OneDrive files, open in the room
Link OneDrive files into the room’s Files, or start a new Word, Excel or PowerPoint file in OneDrive and attach it in the same step. Work and school files open inside the room, with Edit in Office one click away.
Add to room
Northwind rollout
Creating new files is open to room owners and hosts.
Q3 forecast.xlsx
Files · Excel spreadsheet
Office files sit where the agent works
OneDrive files and Word exports join the room’s library — the persistent shared state the AI project manager plans and reports from.
- 01
Listed with everything else
Ask the agent what is in the room’s Files and OneDrive-linked documents come back with the uploads, by name, type and link.
- 02
Notes become Word documents
A note — including one the agent drafted — converts into a Word document with Word to Room and is attached to Files.
- 03
A Word export is a room file
The converted document is uploaded to the room itself, so it sits in Files like any upload, ready for the team and the agent.
Microsoft 365 files, worked on in context
OneDrive keeps the original. The room keeps the link, the preview and the conversation around it.
Link an existing file
Attach a OneDrive file as a link to the original — nothing is re-uploaded, and the room always opens the current version.
Pick several at once
The OneDrive picker takes a multi-select, and the files land in whichever Files folder you have open.
New Word, Excel or PowerPoint
Room owners and hosts can create a blank document, spreadsheet or presentation in OneDrive and attach it to the room at once.
Opens inside the room
Work and school files open embedded in the room’s file viewer with an Edit in Office button; personal-account files open in OneDrive in one click.
Notes to Word
Word to Room converts a note into a Word document and attaches it to Files; a note can also be downloaded as Word, PDF or text.
Governed by your company
Admins switch OneDrive on or off in Apps & Integrations, and OneDrive follows your company’s upload rules too. Connected accounts carry on until members remove them.
Three ways OneDrive meets the room
Small working versions of the OneDrive controls a room member reaches for most.
Client review — week 6
Convert & attach to room
Note to Word
Word to Room turns a note into a Word document waiting in Files.
Tick as many as you need.
Pick several at once
Multi-select in the OneDrive picker links every file in one go.
OneDrive accounts
2- dev@northwind.co
- dev.k@outlook.com
Manage accounts
Connect more than one OneDrive account and remove any you are done with.
The right view for every kind of account
The room looks at where a OneDrive file lives and opens it the best way that account allows.
Work and school accounts
The file opens embedded in the room’s viewer, so people read it beside the room’s chat and notes.
Edit in Office
On the web, a button over the preview opens the same file for editing in Microsoft 365.
Personal accounts
The viewer shows the file with an Open in OneDrive button that takes you straight to it.
Manage accounts
Connect more than one OneDrive account, pick which one to attach from, and remove any of them when you are done.
Statement of work.docx
Files · linked from OneDrive
Work and school files open embedded in the room’s viewer, with Edit in Office on top.
From a spreadsheet to a sign-off
A OneDrive file moves through the same room apps as anything uploaded.
A file is linked
Finance links the quarter’s forecast from OneDrive into the room.
It opens in the room
The team reviews it in the room’s viewer and edits it in Office where needed.
The review is written up
The decisions go into a room note, drafted by the agent and refined by the team.
It is signed off
The note is converted to Word and sent for approval from Files.
Who runs on OneDrive
Forecasts reviewed in context
Link the Excel model from OneDrive into the planning room so the numbers and the discussion about them sit side by side.
Contracts that stay in Microsoft 365
Keep agreements in OneDrive, link them into the deal room and open them in Office when a clause needs editing.
Client reports from room notes
Turn the project room’s notes into a Word document attached to Files, ready to polish and send.
One room, every app reading the same state
OneDrive, answered
No. The room keeps a link to the original in OneDrive, so it always opens the current version of the file.
Yes. Work and school files open embedded in the room’s viewer with an Edit in Office button. Personal-account files open in OneDrive with one click.
Room owners and hosts. The file is created in their OneDrive and attached to the room in the same step.
It converts the note into a Word document and uploads it to the room’s Files, so it sits there like any other document in the room.
The OneDrive options disappear from rooms and nobody can connect a new account. Accounts members already connected keep working until they remove them.
Deploy an AI project manager with OneDrive
Every agentic room comes with its apps and its AI project manager. Start free, or walk through it with us.