This article explains how to connect the Microsoft OneDrive integration and use it within a workflow to automatically upload documents to your organization’s OneDrive environment.

The OneDrive integration enables Intellistack Streamline workflow builders to deliver generated documents—such as signed contracts, completed forms, and processed PDFs—directly into Microsoft OneDrive without manual intervention.

This is ideal for organizations standardized on Microsoft 365 that want to automatically store workflow outputs within their existing cloud storage structure.

Who Has Access?

Access to the OneDrive integration follows the same model as other Streamline event integrations:

• Administrators must first create an authentication connection in the Integrations Marketplace
• Until authentication is configured, the OneDrive step will not appear in the workflow builder
• Once configured, Builders can select from one or more authenticated Microsoft accounts
• Multiple authenticated connections can be configured to support different Microsoft 365 accounts or business units

Section 1: Connect the OneDrive Integration

Step 1: Navigate to Integrations

From the left-hand navigation panel, select Integrations.

Step 2: Create a New Connection

Click New Connection and locate OneDrive using the search bar.

💡 Tip: You can use the category filter to narrow down integration types.

Step 3: Name the Connection

Provide a clear and descriptive name for the connection. Examples:

• OneDrive – HR File Archive
• OneDrive – Customer Upload Storage

Naming conventions are helpful if your organization uses multiple OneDrive connections.

Step 4: Authenticate with Microsoft

You’ll be prompted to authenticate using your Microsoft account 

Important:

• The authenticated Microsoft account determines which folders and drives are accessible
• Authentication uses the Microsoft Identity Platform
• Required Microsoft Graph scope: offline_access (supports refresh tokens)
• Organizational policies must allow third-party app access

Once authentication is complete, click Finish. The connection will now appear in the Integrations page with its status.

Section 2: Add the OneDrive Step to a Workflow

Step 1: Open Your Workflow

Navigate to your workflow and click the plus (+) button to add a new step. Select OneDrive from the list of available steps.

💡 Best Practice:Add this step after a file-producing step, such as:

• A Form step with File Upload
• A Document step
• A Sign step

Step 2: Name and Configure the Step

Provide a meaningful name for the step, then open the configuration panel.

Step 3: Select Your OneDrive Connection

Choose the OneDrive integration you previously configured.

Step 4: Choose the Action Type

Select Upload file as the action. This action transfers a file from your workflow into the designated OneDrive location.

Step 5: Configure Destination Folder and File Settings

In this step, you’ll define where the file will be stored and how it should be named.

First, choose the destination folder within your OneDrive account where the file will be uploaded.

You also have the option to configure a custom subfolder path. This can be done by:

• Typing a static folder name, or
• Using mapped values from previous workflow steps

Use forward slashes (/) to define subfolders in the path. For example: CustomerFiles/2026/Onboarding

Mapped values can be used to dynamically create folder structures, such as organizing uploads by client name, date, or submission ID.

Next, drag and drop the File Upload field from a previous step into the file configuration area. This tells the integration which file should be uploaded.

Then, configure the file name prefix. You may enter a static value or use mapped fields to dynamically generate part of the file name.

If needed, you can add additional files in this section. Each file can have its own naming configuration.

Step 6: Save the Step

Click the X in the upper-right corner to close the configuration panel.

The OneDrive step is now part of your workflow and will execute whenever the workflow runs.

Supported Capabilities

Document Delivery

The integration supports uploading:

• Generated PDFs
• Signed documents
• Processed documents from Document steps

Folder Organization

You can:

• Select static folders
• Create dynamic folder paths
• Automatically create missing subfolders

Workflow Metadata Output

After successful upload, the following metadata is returned to the workflow data context:

This enables downstream automation, such as:

• Emailing a document link to stakeholders
• Updating a CRM with the OneDrive document URL

Feature Considerations

Document Delivery Only

This integration does not support:

• Reading files from OneDrive
• Triggering workflows based on OneDrive activity
• Searching for files
• Renaming, moving, or deleting files
• Creating new storage accounts
• Managing file sharing permissions
• Uploading to SharePoint or team sites (use SharePoint integration instead)

File Size & Path Limits

• Maximum file size: 3.2GB
• Form uploads are limited to 2GB
• Maximum filename length: 255 characters
• Maximum path length: approximately 400 characters
• Maximum nesting depth: 20 subfolders

• Unsupported filename characters:

  " * : < > ? / \

Authentication Considerations

• Each connection is tied to one Microsoft account
• Folder access is limited to the authenticated user’s permissions
• GCC and GCC High environments may require additional configuration

Rate Limiting

Subject to Microsoft Graph API throttling:

• 1500 operations per 10 seconds
• High-volume workflows may encounter throttling

Compliance

The OneDrive integration follows existing Intellistack Streamline security and data handling practices.

Documents inherit Microsoft 365 controls such as:

• Data Loss Prevention (DLP) policies
• Retention policies
• Access permissions

Troubleshooting

OneDrive Step Not Appearing in Builder

Issue: The OneDrive delivery step is not visible in the workflow builder.

Solution: An administrator must first configure authentication for OneDrive in the Integrations Marketplace. Once at least one authentication has been created, the step will appear for all builders.

Authentication Errors

Issue: Authentication fails or connection cannot be established.

Solution:

• Verify the Microsoft account has the required permissions

• Ensure the offline_access scope is approved during the OAuth consent process

• Check that the OneDrive storage is accessible to the authenticated user

• If using a work/school account, verify that organizational policies allow third-party app access

Document Not Appearing in OneDrive

Issue: Workflow completes successfully but the document does not appear in OneDrive.

Solution:

• Verify the destination folder path is correct

• Check that the authenticated user has write permissions to the destination folder

• If using dynamic folder paths, confirm the workflow data fields contain valid values (no special characters that would create invalid folder names)

• Check the workflow execution logs for any error messages from the OneDrive step

Cannot Find Destination Folder

Issue: Expected folder does not appear in the folder selection dropdown during configuration.

Solution:

• Confirm the folder exists in OneDrive (not SharePoint or a shared location)

• Verify the authenticated user has at least read access to navigate to that folder

• If the folder was recently created, try refreshing the folder list in the step configuration

Dynamic Folder Creation Fails

Issue: Workflow fails when attempting to create a folder dynamically.

Solution:

• Check that the dynamic folder path does not contain invalid characters (e.g., \ / : * ? " < > |)

• Verify the workflow data fields being used in the path are populated with valid values

• Ensure the authenticated user has permission to create folders in the destination location

Upload Timeout or Failure

Issue: Large file uploads fail or time out.

Solution:

• Verify the file size is within supported limits

• Check network connectivity and retry the workflow

• For consistently large files, consider breaking documents into smaller parts if possible

• Review Microsoft 365 service status for any ongoing OneDrive issues

Summary

With the OneDrive integration, you can automatically deliver workflow-generated documents directly into your Microsoft 365 environment. By leveraging dynamic folder structures, metadata output, and authentication controls, you can integrate Streamline workflows seamlessly into your organization’s document storage strategy.

If you need additional assistance, contact your administrator or support.