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ClickRuntime

Automate SharePoint

Keep your SharePoint sites in use instead of out of date. New documents in a library get announced to the people who need them, list items with due dates send reminders before they're late, and reports land in the right folder each week. Describe what you want to your AI assistant, check what it will do, and it keeps running with your laptop closed.

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Try asking

Create a ClickRuntime automation: every Monday at 8am, read the top posts of the week in r/projectmanagement and r/agile, write a one-page report on the main trends, and save it to the Research folder on our Marketing SharePoint site.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in SharePoint

Heads-ups when a file lands in a library, reminders about list items coming due, and reports written straight into a site folder. These are ready-made starting points. Anything else you can describe works too.
WeeklyAI

Save a weekly trend report to SharePoint

Each Monday a report on what's trending in your field is waiting in your team's SharePoint folder.

See how it works
Every 15 minutes

Get told when a file is added to a SharePoint library

Your team hears about each new document in the library within about 15 minutes, with its name and a link.

See how it works
Weekly

Get reminders about SharePoint list items due soon

Each Friday you see the list items due next week, so timesheets and reviews don't slip.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with SharePoint, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any SharePoint automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what SharePoint should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every day, check a SharePoint document library for files not modified in 12 months and send me a list to review.

When a new file is added to our SharePoint Contracts folder, email the legal team in Outlook with the file name and link.

When a new PDF lands in SharePoint, have AI summarize it, post the summary in Microsoft Teams and log the file in a Google Sheet.

Works with

SharePoint with the apps you already use

SharePoint holds the documents and lists, but people work in their inbox and chat. Connecting it to them means files and due dates reach people instead of waiting to be found.

SharePoint works with hundreds of other apps

Name any of them when you ask your assistant, and your automation connects them. Over 248 apps are ready to go, and anything with an API works too.

  • Microsoft Teams
  • OneDrive
  • Microsoft Excel
  • Outlook Calendar
  • Microsoft To Do
  • Power BI
  • Dynamics 365
  • Azure DevOps
  • Slack
  • Gmail
  • Google Drive
  • Dropbox
  • Box
  • Confluence
  • Notion
  • DocuSign
  • Jira
  • Asana
  • Typeform
  • Reddit

Beyond chat

Have SharePoint work when you're not in the chat

Connecting SharePoint to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect SharePoint

You connect SharePoint through your own Microsoft Entra app registration. You decide whether it can reach every site you can, or only the sites an admin grants to it.

SharePoint

Intranet / Documents

  1. In Microsoft Entra, open App registrations and create a registration, or reuse the one you made for your other Microsoft apps.
  2. Add a client secret (or certificate) and copy its value.
  3. For access to all your sites, add the delegated permission Sites.ReadWrite.All and have an admin grant consent. To limit it to certain sites, add the app-only permission Sites.Selected instead.
  4. With Sites.Selected, a SharePoint admin grants the app each site through POST /sites/{id}/permissions.
  5. In the ClickRuntime dashboard, open Connections, choose SharePoint and enter the client ID and client secret.

Good to know

SharePoint limits that affect automations

  • SharePoint only works with work or school accounts. Personal Microsoft accounts can't reach SharePoint sites.
  • Sites.ReadWrite.All needs admin consent, so in most organisations an admin has to approve the app before it can run.
  • Granting a site to a Sites.Selected app needs Sites.FullControl.All, and the person doing it must be a SharePoint Administrator and a member of the site.
  • New files are found by checking the library for changes on a schedule, usually every 15 minutes, not the instant they're uploaded.

FAQ

Questions about automating SharePoint

What can ClickRuntime see in SharePoint?
The sites your app registration is allowed to reach. With `Sites.ReadWrite.All` that's every site the signed-in account can open; with `Sites.Selected` it's only the sites an admin granted. There it can read lists and libraries and upload files.
Can I limit it to one site?
Yes. Use the `Sites.Selected` application permission, then have a SharePoint admin grant the app access to just that site.
Will I need my IT admin?
Usually. Both `Sites.ReadWrite.All` consent and site grants for `Sites.Selected` are admin actions in most Microsoft 365 tenants.
How quickly does it notice a new document?
Library alerts check for changes every 15 minutes or so and only report files added since the last check, so you don't get repeats.
Do I need AI for SharePoint automations?
No. File alerts and list reminders run without it. Writing reports uses the AI that comes with every ClickRuntime plan, so you don't need your own AI key.
Is this a SharePoint connector for ChatGPT or Claude?
Not for chatting with SharePoint data. A chat connector lets your assistant read and change SharePoint while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each SharePoint event.

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