Use OneDrive with AI
Connect nowFind the latest approved brochures and files.
Documents & signatures
Using OneDrive in an agency
OneDrive is the Microsoft equivalent of Drive: the current brochure, the photo set, the fee letter. Find the latest approved file. Do not attach last May’s particulars because the filename looked right.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- DraftPrepare a document
- ReadFind approved files
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “Find the latest approved brochure and draft an email to this buyer.”Also needs: Email. Checks the file version and sharing permission.
Before you connect
- Account you’ll need
- A OneDrive folder you choose
- Who connects it
- Can be a shared organisation account, or a person’s own.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does OneDrive need?
A OneDrive folder you choose
Will a bot change OneDrive without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official OneDrive partner?
No. You connect an account you or your agency already have, through OneDrive’s own sign-in, where that connection is in the catalogue.