Overview
The OneDrive integration lets you instantly upload your documents from the cloud directly into your projects or tasks or as agent knowledge.
๐ Note: Be sure to check our Box, Google Drive, and Dropbox integrations.
Connect Your OneDrive Account
- Follow any of the file upload methods below.
- You'll see a sign-in window after selecting OneDrive from the prompt window.
- Log into your OneDrive account with your email and password.
- Grant Taskade access to your OneDrive account.
Upload Files as Agent Knowledge
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 ยทยทยท next to an agent.
Select โ๏ธ 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
- Open a Project.
- Open the Add-ons menu (click the plus icon or use /googledrive).
- Hover over Upload File
- Choose OneDrive from the dropdown menu.
- Select the files you want to upload.
- Press the Select button.
- Confirm which files you want to upload and press Upload.
Upload Files to a Project Chat
- 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.
Upload Files to a Comment
- 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.
Learn more about automation workflows in Automations: The Execution Pillar.
Use this integration as an AI agent tool โ see Tools for AI Agents.
๐ก Tip: Files from cloud integrations can be used as knowledge sources for your AI agents.