The SharePoint/Confluence to Agent template provides a complete solution for transforming your organization’s internal knowledge bases into intelligent AI agents. Connect directly to Microsoft SharePoint or Atlassian Confluence to create agents that can answer questions about your company’s documentation, policies, and procedures.

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Template Overview

This template offers a structured approach to working with enterprise knowledge management systems:

  • Secure authentication with SharePoint and Confluence
  • Selective content extraction and processing
  • Knowledge base creation with proper access controls
  • Enterprise-ready conversational interface

Secure Integration

Enterprise-grade authentication and data handling

Content Filtering

Extract only relevant information based on spaces, sites, or document libraries

Permission Awareness

Respect existing access controls from source systems

Structured Knowledge

Maintain organizational hierarchy from the source systems

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Use Cases

Make company documentation interactive and accessible:

  • Employee handbooks
  • Policy documents
  • Procedure guides
  • Training materials

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Key Features

  • Authentication Options: Support for OAuth, API keys, and service accounts
  • Flexible Content Selection: Choose specific sites, spaces, pages, or document libraries
  • Metadata Preservation: Maintain tags, categories, and other metadata
  • Delta Updates: Efficiently update only changed content
  • File Attachments Handling: Process attached documents (PDF, Office documents)

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Getting Started

For self-hosted Prisme.ai installations, follow these steps:

1

Download the Template

Access the Prisme.ai Templates Repository and download the ZIP file

2

Import the Template

In your Prisme.ai instance, navigate to AI Builder > Import Workspace and upload the ZIP file

3

Configure Access Credentials

Set up authentication for your SharePoint or Confluence instance

4

Select Content Sources

Choose which sites, spaces, or document libraries to include

5

Run the Extraction Process

Execute the automation to extract content and build the knowledge base

6

Review and Publish

Test the agent’s responses and make it available through AI Store

SaaS Prisme.ai users can access this template directly from the Template Gallery.

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Configuration Examples

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SharePoint Configuration

slug: Sharepoint
config:
  siteUrl: 'https://yourcompany.sharepoint.com/sites/HumanResources'
  clientId: 'your-client-id'
  authority: 'yourcompany.sharepoint.com'
  clientSecret: 'your-client-secret'

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Confluence Configuration

slug: Confluence
config:
  domain: 'https://yourcompany.atlassian.net"'
  spaceId: 'HR'
  email: 'admin@yourcompany.com'
  token: 'your-api-token'

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Security Considerations

  • Authentication: Store credentials securely using Prisme.ai’s secret management
  • Content Access: Ensure the integration account has appropriate permissions
  • Data Privacy: Apply content filtering to exclude sensitive information
  • User Permissions: Configure the agent to respect user access levels

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Next Steps

After implementing this template, you can:

  • Combine with the Custom Chat Interface template to embed the agent in your intranet
  • Set up regular content synchronization to keep the knowledge base current
  • Extend functionality with custom tools using the Autonomous Agent with Tools template

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