A folder for every client
Each new client gets a OneDrive folder of their own, named and organized the way you like.
OneDrive integration
Microsoft’s cloud storage for files and folders, with sharing and sync across devices. Connect OneDrive to OLODESK and use it in the apps and automations your business runs on.
- Category
- Files & documents
- How you connect
- Sign in with your Microsoft account
Popular ways to use OneDrive
Start with one of these, or describe your own.
Paperwork filed where you look
Signed contracts, invoices and reports are saved as PDFs to the right OneDrive folder, where your team already looks.
Client uploads land in OneDrive
Documents clients upload in your portal go to their OneDrive folder, and built-in AI pulls out the details you need.
How to connect OneDrive
Open Integrations
In your OLODESK portal, open Integrations and choose OneDrive.
Connect your account
Sign in with your Microsoft account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.
On Business Pro, you can also work with your OneDrive data in ChatGPT. AI on OLODESK
More files & documents apps
Google DriveFiles & documentsCloud storage for files and folders, with sharing and access from any device.
Google DocsFiles & documentsOnline documents for writing, editing and commenting together, saved to Google Drive.
DropboxFiles & documentsCloud file storage and sharing for teams, with folders, links and file requests.
PandaDocFiles & documentsProposals, quotes and contracts with templates, e-signatures and payment collection.
DocusignFiles & documentsElectronic signatures for contracts, agreements and forms, with signing order and audit trail.
Microsoft SharePointFiles & documentsIntranet sites and document libraries for sharing files, lists and pages across a company.
OneDrive integration FAQ
Do I need my own Microsoft account?
Yes. You connect the Microsoft account your business already uses.
Which plans include the OneDrive integration?
Every plan, including the Free trial.
Can I connect more than one Microsoft account?
Yes. Connect as many as you need and choose which one each system uses.
Put OneDrive to work
Start your Free trial and connect OneDrive from your portal.