AI for SharePoint that knows the rest of your business
SharePoint holds your files, sheets and signatures. Liaison connects to it with access you grant and reads the documents, spreadsheets and contracts the business runs on, and drafts, fills, files and sends them for signature.
Because it reads SharePoint together with your inbox, your CRM and your books, an answer about your files, sheets and signatures comes with the rest of the picture. You keep SharePoint; nothing is replaced or re-entered.
What Liaison does with SharePoint
- Drafts proposals and contracts from your own templates and sends them for signature.
- Keeps the weekly report sheet filled from the systems the numbers come from.
- Files documents where your team expects them, named the way you name them.
- Reads a contract and tells you the dates, amounts and obligations that matter.
Questions it answers across SharePoint and your other tools
- “Which contracts renew in the next 60 days, and on what terms?”
- “Which proposals went out this month, and which were signed?”
- “Where is the latest version of the price list, and does it match the quotes?”
- “What does the weekly report spreadsheet say this week, and what changed?”
What it reads in SharePoint
16 kinds of SharePoint data Liaison can read on its own, every time it answers a question or does a job.
- Download FileDownload a Microsoft Sharepoint file to the /tmp directory
- Download Files
- Find File by NameSearch the site's default drive for files or folders matching a query
- Find Files in List with MetadataSearch and filter items in a SharePoint list based on metadata and custom columns
- Get Current User
- Get Excel TableRetrieve a table from an Excel spreadsheet stored in Sharepoint
- Get File by ID
- Get File ContentsRetrieves a Microsoft SharePoint file and returns its contents as extracted plain text or markdown
- Get SiteRetrieve a site by its identifier
- List DrivesList the drives available within a Microsoft Sharepoint site
- List Files in FolderRetrieves a list of the files and/or folders directly within a folder
- List SitesList sites across the tenant
- Retrieve File MetadataBrowse and select files from SharePoint to retrieve their metadata (name, size, dates, etc.) without download URLs
- Search and Filter FilesSearch and filter SharePoint files based on metadata and custom columns
- Search FilesSearch for files across the tenant
- Search SitesSearch for sites across the tenant
What it can do in SharePoint
6 actions Liaison can take in SharePoint. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create FolderCreate a new folder in SharePoint
- Create ItemCreate a new item in Microsoft Sharepoint
- Create LinkCreate a sharing link for a DriveItem
- Create ListCreate a new list in Microsoft Sharepoint
- Update ItemUpdates an existing item in Microsoft Sharepoint
- Upload FileUpload a file to OneDrive
Works alongside SharePoint
The tools Liaison most often reads together with SharePoint.
Read together: Salesforce and SharePoint
Liaison in SharePoint, set up with you, for $629 a month.
- Connects to SharePoint with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about SharePoint with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace SharePoint?
No. You keep SharePoint exactly as it is. Liaison connects to it, reads it together with your inbox, your CRM and your books, and does the work in it the way a person on your team would.
How does Liaison connect to SharePoint?
With access you grant from your own SharePoint account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in SharePoint without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.