# OneDrive

> 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.

Status: 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.

> [!SOON]
> OneDrive is Coming soon. This page describes how it will work. The integrations open at launch are GitHub, GitLab, and Bitbucket.

## At a glance

| | |
| --- | --- |
| Category | Files and storage |
| Status | Coming soon |
| Connects with | Your Microsoft sign-in (personal, work, or school account) |
| Access | Reads on its own; saving a new file waits for your Approve |
| Used by | The CEO in chat, and every assistant |

## What assistants can do

| Ability | How it runs |
| --- | --- |
| Search files by name and by the text inside them | Reads on its own |
| Read Word, Excel (every sheet), PowerPoint, CSV, Markdown, and text files | Reads on its own |
| List a folder, including folders shared with you | Reads on its own |
| Open a OneDrive link you paste | Reads on its own |
| Find a folder by name and show its full path | Reads on its own |
| Save a new Word document, CSV spreadsheet, or text file into a folder you pick | Waits for your Approve |
| Change, move, share, or delete a file that is already there | Never |

## Connect it on stellarfirm.ai

1. Open [Integrations](https://stellarfirm.ai/app/integrations) and pick **OneDrive**.
2. Press **Sign in with Microsoft** and pick the account your assistants should work with.
3. 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.
4. You come back to the OneDrive page, which now says **Connected** and the account you signed in with.
5. Ask in chat: "what does the board deck in my OneDrive say about hiring?"

### If your organization asks for approval

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](/docs/trust/it-administrators#microsoft-entra-id), then sign in again.

## Saving a file

1. Ask in chat: "save this as a Word document in the Reports folder in my OneDrive".
2. 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.
3. It writes the file and asks to save it. On [Approvals](/docs/ceo/approvals) you see the file's name, its kind, and the folder's full path. Nothing is saved before you press **Approve**.
4. 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**.

## Connect it in the desktop app

1. 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.
2. Sign in once with that app to get a refresh token.
3. 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).
4. Switch OneDrive on and to live in the assistants' configuration.

## Pause or disconnect

- **Turn off** keeps the sign-in but stops your assistants reading OneDrive.
- **Disconnect** deletes the sign-in from StellarFirm.
- To remove StellarFirm from your Microsoft account too, open **myapps.microsoft.com** (work or school) or **account.live.com/consent/Manage** (personal).

## Good to know

- Assistants see exactly what your Microsoft account can see.
- PDFs, pictures, and videos are listed but not read from OneDrive. Download a PDF and attach it to the chat, and the assistant reads it.
- Older Office files (.doc, .xls, .ppt) are not read. Save them in the newer format, or attach them to the chat.
- A file larger than 20 MB is not read from OneDrive. Attach it to the chat instead.
- Calls to OneDrive do not use StellarFirm credits. Only the assistant's own thinking does, as with every answer.

## Prompts

```prompt title="Find and summarize"
Find the board deck in my OneDrive and summarize what it says about hiring.
```

```prompt title="Read a pasted link"
Read this file and list every open question in it: [paste the OneDrive link]
```

```prompt title="Save a report"
Write a one page summary of this month's support tickets and save it as a Word document in the Reports folder in my OneDrive.
```

```prompt title="Contract terms"
Legal, find the latest signed supplier agreement in my OneDrive and list its renewal and termination terms.
```

---

Source: https://stellarfirm.ai/docs/integrations/onedrive