OneDrive Integration

What it does

  • Connect your OneDrive for Business so VDF can access and analyze your files for AI search, summaries, and context-aware answers. VDF can browse your OneDrive files and help you find relevant documents during conversations.

Adding the App

  1. In VDF, go to Integrations → Microsoft → OneDrive → Connect.
  2. Sign in with your Microsoft account and grant access to VDF.
  3. You'll be redirected back to VDF. Confirm the connection shows "Connected".
  4. Optional: In Microsoft settings under Integrations, choose what folders to index and set privacy preferences.

Usage

Prerequisites:

  • An active VDF account and Microsoft 365 account with OneDrive for Business.
  • Recommended: Ensure you have the necessary permissions to authorize Microsoft apps for your account.

After connecting:

  • VDF can browse and search your OneDrive files to provide context in AI conversations.
  • You can select files directly from OneDrive when working on projects or tasks.
  • Initial file indexing may take time depending on your OneDrive size.

Use in VDF (examples):

  1. Ask in chat: "Find the latest project proposal in my OneDrive and summarize the key points."
  2. Ask: "Compare the budget files from Q3 and Q4 in my OneDrive."
  3. Ask: "Help me organize my OneDrive files by creating a folder structure for this project."
  4. Use the OneDrive file picker to select specific files for analysis or import.

Removing the App

There are two parts: disconnect in VDF and remove access in Microsoft.

  • Disconnect in VDF (stops processing immediately):

    1. In VDF, go to Integrations → Microsoft → OneDrive → Disconnect.
    2. This removes your active Microsoft authorization from VDF and stops file access.

  • Remove access in Microsoft (Account settings):

    1. Open your Microsoft account → Security → App permissions.
    2. Find "VDF" (or your app name) and select it.
    3. Click Remove access.

Potential implications of removal:

  • VDF will no longer be able to access your OneDrive files.
  • Existing VDF artifacts (summaries, notes) remain available until deleted per your workspace retention settings.
  • Any stored authorization tokens are revoked; future OneDrive access is blocked.

Tips

  • Start with specific folders if you have a large OneDrive to improve performance.
  • Use the file picker to select specific documents rather than giving broad access.
  • You can change your folder preferences anytime in the Microsoft integration settings.

Examples and use cases

  • File Search:
    • "Find all PDF documents in my OneDrive from last month."
    • "Locate the contract templates in my OneDrive."
  • Document Analysis:
    • "Summarize the key points from the quarterly report in my OneDrive."
    • "Compare the two project proposals in my OneDrive and highlight differences."
  • File Organization:
    • "Help me organize my OneDrive files by creating a logical folder structure."
    • "Find duplicate files in my OneDrive and suggest which ones to keep."

Prompt categories

Category Examples
File Search "Find contract drafts with redlines in Q3 folder"
Document Analysis "Summarize the quarterly report and extract key metrics"
File Organization "Help organize my project files into logical folders" 
graph LR
  O["OneDrive for Business"] --> V["VDF AI"]
  V --> A["File Search & Analysis"]
  V --> R["Document Summaries"]
  V --> O2["File Organization Help"]

Troubleshooting

  • Authorization errors: Start the connection from VDF → Integrations → Microsoft → OneDrive. Ensure your Microsoft account can grant the requested permissions.
  • Not seeing files: Confirm the right Microsoft account was authorized and that you have OneDrive for Business (not just personal OneDrive).
  • File access issues: Ensure your OneDrive files are not restricted by organizational policies.
  • Slow performance: Large OneDrive libraries may take time to index. You can continue working while indexing runs in the background.

FAQ

  • Does VDF modify my OneDrive files? — No. VDF reads files for analysis and search; it does not move or edit files.
  • Can I limit which folders VDF can access? — Yes. Use integration settings to scope access to specific folders.
  • What happens to my data if I disconnect? — VDF stops accessing OneDrive. Generated artifacts in VDF remain until you delete them.
  • Do I need OneDrive for Business? — Yes, for full integration features. Personal OneDrive has limited functionality.

Contact Support

  • Email: support@vdf.ai
  • Hours: Mon–Fri, 09:00–18:00 UTC
  • First response SLA: Within 1 business day
  • To open a case: Email us with your workspace name, Microsoft email, and a brief description of the issue.