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Automate OneDrive

Keep OneDrive folders in order without opening them: hear when a scan lands, get new PDFs summarised, sort a dumping-ground folder by file type, and move stale files to an archive. Nightly backups and uploads from forms can be saved into dated folders too. Describe what you want to your AI assistant, check what it will do, and it keeps running with your laptop closed.

Try asking

Create a ClickRuntime automation: every 10 minutes, check my OneDrive Scans folder and email me the name and link of any new file.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in OneDrive

Folders that sort and tidy themselves, documents summarised as they arrive, invoice totals pulled out, and backups that keep only the copies you need. These are ready-made starting points. Anything else you can describe works too.
Every 10 minutes

Hear when a file lands in a OneDrive folder

You get an email each time a new file appears in the folder you're watching.

See how it works
Every 15 minutesAI

Get new PDFs in a folder summarised

Each PDF added to a folder reaches you as a short summary instead of a file to open.

See how it works
Weekly

Archive old files from a temp folder weekly

Files that have sat untouched for months move to Archive, and you get a list of what moved.

See how it works
Daily

Back up an export to OneDrive every night

A dated copy of your data export is saved nightly, older copies are pruned, and you hear if it fails.

See how it works
The moment it happens

Save form uploads into dated OneDrive folders

Files posted to your link are filed into a folder for that day.

See how it works
Every 15 minutesAI

Pull totals from invoices saved to OneDrive

Each invoice PDF dropped in a folder becomes a one-line email with supplier, date and total.

See how it works
Every 15 minutes

Sort a OneDrive folder by file type

New files in your catch-all folder move into PDFs, Images or Other subfolders.

See how it works
Daily

Refresh a workbook in OneDrive every day

A workbook stored in OneDrive gets fresh values daily and you get the new total.

See how it works
Weekly

Get a weekly OneDrive storage report

Each Monday you see how much storage you're using and which files changed last week.

See how it works
WeeklyAI

Get one digest of a whole project folder

Every document in a folder and its subfolders is summarised into a single weekly email.

See how it works
Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with OneDrive, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any OneDrive automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what OneDrive should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every hour, check my Scans folder in OneDrive and use AI to rename each new PDF to the date and vendor on the document.

When a new file is added to my Shared Contracts folder in OneDrive, email me through Outlook with the file name, who added it and the link.

When a new file lands in my Reports folder in OneDrive, log its name and date in my Reports workbook in Microsoft Excel and post the link in our Teams Finance channel.

Works with

OneDrive with the apps you already use

Files reach OneDrive from email, forms and reports, and someone usually needs to know or log them. Connecting it to the rest of Microsoft 365 handles both steps together.

OneDrive works with hundreds of other apps

Name any of them when you ask your assistant, and your automation connects them. Over 248 apps are ready to go, and anything with an API works too.

  • SharePoint
  • Outlook Calendar
  • Microsoft To Do
  • Power BI
  • Gmail
  • Google Drive
  • Dropbox
  • Box
  • Slack
  • Notion
  • Typeform
  • Jotform
  • DocuSign
  • QuickBooks
  • Xero
  • Airtable
  • Asana

Beyond chat

Have OneDrive work when you're not in the chat

Connecting OneDrive to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect OneDrive

OneDrive uses the same Microsoft Entra app registration as Outlook and Excel, which you create in your own tenant. You add the file permission it needs, and you can revoke it from Entra at any time.

OneDrive

File storage

  1. At entra.microsoft.com, open App registrations and create a registration with the Web redirect URI https://clickruntime.com/oauth/callback, or reuse the one you made for Outlook.
  2. Under Certificates & secrets, create a client secret and copy its value.
  3. Under API permissions, add Microsoft Graph delegated permissions Files.ReadWrite.All and offline_access, and grant admin consent if your organisation asks for it.
  4. In the ClickRuntime dashboard, open Connections, choose OneDrive and enter the Tenant ID, Client ID and client secret.

Good to know

OneDrive limits that affect automations

  • A single upload can be up to 250 MB. Bigger files are sent in chunks through an upload session, which backups of large exports rely on.
  • Files with a sensitivity label can't have their content replaced by an app-only connection. The delegated setup above acts as you.
  • New files are found by checking the folder for changes on a schedule, usually every 10 to 15 minutes, so alerts arrive within that window.
  • Files.ReadWrite.All reaches every file you can access, not just one folder. Each automation only touches the folders you name in it.

FAQ

Questions about automating OneDrive

Which files can ClickRuntime reach in OneDrive?
The files your Microsoft account can reach, through the `Files.ReadWrite.All` permission on your app registration. In practice each automation works only in the folders you name, like Scans, Invoices or Projects/Alpha.
Does folder clean-up delete my files?
The clean-up automation moves old files to an Archive folder and emails you the list. The backup automation removes dated copies older than the number of days you set.
Can it summarise files inside subfolders?
Yes. The nested folder digest reads every document in a folder tree, such as a project folder and its subfolders, and sends you one summary.
Can other tools send files into OneDrive?
Yes. You get a link that accepts a file or a file URL, for example from a form, and each upload is saved into a folder named with the date.
Is AI required?
Only for summaries and invoice extraction, and that AI comes with every ClickRuntime plan, with no AI key of your own needed. Alerts, sorting, backups and storage reports don't use it.
Is this a OneDrive connector for ChatGPT or Claude?
Not for chatting with OneDrive data. A chat connector lets your assistant read and change OneDrive while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each OneDrive event.

Tell your assistant what OneDrive should do

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