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Use this app when your workflow needs to find, read, move, copy, share, or update files in OneDrive. It also works for Excel workbook edits and SharePoint list tasks.

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Configuration

Before you configure this step, connect OneDrive in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the OneDrive response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect OneDrive if you have not already done that.
  2. Add an OneDrive step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose Get Drive Root in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

  1. Search Items
  2. Get Item Metadata
  3. Create Sharing Link

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Update a workbook

  1. Create Workbook Session
  2. List Worksheets
  3. Read Workbook Range
  4. Write Workbook Cell

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Track SharePoint data

  1. Get Site Details
  2. List Site Lists
  3. Get List Items
  4. Update List Item Fields

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Notes

  • This step depends on a connected OneDrive integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the OneDrive tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using OneDrive as an Agent Tool

You can also add OneDrive as a tool in the Agent Editor. Open the agent, click Add tool, and select OneDrive. In the tool settings panel, choose the connected account the agent should use. The agent calls OneDrive actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration