OneDrive

· #135 most-used

Your agent's file cabinet — reads, writes, and shares without asking

StorageDocumentsProductivityAutomationSpreadsheets

Microsoft OneDrive is Microsoft's cloud file storage, giving every device you own a single source of truth for documents, spreadsheets, images, and more. Connect it to Actionist and your agent can upload reports, create client folder structures, share files with exactly the right people, and react to new uploads the moment they appear — all without you touching a file browser.

Average time saved
11 hours
per person · per month
1 workdays back

Eliminates manual work. Agents eliminate the manual filing, renaming, sharing, and folder-creation tasks that consume 4+ hours a week across finance, operations, and client-facing teams.

Schedule

What your OneDrive agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
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Multi-app workflows

OneDrive × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
9Apps spanned
~28 hrsSaved / week
6Personas served
For customer success
Featured4 apps

New client onboarded before the welcome call

When a welcome email arrives from a new customer, your agent pulls their name from Gmail, finds the matching folder template in OneDrive, creates a named client folder, uploads the onboarding checklist, and posts a Slack message to the CSM with a direct link — then drops a kickoff call on Google Calendar. Every new client gets the same polished first experience in under 90 seconds, with no manual folder-building.

~8 hrs / week

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new customer welcome email arrives in Gmail
Result
Create named client folder with sub-structureNotify CSM with folder linkSchedule kickoff call on CSM calendar
The win
Saved per run
45 min
Runs / week
~10×
Every client starts with a complete, consistent folder — zero manual setup
Driven byCustomer Support Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    19 min / week
    Manual proposal filing

    Reps save proposals to their personal OneDrive, then hunt for the right version before every call.

    Sales Agent
    0 min
    Agent stages the proposal folder

    The agent creates a named prospect folder and uploads the latest proposal the moment a demo is scheduled.

  • Marketing
    14 min / week
    Campaign asset handoff

    Marketers email zip files or post drive links manually when handing assets to agencies.

    Marketing Agent
    0 min
    Agent packages and shares the folder

    The agent creates a sharing link for the campaign folder and delivers it to the agency the instant the campaign goes live.

  • Customer Support
    19 min / week
    Client folder setup

    CSMs manually create OneDrive folders and upload onboarding docs before every kickoff call.

    Customer Support Agent
    0 min
    Agent builds the client workspace

    The agent creates the client folder, uploads the onboarding checklist, and shares it with the customer automatically at contract signature.

  • Human Resources
    8 min / week
    New hire folder creation

    HR creates individual OneDrive folders and shares onboarding documents for each new hire by hand.

    Human Resources Agent
    0 min
    Agent provisions the starter kit

    The agent creates the employee folder, uploads onboarding materials, and sends the sharing invitation before the new hire's first morning.

  • Finance
    14 min / week
    Invoice filing routine

    Finance staff download invoices from email and manually file them into the correct vendor subfolder in OneDrive.

    Finance Agent
    0 min
    Agent files and cross-references invoices

    The agent detects new invoices, locates the vendor folder, uploads the file, and logs the reference in the finance tracker automatically.

  • Operations
    30 min / week
    Weekly report distribution

    Ops managers manually upload the weekly report to OneDrive and then send sharing links to every recipient.

    Operations Agent
    0 min
    Agent files and distributes in one step

    The agent uploads the generated report, creates a sharing link, and posts it to the relevant Slack channels before the working week begins.

  • Legal
    6 min / week
    Contract permission cleanup

    Legal manually revokes external access from contract files after a deal closes or a vendor relationship ends.

    Legal Agent
    0 min
    Agent revokes on deal close

    The agent removes the external party's permissions from the contract file the moment the CRM marks the deal as Closed or Expired.

+ 100s of other OneDrive automations
Average monthly
11 hrs / person / month
Average monthly
11 hrs / person / month
Calculator

Calculate what your team saves

Team size
10 people
Hourly rate
$20 / hr
Hours saved / week
28
Hours saved / year
1,400
Annual ROI
$28,000

Based on OneDrive's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.8 hrs / person / week of admin work automated.

Connect

How to plug OneDrive into Actionist

Pick the connection method that suits your environment.

The fastest path to connect OneDrive to Actionist. The ODSP Remote MCP Server gives your agent full read/write access to your files and folders through a permissioned OAuth handshake — no tokens to rotate, no manual credential management.

1
Open the Apps tab

Find OneDrive in the Apps library and click Connect. MCP is selected by default.

2
Authorise in OneDrive

A Microsoft OAuth popup opens. Sign in with your Microsoft account, select the account whose OneDrive the agent should access, and click Accept to grant the requested scopes (Files.ReadWrite, Sites.ReadWrite).

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

Actions

31 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

7 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with OneDrive

Reusable agent skills that work well alongside this app.

Microsoft OneDrive

Manages OneDrive files, folders, and sharing permissions via the Microsoft Graph API with OAuth handled automatically.

Microsoft Excel

Reads and writes Excel workbooks, worksheets, and tables stored in OneDrive — use when you need to work with spreadsheet data rather than raw files.

Fast.io

Provides agentic team workspaces that complement OneDrive storage with structured task and resource management.

MCP servers

MCP servers that work with OneDrive

Connect Actionist to MCP servers built for or around this app.

local-mcp
Official

Native macOS MCP server with 82 tools covering OneDrive, Mail, Calendar, Teams, and more from a single connection.

ODSP Remote MCP Server
Official

Microsoft's official OneDrive and SharePoint Remote MCP Server for direct Graph API access from any MCP-compatible agent.

local-mcp
Official

Community-maintained macOS MCP server with the same 82-tool OneDrive and macOS app coverage as the official build.

FAQs

Questions about OneDrive + Actionist

How do I connect OneDrive to Actionist?
In the Actionist Apps tab, find OneDrive and click Connect. Choose MCP (recommended) and a Microsoft OAuth window will open. Sign in with your Microsoft account, approve the requested Files.ReadWrite and Sites.ReadWrite scopes, and Actionist will verify the connection with a read-only test call. You're live in under a minute.
What Microsoft permissions does the agent need?
For full read and write access the agent needs the Files.ReadWrite.All scope (to create, update, delete, and share files and folders) and Sites.Read.All if you want it to reach SharePoint document libraries. If you only need the agent to read files, Files.Read.All is sufficient. You can review and revoke these scopes at any time from your Microsoft account's App permissions page at account.microsoft.com.
Can the agent work with files stored in SharePoint as well?
Yes. OneDrive and SharePoint share the same Microsoft Graph API, so once connected the agent can target personal OneDrive drives and SharePoint document libraries using the same actions. Use Find Drive by ID to resolve the correct SharePoint library, then all file and folder actions work identically. Note: the OAuth scope must include Sites.ReadWrite.All for SharePoint write operations.
What are the most useful automations for OneDrive?
The highest-impact automations are: automatically creating named client or project folder structures when a CRM deal closes; uploading generated reports to the right subfolder on a schedule; sharing files or folders with new collaborators the moment they join a project; and reacting to new file uploads (using the On File Created trigger) to kick off review, filing, or notification workflows. Combine OneDrive actions with Gmail, Slack, or HubSpot for end-to-end pipelines.
How do I avoid a trigger loop if the agent modifies files it also monitors?
Set your trigger to watch a specific input folder (e.g. /Incoming) and have the agent write outputs to a different folder (e.g. /Processed). OneDrive triggers fire on the source folder only, so writes to the destination folder never re-fire the trigger. If you must write back to the same folder, add a filename-suffix check — have the agent skip files already ending in '-processed' and append that suffix when it writes, breaking the loop.
Does the agent support large file uploads beyond 4 MB?
Yes. Use the Upload File action (not Upload a file up to 4MB in size) for files of any size — Microsoft Graph's resumable upload API handles chunking automatically. The 4 MB action uses the simpler single-request upload, which is faster for small files. For large videos, CAD files, or bulk datasets, always use Upload File to avoid timeouts.
Can I schedule the agent to run OneDrive tasks automatically?
Yes. Any Actionist workflow can run on a schedule — hourly, daily, or on a cron expression. Common scheduled OneDrive jobs include nightly report uploads, weekly folder audits using Get Children, monthly archive sweeps that move old files to /Archive subfolders, and permission audits using Get Item Permissions. Set the schedule in the workflow's trigger settings and the agent runs without any manual trigger.
What happens to sharing links if the agent moves or renames a file?
Sharing links in OneDrive are tied to the item's internal Drive ID, not its path or filename. When the agent uses Move or Rename File or Folder, the item ID stays the same, so existing sharing links continue to work. The exception is if the agent deletes and re-uploads a file rather than replacing it — that creates a new item with a new ID and breaks old links. Always use Replace File for in-place updates if you need to preserve sharing URLs.