SharePoint Document Library Audit and Permission Review

Audit SharePoint document libraries across sites to identify files with overly broad permissions, review version histories for sensitive documents, and produce a structured access report for compliance review.

How the workflow runs

The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.

  1. 1

    Discover SharePoint sites and document libraries

    List all sites in scope and retrieve their document libraries to build a complete audit inventory.

    • microsoft-sharepoint:list_sites
    • microsoft-sharepoint:get_drive
  2. 2

    Search for files matching audit criteria

    Search each library for documents tagged as sensitive, contracts, or financial records that require permission review.

    • microsoft-sharepoint:search_drive
  3. 3

    Review permissions on flagged documents

    List current sharing permissions for each flagged file to identify overly broad access or external sharing links.

    • microsoft-sharepoint:manage_permissions
  4. 4

    Retrieve version history for sensitive files

    Pull version histories to document who modified sensitive files and when, supporting the compliance audit trail.

    • microsoft-sharepoint:get_file_versions

Integrations used in this scenario

microsoft-sharepoint

List Sites

Discover all SharePoint sites in scope for the audit.

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microsoft-sharepoint

Get Drives

List document libraries within each site.

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microsoft-sharepoint

Search Drive

Find files matching audit criteria within each library.

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microsoft-sharepoint

Manage Permissions

Review and list current permissions on flagged files.

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microsoft-sharepoint

Get File Versions

Retrieve version history for sensitive documents.

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Connected systems

Integration

Sharepoint

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.

View Sharepoint

Expected outcomes

Outcome 1

Compliance teams receive a structured report of files with broad or external permissions

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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Outcome 2

Version histories provide an audit trail for sensitive document modifications

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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Outcome 3

Permission reviews are completed systematically rather than manually file by file

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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How Metorial powers this scenario

Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like sharepoint document library audit and permission review into something you can deploy quickly, safely, and at scale.

Fast

Ready for your entire team

Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.

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Secure

Guardrails on every action

Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.

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Enterprise

SSO, policies, and audit trails

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.

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Team ready

Reusable across your org

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.

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Products behind this workflow

The Metorial products that connect, govern, and observe this scenario.

Connectivity

Integrations

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.

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Connectivity

Magic MCP

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.

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Identity

Access Control

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.

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Governance

Protoguard

Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.

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Observability

Tracing

A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.

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Governance

Portals

Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.

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Built for your whole team

However you adopt AI, Metorial has a path for connecting it safely.

Solution

For Agents

Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.

Agents solution

Solution

For Enterprise

SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.

Enterprise solution

Solution

For your Workforce

Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.

Workforce solution

Build this workflow with your own tools

Metorial gives teams one governed layer for connecting integrations to real production work.