SharePoint for AI
SharePoint built for AI, so it works from the right files.
AI is only as good as what it can find. When procedures live in five versions and files sit in personal folders, Claude and Copilot guess. We set up SharePoint so each process has one home, one official procedure and one list where the work gets done.
How it works
Files in, AI reviews, the team decides.
The AI does the checking. Your people make the calls, and every decision makes the next run better.
- 1
Files in
Reports and documents land in the right folder for that process, not in someone’s inbox.
- 2
AI reviews
Claude or Copilot checks the work against your own SOP, the one official copy kept in the site.
- 3
Team works the points
What the AI raises goes into a SharePoint list: open, with the preparer, resolved.
- 4
Decisions become rules
Approved answers are written back into the guidance, so next time the AI already knows.
What is included
A site your AI can actually use.
One site, organised by process
A single AI workflows site. Each process gets its own folder and, where it needs one, its own list, so the AI always looks in the right place.
Your SOPs as the single source
One official copy of each procedure in a SOPs library. The AI reads it, the team updates it, and there is no second version drifting.
Review lists your team works through
SharePoint lists set up as review boards, with status, owner and decision, so nothing raised by the AI gets lost.
Prompts built from your procedures
Claude Project instructions or Copilot prompts written from your SOPs, tested on real examples, and kept with the process they belong to.
Permissions and guardrails
Access set by role, sensible naming, and clear rules on what goes in and who checks what comes out.
Upskilling on how to use it
Short sessions on running each workflow, plus a one-page guide people can come back to.
Recent build
An accounting practice, GST review first.
We built one AI workflows site for the whole practice. The first workflow takes the period’s reports out of Xero, has Claude check every line against the practice’s own GST review SOP, and puts each point into a SharePoint list the team works through. The prompts were written from the SOP and the team’s existing Copilot prompts, then tested on a made-up client before going near real data.
The site
SOPs library, Documents by process and client, and one review list for every client.
The AI
A Claude Project that knows the SOP permanently, so nobody uploads it again.
The review list
Each point has what to check, the GST at stake, severity, status and the decision.
Next on the site
Payment batch bank-detail checks and client email summaries, each in its own folder.
Files and procedures all over the place?
We will map where things live today and show you what an AI-ready site would look like for your team.