Let your assistants search and read your OneDrive files, including files shared with you, and save new files into a folder you pick after your Approve. Coming soon.
OneDrive keeps the Word documents, Excel workbooks, and decks you work on every day. Once you connect it, you can ask about your files in plain words and your assistants search OneDrive, read the files they need, and answer with a link to each one. Paste a OneDrive link into chat and they open it. Ask them to save something and they find the folder you mean and save a new file there once you approve.
Press Sign in with Microsoft and pick the account your assistants should work with.
Microsoft asks you to let StellarFirm have full access to all files you have access to and maintain access to data you have given it access to. Press Accept. Microsoft offers only that one permission for saving into your own folders, so it reads broader than what StellarFirm does: your assistants read files, and save a new file only after your Approve. The second line only lets StellarFirm keep the connection without asking you every hour.
You come back to the OneDrive page, which now says Connected and the account you signed in with.
Ask in chat: "what does the board deck in my OneDrive say about hiring?"
Some organizations let only an administrator approve new apps. If Microsoft says Need admin approval, send the request it offers, or send your Microsoft 365 administrator the steps in For IT administrators, then sign in again.
Ask in chat: "save this as a Word document in the Reports folder in my OneDrive".
The assistant looks for folders with that name. When more than one fits, or none does, it asks you which one, with each folder's full path.
It writes the file and asks to save it. On Approvals you see the file's name, its kind, and the folder's full path. Nothing is saved before you press Approve.
Once approved, the file is saved and the assistant answers with its link.
A document is saved as a real Word file, a spreadsheet as CSV, which Excel opens. When a file with the same name is already there, OneDrive keeps both and gives the new one a number. If the folder changed name since the assistant found it, nothing is saved.
If you connected OneDrive before saving was possible, the OneDrive page says Connect again to allow saving.
In the Microsoft Entra admin center, register an app with the delegated permissions Files.Read.All and offline_access, and create a client secret. The desktop app reads with it; saving to OneDrive from chat is on stellarfirm.ai for now.
Sign in once with that app to get a refresh token.
On the computer that runs your assistants, set MICROSOFT_CLIENT_ID, MICROSOFT_CLIENT_SECRET, and ONEDRIVE_REFRESH_TOKEN (and MICROSOFT_TENANT_ID for an app that only your organization uses).
Switch OneDrive on and to live in the assistants' configuration.