Automate document processing into SharePoint Online
Automate exporting data from your documents into SharePoint Online by integrating the Affinda Platform with your SharePoint Online account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into SharePoint Online
Invoices
Automatically extract invoice data - supplier details, amounts, dates - and store both structured data and original documents in organized SharePoint libraries for instant searchability and audit readiness.
Contracts and agreements
Extract contract metadata - parties, dates, values, renewal terms - and automatically store and tag documents in SharePoint while triggering review workflows for better visibility and reduced compliance risk.
HR documents
Extract employee data - names, positions, dates, credentials - and organize HR documents in secure SharePoint folders to streamline onboarding and maintain compliance.
Compliance documents
Extract compliance metadata - document type, entity, dates - and automatically tag and store regulatory forms and audit reports in SharePoint for instant audit readiness and streamlined compliance management.
How to automate document processing into SharePoint Online
Affinda processes your documents in the background and sends data straight into SharePoint Online.Automatically send your documents to Affinda
Upload, email or integrate your documents as soon as you receive them.AI agents extract and validate key data fields
Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.See your data appear in SharePoint Online
Affinda sends your data straight into SharePoint Online, automatically populating all the extracted data fields.Extract any information from any document, fast
Create models in seconds
Upload a claims document and the Affinda Platform will predict the fields you need – like claimant details, policy number, incident date, totals and line items – so you can automate claims document processing in just a few clicks.
Validate and transform data
The platform checks extracted claims data against your business rules and transforms it into a format your claims management system expects. That way, it’s ready for workflows like coverage checks, reserving, routing and settlement.
Apply your business logic
Use natural language to write validation rules that match your claims workflows, for example: flag missing fields; check policy numbers match correct formats; validate that document dates are within ranges; check financial consistency, such as line items summing correctly to totals.Pathway 1: Use the Agent
Create integrations fast, even if you’re not a developer. Choose from 2800+ business systems and describe how you want your claims document processing workflow to connect, using natural language. The Agent will generate the code to make it happen.Pathway 2: Write your own code
Easily connect Affinda Platform to your claims stack using our client libraries and APIs. Automatically generate type-safe Pydantic models or TypeScript interfaces tailored to your claims documents, so extracted fields map cleanly into your workflows.
No need to talk to sales. Get started now
Sign up for free
Sign up and configure your custom extraction model.Set up your integration
The Agent works like your own developer - describe how you want data exported, and it builds the integration for you.Start processing
Send your files to Affinda and watch as the data automatically populates into your downstream system.Automating their document processes with AI
Combine the best of artificial and human intelligence
Frequently asked questions
Does Affinda integrate with SharePoint Online?
Yes. Affinda's integration with SharePoint Online connects intelligent document processing directly to your document management workflows. It automatically extracts, validates and organizes data from invoices, contracts, HR documents and compliance files straight into SharePoint libraries. With Affinda, you can centralize document storage faster, eliminate manual data entry and maintain complete visibility over your business documents through a single, automated workflow.
How does the Affinda-SharePoint Online integration work?
Affinda processes documents from any source - email, direct upload or API - and extracts structured data including metadata, dates, parties, amounts and document properties specific to your needs.
Once extracted and validated, this data automatically populates SharePoint libraries with organized metadata and tags. Documents like invoices, contracts and compliance files are stored with searchable properties, making retrieval instant and audit trails complete.
You can configure custom folder structures, apply validation rules in plain language or trigger SharePoint workflows based on document type or extracted values.
What types of documents can Affinda process and send to SharePoint Online?
Affinda processes and extracts data from any document type, including:
- Invoices, receipts and purchase orders
- Contracts, agreements and renewal documents
- HR forms, onboarding documents and employee certifications
- Compliance forms, regulatory filings and audit reports
- Project files and internal documentation
It works with both digital files and scanned documents, handling any format or layout with advanced OCR and contextual AI to deliver more than 99% accuracy.
Do I need to manually upload files to SharePoint Online?
No. Affinda supports fully automated document ingestion through our APIs. You have three flexible options for getting documents to Affinda:
- Upload files directly to your Affinda workspace
- Email documents to Affinda or configure automatic email forwarding
- Integrate via API or connect cloud storage systems
Once documents reach Affinda, data is automatically extracted, validated and sent to SharePoint Online - organized with the right metadata, tags and folder structure.
Can I define my own validation and business rules?
Yes. Affinda lets you set custom validation rules before any data reaches SharePoint Online.
For example, you can configure rules to:
- Detect duplicate contracts or invoices
- Verify compliance document expiry dates
- Validate contract values against approval thresholds
- Ensure required metadata fields are complete
These checks guarantee only clean, compliant data flows into your SharePoint libraries.
Can Affinda handle bulk contract uploads for SharePoint Online?
Yes. Affinda's platform is built for scale. Whether you're processing a handful of contracts each month or hundreds during peak periods, Affinda handles bulk uploads and automates the entire workflow from extraction to SharePoint storage.
This makes it particularly valuable for legal teams, procurement departments and enterprise organizations managing large contract portfolios across multiple business units.
How fast can I get started with the SharePoint Online integration?
You can start processing documents in minutes. Affinda's SharePoint Online integration connects quickly and lets you:
- Authenticate securely through Microsoft OAuth
- Configure document libraries, metadata fields and folder structures
- Map extracted data to SharePoint properties
- Begin automating document workflows immediately
For enterprise teams, Affinda provides API access and custom integration support to fit your existing SharePoint environment and business processes.
Is my financial data secure when using Affinda with SharePoint Online?
Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.
What are the main benefits of integrating Affinda with SharePoint Online?
By integrating Affinda with SharePoint Online, you can:
- Eliminate manual data entry and reduce errors across all document types
- Create a centralized, searchable document repository with instant retrieval
- Accelerate audit preparation and maintain continuous compliance readiness
- Automate contract reviews, HR onboarding and approval workflows
- Gain complete visibility over document status, metadata and data quality