Learn how to use the robot

Get started with SProbot - Reduce storage costs and increase security

This guide provides an overview of the initial onboarding steps needed to start using SProbot.
Updated
February 17, 2026

Getting up-and-running with SProbot takes less than 15 minutes.

We recommend you follow the process below. To make this easy, we've linked to each detailed guide.

Step 1 - Review the permissions you need

To connect to a tenant, you need to provide once-off authorisation with an account which has an elevated set of permissions. Learn about these permissions and ensure that you understand the technical and functional implications.

Step 2 - Connect to your tenant

Once you're satisfied with the permission review, you can run the tenant connection wizard to add a tenant to your SProbot account. Each tenant is separately licensed, and each has an initial trial period of 30 days. You can connect to as many tenants as you wish.

Step 3 - Wait for your tenant to index and crawl

Your tenant will take a few hours to complete its first index. Once this has been completed, you'll see core storage and ownership metrics display in your dashboard, health check, reviews and other reports.

Once your tenant has been indexed, it will start crawling all items to reveal large and inactive file data. Read more about how the index and crawl process works.

As soon as your sites and teams have completed indexing, you can start using the cleanup tools at level site review and action unwanted workspaces.

Step 4 - Enrich your tenant data with AI

To unlock the additional capabilities of AI-driven content discovery and admin actions, assess your tenant.

Use Cleanup recommendations to see and action savings

Make use of the Cleanup Recommendations section on your tenant's dashboard to identify and clean up sites with the most storage savings.

October 19, 2026
Enable file-level archiving on your tenant

Configure file-level Microsoft 365 Archive on your tenant to enable bulk trimming and archiving of inactive files.

October 19, 2026
How to use the Dashboard and Health Check

This guide will help you to understand how to use the Dashboard and Health Check to monitor, identify and clean up content in your tenant.

March 12, 2026

See SProbot find and clean up storage in 30 minutes

We’ll walk you through the savings reports and bulk cleanup, and answer your questions.

Book a demo