Microsoft OneDrive

Overview

The Microsoft OneDrive integration connects nexos.ai with your OneDrive so you can find and reference files directly in your workspace. It helps you summarize documents, answer questions using shared files, and keep work connected to the same source of truth your team stores in OneDrive.

Setting up the integration (organization admin)

1. Open Settings.

2. Go to Organization → Integrations.

3. Find Microsoft OneDrive in the list.

4. Set the integration to Active (enabled).

After it’s enabled here, team members can connect their own Microsoft accounts.

Connecting your account (individual user) from My Integrations

1. Open Settings (select your email/profile at the bottom of the left sidebar, then Settings).

2. Select My Integrations.

3. Find Microsoft OneDrive and select Connect.

1. You will be redirected to Microsoft. Sign in if prompted.

2. Review the access request screen and select Accept to approve access.

3. Return to nexos.ai. Microsoft OneDrive should now show as connected in My Integrations.

Use Microsoft OneDrive in Chat (turn it on for a conversation)

1. Open Chat (or an Agent chat).

2. Select the Tools icon.

3. Turn Microsoft OneDrive on to use it in that conversation.

Use Microsoft OneDrive in Agents (turn it on for an agent)

1. Open Agents and select the agent you want to update.

2. Select the Studio icon (top-right), then open Settings.

3. Scroll to Integrations and turn Microsoft OneDrive on.

4. Save your changes, then test the agent (for example, “Find the latest QBR deck in OneDrive and summarize it” or “Pull the project brief and list the key requirements”).

Alternative (quick method) You can also tell the agent in plain language to add the Microsoft OneDrive integration (for example, “Add the Microsoft OneDrive integration for this agent”), and it will enable Microsoft OneDrive for itself automatically so you can continue without leaving the conversation.