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Import your OneDrive files into the Knowledge Base so your Agents and Workflows can search and reference them.

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Connect your account

1

Open connected apps

Go to Settings and click Connected Apps.
Settings page showing the Connected Apps section
2

Find Microsoft OneDrive

Locate Microsoft OneDrive in the list and click Connect.
Connected Apps list with Microsoft OneDrive highlighted
3

Log in with Microsoft

Sign in with your Microsoft account credentials.
Microsoft sign-in prompt
4

Accept permissions

Review the requested permissions and click Accept to authorize Cassidy.
Microsoft permissions consent screen

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Import OneDrive content

1

Add a OneDrive source

Open your Knowledge Base, click Sync From Integrations, and select Sync from OneDrive.
Knowledge Base Sync From Integrations dropdown showing Sync from OneDrive option
2

Select files and folders

Browse your OneDrive, select the files or folders you want to import, then click Import. Click Load more at the bottom of the list to see additional items.
Cassidy OneDrive import modal showing folders and the search bar
3

Search by file or folder URL

You can also search for files and folders by pasting its OneDrive link into the search bar. In OneDrive, open the file or folder, click the ⋯ menu next to it, and select Copy link. Then paste that URL into the search bar in Cassidy.
OneDrive showing the Copy link option in the file actions menu
OneDrive content automatically syncs every 24 hours, so your Knowledge Base stays up to date as you add or edit files. Enterprise plans support live sync for near-real-time updates. Learn more about sync behavior.

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Next steps

Organize your Knowledge Base

Learn how to manage and structure your imported content.

Build your first Agent

Create an Agent that uses your OneDrive documents to answer questions.