, such as /sites/mysite/SitePages/About.aspx

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Quick Start Examples

Example 1: Task List Tracking

A workflow that queries open tasks in SharePoint and sends them to a Teams channel:

Schedule (Every morning) → Get List Items → LLM (summarize) → Send Channel Message (Teams)

Get List Items settings:

• List Name: Tasks
• Filter (OData): Status ne 'Completed'
• Select Fields: Title,Status,Priority,AssignedTo
• Order By: Priority desc

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Example 2: Automatic Report Archiving

A workflow that uploads the generated weekly report to SharePoint:

Schedule (Every Friday) → Artifact (create report) → Upload File

Upload File settings:

• Library Name: Documents
• Folder Path: Reports/2024
• File Name: weekly-report-{{date}}.html
• Content (base64 or text): {{artifact.output}}

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Example 3: SharePoint AI Chatbot

A chatbot that allows users to query SharePoint content using natural language:

Text Input → SharePoint AI Assistant → Text Output

SharePoint AI Assistant settings:

• Query: {{input.text}}
• System Prompt: "You are the company’s SharePoint knowledge assistant. Use only SharePoint data. Respond in Turkish."

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Example 4: Form → SharePoint List

A workflow that automatically saves a submitted form to a SharePoint list:

Form Builder → Create List Item

Create List Item settings:

• List Name: Applications
• Fields (JSON):

{
  "Title": "{{form.full_name}}",
  "Email": "{{form.email}}",
  "Department": "{{form.department}}",
  "Date": "{{today}}"
}

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Common Errors

Error	Possible Cause	Solution
401 Unauthorized	Client Secret has expired	Create a new Client Secret from the Azure Portal
403 Forbidden	Sites.ReadWrite.All permission is missing	Add the required permission from Azure → API Permissions and grant admin consent
List not found	Incorrect List Name	Check the exact list name in SharePoint. It is case-sensitive
Item not found	Invalid Item ID	Find the correct Item ID using Get List Items
Site URL error	Site URL is incorrect or inaccessible	Verify that the Site URL in the connection follows the format https://company.sharepoint.com/sites/yoursite
Empty result	No item matches the filter condition	Check the OData filter expression and field names

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Notes

• The Site URL field is entered once during connection setup and applies to all operations using that connection. Define separate connections to access different sites.
• The List Name field is case-sensitive. Use the exact list name in SharePoint, such as Documents or Belgeler.
• In the Fields (JSON) field, enter only the fields you want to update. Other fields remain unchanged.
• In the Download / Read File operation, if Item ID is not available, File Path can be used as a relative path. If both are entered, Item ID takes priority.
• For OData filter syntax, make sure you use SharePoint internal field names. The display name may be different.
• When the Client Secret of the Azure App Registration expires, the connection stops working. It is recommended to renew it before it expires.