How it fits into your company
Bring the policies, service material and operating documents your teams maintain in SharePoint into their AI work. Steer uses a bounded Microsoft 365 Files connection: an administrator selects the shared site and source area, then defines where that knowledge should apply. Source documents remain in Microsoft 365.
What this can help with
- Use the current shared commercial terms when drafting a proposal.
- Explain a process from the designated policy document rather than an older copied file.
- Reference a team’s approved operating material with links back to SharePoint.
Getting started
- A Microsoft administrator grants the application access to an explicitly selected site.
- Select a suitable shared source root and audience in Steer.
- Verify supported documents, updates and access loss before employee use.
Connection scope
Supported extraction includes Word (.docx), Excel (.xlsx), PowerPoint (.pptx), text-based PDF and supported text formats. Extraction retrieves document text, not a live Office editing session.
- The initial shared lane proves application access to the selected container, not complete per-employee Microsoft ACL equivalence.
- Restricted team or executive delivery needs separately proven authorisation.
- Scanned PDFs, protected files and unsupported document structures may need additional handling; file support does not imply OCR or spreadsheet recalculation.
Steer is onboarding companies in stages. Join the waitlist to discuss your setup. Read about access and accountability.
Plan the context, ownership and access
Check permissions and ownership, test source updates and evaluate the connection in a real task.
