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OneDrive Integration

Download and embed files from your OneDrive account.

Updated over a week ago

Overview

The OneDrive integration lets you instantly upload your documents from the cloud directly into your projects or tasks or as agent knowledge.

💡 Note: The first file upload requires OneDrive authorization.

Connect Your OneDrive Account

  1. Follow any of the file upload methods below.

  2. You'll see a sign-in window after selecting OneDrive from the prompt window.

  3. Log into your OneDrive account with your email and password.

  4. Grant Taskade access to your OneDrive account.

You can use your OneDrive files to fine-tune your AI agent's knowledge:

  • Go to your workspace or folder.

  • Go to the Agents tab at the top.

  • Click the three dots ··· next to an agent.

  • Select ✏️ Edit agent.

  • Click the Knowledge tab on the left.

  • Choose Add With Google Drive, Dropbox, Box or OneDrive.

  • Click Update to save the changes.

Upload Files to a Project or Task

  1. Open a Project.

  2. Open the Add-ons menu (click the plus icon or use /googledrive).

  3. Hover on Upload File

  4. Choose OneDrive from the dropdown menu.

  5. Select the files you want to upload.

  6. Press the Select button.

  7. Confirm which files you want to upload and press Upload.

  • Click the Cloud Icon at the bottom of the chat box.

  • Choose OneDrive.

  • Select the files you want to upload.

  • Press the Select button.

  • Confirm which files you want to upload and press Upload.

  • Open a Project.

  • Open the Add-ons menu (click the plus icon or use /comment).

  • Choose Comment.

  • Click on Upload File

  • Choose OneDrive from the popup menu.

  • Select the files you want to upload.

  • Press the Select button.

  • Confirm which files you want to upload and press Upload.

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