AI Assistant for OneDrive and SharePoint

Last updated: September 2026

TL;DR

Your Invent assistant can now reach your files: connect OneDrive or SharePoint and it finds a document by name or content, hands over the link, downloads what it needs, and uploads what it produces.
On OneDrive it also reacts: a file landing in a folder, or a file edited, renamed or moved, can start the next step without anyone announcing it.
The point is not file management. It is answers: the price list a customer asks for on WhatsApp, the NDA template a teammate asks for in Slack, the contract that just arrived and needs a record created.
Every action runs with the permissions you granted, and delete means the recycle bin, not the void.
Setup is no code: connect the account, grant the actions, name the folders.

Your documents already hold the answers. Now the assistant can reach them.

Most company knowledge does not live in a wiki. It lives in files: the price list someone updated last Tuesday, the policy PDF, the signed contract, the onboarding checklist that three people keep re-sending. Every question that ends in one of those files costs a search, a hunt through folders, or a colleague's attention.

The OneDrive and SharePoint integrations give your assistant the same reach into those files that your team has, on every channel it already works in. Here is what it does, what to hand it first, and how it sits next to the AI Microsoft already ships.

Why give an AI assistant your files

An assistant grounded in a knowledge base answers from what you taught it. An assistant with file actions can also go and get the thing: the current version, the actual document, the link the customer can open. That closes the gap between "here is what the policy says" and "here is the policy".

It also works in the other direction. The assistant produces things all day: summaries, transcripts, drafts, reports. Without a place to put them, they live in a chat. With OneDrive or SharePoint connected, they land in the folder where the team expects them, named the way the team names things.

And because the assistant answers on WhatsApp, Instagram, the web widget, email and Slack, the files become reachable from wherever the question is asked, by a customer or by a teammate.

What the OneDrive integration can do

Nine actions, shown as cards in Invent:

Nine OneDrive actions in Invent shown as cards: On New File, On File Changed, Search Files, Get File, Download File, Upload File, Update File, Delete File and Create Folder.

Triggers on the top row, then find, fetch, put back, and tidy.

Two triggers
On New File fires when a file lands in a folder; On File Changed when a file is edited, renamed or moved. A signed contract dropped in a folder can start the next step without anyone announcing it.
Find and fetch
Search Files looks by name or content, Get File returns the details and the link, Download File pulls the file itself. This is the "where is the latest price list" question, answered with the link.
Put back and tidy
Upload File, Update File (rename or replace content), Create Folder, and Delete File, which moves to the recycle bin rather than destroying anything.

SharePoint: the same reach for company libraries

Teams that keep documents in SharePoint sites rather than personal OneDrive folders get the same set of file actions there: Search Files, Get File, Download File, Upload File, Update File, Delete File and Create Folder. The two folder triggers are OneDrive-only for now, so "react when a file lands" runs on OneDrive, while "find it, fetch it, put it back" works on both.

The SharePoint actions in Invent: Search Files, Get File, Download File, Upload File, Update File, Delete File and Create Folder.

Same verbs on the company library. Triggers stay on OneDrive.

One requirement to know before you connect: the SharePoint actions need a Microsoft 365 subscription. SharePoint only exists on Microsoft's business and enterprise plans, the same plans that come with Copilot Chat, so a personal Microsoft account can connect OneDrive but not SharePoint. If your company already runs on Microsoft 365, you have what you need.

Ideas: what to hand the assistant in OneDrive and SharePoint

The file actions turn into everyday jobs once you name the folders. The "reacting when a file lands" group needs OneDrive; the rest works on SharePoint too. A few to start with:

Finding things

The latest version, on request
"Where is the current price list?" The assistant searches by name or content and answers with the link, in Slack or in a customer conversation.
Customer answers from your documents
Product sheets, policies, and manuals become answers the assistant can give on WhatsApp or the web widget, with the file link attached when the customer wants the detail.
Templates and forms
"Send me the NDA template" or "the onboarding checklist" fetched from the folder where they live, not from someone's memory of where they live.

Reacting when a file lands

Contract intake
A signed contract dropped into the Signed folder starts the next step: the record updated, the team told, the welcome email sent.
Invoices from suppliers
A PDF landing in Invoices Inbound gets read, the amount and due date written to a table, and the approver notified.
Applications and submissions
CVs, entries, or forms saved to a folder are acknowledged and logged as they arrive.
Change alerts
When a shared spec, price list or policy is edited, renamed or moved, the people who depend on it hear about it.

Putting things back

Summaries and transcripts filed
The assistant writes the meeting summary or the conversation transcript and uploads it to the client's folder, named the way your team names things.
A folder per client, created on the spot
New customer signed, new folder made, the first documents placed inside.
Reports on a schedule
The weekly report the assistant produces lands in Reports, and the old draft is replaced rather than duplicated.
Tidy by rule
Files that belong in the archive move to it; the recycle bin, not deletion, catches mistakes.

Where the files show up

The integration is not a place you go. It is a set of abilities the assistant carries into every conversation it already has.

In customer conversations

A customer on WhatsApp asks whether the 2026 catalog has the new sizes. The assistant answers from the knowledge base and attaches the link to the catalog in OneDrive, current version, no human in between. A customer on the web widget asks for the warranty terms; the PDF link arrives in the chat.

In your team's conversations

A teammate in Slack asks for the onboarding checklist. The assistant searches, finds the file, and posts the link in the thread. "Save this summary to the Q3 folder" works the same way in reverse.

In the background

Nobody asks anything. A contract lands in a folder, the assistant reads it, creates the customer record, and tells the account owner. That is the trigger doing its job, and the reason to name your folders on purpose.

Copilot or an assistant you already run?

Microsoft 365 Copilot searches your own files for you, inside Word, Outlook and Teams, and it is priced per user (Microsoft's Copilot page lists current plans). It is built for the person at the keyboard.

The Invent assistant with OneDrive or SharePoint connected is built for everyone else: the customer asking on WhatsApp, the teammate asking in Slack, the folder that just received a file. One knowledge base, one set of Actions, and the files reachable from every channel rather than from one seat. Plenty of teams will run both, and that is a sensible split.

How to connect it

Choose the assistant, open Actions, click Add Action, and pick Microsoft OneDrive or SharePoint. Sign in with your Microsoft account when prompted. SharePoint needs a Microsoft 365 subscription; OneDrive works with a personal Microsoft account too.
Grant the actions the assistant needs. Start with Search Files and Get File; add Upload File and the triggers when you have a folder ready for them.
Point it at a folder. Configure App sets the shared fields once for every OneDrive action: the connection, and optionally a folder. Pin a folder like Invoices when the assistant should only ever work there, or leave the field as AI Controlled and let the assistant pick the folder from the conversation. Then say the rest in plain language in its instructions: "signed contracts go to Clients/Signed", "weekly reports go to Reports".
Ask it for a file you know exists. Read the answer, adjust the instructions.

The Configure App dialog for OneDrive in Invent: a connected personal Microsoft account, an optional Folder field set to Invoices, and an optional Parent Folder field left as AI Controlled.

Set the folder once and every action respects it, or leave it AI Controlled and the assistant chooses from context.

Once connected, the actions sit on the assistant like any other, each with its own switch, so the assistant only carries the ones you turned on.

The Actions tab of an Invent assistant showing Microsoft OneDrive connected with seven actions, Search Files, Get File, Download File, Upload File, Update File, Delete File and Create Folder, each with its own on switch.

Seven switches. Turn on the ones the job needs and leave the rest off.

Two more things owners appreciate: audit logs keep a record of activity inside your Invent workspace, and you choose which model powers each assistant and can switch anytime.

Files, conversations, and the operations layer

At Invent, we think the useful version of "AI for business" is one assistant that talks to customers on every channel, talks to your team where it works, and now reaches the files where the answers actually live. The record, the conversation, and the document stop being three places. That is the operations layer: not another tool, but the assistant you already run, given more to reach.

Your documents already hold the answers. Now the assistant can reach them.

FAQs

Can an AI assistant find files in OneDrive?

Yes. With OneDrive connected, the Invent assistant searches files by name or content, returns the file details and link, and downloads or uploads files. It can also react when a file lands in a folder or is edited, renamed or moved.

Does it work with SharePoint too?

Yes. SharePoint gets the same file actions: search, get, download, upload, update, delete and create folder. The two folder triggers are OneDrive-only for now, and SharePoint needs a Microsoft 365 subscription, since it is not part of personal Microsoft accounts.

Yes. In a customer conversation it can answer the question and include the link to the document, so the customer gets the current version without a person forwarding it.

Can it delete files?

Only if you grant that action, and Delete File moves the file to the recycle bin rather than removing it permanently.

Is this the same as Microsoft Copilot?

No. Copilot searches your own files for the person using it. The Invent assistant reaches the files on behalf of customers and teammates on every channel it answers, and can act on them through its other Actions.

What happens when a file lands in a watched folder?

On OneDrive, the On New File trigger starts whatever you told the assistant to do next: create a record, notify someone, send an email, or file the document somewhere else.

The answer and the document behind it, in the same reply.