Best AI Agents for Microsoft SharePoint

Jotform AI Agents are sophisticated automated solutions for customer support, offering instant assistance through various platforms, including phone, chat, voice, and popular messaging services like WhatsApp and Messenger. With a user base exceeding 25 million globally, Jotform allows organizations to seamlessly incorporate AI-powered agents into their operations without the need for programming skills. These intelligent agents can assist customers by guiding them through form completion, addressing inquiries, and automating processes such as appointment scheduling and email communication. Businesses can customize their AI agents' look and interaction style using more than 7,000 available templates, ensuring that the agents align with their brand identity. Jotform's AI Agents enhance operational efficiency by providing round-the-clock support, minimizing response times, and boosting customer satisfaction through multi-language capabilities and real-time oversight.

Robin by Atera is an autonomous IT support solution that helps organizations resolve device and cloud-related issues automatically. The system functions as an AI-powered IT agent capable of handling support requests from employees across communication channels such as Slack, Microsoft Teams, email, and service portals. Robin analyzes incoming requests, verifies user identity through integrations with systems like Okta, Azure AD, or Google Workspace, and collects the necessary technical data to diagnose the issue. The platform can perform actions directly on endpoints, including installing applications, restarting devices, managing updates, resolving network issues, and troubleshooting system performance problems. Robin is designed to take full ownership of support incidents, investigating the problem, applying approved fixes, confirming resolution, and closing the ticket. The system continuously learns from previous incidents and outcomes, improving its ability to resolve future issues automatically. Through integrations with IT service management platforms and internal tools, Robin can execute workflows securely across an organization’s technology stack. By automating common IT support tasks, Robin helps reduce ticket backlogs, improve employee productivity, and minimize the need for additional IT staff.

StackAI is an enterprise AI automation platform that allows organizations to build end-to-end internal tools and processes with AI agents. It ensures every workflow is secure, compliant, and governed, so teams can automate complex processes without heavy engineering. With a visual workflow builder and multi-agent orchestration, StackAI enables full automation from knowledge retrieval to approvals and reporting. Enterprise data sources like SharePoint, Confluence, Notion, Google Drive, and internal databases can be connected with versioning, citations, and access controls to protect sensitive information. AI agents can be deployed as chat assistants, advanced forms, or APIs integrated into Slack, Teams, Salesforce, HubSpot, ServiceNow, or custom apps. Security is built in with SSO (Okta, Azure AD, Google), RBAC, audit logs, PII masking, and data residency. Analytics and cost governance let teams track performance, while evaluations and guardrails ensure reliability before production. StackAI also offers model flexibility, routing tasks across OpenAI, Anthropic, Google, or local LLMs with fine-grained controls for accuracy. A template library accelerates adoption with ready-to-use workflows like Contract Analyzer, Support Desk AI Assistant, RFP Response Builder, and Investment Memo Generator. By consolidating fragmented processes into secure, AI-powered workflows, StackAI reduces manual work, speeds decision-making, and empowers teams to build trusted automation at scale.

Serviceaide is an intuitive service management solution which can be implemented within weeks and not months. You will see a real ROI with low administration costs and rapid implementation. Flexible platform that can be used on-premises or in the cloud. Serviceaide is built on ITIL best practice and has all the components that your team requires. You can select the environment that suits your technology, infrastructure, and compliance needs. Serviceaide is a comprehensive and affordable solution that provides IT staff the tools they need to manage everything, from tickets to incident, change, and asset management. Serviceaide features a virtual agent, self service portals, and AI-based functions to support analyst and user productivity. Automate processes in technical workflows, business processes and services to increase business agility.

ChatGPT is a powerful AI-driven platform designed to help users work smarter by providing instant answers, creative ideas, and task automation. It supports a wide range of functions, including writing, editing, coding, research, and brainstorming. Users can interact with the platform through text or voice, making it accessible across different devices and workflows. ChatGPT can summarize meetings, analyze data, and generate insights to improve productivity and decision-making. It also offers creative support for tasks such as content creation, planning, and strategy development. A key feature is workspace agents, which allow users to automate entire workflows and repetitive tasks within their organization. These agents can run independently, integrate with tools, and handle actions like updating records, sending messages, or generating reports. Teams can build and share agents across their workspace to standardize processes and improve efficiency. Built-in controls ensure that automation remains secure and manageable with permissions and monitoring. ChatGPT helps reduce manual work while enabling teams to focus on higher-value activities. Overall, it enhances productivity by combining intelligent assistance with scalable automation.

Echobase is a platform that allows teams to create, analyze, and query data directly from files, without any upfront financial commitment -- no credit cards required. Echobase allows you to create AI Agents by leveraging AI models that are tailored to your business needs. These agents can perform a wide range of tasks, from answering simple questions to complex analysis, aggregating information, and completing tasks.

Cohere is a robust enterprise AI platform that empowers developers and organizations to create advanced applications leveraging language technologies. With a focus on large language models (LLMs), Cohere offers innovative solutions for tasks such as text generation, summarization, and semantic search capabilities. The platform features the Command family designed for superior performance in language tasks, alongside Aya Expanse, which supports multilingual functionalities across 23 different languages. Emphasizing security and adaptability, Cohere facilitates deployment options that span major cloud providers, private cloud infrastructures, or on-premises configurations to cater to a wide array of enterprise requirements. The company partners with influential industry players like Oracle and Salesforce, striving to weave generative AI into business applications, thus enhancing automation processes and customer interactions. Furthermore, Cohere For AI, its dedicated research lab, is committed to pushing the boundaries of machine learning via open-source initiatives and fostering a collaborative global research ecosystem. This commitment to innovation not only strengthens their technology but also contributes to the broader AI landscape.

ChatGPT Work serves as a proactive assistant within ChatGPT, enabling users to tackle larger projects by actively managing tasks across various applications and documents, dedicating hours to ensure a project reaches completion. This tool can gather data from multiple sources to produce comprehensive deliverables such as spreadsheets, presentations, written documents, and web applications, effectively breaking down intricate assignments into manageable steps and executing them autonomously while keeping the user informed of progress, answering queries, shifting priorities, and endorsing key actions. With its integrated Codex technology and support from GPT-5.6, ChatGPT Work transcends traditional question-answering capabilities to facilitate actual task completion on web, mobile, and desktop platforms. Users might request it to evaluate a monthly budget variance, develop marketing campaign outlines from raw materials, prepare for sales discussions, or maintain context throughout a project, from initial customer insights to the creation of marketing assets and adaptations for the market. This versatility allows users to streamline their workflows significantly, enhancing productivity and ensuring that no detail is overlooked in the execution of their goals.

Microsoft Foundry provides a unified environment for building AI-powered applications and agents that reflect your organization’s knowledge, workflows, and security standards. Developers can tap into more than 11,000 cutting-edge models, instantly benchmark them, and route intelligently for real-time performance gains. The platform simplifies development with a consistent API, prebuilt SDKs, and solution templates that accelerate integration with existing systems. Foundry also incorporates enterprise-grade governance, providing centralized monitoring, compliance controls, and secure model operations across all teams. Organizations can embed AI directly into tools they already use — such as GitHub, Visual Studio, and Fabric — to streamline development. Its interoperability with cloud infrastructure and business data ensures every model is grounded, accurate, and production-ready. From automating internal workflows to powering transformative customer experiences, Foundry enables high-impact AI at scale. By combining model breadth, developer velocity, and enterprise security, Microsoft Foundry delivers an unmatched foundation for modern AI innovation.

OpenAI's advanced research tool utilizes artificial intelligence to independently carry out intricate, multi-step research tasks across a range of fields, including science, programming, and mathematics. By processing user inputs—such as questions, textual documents, images, PDFs, or spreadsheets—the tool creates a detailed research strategy, collects pertinent information, and provides thorough answers in just a few minutes. Additionally, it offers summaries of the research process with citations, enabling users to verify the sources of the information. Although this tool greatly enhances research efficiency, it can sometimes yield errors or have difficulty distinguishing between credible sources and false information. Currently, it is accessible to ChatGPT Pro users, marking a significant advancement in AI-assisted knowledge exploration, and further enhancements for accuracy and response speed are in the pipeline. This ongoing development reflects a commitment to refining the tool's capabilities and ensuring users receive the most reliable information.

Microsoft Scout is an autonomous AI-powered work assistant developed to help employees manage tasks, coordination, and decision-making activities throughout the workday. Unlike traditional AI tools that primarily respond to direct prompts, Scout remains active in the background and can independently carry out approved actions when needed. The solution is deeply integrated across Microsoft 365 applications, including Teams, Outlook, OneDrive, SharePoint, and other business productivity services. It accesses workplace information such as emails, meetings, chats, contacts, and calendars to maintain awareness of ongoing priorities and responsibilities. Microsoft Scout can organize schedules, coordinate meetings across time zones, monitor project progress, and identify potential blockers before they impact productivity. Through Work IQ technology, the platform builds a growing understanding of how individuals and teams operate, enabling more personalized assistance over time. Every Scout agent functions with a governed Microsoft Entra identity, ensuring that actions remain traceable and compliant with organizational policies. Security features include controlled access permissions, data protection enforcement, credential safeguards, and approval workflows for sensitive activities. Microsoft Scout is designed to reduce administrative overhead, improve efficiency, and keep work progressing with less manual intervention.

Workativ is an AI Agent platform designed for HR and IT teams to deploy AI agents that answer employee questions — PTO, benefits, policy queries, password resets — and autonomously run onboarding, offboarding, 30/60/90 check-ins, performance cycles, hiring, access provisioning, compliance workflows, and more. So your team stops being buried in operations. Workativ’s core capabilities that help you superpower your support & operations • AI Agents that automate your support operations answering employee questions in 95+ languages and taking real action in HR and IT apps — checking live PTO balances, employee benefits, access issues, password resets, submitting leave requests, policy questions, updating records — without HR or IT involvement. Deploy AI in Slack, Microsoft Teams, and other channels. • AI Agents that run the most repeatable HR or IT processes and workflows autonomously for employee onboarding, offboarding, 30/60/90 check-ins, performance review cycles, benefits enrollment, license assignment, compliance training, expense claims, and more. Workativ integrates with Workday, UKG, ADP, BambooHR, Personio, Sage, Oracle HRSM, any HRIS, Okta, Azure AD, Office 365, ServiceNow, Jira Service Management, Freshservice, Slack, Microsoft Teams, SharePoint, Google Drive, Notion, Unily, and 100+ other tools. Supports 95+ languages. Deploy in days. No coding required. Workativ offers SOC 2 Type II, PII data protection, ISO 27001, GDPR, AI Security & Guardrails, HIPAA compliant, and 25+ security controls. Built for the HR & IT teams that need enterprise-grade security from day one. Get your free trial - sign up now.

Boomi's iPaaS platform empowers businesses to integrate, automate, and manage their data and workflows across multiple applications and systems. By leveraging AI agents, Boomi automates complex processes, improving speed and reducing errors. With a user-friendly interface and a library of pre-built connectors, the platform simplifies the integration of applications such as Salesforce, SAP, and AWS. Boomi helps organizations unlock their full potential by enabling rapid digital transformation, secure data management, and optimized business operations. Boomi Agentstudio is the solution for managing AI agents at scale, offering businesses a centralized platform to design, monitor, and deploy agents effectively. It includes powerful tools such as Agent Garden for lifecycle management, Agent Control Tower for visibility and governance, and AI-powered workflows that integrate seamlessly with other business systems. By providing easy-to-use tools for AI agent orchestration, Boomi allows organizations to achieve efficient, compliant automation while reducing operational complexities, all within a secure environment.

Cognigy.AI is an enterprise-grade conversational AI platform designed to automate customer interactions across various channels, including voice and chat. Leveraging advanced natural language understanding (NLU) and large language models (LLMs), it enables businesses to create intelligent AI agents capable of delivering personalized, human-like conversations. The platform offers robust integration capabilities, allowing seamless connectivity with existing contact center and CRM systems to enhance customer experience orchestration. With features like Agentic AI, Cognigy.AI introduces autonomous, goal-oriented agents that can think, adapt, and collaborate with both AI and human agents, navigating complex queries with flexibility and precision. This comprehensive solution empowers organizations to streamline customer service operations, improve engagement, and achieve higher efficiency in handling customer inquiries.

Latenode combines no-code ease, full-code capabilities, and AI-driven insights to facilitate seamless interactions among services equipped with APIs. You can choose to utilize no-code nodes or opt to write your custom code for more tailored solutions. Instead of dedicating time to sift through API documentation, you can simply articulate your needs to the AI assistant and receive pre-built code tailored to your request. This robust data platform is crafted to streamline the integration of diverse marketing tools, providing a cohesive system that minimizes data inconsistencies and boosts operational productivity through effortless integration. With readily available connectors for widely-used SaaS applications or the option to create personalized code, users have the flexibility they need. You can easily send notifications through Slack to your team while also sending email confirmations to clients. Additionally, the platform allows for conditional logic to intelligently manage your scripts based on incoming data, enhancing the overall functionality. With a comprehensive cloud-based API creation toolkit, you can design workflows that connect any applications seamlessly, ensuring a more efficient process overall. By leveraging these capabilities, teams can maximize their productivity and streamline their communication efforts.

OpenAdapt is a free desktop automation software that learns to streamline your desktop and online tasks by observing your actions. It captures your screen, keyboard, mouse movements, and, if desired, audio from your microphone, all stored locally on your device. The tool then processes this recorded information using various algorithms to create instructions and prompts suitable for AI language models. Before any data is uploaded, it is thoroughly cleansed of Personally Identifiable Information (PII) and Protected Health Information (PHI), and you will have the opportunity to review the sanitized data to ensure it is free of sensitive details. We prioritize your privacy by not storing or collecting any personal data, files, or recordings of your processes. OpenAdapt also integrates robust security protocols in its architecture to effectively protect API keys and payment details, providing users with peace of mind while using the software. This commitment to security and privacy ensures that you can automate your workflows without compromising your personal information.

Action Agent is a self-sufficient AI equipped with robust enterprise controls that can independently reason, execute code, and perform tasks throughout your systems and data without the need for manual intervention. This innovative tool enables the creation of tailored agents that can utilize shared resources for both IT and business teams, facilitating their activation through a centralized interface, while also allowing for comprehensive monitoring and governance of their performance on a large scale. By processing extensive data files, Action Agent is capable of dissecting intricate datasets to produce informative charts, graphs, and presentations; it also extracts valuable insights from market competition and research, culminating in ready-to-use outputs that adhere to high-level directives. Consistently achieving top rankings in GAIA Level 3 and Computer Use metrics, Action Agent showcases its expertise in various areas such as web searching, data analysis and visualization, navigating systems and browsers, orchestrating tasks, generating files, and executing code. Additionally, an upcoming library featuring over 80 connectors will further enhance its capability to operate autonomously within genuine workflows, ensuring seamless integration with essential enterprise systems and expanding its utility. This advancement will significantly contribute to the efficiency of operations across various departments.

Enjo AI is a robust support automation platform designed for enterprises, utilizing generative AI to create intelligent support agents that effectively manage workflows across IT, HR, and customer service from start to finish. Organizations can customize these agents using their own knowledge bases, including documents, tickets, files, videos, and SharePoint visuals, which allows for precise and context-driven responses, automatic ticket creation and routing, and the ability to execute tasks across various systems through natural language commands. The platform also offers AI-powered search capabilities for tailored query responses, automated ticketing to streamline request management, and agent assist features that provide real-time support to human agents. Additionally, it includes AI actions for executing tasks such as database queries or updating records, along with AI Insights that offer valuable visibility into trends, potential bottlenecks, and overall performance metrics. With seamless integration into popular tools like Slack, Teams, Jira, and ServiceNow, it allows for quick implementation, often providing immediate value from day one through a no-code setup process. This innovative approach not only enhances productivity but also revolutionizes how organizations interact with their support systems.

BotDojo serves as a robust AI enablement platform tailored for enterprises, allowing companies to create, implement, oversee, and expand intelligent agents across various communication channels like chat, voice, email, and web, all through an intuitive low-code visual workflow designer that seamlessly integrates with existing enterprise data systems. It boasts a library of over 100 pre-built templates aimed at streamlining typical applications, including support automation, knowledge retrieval, sales analytics, and internal operations, while also facilitating branching logic, memory capabilities, and the orchestration of tools such as code, RPA, and web browsing. In addition, BotDojo establishes connections with essential business tools like CRMs, ticketing platforms, and databases to enhance its functionality. The platform further fosters continuous improvement and learning for agents through human feedback loops, enabling employees to mentor agents by providing feedback, embedding corrections into agent memory and responses, and assessing performance using comprehensive observability metrics, including deflection rates, first-contact resolution, and cost per interaction. Ultimately, BotDojo not only optimizes operational efficiency but also ensures that intelligent agents evolve and adapt to meet organizational needs effectively.

Knolli serves as an AI copilot platform that allows users to create, deploy, and expand tailored AI copilots and agents without the necessity of coding by converting knowledge, documents, datasets, and proprietary materials into engaging, conversational assistants. This platform features a no-code workspace where individuals, teams, and businesses can articulate their concepts in simple terms, enabling Knolli to automatically organize uploaded materials into a functional AI copilot. Additionally, it ensures data is organized and safeguarded through encrypted private knowledge bases while seamlessly integrating with tools like CRMs, file storage systems, and databases to provide real-time data for contextually relevant interactions. Knolli accommodates a multi-agent framework that allows various specialized agents to operate within a single copilot, offers pre-designed templates for frequent scenarios, and supports custom branding and white-label solutions. Users can also benefit from comprehensive analytics to track performance, usage metrics, and return on investment. Moreover, Knolli enhances productivity by providing workflow automation, which empowers copilots to carry out complex tasks and synchronize with current systems effortlessly. This robust set of features makes Knolli a versatile solution for organizations looking to leverage AI effectively.

Elvex serves as an enterprise generative AI platform tailored to facilitate the adoption, management, and scaling of AI tools within organizations, all while ensuring security and structure. By functioning as a centralized interface, it connects employees with various large language models and AI services while handling authentication, security, and governance seamlessly in the background. Rather than operating as an independent language model, Elvex acts as a management layer that directs requests to external AI providers and relays responses in a controlled environment, safeguarding company data and adhering to compliance standards. Users have the capability to develop custom AI assistants and intricate workflows that work in tandem with internal tools, databases, and productivity platforms, which helps streamline tasks such as data analysis, content creation, and report generation. The platform not only offers pre-built agents but also features tools that allow for the creation of new agents without the need for coding, empowering employees to sculpt AI workflows that align with their specific roles and responsibilities. This flexibility ensures that teams can adapt to changing demands, enhancing productivity and efficiency across the organization.

AI Workers are independent agents crafted specifically for your organization; these advanced AI entities function like genuine colleagues rather than mere chatbots awaiting instructions. Each comes equipped with its own professional identity, including an email, phone number, and presence on platforms like Slack and Teams, demonstrating initiative and the capacity to operate around the clock without needing prompts. Rather than dictating every detail of their tasks, you simply define the objectives, and they autonomously develop the necessary workflows, accommodating a variety of tasks such as generating daily reports, conducting weekly follow-ups, managing CRM updates, handling client interactions, performing research, overseeing content creation, executing finance responsibilities, coordinating HR activities, supporting design projects, and assisting with development operations. This system includes a diverse range of specialized AI Workers tailored for functions in marketing, development, design, HR, finance, and more, with each worker crafted for a specific role and practical applications. Furthermore, AI Workers can integrate seamlessly with over 3,000 tools, such as Slack, Microsoft Teams, Gmail, Notion, HubSpot, Salesforce, and various other business applications, ensuring they fit effortlessly into your existing workflows. Their versatility and adaptability make them an invaluable asset for enhancing productivity and streamlining processes in any business environment.

PRIME BPM, a cloud-based Business Process Management tool, allows you to quickly and accurately map, analyze, improve, and automate your business processes. Our specialized Business Process Management programs will help you take your Business Process Improvement/ Process Mapping skills up to the next level. You will receive high-quality process maps that are standardised and created by experts at a lower price and in a shorter time frame. PRIME BPM is a cloud-based, plug and play BPM software that allows you to map, analyze, improve, and automate your business processes. PRIME BPM is a powerful cloud-based, plug-and-play BPM software that can be used by both business users and business process experts. It has the best-of breed inbuilt methodology and user-friendly interface to meet the needs of both groups. PRIME BPM is based on powerful methodologies such as BPM and Six Sigma, Value Stream Mapping, Six Sigma, Value Stream Mapping, and other. It has helped hundreds of top-ranking organizations achieve their business goals.

By effortlessly handling diverse invoice formats from various channels and seamlessly integrating with your ERP system, Neil automates the entire AP process. This empowers your team to focus on strategic initiatives while Neil ensures accurate and timely invoice processing with an impressive 85%+ accuracy rate. Going beyond conventional RPA and OCR limitations, Neil leverages advanced AI and machine learning to extract critical data, optimize workflows, and maintain open communication with vendors. Result? 90% straight-through processing (STP), significantly reduced human error, strengthened vendor satisfaction, and overall optimized cash flow with better visibility and vendor discounts with timely payments.

AskUI represents a groundbreaking platform designed to empower AI agents to visually understand and engage with any computer interface, thereby promoting effortless automation across multiple operating systems and applications. Utilizing cutting-edge vision models, AskUI's PTA-1 prompt-to-action model enables users to perform AI-driven operations on platforms such as Windows, macOS, Linux, and mobile devices without the need for jailbreaking, ensuring wide accessibility. This innovative technology is especially advantageous for various activities, including desktop and mobile automation, visual testing, and the processing of documents or data. Moreover, by integrating with well-known tools like Jira, Jenkins, GitLab, and Docker, AskUI significantly enhances workflow productivity and alleviates the workload on developers. Notably, organizations such as Deutsche Bahn have experienced remarkable enhancements in their internal processes, with reports indicating a staggering 90% boost in efficiency attributed to AskUI's test automation solutions. As a result, many businesses are increasingly recognizing the value of adopting such advanced automation technologies to stay competitive in the rapidly evolving digital landscape.