Microsoft SharePoint

Autom Mate and Microsoft Sharepoint Guide

Introduction

Explore the integration between Auto Mate and Microsoft SharePoint, detailing the available actions in Auto Mate for interacting with Microsoft SharePoint functionalities.

This document delves into the seamless integration between Auto Mate, a powerful workflow automation platform, and Microsoft SharePoint, a web-based platform designed for document management, team collaboration, and intranet content management within organizations. It provides insights into the actions within Auto Mate that empower users to interact with the diverse functionalities offered by Microsoft SharePoint.

What is Microsoft SharePoint?

Microsoft SharePoint is a web-based platform developed by Microsoft that combines various functions such as document management, storage systems, intranet, and team collaboration tools. Here are some key features and components of SharePoint:

Document Management and Storage: SharePoint allows users to store, manage, and version control documents in centralized libraries with metadata and check-in/check-out capabilities.
Team Collaboration: It provides collaborative sites for teams to share documents, manage tasks, and automate workflows.
Intranet and Communication: Organizations can create intranet sites for company-wide communication, news, and announcements with rich content pages.
Search and Content Management: SharePoint includes powerful search features to find documents, people, and resources, along with content types for managing various document templates.
Integration: It seamlessly integrates with Microsoft Office applications and the Power Platform for enhanced productivity and automation.
Security and Compliance: SharePoint offers granular permissions, compliance features, and audit trails to ensure secure and regulatory-compliant document management.

Autom Mate Integration with Microsoft SharePoint

You can fetch your datas from Microsoft SharePointwhich are in .txt, .pdf, or .docx formats to use in different softwares and you can automate and streamline various business processes.

Using the Integration

Credentials

To use Microsoft SharePointactions in Autom Mate, you need to create credentials. Follow these steps:

Access Vault Page:
- Navigate to the Vault page under the Management section in the left side menu.
Application Credentials:
- Ensure you are on the Application Credentials tab on the left side.
- Search for Microsoft Sharepoint using the filter or manually.
- Alternatively, click on the "New App Credentials" button at the top left side of the window to create new credentials.

Provide Credential Details:
- Client ID: Obtain this from the Application page on Azure Portal. Refer to Azure Quickstart Guide for more details.
- Client Secret Value: Acquire this from the Application page on Azure Portal. Refer to Azure Quickstart Guide for more details.
- Tenant ID: This is the directory tenant from which you request permission, provided in GUID or friendly name format.
- Sharepoint URL: This is the url of your Microsoft SharePointinstance.
Connect Credentials:
- After providing the above information, click "Connect" to add the credentials, enabling the use of Microsoft SharePoint actions within Autom Mate.

How To Use Actions

GET Items

Description: This action will fetch .txt, .pdf or .docx files as either text version or Base64 coded.

Purpose: To fetch necessery documents from the environment to send it or use it in different operations.

Usage: To fetch items from environment, provide the following input parameters:

Site Name (Required): The Site name in the Microsoft SharePoint.
Folder Name (Required): The folder's name which is located inside of the site.
Item Title (Required): The title of the document.
Output type (Required): Choose if you want the output as Base64 or text.

Action Result: Depending on the choice that has made in the "Output Type" field, it wil leither give directly the text or the Base64 code.