List of the Top 17 AI Automation Tools for Microsoft SharePoint in 2026

Pipefy is the Enterprise-Grade Business Orchestration and Automation Technologies (BOAT) platform. It serves as a central orchestration layer that connects people, AI agents, and legacy systems into a unified operation. While traditional BPM solutions require months of engineering and consulting to deploy, Pipefy is architected to deliver AI-driven results in days. This speed enables IT leaders to solve the "backlog crisis" and modernize operations without the high cost of changing ERPs. Why Enterprise IT chooses Pipefy: 1. Elimination of Shadow IT: Unsanctioned tools create security risks and data silos. Pipefy’s "Adaptive Governance" model allows IT to set strict guardrails ("Safe Zones"). This empowers business units to build their own workflows—reducing the IT ticket backlog—while Technology teams maintain full visibility and control over data security and architecture. 2. Legacy Modernization (Two-Speed IT): Pipefy extends the capabilities of rigid legacy stacks (Systems of Record). By acting as an agile "System of Engagement" on top of SAP, Oracle, or Mainframes, it allows companies to deploy modern digital experiences and complex process logic without touching the delicate core code. 3. Agentic AI & Automation: The Pipefy Agent Studio moves beyond simple chatbots. It enables the deployment of specialized AI agents capable of executing tasks, reading unstructured documents (IDP), and routing requests based on complex rules. It creates a "Human-in-the-Loop" environment where AI handles the volume, and humans handle the exceptions. 4. Proven Economic Impact: Verified by a Forrester TEI study, Pipefy delivers a 260% ROI and a payback period of less than 6 months. It allows organizations to process high volumes of service requests (HR, Finance, Procurement, CS) with greater accuracy and less manual overhead. Compliance: SOC2 Type II, ISO 27001, ISO 42001 (AI Management), and SSO (SAML/OIDC) ready.

Process Street is the Compliance Operations Platform that helps fast-moving teams in regulated industries enforce standards, automate execution, and prove compliance with confidence. It brings document control, workflow automation, and real-time oversight into one unified platform so policies are not just written, they are followed and verified. With Process Street, teams can create version-controlled SOPs and policies using Pages, link them directly to automated workflows, and ensure every task, approval, and data point is tracked with audit-ready logs. Cora, the AI compliance agent, monitors execution in real time, flags issues, and recommends improvements, turning manual oversight into continuous control. Whether you need to onboard employees, prepare for audits, manage policy changes, or enforce vendor compliance, Process Street gives you the tools to do it faster and without the risk of missed steps or tribal execution. Automate form collection, task assignments, escalations, and approvals with no code. Keep teams aligned, even as you scale. Used across financial services, real estate, healthcare, and manufacturing, Process Street supports compliance with standards like ISO 9001, SOC 2, SOX, HIPAA, and FDA CFR Part 11. Thousands of teams at companies like Salesforce, Colliers, Hartford Healthcare, and Drift use Process Street to reduce audit prep time, streamline training, and build systems that run without micromanagement. Every workflow is structured. Every policy is enforced. Every action is proven. With native integrations, role-based access, automated evidence capture, and AI-powered insights, Process Street replaces checklists, spreadsheets, and siloed tools with a closed-loop system of control. If you run high-stakes processes and need to stay compliant without slowing down, Process Street is built for you.

RunMyJobs by Redwood stands out as the only one that is SAP Endorsed and included in the SAP with RISE reference architecture. As the leading SAP-certified SaaS workload automation platform, enabling organizations to seamlessly automate their entire IT processes and integrate complex workflows across any application, system, or environment without restrictions while ensuring high availability as they grow. Recognized as the top choice for SAP customers, it offers effortless integration with S/4HANA, BTP, RISE, ECC, and additional platforms, all while preserving a clean core architecture. Teams are empowered through a user-friendly low-code editor and an extensive library of templates, facilitating smooth integration with both current and emerging technology stacks. Users can monitor their processes in real-time, benefiting from predictive SLA management and receiving timely notifications via email or SMS regarding any performance issues or delays that may arise. The Redwood team is committed to providing round-the-clock global support with industry-leading SLAs and rapid response times of just 15 minutes, alongside a well-established migration strategy that guarantees uninterrupted operations, including team training and on-demand learning resources to ensure success. Furthermore, Redwood's dedication to customer satisfaction ensures that businesses can focus on innovation while relying on robust support and automation solutions.

StackAI is an enterprise AI automation platform built to help organizations create end-to-end internal tools and processes with AI agents. Unlike point solutions or one-off chatbots, StackAI provides a single platform where enterprises can design, deploy, and govern AI workflows in a secure, compliant, and fully controlled environment. Using its visual workflow builder, teams can map entire processes — from data intake and enrichment to decision-making, reporting, and audit trails. Enterprise knowledge bases such as SharePoint, Confluence, Notion, Google Drive, and internal databases can be connected directly, with features for version control, citations, and permissioning to keep information reliable and protected. AI agents can be deployed in multiple ways: as a chat assistant embedded in daily workflows, an advanced form for structured document-heavy tasks, or an API endpoint connected into existing tools. StackAI integrates natively with Slack, Teams, Salesforce, HubSpot, ServiceNow, Airtable, and more. Security and compliance are embedded at every layer. The platform supports SSO (Okta, Azure AD, Google), role-based access control, audit logs, data residency, and PII masking. Enterprises can monitor usage, apply cost controls, and test workflows with guardrails and evaluations before production. StackAI also offers flexible model routing, enabling teams to choose between OpenAI, Anthropic, Google, or local LLMs, with advanced settings to fine-tune parameters and ensure consistent, accurate outputs. A growing template library speeds deployment with pre-built solutions for Contract Analysis, Support Desk Automation, RFP Response, Investment Memo Generation, and InfoSec Questionnaires. By replacing fragmented processes with secure, AI-driven workflows, StackAI helps enterprises cut manual work, accelerate decision-making, and empower non-technical teams to build automation that scales across the organization.

Discover the next level of automation with Wrk, which delivers exceptional simplicity along with an extensive suite of features. Utilize an array of intuitive drag-and-drop API connectors, intelligent AI bots, robotic process automation (RPA), optical character recognition (OCR) bots, and human-assisted tasks, all integrated into one cohesive automation platform. With the easy-to-navigate Wrkflow Designer, you can seamlessly connect Wrk Actions, enabling the creation of a tailored end-to-end automation solution that perfectly fits your specific workflows. Embrace the future of automation by starting your journey with Wrk today, completely free of charge! Plus, you can explore various templates to kickstart your automation experience.

Microsoft's Power Automate enables businesses to streamline their operations through customizable workflows that link various applications and services. This user-friendly, no-code platform facilitates the automation of tasks such as syncing data, managing approvals, and handling form submissions. Additionally, it harnesses the power of artificial intelligence to enhance automation capabilities, allowing for tasks like document processing and content generation. By incorporating robotic process automation (RPA) and cloud integrations, Power Automate simplifies the automation of both routine manual tasks and cloud-based functions. As a result, organizations can significantly lower their operational expenses while boosting efficiency across a diverse range of industries, ultimately transforming how they operate.

Nekton AI enhances your productivity by automating tasks whenever feasible and executing them in the cloud, ensuring accessibility for everyone without the hassle of intricate tools. Getting started with Nekton is straightforward, as it integrates with a multitude of services to optimize both professional and personal workflows. The platform enables you to collect user input and seamlessly incorporate that information into your automated processes. Moreover, you have the option to share your workflow with others through a simple link, allowing them to run it without any need for registration. Nekton AI excels in delivering highly-customized automation, so you won’t have to navigate complicated systems or hire technical experts. You can mix manual and automated tasks within your workflow, allowing for a gradual adoption of automation as per your requirements. Since all operations take place in the cloud, you won’t have to deal with the complexities of infrastructure setup or maintenance. In addition, Nekton also offers the capability to run automation locally on your device or utilize offline services, making it adaptable for efficiently managing small to medium data tasks. This innovative approach not only saves valuable time but also enriches the user experience by providing a seamless automation journey, ultimately fostering greater efficiency and productivity. As a result, Nekton AI empowers individuals and teams alike to streamline their workflows with ease and confidence.

Latenode merges the simplicity of no-code solutions with the depth of full-code options and AI-enhanced insights, enabling effortless interactions between services that utilize APIs. Users have the flexibility to either work with no-code nodes for quick deployments or write custom scripts for more specialized needs. Rather than spending hours navigating through API documentation, you can communicate your requirements directly to the AI assistant, which will generate pre-assembled code tailored to your specifications. This powerful platform is designed to optimize the integration of various marketing tools, creating a unified system that reduces data discrepancies and enhances operational efficiency through smooth integration. Users can easily connect with popular SaaS applications using available connectors or develop bespoke code as required. For instance, you can effortlessly send alerts via Slack to your team while simultaneously dispatching email confirmations to your clients. Furthermore, the platform supports conditional logic, allowing you to intelligently control your scripts based on the data received, significantly improving functionality. With a complete cloud-based toolkit for API creation, you can craft workflows that seamlessly link any applications together, thereby streamlining processes across the board. By harnessing these features, teams can elevate their productivity and refine their communication strategies, ultimately leading to better collaboration and results. This integration-driven approach encourages innovation and ensures that users can adapt to changing demands with ease.

With Folderr, you have the ability to craft AI solutions customized for any purpose, whether you need a conversational assistant drawing from your own data or a comprehensive automation tool to meet your business demands. Users can easily upload an unlimited number of files, which serve as the building blocks for a highly adaptable AI assistant. Our advanced AI system can analyze and understand a wide variety of data formats, including intricate spreadsheets and lengthy PDFs that can be more than 500 pages long. You can upload data from several different sources, such as your computer, smartphone, Google Drive, Dropbox, FTP, or even through web scraping, and it's also possible to send emails straight to your AI with attached documents. The generative AI chat feature encompasses all necessary tools to break through the limitations of traditional AI approaches. In addition to creating images and solving complex mathematical problems, you can also surf the web, all via an easy-to-use chat interface. Moreover, Folderr Assistants go beyond the functions of typical generative AI chat by enabling integration with numerous applications and providing assistants with enhanced capabilities to execute complex tasks with exceptional accuracy and reliability. This versatility makes Folderr an essential tool for boosting productivity in various fields while empowering users to innovate and streamline their workflows effectively.

Activepieces is a powerful, open-source automation platform designed to simplify AI-driven workflows for businesses of all sizes. By offering no-code automation tools, users can quickly integrate with over 280 applications and automate complex tasks, including approvals, form entries, and advanced AI agent creation. The platform supports AI-assisted code, decentralized collaboration, and customizable workflows with built-in governance features, making it ideal for teams looking to enhance productivity and maintain security standards. Activepieces offers a community-driven library that continually expands with new automation pieces, ensuring that businesses can stay ahead in an ever-evolving tech landscape.

Watson boosts your team's efficiency with its diverse capabilities and seamless integrations, allowing you to operate at an unprecedented level of effectiveness. By automating mundane tasks and streamlining complex procedures, Watson helps you reclaim essential time and resources. This shift in focus allows you to dedicate your efforts to more strategic and impactful projects. Furthermore, Watson fosters effective communication within teams, ensuring alignment and timely completion of projects while meeting quality standards. You can also enhance Watson's functionalities by importing both new and existing automation processes into the system, which optimizes workflows and increases productivity. With its sophisticated natural language processing abilities, Watson can accurately execute a variety of tasks, both simple and complex, in the correct order. There is no requirement for specialized training, as you can instantly begin using prebuilt skills tailored to match your needs. Additionally, Watson integrates effortlessly with numerous applications and tools, including Salesforce, Workday, Outlook, Gmail, and others, facilitating a unified workflow across all vital systems. This integration not only simplifies various processes but also equips your team to collaborate more effectively and boost overall productivity. Ultimately, leveraging Watson can transform how your team operates, leading to more innovative solutions and improved outcomes.

Cassidy integrates effortlessly with your current tools, leveraging your organization's existing knowledge to optimize various functions such as customer support, lead qualification, and RFP management, among other tasks. By seamlessly linking your company's data and insights to AI, it can promptly tackle employee questions, deliver project updates, and speed up responses to customers, all while ensuring brand consistency is upheld. With Cassidy, the worries about AI inaccuracies are removed, as its knowledge base provides reliable, verified, and sourced information straight from your company's assets. This guarantees that employees have instant access to the most up-to-date information they need, with your organization's knowledge being centralized and synchronized in real-time. Additionally, Cassidy enables your AI to navigate even the most intricate workflows by fully utilizing the context of your unique business processes, significantly boosting both productivity and collaboration throughout the organization. As a result, your teams can focus more on strategic initiatives rather than getting bogged down in routine tasks.

Airia’s enterprise AI orchestration platform seamlessly integrates with existing systems and data sources, featuring a no-code agent builder that facilitates rapid prototyping. It incorporates pre-built connectors for streamlined data integration, alongside intelligent AI operations that boost both performance and cost-effectiveness through smart routing and centralized lifecycle management. The platform prioritizes enterprise-grade security and governance, offering thorough audit functionalities and responsible AI guardrails. Its model-agnostic and vendor-neutral approach provides versatile deployment options across shared or dedicated cloud, private cloud, and on-premises configurations. This adaptability empowers users of all technical backgrounds to create, deploy, and manage secure AI agents on a large scale, eliminating the need for complex installations or migrations. With its intuitive interface and integrated platform, Airia transforms workflows in multiple departments, including engineering, IT, finance, legal, marketing, sales, and support, allowing organizations to confidently and compliantly advance their AI strategies. Furthermore, this all-encompassing solution equips businesses to fully leverage the capabilities of AI while optimizing operations and maintaining robust security measures. In this way, Airia not only enhances productivity but also fosters innovation across organizational landscapes.

Kindo has arrived, ushering in a new era of work that will change the landscape forever. With just a few clicks, users can easily connect to any AI model, integrate it with their existing applications seamlessly, and automate tedious tasks through streamlined workflows. This groundbreaking platform empowers you to focus on the most fulfilling aspects of your role, lifting the weight of monotonous responsibilities off your shoulders. As the pioneering self-service AI platform, Kindo securely connects OpenAI's ChatGPT, Google Bard, Cohere Claude, or any chosen AI model to your organization's data while ensuring privacy is upheld. Boost your efficiency with effortless AI-driven search functionalities, link to over 200 SaaS applications, and create no-code workflows powered by AI without any hassle. By posing questions about your data, you can obtain instant responses, freeing you from the tedious process of combing through endless spreadsheets or wikis—Kindo adeptly integrates AI tools into your existing applications to address your most urgent queries. With Kindo, you're not merely working with greater efficiency; you're fundamentally transforming your entire method of managing tasks and retrieving information. This shift not only enhances productivity but also fosters a more innovative and dynamic work environment.

Utilize straightforward and user-friendly language to create automations and manage exceptions effectively. Kognitos enables you to effortlessly automate tasks that involve both organized and disorganized data while efficiently handling substantial transaction volumes and complicated workflows that typical automation solutions might struggle with. Historically, managing exceptions in processes—especially those needing detailed documentation—has posed notable challenges for robotic process automation due to the extensive groundwork required for effective exception management. Kognitos transforms this landscape by allowing users to communicate with automation systems about how to tackle exceptions using natural language. This method reflects our innate way of teaching one another to resolve issues and manage irregularities, employing intuitive prompts to ensure human oversight remains integral. Furthermore, automation can be developed and honed similarly to how we train people, drawing on shared experiences and practical instances to significantly boost its performance. This groundbreaking approach not only streamlines the automation process but also nurtures a collaborative atmosphere, empowering users to feel more involved and in command of the technology while enhancing overall efficiency. By bridging the gap between human intuition and technological capability, Kognitos redefines the future of automation.

Streamline AI is a sophisticated platform created specifically for in-house legal teams, emphasizing intelligent intake, triage, and the automation of workflows. It provides customized self-service solutions and is not meant to substitute for legal counsel from a law firm. The platform boasts features such as AI-powered contract analysis, workflow automation, matter management, extensive analytics, and smooth integration with current systems. With its user-friendly, no-code functionality, Streamline AI allows users to craft tailored intake forms that adapt to user responses, thereby efficiently routing requests to accelerate the review and approval processes. By consolidating all incoming requests, the platform acts as a single source of truth, facilitating effective management of legal matters from start to finish and offering real-time visibility into request types, ongoing review stages, and approval status. Additionally, Streamline AI promotes enhanced collaboration between legal teams and business stakeholders by providing a centralized space for all request information and communication threads, ultimately fostering improved interactions and transparency throughout every stage of the process. This not only streamlines operations but also helps ensure that all parties are aligned and informed at every step.

Workflows is a cutting-edge feature found in Microsoft 365 Copilot that enables users to enhance and automate their tasks throughout various Microsoft 365 applications by expressing their requirements in natural language, thus removing the necessity for intricate manual setups or connector configurations. This functionality allows users to initiate operations based on predetermined schedules or particular events, as well as collect and preserve user inputs via adaptive cards within Teams, while seamlessly accessing Microsoft 365 data such as calendar entries, emails, and lists—all without the need for any programming expertise. When a user provides a prompt, Workflows adeptly recognizes the pertinent services indicated—like the Outlook inbox or a Teams channel—creates a functioning workflow through a user-friendly visual design interface, and provides tools for testing, monitoring, and management via an Activity tab and Home page. The variety of supported triggers and actions encompasses repetitive tasks, AI-enhanced functions, and capabilities for Outlook (including fetching emails and scheduling events), Teams (such as sending messages and adaptive cards), SharePoint (for item management), Planner (for task organization), Approvals, and Dataverse (for AI-driven prompts), making it an all-encompassing solution for workflow automation. This innovative feature ultimately enables users to boost their productivity by simplifying the automation of tasks across a diverse range of powerful tools, paving the way for more efficient work practices. Additionally, by integrating these capabilities, Microsoft 365 Copilot fosters a more connected and responsive work environment, further enhancing user experience.