Agility - SharePoint Integration and Automation

Common Integration Use Cases Between Agility and SharePoint

1. Publish approved SharePoint documents and policies to Agility-powered public or partner portals

Data flow: SharePoint ? Agility

Organizations often store policy documents, product sheets, HR forms, and partner resources in SharePoint for controlled internal review and version management. Once approved, selected documents or summaries can be published into Agility CMS to power external websites, customer portals, or partner microsites.

• Legal, compliance, or product teams maintain the master document in SharePoint.
• Marketing or web teams pull approved content into Agility for public-facing pages.
• Updates in SharePoint trigger a content refresh in Agility after approval.

Business value: Reduces duplicate content maintenance, ensures only approved information is published, and shortens the time needed to update external-facing content.

2. Use SharePoint as the source of truth for internal knowledge while Agility delivers curated external content

Data flow: SharePoint ? Agility

Many enterprises maintain detailed internal knowledge bases, operating procedures, and reference materials in SharePoint, while using Agility to publish simplified, audience-specific versions on websites or customer support portals. This allows internal teams to manage full documentation in SharePoint and expose only the relevant content externally.

• Support teams maintain technical knowledge in SharePoint.
• Agility publishes customer-friendly FAQs, help articles, or onboarding content.
• Content mapping rules determine which SharePoint pages or libraries feed Agility sections.

Business value: Improves consistency between internal and external content, reduces rework, and helps customer-facing teams publish faster.

3. Centralize marketing asset governance in SharePoint and distribute approved media to Agility

Data flow: SharePoint ? Agility

Marketing teams often store campaign assets, brochures, brand-approved images, and presentation files in SharePoint for controlled access and versioning. Agility can consume approved assets from SharePoint to build landing pages, campaign microsites, and product pages without requiring manual file duplication.

• Brand and marketing teams manage approved assets in SharePoint libraries.
• Agility references those assets through API or connector-based integration.
• Asset metadata such as campaign name, region, or product line can be used to filter content.

Business value: Strengthens brand governance, avoids outdated assets on public pages, and streamlines campaign execution across teams.

4. Sync editorial calendars and content approval workflows between marketing and internal stakeholders

Data flow: Bi-directional

Agility can be used by marketing teams to draft and schedule web content, while SharePoint can support internal review, approvals, and stakeholder collaboration. A bi-directional workflow lets teams collaborate in SharePoint on drafts, comments, and approvals, then publish the final version in Agility.

• Content drafts are created in Agility or stored as working documents in SharePoint.
• Reviewers comment and approve in SharePoint using Microsoft 365 collaboration tools.
• Approved content is pushed back to Agility for publishing.

Business value: Improves governance over web publishing, reduces approval bottlenecks, and gives business stakeholders a familiar review environment.

5. Build employee intranet content in SharePoint and reuse selected content in Agility for external audiences

Data flow: SharePoint ? Agility

Enterprises often create internal news, executive announcements, and department updates in SharePoint. Some of this content, such as company news, event highlights, or thought leadership, can be repurposed in Agility for public websites or recruitment pages after editorial review.

• Corporate communications publishes internal announcements in SharePoint.
• Agility consumes approved excerpts or summaries for external channels.
• Different audience versions are maintained without duplicating the full editorial process.

Business value: Extends the value of internal communications content, supports consistent messaging, and reduces duplicate authoring effort.

6. Expose SharePoint-hosted document libraries through Agility-powered customer or partner portals

Data flow: SharePoint ? Agility

Organizations that manage large document libraries in SharePoint can use Agility to create a polished external portal for customers, distributors, or suppliers. Agility handles the user experience, while SharePoint stores the controlled documents behind the scenes.

• SharePoint stores manuals, certificates, contracts, or onboarding packs.
• Agility provides the portal interface, navigation, and search experience.
• Access rules determine which users can see which documents.

Business value: Delivers a better user experience without moving controlled documents out of SharePoint, while preserving governance and permissions.

7. Publish SharePoint-managed event, training, or resource content into Agility landing pages

Data flow: SharePoint ? Agility

Teams responsible for events, training, or employee programs often manage schedules, agendas, and supporting materials in SharePoint. Agility can consume this content to create branded landing pages for registrations, event promotion, or resource hubs.

• Event teams maintain source content in SharePoint lists or pages.
• Agility renders the content into campaign or event pages.
• Changes to dates, speakers, or materials in SharePoint update the public page automatically.

Business value: Speeds up page creation, keeps event information current, and reduces manual updates across multiple channels.

8. Use SharePoint for secure collaboration on regulated content and Agility for controlled publishing

Data flow: SharePoint ? Agility

In regulated industries, teams may need strict control over content review, retention, and auditability. SharePoint can serve as the secure collaboration and approval layer for regulated content, while Agility publishes only the finalized, approved version to external websites or digital experiences.

• Compliance, legal, and product teams collaborate in SharePoint.
• Final approved content is transferred to Agility for publication.
• Audit trails remain in SharePoint for governance and compliance review.

Business value: Supports compliance requirements, improves traceability, and separates controlled collaboration from public content delivery.