microsoft-sharepoint
Search Drive
Find recently added or modified files in the document library.
The agent scans a SharePoint document library for new or recently updated files, extracts their text content, generates embeddings via OpenAI, and stores them in a vector store to enable semantic search across the knowledge base.
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
Search the SharePoint document library for files added or modified since the last indexing run, checking version history to avoid reprocessing unchanged files.
Download each qualifying document, extract its text, and generate vector embeddings using OpenAI's embedding model.
Store the new embeddings in the OpenAI vector store and run a test semantic search to confirm the documents are retrievable.
microsoft-sharepoint
Find recently added or modified files in the document library.
microsoft-sharepoint
Download the content of each identified document.
microsoft-sharepoint
Check version history to process only genuinely updated files.
openai
Generate vector embeddings for the extracted document text.
openai
Initialize or update the vector store for the knowledge base.
openai
Validate that newly indexed documents are retrievable via semantic search.
Integration
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
Integration
Generate text, images, audio, and video using large language models and multimodal AI. Create chat completions, generate and edit images from text prompts, convert text to speech, transcribe and translate audio, generate video, and create text embeddings for search and retrieval. Fine-tune models on custom training data, run evaluations to measure model performance, and moderate content against policy categories. Manage vector stores for semantic file search, upload and organize files, and submit batch processing jobs for asynchronous bulk requests. Conduct real-time speech-to-speech conversations via WebRTC or SIP. Administer organizations, projects, users, API keys, and audit logs programmatically. Receive webhook notifications for background responses, batch jobs, fine-tuning jobs, eval runs, and incoming realtime calls.
Outcome 1
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 2
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 3
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like auto-generate openai embeddings for sharepoint documents to power search into something you can deploy quickly, safely, and at scale.
Fast
Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.
Secure
Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.
Enterprise
Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.
Team ready
Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.
The Metorial products that connect, govern, and observe this scenario.
Connectivity
Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.
Connectivity
A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.
Identity
Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.
Governance
Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.
Observability
A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.
Governance
Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.
However you adopt AI, Metorial has a path for connecting it safely.
Solution
Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.
Solution
SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.
Solution
Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.