Connect SharePoint and OneDrive to Notion Agents

Connect your Microsoft 365 account to find and work with SharePoint and OneDrive files in Notion AI. Ask Notion Agent to summarize documents, analyze spreadsheets, or work with files.

Notion Agent retrieves files through live Microsoft tools when you need them. It can access only files that your connected Microsoft account has permission to access.

• You need an active Microsoft 365 work or school account with SharePoint and OneDrive access.

• You need a Notion Business or Enterprise plan.

• Your organization may require a Microsoft administrator to approve the app.

Your access follows Microsoft permissions. You can access content shared directly with you or through modern groups. For details, see Microsoft’s guide to SharePoint permissions. Classic (legacy) groups aren’t supported.

1. Open Settings → Connections → Browse.

2. Search for SharePoint, open its connection tile, and select Connect.

3. Sign in with the Microsoft account you want to use, review the requested permissions, and complete authorization.

1. Open Notion AI and ask it to “Connect SharePoint.”

2. Select Connect in the connection card.

3. Sign in with the Microsoft account you want to use.

4. Review the permissions requested by the app and complete Microsoft’s authorization flow.

5. Return to your chat and ask Notion Agent to find or work with a SharePoint or OneDrive file.

Use a Custom Agent when you want a repeatable workflow with a defined set of files. To connect:

1. Open the Custom Agent’s settings and go to Tools & access.
2. Add SharePoint and attach your Microsoft connection.
3. Paste links to the sites, document libraries, folders or individual files the agent should use.
4. Choose Read or Read & Write for each resource, according to the work you want the agent to perform.
5. Save the configuration and test the agent with a file inside the allowed resources.

Whether users can authorize the app themselves depends on your Microsoft tenant’s consent policies. If your organization requires administrator approval, an authorized Microsoft administrator must review and approve the requested permissions in Microsoft.

For an app already listed in your tenant, your administrator can use the following steps:

1. Sign in to the Microsoft Entra admin center with a role authorized to grant consent.

2. Go to Entra ID → Enterprise apps → All applications.

3. Select the Notion application identified in the user’s consent request. Verify the application before approving it.

4. Under Security, select Permissions and review the requested access.

5. If the permissions meet your organization’s requirements, select Grant admin consent.

Microsoft administrators can also control which users may sign in to the application through user assignment policies. See Microsoft’s guide to granting admin consent for prerequisites and other approval methods.

Users still need to connect their own accounts after administrator approval. There is no separate Notion workspace-wide sign-in that authenticates every user.

The connection supports these file workflows:

• Find and read files: Search for files, browse folders and summarize supported documents.

• Analyze documents: Compare policies, pull out decisions or bring together information from multiple files.

• Work with Excel: Read workbook data, update cell ranges and append rows within the permissions of your Microsoft account.

• Create and organize files: Create folders, copy or move files, upload files and move files to the recycle bin.

• Work on a specific file: Provide its SharePoint or OneDrive link so the agent can access that resource directly.

For example, you could ask:

• “Find our parental leave policy in SharePoint and summarize the eligibility requirements.”

• “Compare these two project proposals and highlight the differences: [file links].”

• “Read the regional sales workbook and summarize performance by region.”

• "Add these approved expenses to the expense tracker in this folder: [folder link].”

• “Create a folder for the launch materials and save this document there.”