Connecting OneDrive
Make your OneDrive files instantly searchable by your agent.
Table of Contents
Your team maintains documentation in OneDrive - Word documents, PDFs, guides that get updated regularly and shared across the organisation. That content is already the source of truth for your team. Connecting it to Outlearn makes it the source of truth for your agent too.
Your agent reads the files in OneDrive and uses them to answer questions, staying in sync automatically as documents are updated. No separate knowledge base to maintain alongside the files your team already owns.
In this article, you'll learn:
- What happens when you connect OneDrive
- How to connect your OneDrive account
- How to manage the connection after it's set up
What Gets Connected
When you connect OneDrive, Outlearn syncs the files and folders you authorize and uses them as a source of answers. Your files stay exactly where they are - Outlearn reads them, it never modifies or moves them.
Supported file types include documents, spreadsheets, and text files. Files in unsupported formats will be skipped.
How to Connect OneDrive
- Go to the Sources tab.
- Click + Add Knowledge.
- In the Add Knowledge Sources modal, click Cloud Storage in the left panel.
- Select OneDrive.
- Log in to your OneDrive account when prompted and authorize Outlearn to access your files.
- Follow the on-screen steps to select which files or folders to sync and set accessibility.
After Connecting
Once connected, OneDrive will appear in your Sources list. Outlearn will keep it in sync automatically as your files change.
From the Sources list you can:
- Change accessibility using the dropdown next to the source.
- Toggle it on or off using the In Use toggle.
- Resync manually using the three-dot menu to force an immediate update.
- Delete the connection using the three-dot menu if you no longer need it.
Best Practices
- Only connect folders or files that are relevant to the questions your agent will be answering - connecting your entire OneDrive adds noise and can dilute answer quality.
- Use Internal accessibility for files containing sensitive company information that shouldn't be shared with public users.
- If you reorganize or rename files in OneDrive, trigger a manual resync to make sure the changes are reflected in your agent.