Microsoft SharePoint Integration

uv add crewai-tools

export CREWAI_PLATFORM_INTEGRATION_TOKEN="your_enterprise_token"

CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token

from crewai import Agent, Task, Crew

# Create an agent with SharePoint capabilities
sharepoint_agent = Agent(
    role="SharePoint Manager",
    goal="Manage SharePoint sites, lists, and documents efficiently",
    backstory="An AI assistant specialized in SharePoint content management and collaboration.",
    apps=['microsoft_sharepoint']  # All SharePoint actions will be available
)

# Task to organize SharePoint content
content_organization_task = Task(
    description="List all accessible SharePoint sites and organize content by department",
    agent=sharepoint_agent,
    expected_output="SharePoint sites listed and content organized by department"
)

# Run the task
crew = Crew(
    agents=[sharepoint_agent],
    tasks=[content_organization_task]
)

crew.kickoff()

from crewai import Agent, Task, Crew

list_manager = Agent(
    role="List Manager",
    goal="Manage SharePoint lists and data efficiently",
    backstory="An AI assistant that focuses on SharePoint list management and data operations.",
    apps=[
        'microsoft_sharepoint/get_site_lists',
        'microsoft_sharepoint/get_list_items',
        'microsoft_sharepoint/create_list_item',
        'microsoft_sharepoint/update_list_item'
    ]
)

# Task to manage list data
list_management_task = Task(
    description="Get all lists from the project site, review items, and update status for completed tasks",
    agent=list_manager,
    expected_output="SharePoint lists reviewed and task statuses updated"
)

crew = Crew(
    agents=[list_manager],
    tasks=[list_management_task]
)

crew.kickoff()

from crewai import Agent, Task, Crew

document_manager = Agent(
    role="Document Manager",
    goal="Manage SharePoint document libraries and files",
    backstory="An AI assistant that specializes in document organization and file management.",
    apps=['microsoft_sharepoint']
)

# Task to manage documents
document_task = Task(
    description="""
    1. Get all files from the main document library
    2. Upload new policy documents to the appropriate folders
    3. Organize files by department and date
    4. Remove outdated documents
    """,
    agent=document_manager,
    expected_output="Document library organized with new files uploaded and outdated files removed"
)

crew = Crew(
    agents=[document_manager],
    tasks=[document_task]
)

crew.kickoff()

from crewai import Agent, Task, Crew

site_administrator = Agent(
    role="Site Administrator",
    goal="Administer and analyze SharePoint sites",
    backstory="An AI assistant that handles site administration and provides insights on site usage.",
    apps=['microsoft_sharepoint']
)

# Task for site administration
admin_task = Task(
    description="""
    1. Get information about all accessible SharePoint sites
    2. Analyze site structure and content organization
    3. Identify sites with low activity or outdated content
    4. Generate recommendations for site optimization
    """,
    agent=site_administrator,
    expected_output="Site analysis completed with optimization recommendations"
)

crew = Crew(
    agents=[site_administrator],
    tasks=[admin_task]
)

crew.kickoff()

from crewai import Agent, Task, Crew

workflow_automator = Agent(
    role="Workflow Automator",
    goal="Automate SharePoint content workflows and processes",
    backstory="An AI assistant that automates complex SharePoint workflows and content management processes.",
    apps=['microsoft_sharepoint']
)

# Complex workflow automation task
automation_task = Task(
    description="""
    1. Monitor project lists across multiple sites
    2. Create status reports based on list data
    3. Upload reports to designated document libraries
    4. Update project tracking lists with completion status
    5. Archive completed project documents
    6. Send notifications for overdue items
    """,
    agent=workflow_automator,
    expected_output="Automated workflow completed with status reports generated and project tracking updated"
)

crew = Crew(
    agents=[workflow_automator],
    tasks=[automation_task]
)

crew.kickoff()

from crewai import Agent, Task, Crew

data_integrator = Agent(
    role="Data Integrator",
    goal="Integrate and analyze data across SharePoint sites and lists",
    backstory="An AI assistant that specializes in data integration and cross-site analysis.",
    apps=['microsoft_sharepoint']
)

# Task for data integration
integration_task = Task(
    description="""
    1. Get data from multiple SharePoint lists across different sites
    2. Consolidate information into comprehensive reports
    3. Create new list items with aggregated data
    4. Upload analytical reports to executive document library
    5. Update dashboard lists with key metrics
    """,
    agent=data_integrator,
    expected_output="Data integrated across sites with comprehensive reports and updated dashboards"
)

crew = Crew(
    agents=[data_integrator],
    tasks=[integration_task]
)

crew.kickoff()