WorkFlawless WorkFlawless SharePoint

Microsoft SharePoint integration

Most of your reference material already lives in SharePoint. The problem is that a procedure in one place and the file it depends on in another means someone always has to go looking in different places. Connect SharePoint to WorkFlawless and you can embed documents, spreadsheets, slides, and PDFs straight into any SOP step, so the file shows up the moment the step calls for it.

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What you can do with SharePoint

Bring your SharePoint document library into your procedures

Embed your SharePoint files into any step

Pull a file from SharePoint into the exact SOP step that references it, whether that's a policy document, a reporting template, or a deck your team works from.

Built for Microsoft 365 teams

If your company already runs on SharePoint, your procedures connect to the document library your team trusts, with no need to migrate files or rebuild what you have.

One file, one place

Reference the file from its original source instead of pasting a copy into the procedure, so nobody ends up working from a stale download.

Get started

Connect Microsoft SharePoint to WorkFlawless in 3 steps

  1. 1 Step 1
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    Authorize SharePoint

    Sign in with your Microsoft account and give WorkFlawless permission to reach your SharePoint files.

  2. 2 Step 2
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    Find the SOP step

    As you build an SOP in WorkFlawless, go to the step where a supporting file belongs.

  3. 3 Step 3
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    Embed and publish

    Choose the file from SharePoint, and it renders right inside the step for everyone who reads it (the document viewing permissions are respected).

Other integrations

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Slack

Send process updates and reading assignments to your Slack workspace

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Google Drive

Embed Slides, Sheets and documents from Google Drive into your SOPs in one click

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Provision and deprovision users automatically through Microsoft Entra.

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