Utilize SharePoint integration to share editions

Boost engagement with distribution to SharePoint – meeting readers where they are.

⭐ SharePoint integration requires an upgrade from the Essential Package. Review our packages here.

Distribute updates from Axios HQ to SharePoint with our integration. Once connected, simply send your HQ emails as usual, and then share them to a web part in SharePoint to meet your readers where they are.

Table of Contents: 

  1. How to connect to SharePoint
  2. Sharing to SharePoint
  3. Deleting or updating a post
  4. Disconnecting from SharePoint
  5. FAQs

How to connect to SharePoint:

  1.  If you are an Axios HQ Owner or Admin, navigate to “Settings” > “Integrations,” and then click “Connect” on SharePoint to launch setup flow. 
  2. Enter your Microsoft 365 tenant id and select the series you would like to share to SharePoint. Note: You can only share from one series at this time. 
  3. Complete steps 1-6 listed in the image below: 

Sharing to SharePoint:

  • There are three ways to share to SharePoint: 
    • Right after sending an edition on the “Send Successful” modal

    • Via the three-dot menu on the “Sent” tab 

    • From the sent edition view 

 

  • After clicking “Share to Sharepoint” a modal will appear where you can generate a Smart Brevitized summary of your edition by selecting “Generate summary.” Note: This is only available to organizations that have not opted out of AI features. 

💡 You can also edit, add emojis, and images to the message that will be posted to SharePoint. You can add an image to your post by selecting any of the featured images in the edition.

  • Clicking “Share to SharePoint” will post the message to the web part created during setup.

  • Selecting the “Click to read” button leverages public and private links so readers can read on the web. Note: This integration is not accessible to organizations that have disabled private or public links.
  • Posts will appear in reverse chronological order based upon the edition’s published date

Deleting or updating a post

  • To delete or update a post, click the “Share to SharePoint”button to view the Share to SharePoint modal on a shared edition. 

Disconnecting from SharePoint

  • Owners and admins can disconnect SharePoint from the “Integrations” page. 
  • All SharePoint posts will be permanently deleted

FAQs

If my org has disabled private or public links can we still use the SharePoint integration?

No, the integration is not accessible if private or public links are not enabled.

Can we format messages (bold, italics, etc.)?

SharePoint messages do not support bold or italic formatting.

Can I share to SharePoint without sending the communication via email first?

No, you’ll only be able to share to SharePoint for sent editions because a link to the edition isn’t accessible until it is sent.

Can I add images to my posts?

Yes, you can now add images to your SharePoint post! Select any of the featured images from the edition and include it in your post. 

Can I schedule a SharePoint post?

We don’t currently support this, but if you’d like us to consider it please submit this feedback via Canny.

Do one-offs support sharing posts to SharePoint?

We don’t currently support this, but if you’d like us to consider it please submit this feedback via Canny.

Will I be able to see if an edition has been posted to SharePoint?

Not directly, but if you attempt to share an edition that’s already been posted, you’ll see instructions to either delete or update the existing post.

Can I see analytics from SharePoint?

We don’t currently support this, but if you’d like us to consider it please submit this feedback via Canny.

Can orgs that have opted out of AI features generate summaries? 

The “Generate summary” button will be hidden so they can’t generate summaries.

Can I share past editions to SharePoint?

Yes! Just share to SharePoint via the three-dot menu on the Sent tab or from the sent edition view.

Can I share individual cards to SharePoint?

We don’t currently support this, but if you’d like us to consider it please submit this feedback via Canny.

Who can read the “Click to read” links shared to SharePoint?

This depends on the chosen link access settings for the relevant series: recipients only, recipients + current audience, or anyone with the link

Can I include emoji to my post?

Yes! You can manually add emoji.

 

Have any questions?

Feel free to reach out to your Account Manager or help@axioshq.com with any questions.

Have any feedback?

Submit your feedback to directly to our Product team via Canny here