Connect a SharePoint site and BeforeQuery indexes its pages and document libraries, turning intranet knowledge — policies, IT guides, team sites — into citation-backed answers.

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Prerequisites

  • A Microsoft 365 tenant with the SharePoint site you want to index.
  • Permission to create an app registration in Microsoft Entra ID (or an admin who can grant one).
  • A BeforeQuery workspace owner role.

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Set up the connector

1

Register an application in Microsoft Entra ID

In the Azure portal, open Microsoft Entra ID → App registrations → New registration. Note the Application (client) ID and Directory (tenant) ID.
2

Grant Microsoft Graph permissions

Under API permissions, add application permissions that allow reading SharePoint sites and files (e.g. Sites.Read.All, Files.Read.All), then have an admin grant consent for the tenant.
3

Create a client secret

Under Certificates & secrets, create a client secret and copy its value immediately — it’s shown only once.
4

Add the source in BeforeQuery

In the dashboard, open Project → Sources → Add source and choose SharePoint. Fill in the tenant ID, client ID, client secret, and the site (site ID or site URL), then click Add. The first sync starts automatically.

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Connection settings

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Keeping content in sync

Trigger a refresh with the Sync button or set a daily/weekly schedule per source. Only changed pages and files are re-embedded.

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Troubleshooting

  • Authorization errors on sync? Admin consent was never granted for the Graph permissions, or the client secret expired (secrets have an expiry date — rotate it and update the source).
  • Wrong or empty content? Double-check the site identifier; if you pasted a URL, make sure it points at the site root, not a specific page.
  • Intranet-only content? Keep it away from public surfaces by marking documents restricted or by isolating the source in an internal source group.