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Getting Started~30 minutesintermediate1 AI step

Connect SharePoint and put your documents to work

Your drawings, specs and reports already live in SharePoint. Connect it once and PlanOps keeps them in step — then reads them, so the project intelligence comes to you instead of you going hunting for it.

What you walk away with: SharePoint connected at organisation level, the right library or folder linked to your project, documents syncing on a schedule you chose, and the assistant already reviewing what came across — no migration, no duplicate filing.

The 2 steps

Expand any step for the detail - guides for the steps you do, the inputs and outputs for the steps PlanOps runs.

Set up once per project

Do these the first time only. Already set up? Skip straight to the steps.

Steps marked AI task are done for you by a PlanOps assistant.

Written for: project manager, administrator

A live SharePoint connection feeding your project, with AI review running over the documents already in it.

Start free with 50 Intelligence Units. Every step here works on day one.

Start free