Integrations · Files & storage

OneDrive in the conversation.

OneDrive is Microsoft’s cloud storage solution enabling users to store, sync, and share files across devices, offering offline access, real-time collaboration, and enterprise-grade security. Connect it once and your copilot works in it directly without leaving the thread — and your workflows can act on it while the customer is still typing.

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OneDrive

Files & storage

01 · COPILOT

Ask for it in plain language. It does the OneDrive part.

Copilot rides inside the inbox. With OneDrive connected it works there from the same panel as the conversation — no second tab, no copying an order number across.

Copy Item
Get Drive
Delete Item
List Drives
Download a file
Get Group Drive

What a specific connection exposes is decided by OneDrive, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.

02 · WORKFLOWS

Something happens in OneDrive. A workflow starts.

Once OneDrive is connected, its events show up in the workflow editor's trigger picker, and the fields the event carries become variables every later step can read — so the message you send is written from what actually happened.

Onedrivebasetrigger
OneDrive File Created Trigger
File Updated
OneDrive Folder Created Trigger

The picker is the authority on which events your OneDrive connection publishes — these are the kinds that apps of this sort emit.

03 · THE AI AGENT STEP

One step that decides which OneDrive tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what OneDrive said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the OneDrive tools you left enabled and nothing else.

Setup

Connect OneDrive in about a minute.

1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
2
Find OneDrive in Browse
The catalogue runs to hundreds of apps and is searchable. Connect OneDrive from its card.
3
Authorize with your own OneDrive account
You sign in on OneDrive's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Open Settings → Apps →

OneDrive questions.

How do I connect OneDrive to Cloodot?

Open Settings → Apps in Cloodot, switch to Browse, and search for OneDrive. Connecting it opens OneDrive's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.

What can Cloodot do in OneDrive?

Work of this kind: copy item; get drive; delete item; list drives; download a file; get group drive. The exact list depends on what your OneDrive account is allowed to do — Settings → Apps shows every tool the connection actually exposes.

Can I limit which OneDrive tools Cloodot may use?

Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only OneDrive connection is a matter of leaving the writes off.

Can an event in OneDrive start a Cloodot workflow?

Yes. Events like onedrivebasetrigger, onedrive file created trigger, file updated, onedrive folder created trigger appear in the workflow editor's trigger picker once OneDrive is connected, and the event's own fields become variables the rest of the workflow can read.

Who in my team can connect OneDrive?

Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the OneDrive account that authorized it, so a files & storage connection is only ever as broad as the account behind it.

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