Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
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 |
List shared folder reference options |
Search files |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in OneDrive.
Trigger |
New File Created (Instant) |
New Folder Created (Instant) |
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:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find OneDrive in the list of available connectors
Scroll to the Available connectors section and locate OneDrive.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the OneDrive card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: 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 6: Complete the set up
You've successfully connected your OneDrive account. Click Continue to complete the setup and start using the connector.
Known limitations
Private drive only: The connector can only find and read files in your private drives, not shared drives. If you want to use shared drives, use the SharePoint connector.
Protected files: The connector can not read Microsoft Purview information protected files in OneDrive.
File formats: The connector can read the following file formats in your OneDrive: pdf, png, jpg, doc, docx, dot, dotx, dotm, dsn, dwg, eml, epub, fluidframework, form, htm, html, loop, loot, markdown, md, msg, note, odp, ods, odt, page, pps, ppsx, ppt, pptx, pulse, rtf, task, tif, tiff, wbtx, whiteboard, xls, xlsm, xlsx.
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.