Documents Integration
Best AI Assistant for SharePoint
Carly is an AI assistant that connects to SharePoint so you can upload files, find documents, and manage your team's shared content — all by email or text. No navigating SharePoint's interface, no hunting through folders.
Try Carly →What Carly can do with SharePoint
Upload files to SharePoint
Email Carly a file and tell her which SharePoint site and folder to upload it to. She handles the upload without you opening SharePoint.
Find documents quickly
Ask Carly to find a specific document in SharePoint. She searches across your sites and sends you the direct link.
Share files with teammates
Tell Carly to share a SharePoint document with specific people. She sets the permissions and sends them the link.
Organize team files
Ask Carly to move files between folders, create new folders, or organize documents in your SharePoint sites — all through a quick message.
Why teams want AI to manage SharePoint
SharePoint is where companies store their shared documents, but finding and organizing files in it is rarely quick. You know the document exists somewhere — maybe in a team site, maybe in a subfolder three levels deep. You spend minutes clicking through the interface to find it, upload something new, or share a link with a colleague.
For teams that rely on SharePoint as their document hub, these small friction points happen dozens of times a day. Uploading a report after a meeting. Finding the latest version of a policy document. Sharing a file with someone who just asked for it. Each task is simple but requires you to stop what you're doing and navigate to SharePoint.
How Carly works with SharePoint
Carly connects to your SharePoint environment and handles file operations on your behalf. You email or text her to upload a file, find a document, or share something with a colleague. She does the navigation and clicks so you don't have to.
Need to upload a meeting recap to your team's SharePoint site? Email it to Carly and tell her where to put it. Looking for the latest version of the Q1 budget? Ask Carly and she'll find it and send you the link. Want to share a document with a new team member? Tell Carly and she'll handle the permissions.
This is especially useful when you're on your phone or in back-to-back meetings. Instead of bookmarking the task to do later, you fire off a quick message to Carly and it's done.
Who uses Carly with SharePoint
Teams that use SharePoint as their document management system but find the interface slow to navigate. Managers who need to distribute files across multiple team sites. Anyone who frequently uploads, finds, or shares documents in SharePoint and wants to do it from email or text instead.
See it in action
How to connect SharePoint to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect SharePoint
Authorize the SharePoint integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in SharePoint. She handles the rest.
Automate SharePoint in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for SharePoint?
Carly is an AI assistant that connects to SharePoint and lets you upload, find, and share documents — all by email or text. No navigating SharePoint's interface.
Can AI upload files to SharePoint?
Yes. Email Carly a file and tell her where to put it in SharePoint. She uploads it to the right site and folder.
Can Carly search SharePoint for documents?
Yes. Ask Carly to find a specific file and she'll search across your SharePoint sites and return the direct link.
Does Carly work with SharePoint Online?
Yes. Carly connects to SharePoint Online through Microsoft 365, so it works with cloud-based SharePoint environments.
Can Carly manage SharePoint permissions?
Yes. You can ask Carly to share documents with specific people or groups, and she'll set the appropriate permissions in SharePoint.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
Get Carly Today →Or try our Free Group Scheduling Tool or Free Booking Page