Overview
The OneDrive integration lets you instantly upload your documents from the cloud directly into your projects or tasks or as agent knowledge.
📝 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 ··· 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
- 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 — see Tools for AI Agents.
💡 Tip: Files from cloud integrations can be used as knowledge sources for your AI agents.
Related guides
- Google Drive · Dropbox · Box — Other storage integrations
- Drive Upload — Universal upload helper
- Microsoft Teams — Companion Microsoft integration
- Agent Knowledge — Use OneDrive files as agent knowledge