Connect ServiceNow and
SharePoint with AI

Automate the flow between IT service management and enterprise content. Stop manually copying incident details into SharePoint documents, chasing down attachments, or keeping knowledge bases in sync across both systems.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Auto-archive resolved incidents with attachments to SharePoint document libraries

When incidents close in ServiceNow, automatically create organized folders in SharePoint with the full incident record, all attachments, resolution notes, and related change requests. Build a searchable archive without manual exports or file uploads.

Sync ServiceNow knowledge base articles to SharePoint intranet sites

Keep your internal knowledge portal current by automatically publishing approved ServiceNow KB articles to SharePoint pages. Maintains version control, preserves formatting, and updates existing articles when they're revised in ServiceNow.

Create ServiceNow incidents from SharePoint document approval workflows

When critical documents are rejected or require IT review in SharePoint approval processes, automatically generate ServiceNow incidents with document links and context. Routes to the right assignment group based on document type and metadata.

Generate weekly incident summary reports as SharePoint documents

Automatically compile ServiceNow incident data into formatted Word documents stored in SharePoint. Include metrics, trend analysis, and incident breakdowns by category, priority, or team—ready for leadership review without manual report building.

Attach compliance documents from SharePoint to change requests automatically

When change requests are created in ServiceNow, automatically pull required compliance documentation, runbooks, or approval forms from SharePoint based on change category. Ensures all changes have proper documentation without manual hunting.

Alert IT teams in ServiceNow when critical SharePoint documents are modified

Monitor sensitive SharePoint libraries for changes to SOP documents, security policies, or configuration files. Automatically create ServiceNow incidents or tasks when unauthorized modifications occur, including file version details and editor information.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize ServiceNow and SharePoint with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands ServiceNow's incident, change, and knowledge management schemas alongside SharePoint's document libraries, metadata, and content types—no custom mapping required.

AI that reads ServiceNow tables and SharePoint document structures natively

Redbird maps ServiceNow incident fields, assignment groups, and CMDB relationships to SharePoint folders, metadata columns, and content types automatically. It understands attachment handling in both systems, preserves document versions, and handles SharePoint's taxonomy structure when organizing ServiceNow data. The AI knows when to create new document libraries versus updating existing files, and how to maintain audit trails across both platforms.

Incident & change record parsing
SharePoint metadata mapping
Attachment synchronization
Knowledge article formatting
10×

faster than exporting ServiceNow reports and manually uploading to SharePoint

No CSV exports, manual document creation, or copy-paste between systems

Auto-generated reports

Redbird can pull from ServiceNow and SharePoint simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either ServiceNow or SharePoint.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from ServiceNow into SharePoint, or from SharePoint back into ServiceNow. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from incident updates, knowledge article changes, document uploads, or any event across ServiceNow and SharePoint.

ServiceNow
Triggers & Actions
Trigger

Incident created or updated

Trigger when new incidents are logged or existing tickets change state, priority, or assignment group.

Trigger

Change request approved

Trigger when change requests move through approval workflows or reach specific states like scheduled or implemented.

Trigger

Knowledge article published

Trigger when KB articles are published, updated, or retired in the ServiceNow knowledge base.

Action

Create incident with attachments

Generate new ServiceNow incidents with custom fields, assignment rules, and file attachments from SharePoint.

Action

Update CMDB configuration item

Modify CI records in the configuration management database with documentation references or compliance status.

Action

Add work notes to existing ticket

Append work notes or comments to ServiceNow incidents and change requests with links to SharePoint documents.

SharePoint
Triggers & Actions
Trigger

Document uploaded or modified

Trigger when files are added to specific SharePoint libraries or when existing documents are edited or versioned.

Trigger

Document approval completed

Trigger when SharePoint approval workflows complete, are rejected, or require escalation.

Trigger

List item metadata changed

Trigger when specific metadata fields update on SharePoint list items or documents, like status or department tags.

Action

Create folder structure with documents

Generate organized SharePoint folders and upload files with proper naming conventions and metadata.

Action

Update document metadata

Modify SharePoint document properties, content types, or taxonomy tags based on ServiceNow incident data.

Action

Create or update SharePoint page

Publish formatted content to SharePoint intranet pages from ServiceNow knowledge articles or incident summaries.

ServiceNow
+
SharePoint

Ready to connect your stack?

Sync ServiceNow with SharePoint and stop manually bridging ITSM and content management. Build intelligent workflows between incident tracking and enterprise documentation in minutes.

Get started → Book a demo