IntegrationsConnection guides

OneDrive

Use Microsoft account file and folder actions with Era or workflows.

Use Microsoft account file and folder actions with Era or workflows.

Where to use it

On the web, Settings → Apps → Installed apps (/settings/apps) manages connections; Apps (/apps) adds them. In Era Desktop: Business → Apps and Settings → Apps → Installed apps.

OneDrive app page.

What you need

FieldWhat to supply
Hesap girişi / Account sign-inSign in at the provider and grant access; do not paste an account password into Era

Connect step by step

Open the catalog

Find OneDrive in Apps (/apps).

Complete authorization

Use Connect account to grant provider access, or enter the required key in the connection form.

Choose the right account

Choose the account under Settings → Apps → In my chats with Era. Workflows and Era agents select their own accounts separately.

Try one operation

Check access with a read or draft operation first. Explicitly choose the workflow target and connection and inspect the run result.

Era and workflow actions

These are actions declared by the existing workflow block. Select the connected account and each action’s target IDs; listing an action does not run it automatically.

Triggers

No separate provider workflow trigger is declared for this app. Use a schedule or the module event above when appropriate.

Permissions and limits

Before connecting

OneDrive and SharePoint access depend on Microsoft account scopes. Connecting does not automatically copy files into Era Files or ingest them as knowledge.

Apps read permission shows accounts; manage changes connections/settings; delete removes them. Inbox channel management needs Inbox manage, and payment settings need Finance manage. Workflows and Era also obey the target module’s permissions.

Back to category.

Ask Era

Find the selected file in OneDrive.

Specify the account and target record. Era uses the connected account’s access and your role permissions; an example prompt is not a completed operation.

For technical teams

The connection flow depends on these platform configuration names; never put their values in user documentation: MICROSOFT_CLIENT_ID, MICROSOFT_CLIENT_SECRET.

Code sources: apps/studio/lib/integrations/definitions.ts, apps/studio/app/(app)/apps/components/connect-app.tsx, apps/studio/blocks/blocks/onedrive.ts, packages/os-kernel/src/integrations/catalog.ts.

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