BYOBot

SharePoint Workflow Automation

Automate SharePoint Without Code

Document organization, metadata tagging, permission audits, page generation, approval routing: describe your SharePoint workflow and get a portable agent spec. First build free.

Organize a document library Tag metadata Audit permissions Generate a page Summarize documents Route for approval

What You Can Automate

🗂️
Document Organization
Sort files into the right libraries and folders by their contents, so a shared drive stops being a place documents go to get lost.
🏷️
Metadata Tagging
Read each document and apply consistent metadata, so search and filtering work instead of returning a hundred untagged files.
🔐
Permission Audits
Scan a site for oversharing and stale access, and flag what needs tightening before it becomes a compliance problem.
📄
Page Generation
Generate site pages and document sets from a template and your inputs, so a new project space is set up in minutes.
🔎
Search & Summarize
Find the documents that answer a question across a sprawling site and summarize what they say, without opening ten tabs.
✅
Approval Routing
Route a document to the right reviewers in order, track sign-offs, and nudge whoever is holding it up.

Tools It Works With

SharePoint OneDrive Microsoft Teams Outlook Excel Power Automate Google Drive Box

Where It Runs

💬
AI Chat Tool
Run it in any chat AI
Paste a document or a file list into Claude, ChatGPT, or Gemini with a BYOBot spec and get back the tags, the summary, or the audit. No OAuth required.
🖥️
Browser Agent
Agent works your site
A browser agent moves through SharePoint itself, filing documents and updating metadata, without a developer building an app first.
⚙️
Automation Stack
Fully automated document ops
Connect the spec through Power Automate or your stack so tagging, routing, and audits run on triggers and schedules on their own.

Build Your First SharePoint Agent

Describe the document workflow. Get a portable spec. Run it wherever your files live.

$25 USD
S$34 SGD · 5 builds per pack · first build free
Build your SharePoint agent →
No account. No code. Works across Microsoft 365.

Who Uses This

IT Managers Operations Managers HR Operations Legal Operations Founders

SharePoint is where a company's documents live and, too often, where they quietly rot. Files land in the wrong library. Nothing is tagged, so search returns noise. Permissions accrete until half the org can see a folder nobody meant to share. The work to keep it healthy, filing, tagging, auditing, is dull, endless, and exactly the kind of task that never makes it to the top of anyone's list until an audit forces it.

BYOBot turns each document workflow into a portable spec: a structured file naming the trigger, the document data it reads, the rule it applies, and what it writes or routes. Build the tagging spec once and run it from a chat AI, a browser agent inside SharePoint, or your stack through Power Automate. Because the file is yours, a change to your taxonomy or approval chain is an edit. It shares logic with your Google Drive automation and the broader document workflow automation, so a mixed-storage org keeps one method.

Start with whichever problem is loudest, usually metadata tagging so search finally works, or a permission audit so you know who can see what. Once those run, organization and approval routing follow the same pattern, and the site becomes something people trust rather than avoid. IT teams managing the whole Microsoft footprint can roll this into the IT manager workflows alongside onboarding and access reviews.

Common Questions

BYOBot automates the upkeep that keeps SharePoint usable: organizing files into the right libraries, applying consistent metadata, auditing permissions for oversharing, generating pages and document sets from templates, searching and summarizing across a site, and routing documents for approval. If the task reads document or site data and files, tags, summarizes, or routes it, it can become an agent.
Tagging automation reads each document's contents and applies the metadata your taxonomy defines, consistently, across a whole library. Consistent metadata is what makes search and filtering work, so this turns a library of untagged files into one you can search and trust.
Yes. Permission-audit automation scans a site for oversharing, stale access, and inherited permissions that no longer make sense, then flags what needs tightening. It surfaces the access risks that accumulate silently, so you fix them before an audit or an incident does it for you.
Yes. BYOBot builds a portable spec that can run through Power Automate for hands-off execution and applies the same logic across OneDrive and the wider Microsoft 365 stack. It complements Power Automate by handling the judgment-adjacent steps, like reading a document to decide its tags.
Yes. Search-and-summarize automation finds the documents that bear on a question across a sprawling site and summarizes what they say, so you get an answer instead of a list of links to open. It makes a large document estate legible.
No. Paste a document or file list into an AI chat tool for an instant result, run a browser agent against SharePoint directly, or connect the spec through Power Automate for scheduled runs. You can start with no setup and add automation when you are ready.