SharePoint
Storage integration
Yes. Obsidian supports Microsoft SharePoint for automatic document saving to your team document libraries, organised by client and meeting.
What the SharePoint integration does
The SharePoint integration automatically saves meeting notes, suitability reports, and other client documents from Obsidian to your Microsoft SharePoint document libraries. Files are organised by client and meeting, so your team always works from one shared source of truth. Firms that standardise on SharePoint for document management can ensure every Obsidian-generated document lands in the right site and folder. The integration uses Microsoft OAuth and supports SharePoint Online document libraries.
What advisers can do
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Document sync
Automatically save meeting notes and client documents to SharePoint document libraries.
How it works
When Obsidian generates a document — meeting summary, suitability report, or client note — it is automatically saved to your SharePoint document library. Files are organised into folders by client name and meeting date, so the whole team can find them later. The integration uses Microsoft OAuth and supports SharePoint Online document libraries. No manual file management is required.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
- 2
Find SharePoint and click Connect.
- 3
Sign in with your Microsoft account and authorise access to your SharePoint site.
- 4
Documents generated by Obsidian will now save to your SharePoint document library automatically, organised by client.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect SharePoint at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian supports Microsoft SharePoint as a live integration. Meeting notes, reports, and documents are saved automatically to your SharePoint document library, organised by client.
The integration connects to your SharePoint Online document libraries via Microsoft OAuth, so documents land in the team site and folder you choose.
Yes. All integrations are included with Obsidian's free AI Practice Management module.
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