Microsoft’s SharePoint is a robust business platform that offers improved collaboration, content management, search and business intelligence capabilities to organizations all over the world. Some of the leading companies are already leveraging these capabilities of SharePoint to increase their business productivity as well as efficiency.

However, for many users SharePoint is somewhat difficult to navigate. It is tedious to maintain SharePoint sites and time-consuming to monitor the status of their documents. Here is where Workativ’s process automation comes into the picture.

Workativ is a no-code platform for scaling your IT & HR support with AI-based self-service automation. Delivering remote support for employees is more important than ever and Workativ can help automate employee support with intelligent chatbot and process automation, out-of-the-box. Workativ can be added to any of your instant messaging apps like Slack or Microsoft Teams so that employees can self-serve their IT/HR issues, on-the-go, anytime.

Here are just some of the ways you can streamline your SharePoint-related processes using Workativ’s process automation:

• Implement code-free SharePoint workflow automation

• Eliminate latency, errors, and operational costs

• Retrieve and control SharePoint workflows

• Keep tabs with SharePoint workflow management

• Check and retrieve files automatically

• And more!

If your business is using a document management software like Microsoft Sharepoint, it is high-time you integrated it with Workativ to reap the benefits of automation.

By integrating Microsoft SharePoint and Workativ, you streamline your workplace IT support to connect employees, processes, and automations into a transparent workflow. Let’s take a look at some of the automations you get with Workativ and Microsoft SharePoint integration.

1. Get File Link

Whether it’d be to quickly look up an FAQ document or a Product Requirements Document or any kind of document for the matter, employees don’t have to log in to their SharePoint portal each and every time to look up a document.

Instead, with Workativ’s SharePoint process automation, employees can ask Workativ to bring up a file link on their Slack or Microsoft Teams app and Workativ will immediately fetch and display the link from SharePoint in the blink of an eye!

2. Get Documents

Whenever an employee needs to download a document from SharePoint on to their device, they can use Workativ to do so in an instant. Employees will just have to ask Workativ like “Hey, I need to download xyz document” and Workativ will get to action and fetch and display the document for download to the employee on their Slack or Microsoft Teams app.

With Workativ, you can connect multiple apps and set up an automation involving a synergistic workflow of tasks on those apps. Let’s take a look at some of the apps you can combine with Microsoft SharePoint using Workativ.

1. SharePoint and ServiceNow integration

With Workativ, you can set up a SharePoint and ServiceNow automation such that, in case the SharePoint automation doesn’t behave as intended, a ticket gets automatically created on ServiceNow giving the help desk team a head-up about the situation so that help desk agents can take over and look into the issue immediately.

2. Jira SharePoint integration

You can set up a SharePoint and Jira automation using Workativ such that, whenever there’s an important product-related update to be shared with the dev team, after the product manager uploads the update document into Sharepoint, it gets shared with the entire dev team via automatic Jira ticket creation by Workativ. Sounds so simple, right?

3. SharePoint integration with Slack

Whenever there’s a new employee being onboarded, help desk agents can set up an automation on Workativ by integrating Slack and SharePoint such that, the new employee guidelines document from SharePoint gets shared with the employee on their Slack channel by Workativ. This prevents the employee from going on a search spree on what are the company guidelines to be followed.

4. Freshdesk SharePoint integration

Using Workativ, you can set up a SharePoint and Freshdesk automation such that, in case the SharePoint automation doesn’t behave as intended, a ticket gets automatically created on Freshdesk informing the help desk team that the automation has gone haywire so that they can step-in and resolve the issue quickly

Now that we’ve seen the endless possibilities of what integrating Workativ and Microsoft SharePoint and your existing apps can do for you, let’s see how you can go about the same.

1. Workflow builder

Workativ assistant comes with easy-to-use no-code workflow builder to help you build simple to complex app-based automations for chatbot in minutes. Integrate chatbot with apps, use pre-built workflows from marketplace, approve requests, connect chatbot with on-prem apps and much more.

2. Chatbot Builder

Our easy-to-use no-code chatbot builder helps you build and manage simple to complex conversations, FAQs, integrate app workflows, and personalize your bot in minutes. Deliver autonomous workplace support with purpose built intelligent chatbots.

1. Easy Accessibility

Users can easily and quickly access all documents stored on SharePoint. For instance, if any employee is seeking team related details, then the data is easily accessible on Workativ.

2. Creating a Synergy between your Apps

You can combine your other apps with Microsoft SharePoint creating an automated workflow that does much more with those apps in just a single run.

3. Leverage SharePoint infrastructure

We designed Workativ for SharePoint to be simple to use, easy to manage, and require minimal effort to get up and running. There’s no need to install additional software – our automation designer is native to SharePoint and allows you to build simple to sophisticated workflows quickly and easily.

4. Microsoft SharePoint Employee Self Service

Workativ provides users with a holistic self-service interface for all of their IT needs. By integrating SharePoint with Workativ, end users can retrieve and view files with ease. This integration saves time and greatly enhances the user experience.

Liked what you read about Workativ? Try Workativ today by signing up for a FREE trial at workativ.com and experience the difference yourself.