Introduction
Connect OneDrive to Sana to search, browse, read files, create folders, share links, and read Excel tables. Summarize documents, extract key points, and find information without leaving Sana. In summary, the connector has the following key characteristics:
Category: File storage
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Search files |
Browse folders |
Read files |
Create folders |
Create sharing links |
Read Excel tables |
List drives |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about OneDrive. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create folder |
Create link |
Download file |
Find file by name |
Get excel table |
Get file by id |
List files in folder |
List my drives |
Search files |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
User.Read | Identify your account |
Identifies your OneDrive user | |
offline_access | Keeps sync and automations running |
openid | Confirms your identity during sign-in |
profile | Get information about your user in OneDrive |
Files.Read | Allows browsing and previewing your stored files |
Files.Read.All | Includes shared and team files in file search and lists |
Files.ReadWrite | Enables creating, editing, and organizing your files |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find OneDrive in the list of available integrations
Scroll to the Available integrations section and locate OneDrive.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to OneDrive and approve the requested scopes
You'll be redirected to OneDrive to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your OneDrive account. Click Continue to complete the setup and start using the connector.
Known limitations
File formats: The connector can only read the following file formats in your OneDrive:
pdf,jpg,jpeg,png,gif. More formats coming soon.Search: The connector does not support full-text search inside files. It can only locate files by their title or metadata, then read the file once it has been found — so search is limited for content-discovery use cases.