Integration
Connect WebuildYourAI. to
OneDrive
Introduction
OneDrive for Business is Microsoft’s cloud-based storage and synchronisation service within Microsoft 365, used to centralise employee files, simplify remote access, and secure document sharing. As organisations rely on it as a primary document hub, our agency extends OneDrive with AI agents that interpret content, automate organisation and governance, and coordinate activity with other systems, turning static storage into a smarter operational backbone for everyday work.
Core Workflows
Agent-driven email triage continuously scans Outlook inboxes and shared mailboxes, classifying messages by topic, intent and urgency. Agents apply agreed rules, tag items, draft suggested replies and route cases to CRM or ticketing queues, giving teams a structured, searchable view of high-volume correspondence.
Calendar-aware agents monitor Outlook calendars, invitations and resource bookings to propose meeting times, handle rescheduling and align availability across time zones. They negotiate options with participants via templated emails, update Teams links and log key appointments back to CRM or project tools.
Agents connect Outlook threads and meetings with CRM or ITSM records, creating or updating cases as conversations evolve. They extract participants, topics, commitments and attachments, synchronise them with customer or incident profiles, and alert staff when key accounts or critical tickets lack timely responses.
Summarisation agents condense long Outlook email chains and dense meeting invitations into concise digests. They highlight decisions, risks and customer sentiment, then extract follow-up actions into Outlook tasks, Planner, To Do or other tools, providing shared visibility over who owns which next steps.
Shared mailbox agents balance workloads across team members, track SLA commitments and surface stalled threads in Outlook. They suggest sensitivity labels or encryption when content appears risky, ensure consistent tagging for audit, and compile periodic reports on volumes, response times and breach risks.
Extended Capabilities
Agentic workflows layer decision-making and automation directly onto OneDrive’s files and metadata. Our agents watch for events, analyse content, and trigger structured actions, from routing and summarising documents to enforcing policies and updating connected tools, reducing manual effort and inconsistency while keeping OneDrive as the familiar user-facing repository.
Conclusion
Embedding AI agents around OneDrive allows organisations to govern and exploit their documents with far greater precision, without disrupting familiar Microsoft 365 usage. Automated classification, compliance checks, cross-system updates, and rich contextual answers help reduce file chaos and ambiguity. Users gain clearer access to the right versions, while administrators benefit from more consistent policies and insight, supported by specialist expertise in designing and evolving these agentic workflows.