SharePoint
Filament

Ask questions about your SharePoint data

Connect SharePoint to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Setup in minutes

SharePoint stores your Excel worksheets, documents, and collaboration metadata, but analyzing how file activity relates to project progress or team productivity requires connecting to your project management and communication tools. Filament links SharePoint data to your other platforms and answers questions about document usage patterns, collaboration activity, and content organization in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track SharePoint KPIs with Filament Analytics

Connect your SharePoint account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key SharePoint metrics you can track in Filament:

Excel Worksheet Data
Track structured data from Excel files stored in SharePoint with sheet names, cell ranges, column headers, and row values for business analytics across spreadsheets.
records:
file_pathsheet_namecolumn_headersrow_datalast_modified
File Metadata
Monitor document activity with file names, folder paths, modification dates, file sizes, and content types to understand collaboration patterns.
records:
file_namefile_pathmodified_datefile_sizecontent_type
User Permissions
Track access control with user email addresses, group memberships, permission levels, and file-level access rights to analyze collaboration scope.
records:
user_emailpermission_levelfile_idgroup_nameaccess_granted_date
External User Access
Monitor external collaboration with guest user emails, shared file records, access timestamps, and permission types for security and usage analysis.
records:
external_email_hashfile_idaccess_datepermission_typeinvited_by
Document Library Structure
Analyze content organization with folder hierarchies, library names, document counts, and storage locations to understand information architecture.
records:
library_namefolder_pathparent_folderitem_countcreated_date
Unstructured Files
Access documents, images, and plain text files with file paths, upload dates, and metadata for comprehensive content analysis when replication is enabled.
records:
file_pathfile_typeupload_datefile_sizemodified_by
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Combine SharePoint with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, SharePoint lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your SharePoint data gets even more powerful when combined with other tools:

SharePoint
Jira

SharePoint + Jira

Connect SharePoint file activity with Jira project data to see which documents are accessed during specific project phases, how file collaboration correlates with sprint velocity, and which teams share the most resources across initiatives.

SharePoint
Slack

SharePoint + Slack

Connect SharePoint document metadata with Slack conversation data to understand which files generate the most discussion, how document sharing patterns relate to team communication, and which content drives collaboration across channels.

SharePoint
Microsoft Teams

SharePoint + Microsoft Teams

Connect SharePoint file permissions with Microsoft Teams activity to analyze how document access aligns with team membership, which shared files drive meeting agendas, and how external collaboration affects project timelines.

Benefits of Filament's SharePoint Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your SharePoint account

Connect your SharePoint account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your SharePoint data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build SharePoint dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

SharePoint integration FAQ

Everything you need to know about connecting SharePoint with Filament and getting the most out of your data.