Integrate Microsoft SharePoint with Jinba

Connect SharePoint to Jinba Flow and automate document approvals, compliance checks, and review workflows with full audit logging and on-premise deployment. Built for regulated enterprises that cannot compromise on governance.

Book a Demo
  1. Document lands in SharePoint New file added to a watched library
  2. Extract and classify Pull KYC fields, identify document type
  3. Compliance gate Route by document type and risk level
  4. Reviewer approval Compliance officer approves or rejects
  5. Write audit trail Timestamped record of every action

What you can do with Microsoft SharePoint + Jinba

  • Auditable SharePoint Approval Workflows

    Build deterministic approval workflows on top of SharePoint document libraries. Every action is logged, versioned, and traceable, giving compliance teams a full audit trail without manual tracking or fragile scripts.

  • On-Premise and Private Deployment

    Deploy Jinba entirely on-premise or in a private cloud alongside your SharePoint environment. No document content leaves your infrastructure, satisfying air-gapped and strict data residency requirements common in banking and insurance.

  • Role-Based Access and Governance

    Control who builds, edits, and executes SharePoint workflows using RBAC, SSO, and Active Directory integration. Approved workflows are shared team-wide with permissions, not held by individual users or departments.

  • Deterministic Execution at Scale

    Eighty percent of Jinba workflows are rule-based, producing consistent and auditable outputs. This architecture runs SharePoint automations at a fraction of the cost of stochastic AI agent alternatives, addressing CFO concerns about AI spend.

How teams use it

Automate SharePoint KYC Document Review

Trigger Jinba workflows when KYC documents land in SharePoint. Extract structured data, run compliance checks, and route for approval automatically, reducing manual handling and ensuring every step is logged for regulatory audit.

SharePoint Contract Review Workflow Automation

Automatically route contracts stored in SharePoint through multi-step review and approval workflows. Assign reviewers by role, enforce deadlines, and capture every decision in an immutable audit log for legal and compliance teams.

Compliance Approval Workflows on SharePoint

Replace manual email-based approvals for compliance documents stored in SharePoint with governed, deterministic Jinba workflows. Track every approval decision, enforce RBAC, and generate audit-ready reports without custom development.

Loan Underwriting Document Processing

Pull loan application documents from SharePoint, extract key data fields using Jinba Flow, and pass structured outputs to downstream underwriting systems. Build the entire pipeline in days with chat-to-flow generation.

Prior Authorization Automation via SharePoint

For healthcare teams, trigger prior authorization workflows when request documents are uploaded to SharePoint. Jinba routes, validates, and logs each step, keeping the process compliant and auditable without bespoke development.

Learn how

How to Migrate SharePoint RAG to a Production-Ready Pipeline with Azure AI Search and Jinba

Move a proof-of-concept retrieval setup onto infrastructure that survives a compliance review.

Microsoft Power Automate vs SharePoint vs Jinba for Compliance Workflows

Where each tool stops being enough once the document process is a regulated one.

Microsoft SharePoint Alternatives for Enterprise Knowledge Management

What teams move to when SharePoint becomes the place documents go to be forgotten.

Technical reference

Setup, authentication and every available action for the Microsoft SharePoint connector.

Read the Microsoft SharePoint docs →

Works well with

Microsoft OneDriveMicrosoft 365

Pull files into flows and write results back

Microsoft TeamsMicrosoft 365

Manage channels and messages where teams work

Microsoft Entra IDMicrosoft 365

Look up M365 profiles and manager relationships

AWS Bedrock Knowledge BaseSearch & Data

RAG and document sync inside your own VPC

Frequently Asked Questions

Everything you need to know about Jinba. Can't find the answer you're looking for? Reach out to our support team.

Does Jinba support on-premise deployment with SharePoint?

Yes. Jinba can be deployed entirely on-premise or in a private cloud, which means it operates alongside your existing SharePoint environment without sending document content to external infrastructure. This satisfies air-gapped environment requirements and strict data residency policies common in banking, insurance, and healthcare. Your documents remain within your own perimeter throughout every workflow execution.

Is SharePoint document data sent to a public AI model?

Not by default. Jinba supports private model hosting via AWS Bedrock, Azure AI, or self-hosted models. When you connect SharePoint to a Jinba workflow, any AI-assisted steps can be routed through your private model endpoint rather than a public LLM. The 80% rule-based deterministic architecture also means many workflow steps involve no AI model call at all, further reducing data exposure.

How does Jinba compare to Microsoft Power Automate for SharePoint?

Jinba is designed for regulated enterprises that have found Power Automate too rigid for complex compliance workflows or too difficult to govern at scale. Jinba adds chat-to-flow generation for faster build times, full audit logging on every execution, RBAC and Active Directory integration for team-wide governance, and on-premise deployment. It is particularly suited to teams that have experienced failed or limited Power Automate implementations and need stronger compliance controls.

Can non-technical staff execute SharePoint workflows in Jinba?

Yes. Jinba App provides a conversational interface where non-technical business users, such as compliance officers, KYC analysts, or loan processors, can run approved SharePoint workflows built in Jinba Flow. Auto-generated input forms guide users through structured inputs without requiring them to understand the underlying workflow logic. Access is governed by RBAC so only authorized staff can trigger specific workflows.

Does Jinba provide audit logs for SharePoint workflow executions?

Yes. Every workflow execution in Jinba generates a full audit log, capturing inputs, outputs, decision points, and the identity of who triggered or approved each step. This log is immutable and accessible to compliance and audit teams. Combined with version control and feature flags, Jinba gives regulated enterprises the documentation trail required to satisfy internal audit, regulatory examination, and operational risk review processes.

See SharePoint Automation Built for Compliance

Talk to our team about building auditable, governed SharePoint workflows for your regulated enterprise.

Book a Demo