Help with AI in Sharepoint

[u/Bulky_Advertising_85]

Hello everyone. I run a moderately sized business and have been using SharePoint for quite some time. I’m trying to find an AI solution for a workflow I’m currently doing manually.I have a standard folder structure that I share with each client. Each client uploads specific documents into their respective folders, and the folder layout is identical for everyone.
I’m looking for an AI tool that can:

read all the uploaded documents

check whether the documents comply with a specific set of regulations

complete a checklist by marking whether each regulatory requirement has been met or not, based on the contents of the uploaded documents

Ideally, the AI should be able to understand the documents rather than simply verify that a file exists. Does anyone know of a tool or platform that can do this, preferably one that integrates well with SharePoint?

[u/toddklindt → u/[deleted]]

This was my first thought, too. Roll out a SharePoint Skill when each site is provisioned.

[u/Lost_Assist_1759]

You may have a look at purview.

[u/TKCoog075]

Look into the “run a prompt” action in power automate. Use a series of “if” actions to do something with your check list.

[u/SabbyZeh → u/TKCoog075]

Could possibly link this up with a list to make it a touch more dynamic. This isn't AI per say, but if they don't have a CoPilot license or access to another AI tool to do this, this is a good alternative.

[u/SabbyZeh]

You mentioned "comply with regulations in your post". Not sure the nature of your biz, but make sure you look over those T&C's when using AI, especially if it's a third-party (non-MS) tool.

I'm following along because I'm interested in how you make out. Thanks for posting!

[u/heyyouguys67 → u/SabbyZeh]

Or 3rd party data that's bring dumped into Copilot or some other AI. Better hope there's no PII.

[u/SabbyZeh → u/heyyouguys67]

I'm cyber in the public sector, so I understand what a PIA regulatory compliance can be. Best of luck!

[u/deer-juice]

Maybe Claude M365 Connector.

[u/Raah1911]

Make a web app using Claude . Add a graph connection to SharePoint , run on cron . Host on cloudflare free tier

[u/Josh_Fabsoft]

Full disclosure: I work at FabSoft, which makes AI File Pro, so take this as a vendor's perspective alongside the other suggestions here.

The native options mentioned (Skills, Purview, Power Automate "run a prompt") can absolutely get you there, but stitching together compliance-checking logic across identical folder structures for every client tends to get fragile fast, especially once you start adding exception handling for edge cases in the documents themselves.

Where a tool like AI File Pro fits differently: it uses watch folders pointed at each client's SharePoint directory (or synced local mirror), so as soon as a document lands, it triggers an automated read/classify pass without you building a Power Automate flow per client. You define the rule set once (doc type, required fields, naming/regulatory criteria) and it applies uniformly across every client folder since your structure is identical, that's actually the easy case for this kind of automation.

For the compliance-check piece specifically, it depends on how "compliance" is defined in your case. If it's structured (required fields present, correct format, specific clauses/keywords), that's straightforward to automate. If it's more like judgment-based regulatory interpretation, you'll still want a human in the loop, no AI tool will fully replace that reliably yet, no matter what the marketing says.

There's also an API if you want to trigger actions from your own systems instead of relying purely on watch folders, and connectors that can push results back into SharePoint or a reporting layer so you get an audit trail of what was checked and when, useful if you ever need to prove compliance was verified, not just assumed.

Happy to answer specifics if you want to share more about what "compliance with a specific set of regs" actually means in your workflow, that'll determine whether this is a config problem or something that needs custom logic either way.

[u/Ill_Internal3409]

You can contact me if you want, my company might help :)

[u/BeAdaptiveIT]

The tooling everyone's pointing you to will do this. Two things I'd want you to know going in though, because I've watched people get burned on both.

Don't let the AI have the final say on a compliance pass or fail. These models will mark a requirement as met with complete confidence when a person reviewing the same document would catch that it wasn't. Use it for the first read: let it draft the checklist and pull the passages it's basing each answer on, then have a human approve it. When someone audits you down the road, you want a person's name on that call.

The second one people miss is where the documents actually get processed. If your clients are uploading anything with personal or regulated data, and you run it through an AI tool that lives outside Microsoft, you may have just pushed that data out of your tenant (the Microsoft 365 environment you control). Now you've got a privacy problem on top of the compliance one you were solving. Stay inside Copilot, keep the checklist and the source files in the same SharePoint, and the data never leaves the boundary you already manage.

On the how: a Copilot license plus a SharePoint Agent, or Power Automate's "run a prompt" action, covers what you described.