What you need
- A plan with connected drives: Max, Team, Business or Enterprise. See Plans & Pricing.
- Your Microsoft account connected in Settings > Integrations: OneDrive for your own files, SharePoint for document libraries.
- Administrator approval for work and school accounts. Your Microsoft 365 administrator approves The Drive AI in Microsoft Entra once. Until then you see Administrator approval is required.
- For SharePoint libraries: an owner or admin adds each library once. Each member then reaches it through their own Microsoft account. See Personal drives and shared drives.
How it works
1
Connect OneDrive or SharePoint
Open Settings > Integrations and click OneDrive or SharePoint, then sign in. The agent builds a catalog of your files. When the account shows Agent: ready, it can find every file.
2
Add the libraries you want
For SharePoint, an owner or admin opens Settings > Agent, finds their account under What the agent can see, clicks Add library, searches for the site and chooses the library.
3
Ask the agent
Open the library or folder under Connected in the left sidebar and ask, for example “File these contracts by client, then by year from the signing date.”
4
Check and apply
The agent shows a card with every move and rename. Click Apply N changes, or tell it what to do differently. Click Undo on the card to reverse it later.
5
Keep it organized
To file new documents as they land in a library, set up a workflow with a File Uploaded trigger on that site and library. See SharePoint sites and libraries.
What the agent can do in OneDrive and SharePoint
- Find files by name, and by content using Microsoft’s own search.
- Read PDFs, Word, Excel, PowerPoint and text files.
- Move, rename, copy, create folders and move files to the recycle bin.
- Save files it makes into a OneDrive or SharePoint folder.
- Move or copy files between OneDrive or SharePoint and another drive, as one change. See Move files between drives.
What it can’t do
- It doesn’t read images stored in OneDrive or SharePoint.
- Undo of a move to the recycle bin in work or school OneDrive and SharePoint needs SharePoint access to be allowed for your account. Otherwise restore the file from the recycle bin on the web. Moves, renames and new folders can always be undone.
- It can’t act beyond your own permissions. If your account can only view a library, the agent can read it but not change it.
Compared with Copilot in SharePoint and OneDrive
For what Microsoft Copilot does with files in OneDrive and SharePoint, side by side with The Drive AI, see The Drive AI vs Copilot.Related
OneDrive and SharePoint integration
Connecting, admin approval, importing and exporting.
Connected drives
Everything about how the agent works in a connected drive.
Organize Google Drive
The same for Google Workspace.
Members and roles
Who can connect accounts and add libraries.
SharePoint on thedrive.ai
What The Drive AI does in SharePoint libraries, at a glance.