Select files deliberately
Use a small set of manuals or support policies with a named business owner.
Integrations OneDrive
OneDrivePlanned
OneDrivePlannedOneDrive documents your support team can use.
Plan a OneDrive connection that brings selected, approved documents into Message knowledge without importing an employee’s entire drive.
Planned connector. Native setup is not available yet. The workflows below describe the intended scope; release depends on provider access and testing.
Knowledge
What we’re planning to connect.
- 01OneDrive
- 02Planned connection
- 03Message support
Avoid personal-drive sprawl
Personal working notes, employee details and draft pricing belong outside customer-facing retrieval.
Handle ownership changes
The proposed connection needs clear behavior when the source owner leaves, sharing changes or a document is deleted.
The right context
Be precise about what connects.
Define the data, permissions and destination before putting the workflow in front of customers.
Selected files
Approved content
Ownership and access state
Prepare for the connection
Define your first workflow.
- 01
Choose the first workflow
Choose a maintained support folder and assign someone responsible for its accuracy.
- 02
Agree on data and permissions
Decide which fields may be read, which people may use them and whether any separate write action is needed. Native setup is not available yet.
- 03
Define the acceptance test
Revoke sharing on a test document and check that answers cannot continue quoting it.
Before you connect
OneDrive integration questions
Can I connect OneDrive to Message today?
The native connector is planned. The workflows on this page describe the proposed design; there is no native installation to activate yet.
What should we test before using it with customers?
Revoke sharing on a test document and check that answers cannot continue quoting it.