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The SharePoint integration makes the firm’s document libraries available in client work. Ask what the engagement team has already written for Contoso, and Hebno searches the project’s linked sites first, then every site you can open, and cites each document it reads. When a deliverable is ready, you choose a linked site or a folder in a library and confirm the save.

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At a glance

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Before you start

You need a Microsoft work or school account with access to the SharePoint sites you want to use. Hebno can read only what that account can open. SharePoint shares one Microsoft connection with the other Microsoft integrations. SharePoint permissions are requested only when you first use SharePoint, so members who only use OneDrive never see them. An admin can approve them once for everyone (see below).

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Connect SharePoint

1

Allow the integration

An owner or admin opens Admin → Connectors → Catalogue, finds SharePoint under Files, and confirms it is set to Allow.
2

Connect your account

Open Settings → Connections, find SharePoint and select Connect (or Grant access if your Microsoft account is already connected for OneDrive). You can also type / in chat and choose SharePoint.
3

Approve in Microsoft

Sign in and approve the permissions. Hebno shows OneDrive and SharePoint connected.

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Enable for the organisation

SharePoint permissions can be approved once by a Microsoft directory administrator, so members never see a consent screen.
  1. In Admin → Connectors → Catalogue, open the SharePoint card.
  2. Select Enable for the organisation and approve in Microsoft as a directory administrator.
  3. Members select Grant access on their SharePoint row. It shows Enabled by your organisation.
This removes a prompt only. Each member still connects their own account and sees only the sites and files Microsoft allows them to open. See the Microsoft Entra admin guide.

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What Hebno reads

Search for penalties for late delivery finding a liquidated damages clause

Selected sites and folders are searched by meaning as well as by keyword.

Search runs in four steps, and the first step that returns results is used. The research trace names the step that ran.
  1. Linked sites: topic words are searched within the project’s linked sites. If none are linked, Hebno searches for a site or folder named after the client.
  2. Every site you can open: the same words are searched across all your sites.
  3. Client and project names: used when the topic words found nothing.
  4. Newest files: the most recently changed files in the linked sites, when no search matched.
Hebno lists up to 10 files per search and reads the best matches: three in a research run, two in chat. Files it found but did not read appear as Found, not read chips. Hebno reads Word, PowerPoint, Excel, PDF and text files up to 25 MB. The sites and libraries your organisation selects are stored in the knowledge index and searched by meaning, with SharePoint permissions applied. Attaching a specific file reads it as it is now, and only the excerpts a reply used are stored with the conversation as its sources.

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What Hebno writes

Every save appears first as a confirmation dialog titled Save to the destination.
Confirmation card for SharePoint with editable fields

A SharePoint change pending confirmation. Nothing is written until you confirm.

You can save to a folder linked on the project, or choose a folder inside the library, for example Delivery/Reports. If the same deliverable was saved to the same place before, Hebno updates that file in place and the dialog says This will replace the existing file. Documents, decks and spreadsheets all save the same way. Hebno never deletes files, edits other files in the library, changes permissions or shares links. Linking marks which SharePoint sites and libraries belong to a project, so searches start there.
  1. Open the project and select Brain.
  2. Under Linked sources, select Link source, then SharePoint.
  3. Paste the site or library link, for example https://contoso.sharepoint.com/sites/client, or choose Browse. Select Link.
The link must be https, on a *.sharepoint.com address, with a path that starts /sites/ or /teams/. Personal -my.sharepoint.com addresses link as OneDrive folders instead. Link as many sites as the engagement uses. An owner or admin can also link a site to the organisation library for knowledge the whole firm uses.

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Use SharePoint in chat

  • Attach: open the + menu, choose Sources → SharePoint, pick a site (or paste its link with Open this SharePoint site), browse its libraries and select a file. Or type / and choose SharePoint.
  • Ask: name the client, the site or the document. For example:
    Find our previous retail pricing work on SharePoint and list the assumptions we reused.
    What is in the Contoso delivery library that we have not used in the readout?
    Save this deck to the Contoso delivery folder.
  • Research runs show a Searching SharePoint step, and the trace group Checking context in SharePoint. Chips marked Searched first came from a linked site.
  • Agents can read linked sites on a schedule. Saves an agent proposes appear in agent approvals.
Excerpts a reply uses from SharePoint documents become part of the conversation. Anyone you share the conversation with can read them.

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Troubleshooting