What Triform can do with Microsoft OneDrive
Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.
File Operations
- Rename and move files automatically.
- Convert documents to PDF.
- Bulk upload/download.
Content Analysis
- Extract text from images (OCR).
- Summarize Word documents.
- Analyze Excel sheets.
Collaboration
- Create shared links for clients.
- Notify team of updates.
- Manage access permissions.
What Triform can do with Microsoft OneDrive
Real-world examples of how teams use Triform + Microsoft OneDrive
Client Onboarding
- Generate standard welcome packet.
- Create subfolders (Contract, Assets, Reports).
- Share folder with client email.
- Notify Account Manager.
Expense Receipt Scan
- Perform OCR on image.
- Extract Date, Merchant, Amount.
- Add to Excel expense report.
- Move image to 'Processed' folder.
How Triform connects
Connect Microsoft
Authenticate with your Microsoft 365 credentials.
Select Drives
Choose personal or shared drives to access.
Enable AI
Turn on content analysis features.
Who uses Triform with Microsoft OneDrive
For businesses on Microsoft 365.
Roles
Teams
Why Triform for OneDrive?
Deep Integration
Works seamlessly with Office files.
Secure
Respects existing Microsoft permissions.
Automated
Runs in the background without manual input.
FAQ
Can it access personal OneDrive?
Yes, both OneDrive for Business and Personal are supported.
What file types?
Supports Office docs, PDFs, images, and text files.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.