What you can automate with SharePoint

Drag any of these 14 actions into a process — no code, no API wrangling.

Create Folder

Create a folder in a library by parent path

Delete Item

Delete a file or folder by its drive-item ID

Download File

Download a single file to the client machine (by item_id or by path)

Download Folder

Download every file in a folder to a local directory

Get Item

Get a file/folder by its drive-item ID

Get Root Site

Get the tenant's root SharePoint site

Get Site

Get a SharePoint site by its Graph site ID

Get Site by Path

Resolve a site by hostname + path (host=acme.sharepoint.com, site_path=sites/Finance)

List Document Libraries

List the document libraries (drives) on a site

List Folder

List items in a folder by its library-relative path (empty path = library root)

List Folder Children (by item ID)

List items inside a folder identified by its drive-item ID

Resolve Site URL

Resolve a full SharePoint site URL to its Graph site object

Search Sites

Search SharePoint sites by keyword (pass 'search')

Upload File

Upload a local file into a folder (handles large files via upload session)

How the SharePoint connection works

1. Authenticate

SharePoint uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.

2. Build the process

Drop SharePoint steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because SharePoint has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

SharePoint Integration