Sharepoint Integration

SharePoint Data Integration

Connect SharePoint lists, libraries, and business data to your analytics platform through Improvado's automated pipeline. Extract documents, project data, and collaboration metrics without manual exports or complex configurations.

A
Improvado Agent
Connected to Sharepoint
What's our Sharepoint performance this month vs last?
This month's blended ROAS is 4.2x, up from 3.8x last month (+10.5%).

Top performer: Brand campaigns at 8.1x ROAS.
Pause any ad groups under 1.5x ROAS
Found 7 ad groups below threshold. Pausing now — estimated savings: $12,400/mo.
1,000+
Integrations
200+
Sharepoint Fields
99.9%
SLA Uptime
<5 min
Setup
SOC 2
Type II
Trusted by ASUS Activision SXSW Dentsu Havas GroupM
Key Takeaways

Connect SharePoint via automated integration

Improvado connects to SharePoint Online and on-premise installations through secure APIs to extract lists, document libraries, and site analytics. The platform automatically pulls project data, collaboration metrics, document metadata, and user activity from your SharePoint environment. Data extraction runs on scheduled intervals, keeping your analytics current without manual intervention. Authentication supports both OAuth and service account configurations for enterprise security requirements.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Sharepoint API
15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.
Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.
Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio
AI Agent access via MCP Query, write, and monitor Sharepoint through Claude, ChatGPT, Cursor, or any MCP client
Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.
OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.
Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.
How it works

From connection to autonomous action in three steps

1

Connect

Authenticate Sharepoint via OAuth in under 5 minutes. Improvado normalizes your data across 1,000+ sources automatically.

2

Ask

Your AI agent queries Sharepoint performance in natural language. Trends, anomalies, cross-channel comparisons — one conversation.

3

Act

The agent pauses underperformers, adjusts settings, generates executive reports, and monitors anomalies — every action logged.

Integration details

Unified business data across platforms

Improvado normalizes SharePoint data through the Marketing Common Data Model (MCDM), standardizing business metrics alongside marketing and sales data from 500+ other platforms. Project timelines, document collaboration, and team productivity metrics integrate with CRM, marketing automation, and financial data for comprehensive business intelligence. Teams can analyze how content collaboration impacts marketing campaigns and sales performance in unified dashboards. The standardized approach eliminates data silos between business productivity and revenue-generating activities.

Use Cases

What teams ask their AI agent about Sharepoint

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

A
Improvado Agent Analysis

Track project progress by combining SharePoint data with CRM and marketing metrics

Your AI agent analyzes Sharepoint data and delivers actionable insights — automatically, in seconds.

5 hrs → 15 min
A
Improvado Agent Cross-channel

Analyze content collaboration impact on campaign performance and lead generation

Your AI agent analyzes Sharepoint data and delivers actionable insights — automatically, in seconds.

Manual → auto
A
Improvado Agent Reporting

Generate executive dashboards showing team productivity and business outcomes

Your AI agent analyzes Sharepoint data and delivers actionable insights — automatically, in seconds.

3 hrs → 10 min
AI Agent Access

Your agent doesn't just read Sharepoint — it acts on it

Read

Pull metrics, dimensions, and trends from Sharepoint — across every account and campaign. Your AI handles the query.

Write

Launch campaigns, pause underperformers, adjust settings. Every action logged and governed.

Monitor

Anomaly alerts, budget pacing watches, weekly auto-reports. Problems caught before they burn budget.

Query, write, and monitor Sharepoint through Claude, ChatGPT, Cursor, or any MCP client. Every action is logged and governed.

Claude ChatGPT Cursor Gemini Any MCP Client
Improvado MCP — Sharepoint
> Show top 5 campaigns by performance this month
Campaign Spend ROAS
Brand — Exact $4,200 8.1x
Non-Brand $12,800 4.7x
Retargeting — 30d $3,100 4.2x
Competitor $8,400 3.1x
DSA — Blog $2,600 2.8x
5 campaigns • $31,100 total spend • avg 4.6x ROAS
> Pause all ad groups below 1.5x ROAS
✓ 7 ad groups paused • est. savings $12,400/mo
Destinations

Send Sharepoint data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage.

Snowflake
BigQuery
Redshift
Databricks
Power BI
Tableau
Looker Studio
Google Sheets
Domo
Excel
Q Qlik
S3 Amazon S3
Metabase
Grafana
PostgreSQL
Azure SQL
SOC
SOC 2 Type II Audited data management
H
HIPAA Healthcare compliance
EU
GDPR EU data protection
CA
CCPA California privacy
Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Sharepoint as one of 1,000+ integrated sources.

Feature Improvado Supermetrics Funnel.io Fivetran
Data fields extracted 200+ ~90 ~120 ~80
Total integrations 1,000+ ~150 ~500 ~300
Cross-channel normalization (CDM) ✓ Built-in ✗ Manual ● Basic mapping ✗ Raw only
AI Agent access (MCP) ✓ Read, Write, Monitor
Data warehouse destinations ✓ 16+ warehouses & BI tools Sheets, Looker, BigQuery BigQuery, Snowflake, Redshift ✓ Broad warehouse support
Refresh frequency Every 15 min Scheduled triggers Daily / 6hr Every 15 min (premium)
SOC 2 Type II & HIPAA ✗ SOC 2 only ✓ SOC 2
Best for Teams that want an AI agent, not a pipeline Small teams, spreadsheets Mid-market, data teams Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

Improvado extracts SharePoint lists, document libraries, site analytics, user activity, and collaboration metrics. The platform also pulls custom list data, workflow information, and document metadata. Both SharePoint Online and on-premise versions are supported.

Put an AI agent on your Sharepoint today

Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.