Setup
Click Enable on the Connections page and authorize with your Microsoft account.Capabilities
- Create documents — Create new Word documents in OneDrive or SharePoint, specifying the folder or site where they should live.
- Find documents — Search for Word documents by keyword, document URL, or document ID across OneDrive and SharePoint. Scope searches to a specific site or drive when needed.
- Download documents — Retrieve Word files from OneDrive or SharePoint for processing within your workflows.
- Download as PDF — Fetch a Word document as a PDF rendition directly from Microsoft’s servers, saving the result to your agent’s workspace for further processing or sharing.
- Update documents — Upload a modified document back to OneDrive or SharePoint, replacing the existing version with conflict detection to prevent overwriting others’ changes.
- Get document metadata — Check a document’s name, size, author, last-modified date, and web URL without downloading the full file.
Key Benefits
- Automated document generation — Produce polished reports, proposals, and correspondence without manual effort.
- Seamless Microsoft 365 integration — Work directly with documents stored in OneDrive and SharePoint, keeping everything in your existing ecosystem.
- End-to-end document workflows — Combine reading, editing, and saving documents into a single automated process.
- Enterprise-ready — Works with business Microsoft 365 accounts and respects your existing permissions and sharing settings.
Works Well With
Microsoft Excel
Pull data from spreadsheets and generate formatted Word reports from the results.
Microsoft Outlook
Draft documents and send them as email attachments in a single workflow.
SharePoint
Manage document libraries, create files in team sites, and keep shared folders up to date automatically.