Microsoft OneDrive is a cloud storage service that allows users to store, share, and manage files securely. With Relevance AI, you can leverage AI Agents to enhance your file operations and automate complex workflows.
Microsoft OneDrive provides robust file storage and sharing solutions. Relevance AI amplifies these capabilities by enabling intelligent AI Agents to automate tasks and streamline data interactions.
Intelligent Document Orchestration
The agent seamlessly organizes, categorizes, and routes files based on content analysis and business rules.
Cross-Platform Data Synthesis
The agent connects and analyzes information across multiple Microsoft 365 applications for comprehensive insights.
Collaborative Workflow Enhancement
The agent streamlines team interactions by automating file sharing, version control, and access permissions.
Relevance AI seamlessly integrates with Microsoft OneDrive, enhancing your workflows with powerful file management capabilities.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Relevance AI account
- A Microsoft OneDrive account with access to the files and folders you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Microsoft OneDrive integration leverages secure OAuth2.0 authentication, ensuring only authorized workflows can access your OneDrive files and folders. Relevance AI manages all API operations (including file uploads, downloads, sharing, and permissions) in the background—eliminating concerns about error handling, rate limits, or data formatting.
Built-in validation and automatic file type handling ensure your workflows operate seamlessly across OneDrive personal and business accounts, with support for all common file operations.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Microsoft OneDrive + Relevance AI integration without writing code:
- Start with organized folders: Structure your OneDrive with clear folder names and consistent file types for easier management.
- Utilize pre-built actions: Relevance AI provides ready-to-use workflows for uploading, sharing, and managing files—perfect for quick implementation.
- Connect securely: Ensure you grant the necessary permissions and approve the correct OneDrive account during setup.
- Test with sample files: Run automations on test files first to avoid unintended changes to important documents.
- Monitor API usage: Be aware of rate limits and use batch operations to optimize performance and prevent throttling.
