Prerequisites
- A Microsoft work or school account with access to the OneDrive files you intend to use.
- An EKB Platform project where you can configure an agent or workflow.
- Your EKB Platform administrator must have configured a Microsoft OAuth integration with the required Graph permissions (
Files.ReadWrite.AllandSites.ReadWrite.Allfor site drives) before you can connect. - For shared-with-me items,
Files.ReadWrite.Allmust be consented by your administrator.
Setup
1
Open an agent or workflow in EKB Platform
Create or open an EKB Platform agent and add the Microsoft OneDrive toolkit, or add a Microsoft OneDrive node to a workflow.
2
Enable only the tools you need
Start with read-only tools: List Drives, List Folder Contents, Search Files, Get File Metadata, and Read File Content. Leave write and sharing tools disabled until needed.
3
Sign in with Microsoft
Send a request or select the Microsoft sign-in action when EKB Platform prompts for it. Sign in with the Microsoft work or school account that owns the files and grant the requested permissions.
4
Test with read actions first
Run List Drives and List Folder Contents to confirm access. Use a disposable test folder for any write operations and verify the results in OneDrive on the web after each write test.
Available tools
Navigate
Discover
Read
Write
Share
Use cases
- Search OneDrive for a quarterly report, read its content, and summarize it in a workflow.
- Upload a generated file to a team drive folder and create a sharing link for stakeholders.
- List folder contents and find recently modified files before triggering a downstream notification.
- Export a Word document to PDF and pass the extracted text to an agent for analysis.
- Resolve a sharing URL from a Slack message into a file ID and read its content directly.