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Microsoft OneDrive Integration

Connect XY to the exact OneDrive folders you trust so automations can read, organize, and return files with confidence.

Overview​

The Microsoft OneDrive integration connects XY to your OneDrive account, enabling workflows and agents to access, organize, and manage files stored in OneDrive. This integration supports both personal OneDrive and OneDrive for Business accounts.

Authentication & Setup​

  1. Navigate to the Integrations section in the XY Web App
  2. Select Microsoft OneDrive from the integration directory
  3. Click "Connect" and complete the Microsoft OAuth authentication flow
  4. Grant XY the necessary permissions to access your OneDrive
  5. Configure which folders and files XY should access

Post-Authentication Configuration​

After connecting, configure:

  • Folder Selection: Choose which OneDrive folders XY should access
  • File Type Filters: Optionally restrict to specific file types (PDFs, Office documents, etc.)
  • Sync Frequency: Set how often XY should check for new or updated files
  • Access Permissions: Control whether workflows can read, write, or both
  • SharePoint Integration: Configure access to SharePoint document libraries if applicable

Endpoints & Capabilities​

Read Operations​

  • List Files: Retrieve files and folders from specified directories
  • Get File: Download file content or metadata
  • Search Files: Query files by name, type, or metadata
  • Get File Metadata: Retrieve file information (size, modified date, permissions)
  • List Folder Contents: Get contents of specific folders

Write Operations​

  • Upload File: Create new files in OneDrive
  • Update File: Modify existing files
  • Create Folder: Create new folders
  • Move File: Move files between folders
  • Delete File: Remove files or folders
  • Share File: Manage file sharing and permissions

Configuration​

  • Set Sync Frequency: Configure how often to check for new or updated files
  • Manage Folder Access: Add or remove folders from access list
  • Configure File Filters: Set up file type or naming pattern filters
  • Set Access Permissions: Control read/write capabilities
  • SharePoint Settings: Configure access to SharePoint document libraries

Use Cases​

  • Document Storage: Store workflow outputs and processed documents in OneDrive
  • File Synchronization: Keep files synchronized between systems
  • Document Processing: Access documents for OCR, extraction, or transformation
  • Collaborative Workflows: Share files with team members or external parties
  • Backup and Archival: Automatically backup important files