
OneDrive
· #135 most-usedStore, share, and automate your cloud files
Microsoft OneDrive is the cloud storage platform that keeps your files accessible, organised, and shareable across every device. Connect it to Actionist and your agents can upload documents, organise folders, share files with permission-controlled links, search your entire drive, and react to new or updated files — all without anyone touching the OneDrive dashboard.
Eliminates manual work. Agents eliminate the manual cycle of creating folder structures, sharing files with individuals, routing uploaded documents, auditing permissions, and archiving completed project files.
What your OneDrive agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
OneDrive × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New client folder provisioned with standard structure
When a new client is added to HubSpot, the agent creates a top-level client folder in OneDrive with the standardised subfolders — Contracts, Proposals, Deliverables, Correspondence — and posts a Slack notification to the account team. The client has a clean, organised file home before the first meeting.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales25 min / weekManual folder creation and link sharing
Sales reps create client folders by hand, copy-paste sharing links from OneDrive into CRM deal records, and remember to move closed deals to the archive — every step is a context-switch away from selling.
Sales Agent0 minAgent provisions and shares automaticallyWhen a deal is created in HubSpot, the agent builds the OneDrive folder, creates the sharing link, and logs it to the deal record — the rep starts selling with a clean file home already set up.
- Marketing20 min / weekManual brand asset distribution
Marketers manually share updated brand files with each person who needs them, re-type sharing links into Slack, and chase team members who are using outdated logos or templates.
Marketing Agent0 minAgent announces updates and refreshes linksWhen a brand file is updated in OneDrive, the agent creates a fresh sharing link and posts a changelog announcement to Slack automatically — everyone has the current version without being chased.
- Customer Support15 min / weekManual help doc link maintenance
Support agents check that help article links are still working before pasting them into tickets, manually refile uploaded documentation, and track freshness of onboarding guides in a spreadsheet.
Customer Support Agent0 minAgent keeps links current and docs filedThe support agent refreshes sharing links for help docs every week, flags outdated articles for review, and uploads new documentation to the correct OneDrive folder without any manual intervention.
- Human Resources30 min / weekManual onboarding resource sharing
HR manually creates a OneDrive folder for each new hire, shares the right documents with the right person, and emails links for the handbook, IT guide, and benefits portal — repeating the process for every starter.
Human Resources Agent0 minAgent provisions and shares on hire creationWhen a new hire is added to the roster, the agent creates the personal onboarding folder and sends sharing invitations for all resources automatically — new starters have access before their first day.
- Finance35 min / weekManual invoice inbox and access review
Finance staff manually check the OneDrive invoice inbox each morning, log file names to a tracker, move files to the processing folder, and separately review vendor folder permissions in a quarterly manual sweep.
Finance Agent0 minAgent processes inbox and audits access weeklyEvery Monday the finance agent inventories the invoice inbox, logs and routes each file automatically. Every Wednesday it audits vendor folder permissions — flagging anomalies before anyone raises them manually.
- Operations40 min / weekManual storage management and permissions
Ops staff run storage reports by hand, delete stale temp files in ad-hoc sessions, create project folders one by one when new work is approved, and chase department heads to clean up their drives.
Operations Agent0 minAgent manages storage and provisions projectsThe operations agent runs a weekly storage health check, cleans up stale temp files, provisions new project folders for every approved project, and posts a permissions compliance report — all automatically.
- Legal25 min / weekManual contract filing and permission review
Legal staff manually upload and rename signed contracts, move closed-engagement files to the archive, and run periodic permission checks on contract folders by opening each one and reading the access list.
Legal Agent0 minAgent files contracts and audits access weeklyThe legal agent uploads and renames signed contracts on a schedule, archives closed-engagement files with a permissions snapshot for the compliance log, and flags any unauthorised access every Friday.
Calculate what your team saves
Based on OneDrive's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.
How to plug OneDrive into Actionist
Pick the connection method that suits your environment.
Connect OneDrive through Microsoft's OAuth flow. Actionist uses the Microsoft Graph API — no tokens to paste, no developer setup required. Works with both personal Microsoft accounts and Microsoft 365 business accounts.
Find OneDrive in the Apps library and click Connect. OAuth is selected by default.
A Microsoft sign-in window opens. Enter your Microsoft account credentials and grant Actionist permission to read and write your files and folders via the Microsoft Graph API.
Actionist runs a read-only call to verify the handshake. You will see a confirmation message and can start building agents immediately.
16 actions your agent can call
Read and write operations available to your Actionist agent.
7 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
Skills that pair with OneDrive
Reusable agent skills that work well alongside this app.
OneDrive API integration with managed OAuth via Microsoft Graph. Manage files, folders, and sharing.
Microsoft Excel API integration with managed OAuth. Read and write Excel workbooks, worksheets, ranges, tables, and charts stored in OneDrive.
MCP servers that work with OneDrive
Connect Actionist to MCP servers built for or around this app.
OneDrive and SharePoint Remote MCP Server