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Microsoft OneDrive Integration

Microsoft OneDrive helps teams use existing cloud files inside XY instead of moving everything into a separate document system first.

What teams use it for​

  • syncing shared files into Files
  • powering workflows with trusted documents
  • using existing OneDrive content as knowledge-base source material

Typical setup flow​

  1. Open Integrations in the XY Web App.
  2. Connect Microsoft OneDrive.
  3. Open the Files area.
  4. Sync the OneDrive source you want XY to use.

Why this integration matters​

OneDrive is a good fit when your organization already keeps:

  • SOPs and policies
  • intake or referral documents
  • operating checklists and templates
  • other workflow reference files

Best practices​

  • connect only the folders your workflows truly need
  • keep the source organized so users can understand what XY should rely on
  • revisit synced content as workflows change