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Overview

Connecting OneDrive lets The Drive AI work with your files where they already are:
  • The agent can find, read and organize files in OneDrive. Every change is shown on a card in the chat, and you can undo it there. See Connected drives for what can be undone in OneDrive.
  • Workflows can start when a file is added to OneDrive, and can save files there. See Workflows.
  • Import and export copy files between OneDrive and The Drive AI when you want a copy on the other side.
SharePoint document libraries work the same way, through a separate SharePoint connection. See SharePoint. Connected drives and accounts come with Max, Team, Business and Enterprise. See Plans & Pricing.

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Who can do what

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Before you start: work and school accounts

You can connect a personal Microsoft account or a work or school account. With a work or school account, your Microsoft 365 administrator has to approve The Drive AI for your organization first. They only do this once. Personal Microsoft accounts don’t need this. See Administrator approval.

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Connect OneDrive

1

Open Integrations

Open Settings and choose Integrations. Under Cloud storage, click OneDrive.
2

Sign in

Click Connect OneDrive and sign in with your Microsoft account in the window that opens. If nothing opens, allow pop-ups for The Drive AI and try again.
3

Let the agent catalog it

When you’re done, you see OneDrive connected and the account appears under Connected accounts. While the agent builds its catalog of your OneDrive, the account shows Agent: cataloguing. When it’s done, it shows Agent: ready.
To connect another Microsoft account, click Add account at the bottom of the list. Each account is listed separately, with who connected it, when, and how many workflows use it. Accounts you can’t act on show View only. If your plan doesn’t include connected drives, clicking OneDrive opens a message saying which plans include them, instead of the sign-in window.

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What you allow

Microsoft asks you to let The Drive AI:
  • Read and write files your account can already open
  • Read your basic profile, to show which account is connected
  • Stay connected without asking you to sign in again
The Drive AI uses the account with your own Microsoft permissions. It can’t open anything your account can’t. The agent only changes files when you ask, and shows each change on a card you can undo.

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Administrator approval

When a work or school account needs approval, you see Administrator approval is required. If no account is connected yet, the OneDrive page then says Administrator approval is pending.
  1. Ask your Microsoft 365 administrator to approve The Drive AI in Microsoft Entra.
  2. Once they have, click Check approval & finish connecting and sign in again.

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SharePoint

SharePoint is connected separately from OneDrive, and needs a work or school account. There’s no personal SharePoint drive: you work with document libraries on SharePoint sites.
1

Connect SharePoint

In Settings > Integrations, under Cloud storage, click SharePoint, then click Connect SharePoint and sign in. Your administrator has to approve The Drive AI for SharePoint first.
2

Add libraries for the agent (owners and admins)

Open Settings > Agent, find your SharePoint account under What the agent can see, and click Add library. Search for the site by name or paste a link to it, choose the library, and click Add library. Once a library is there, you can also click + beside SharePoint under Connected in the left sidebar.
Each member reaches a library through their own connected SharePoint account, if that account can open it. See Connected drives. SharePoint asks you to let The Drive AI read and write SharePoint sites your account can already open, read your basic profile, and stay connected.

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Import files into The Drive AI

Importing makes a copy in The Drive AI. You don’t need to import a file for the agent to work on it: the agent can read and organize files in your connected drive where they are.
1

Open the folder

In the file browser, open the folder you want the files in.
2

Start the import

Click New and choose Import from Cloud. You can also right-click an empty part of the folder and choose Import from Cloud.
3

Pick the account

Under Connected accounts, click your OneDrive or SharePoint account. Only accounts you connected yourself are listed.
4

SharePoint only: choose the site and library

Under SharePoint site, search for the site or paste a link to it. Then choose the Document library.
5

Choose files and folders

Browse to what you want and tick it. You can select up to 100 items per import. A selected folder counts as one item and is imported with everything in it.
6

Import

Leave Skip duplicates on, then click Import (the button shows how many items, for example Import 3 items).
What to expect:
  • Progress shows under Transfers in the left sidebar while the import runs.
  • Skip duplicates is on by default. With it on, a file whose content is already somewhere in the workspace is skipped, and a folder with the same name already in the same place is reused.
  • Folders are imported up to 10 levels deep.
  • Imported files are copies. Your originals stay where they are, and later changes on either side aren’t copied across.

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Export files to OneDrive or SharePoint

1

Choose what to export

Click ⋮ on a file or folder and choose Export to Cloud. To export several at once, select them and click Export in the selection bar.
2

Pick the account and folder

Choose your account. For SharePoint, choose the site and document library. Then open the destination folder.
3

Export

Click Export here. Progress shows under Transfers.
Only the person who connected an account can export to it. Viewers can’t export.

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Disconnect

In Settings > Integrations, open OneDrive (or SharePoint) and click Disconnect next to the account. The confirmation lists the workflows that will pause, or says No workflows depend on this account. When you disconnect:
  • Workflows that use the account are paused. If the same account is connected again later, workflows paused only because of the disconnect start again on their own.
  • The agent stops seeing the drive or libraries. In Settings > Agent, they show as Paused.
  • Files you already imported stay in The Drive AI.
  • The Drive AI stops using the account, but the access you allowed is still recorded with Microsoft. To remove it there too, remove The Drive AI’s access in your Microsoft account settings, or ask your administrator.

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Troubleshooting

Your organization hasn’t approved The Drive AI yet. Ask your Microsoft 365 administrator to approve it in Microsoft Entra, then click Check approval & finish connecting.
  • If you see Popup blocked, allow pop-ups for The Drive AI, then try again.
  • Make sure you sign in with the right Microsoft account.
  • SharePoint only works with a work or school account.
  • If a message about plans appears instead of the sign-in window, your plan doesn’t include connected drives.
Only the person who connected an account can browse it. If a teammate’s account shows View only, connect your own Microsoft account with Add account.
  • Wait until the account shows Agent: ready in Settings > Integrations.
  • If it shows Agent: needs attention, open Settings > Agent to see why, and click Re-scan.
  • For SharePoint, check that an owner or admin added the library, and that your own SharePoint account can open it.
  • See Troubleshooting.

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What’s next?

Connected drives

What the agent can and can’t do in OneDrive and SharePoint.

Browser extension

Use the agent next to OneDrive or SharePoint in Chrome.