> ## Documentation Index
> Fetch the complete documentation index at: https://prismeai-legacy.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# SharePoint/Confluence to Agent

> Create AI agents from your corporate knowledge management systems

The SharePoint/Confluence to Agent template provides a complete solution for transforming your organization's internal knowledge bases into intelligent AI agents. Connect directly to Microsoft SharePoint or Atlassian Confluence to create agents that can answer questions about your company's documentation, policies, and procedures.

## Template Overview

This template offers a structured approach to working with enterprise knowledge management systems:

* Secure authentication with SharePoint and Confluence
* Selective content extraction and processing
* Knowledge base creation with proper access controls
* Enterprise-ready conversational interface

<CardGroup cols={2}>
  <Card title="Secure Integration" icon="shield-check">
    Enterprise-grade authentication and data handling
  </Card>

  <Card title="Content Filtering" icon="filter">
    Extract only relevant information based on spaces, sites, or document libraries
  </Card>

  <Card title="Permission Awareness" icon="lock">
    Respect existing access controls from source systems
  </Card>

  <Card title="Structured Knowledge" icon="folder-tree">
    Maintain organizational hierarchy from the source systems
  </Card>
</CardGroup>

## Use Cases

<Tabs>
  <Tab title="Internal Documentation">
    Make company documentation interactive and accessible:

    * Employee handbooks
    * Policy documents
    * Procedure guides
    * Training materials
  </Tab>

  <Tab title="Technical Knowledge">
    Create specialized agents for technical teams:

    * Product documentation
    * Codebase information
    * Architecture diagrams
    * System specifications
  </Tab>

  <Tab title="Project Management">
    Build assistants for project information:

    * Project plans
    * Meeting notes
    * Decision records
    * Team documentation
  </Tab>
</Tabs>

## Key Features

* **Authentication Options**: Support for OAuth, API keys, and service accounts
* **Flexible Content Selection**: Choose specific sites, spaces, pages, or document libraries
* **Metadata Preservation**: Maintain tags, categories, and other metadata
* **Delta Updates**: Efficiently update only changed content
* **File Attachments Handling**: Process attached documents (PDF, Office documents)

## Getting Started

For self-hosted Prisme.ai installations, follow these steps:

<Steps>
  <Step title="Download the Template">
    Access the [Prisme.ai Templates Repository](https://github.com/prismeai/template-sharepoint-confluence-to-agent) and download the ZIP file
  </Step>

  <Step title="Import the Template">
    In your Prisme.ai instance, navigate to AI Builder > Import Workspace and upload the ZIP file
  </Step>

  <Step title="Configure Access Credentials">
    Set up authentication for your SharePoint or Confluence instance
  </Step>

  <Step title="Select Content Sources">
    Choose which sites, spaces, or document libraries to include
  </Step>

  <Step title="Run the Extraction Process">
    Execute the automation to extract content and build the knowledge base
  </Step>

  <Step title="Review and Publish">
    Test the agent's responses and make it available through AI Store
  </Step>
</Steps>

<Note>
  SaaS Prisme.ai users can access this template directly from the Template Gallery.
</Note>

## Configuration Examples

### SharePoint Configuration

```yaml theme={null}
slug: Sharepoint
config:
  siteUrl: 'https://yourcompany.sharepoint.com/sites/HumanResources'
  clientId: 'your-client-id'
  authority: 'yourcompany.sharepoint.com'
  clientSecret: 'your-client-secret'
```

### Confluence Configuration

```yaml theme={null}
slug: Confluence
config:
  domain: 'https://yourcompany.atlassian.net"'
  spaceId: 'HR'
  email: 'admin@yourcompany.com'
  token: 'your-api-token'
```

## Security Considerations

* **Authentication**: Store credentials securely using Prisme.ai's secret management
* **Content Access**: Ensure the integration account has appropriate permissions
* **Data Privacy**: Apply content filtering to exclude sensitive information
* **User Permissions**: Configure the agent to respect user access levels

## Next Steps

After implementing this template, you can:

* Combine with the [Custom Chat Interface](/resources/templates/custom-chat) template to embed the agent in your intranet
* Set up regular content synchronization to keep the knowledge base current
* Extend functionality with custom tools using the [Autonomous Agent with Tools](/resources/templates/autonomous-agent-tools) template