OneDrive
Email attachments, filed in OneDrive for you
Workflows drop attachments — or text you write — into the right OneDrive folder, create folders without duplicates on a retry, and search your files when a decision depends on them.
- Connection
- OAuth sign-in
- Actions
- 3
What you can automate with OneDrive
Actions
What a workflow can do next.
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Upload to OneDrive
Uploads the attachments (from the email or added by a step) — or some text — into a folder of your OneDrive.
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Search OneDrive
Searches files in your OneDrive and puts the list into the working data.
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Create a OneDrive folder
Creates a folder unless it already exists — a retry creates no duplicate.
Workflows you can build
Each one starts from a real situation and uses only nodes that exist today. Test it on past emails before you publish it.
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A folder for every new client
The folder is created unless it exists, then the documents from the email are uploaded into it.
- Email received
- Extract
- Create a OneDrive folder
- Upload to OneDrive
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Archive receipts by month
Receipts are recognised and saved into the folder of the month, ready for your accountant.
- Email received
- Categorize
- Upload to OneDrive
How to connect OneDrive
OneDrive is a separate access on your Microsoft connection, granted on its own when you need it.
Before you start
- A Microsoft 365 work or school account. Personal accounts (Outlook.com, Hotmail, Live) cannot be connected.
- The Files access granted on your Microsoft connection.
- An administrator of your Loop & Roll instance registers your organisation’s application in Microsoft Entra ID once.
- Each member opens Connections, clicks Add a connection, then Connect on the Microsoft card, and accepts the consent screen.
- On the account’s row in Connections, add the Files access: a separate consent, for that access only.
- Pick the account in the node: the workflow acts with that member’s own rights.
Automate OneDrive with Loop & Roll
We build the workflow around your processes, test it on your past emails and put it into service with your teams.
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