Bring M365 documents to the heart of meetings
Sherpany now connects directly to M365. Search, select, and import documents into your agenda in three steps, without leaving the platform.
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The problem
M365 documents don't live in agendas
Getting a M365 document into a board agenda takes six steps. It should take three.
Find the file. Export it. Switch tools. Upload it. Navigate to the agenda item. Attach it.
For an organiser preparing a ten-document board agenda, that process runs dozens of times per cycle. The tools have improved. The handoff between them has not.
The solution
Sherpany's M365 integration
Simplified workflow
Six steps become three. No switching tools, no downloading, no re-uploading. Agenda preparation moves faster for everyone involved.
Native M365 experience
Browse your M365 sites and folders exactly as you would in Microsoft 365. Sherpany becomes part of your M365 setup, not a separate step after it.
Secure and enterprise-ready
OAuth 2.0 / OpenID Connect via the Microsoft identity platform. Minimal permission scopes. Tenant-wide IT admin consent supported. No meeting data stored in Sherpany's Microsoft tenant.
How it works
As easy as 1, 2, 3...
- 1
Open "Add document" in any agenda item: From Edit Mode on the Agenda tab, select M365 as your document source.
- 2
Sign in once and browse or search: One Microsoft sign-in. Then browse your M365 sites, folders, and search across your entire estate, directly inside Sherpany.
- 3
Select and import: The file lands straight in your agenda item. Conversion handled by Microsoft's own Office 365 engine.
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Trusted by 800+ boards
Including companies across the financial, pharmaceutical, energy, and public sectors
See our M365 integration in action
Discover a better way to manage your meeting materials
With Sherpany, you can stop wasting time and start focusing on decision making.
