AI Automations for SharePoint: Transforming Document Workflows

Modern enterprises rely on SharePoint to centralize content and collaboration. With AI automations, you can dramatically reduce manual document handling while improving accuracy and compliance.

High-Impact Use Cases

• Intelligent Document Processing: Automatically extract key fields from invoices, contracts, and forms.
• Auto-Categorization: Apply metadata and tags based on content, not just file names.
• Approval Routing: Trigger dynamic approval workflows based on extracted content and policies.
• Retention Policies: Classify sensitive content and apply lifecycle rules consistently.

Implementation Tips

1. Start with a single document type and measure ROI.
2. Use human-in-the-loop review to improve model quality.
3. Integrate with existing Power Automate flows for change management.
4. Track metrics like time saved per document and error rate.

Results You Can Expect

• 60–80% reduction in manual processing time
• Consistent metadata and improved searchability
• Stronger compliance and auditability

Ready to modernize SharePoint with AI? Get in touch to design your pilot.