> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.lido.app/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Connect OneDrive

Connect a Microsoft account to Lido so workflows can watch OneDrive folders, download files, and trigger on new uploads. The same connection powers the OneDrive Trigger and the OneDrive node.

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## When to connect

- You want a workflow that runs every time a new file lands in a OneDrive folder.
- You want workflows to download or list files from OneDrive.
- Your team uses Microsoft 365 and OneDrive instead of Google Drive.

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## Before you start

You need:

- A Microsoft account (personal or Microsoft 365 / Office 365 work account) with access to the folders you want Lido to read or write.
- For SharePoint or shared folders: confirm the account has at least Read access.
- Admin rights to add integrations to your Lido workspace.

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## Step-by-step

1. Open your Lido workspace settings and find **Integrations** (or Credentials).
2. Click **Add Integration → OneDrive**.
3. Click **Connect** to start the OAuth flow. Sign in to the Microsoft account, review the requested scopes, and approve.
4. Lido stores the connection as a credential.
5. In the workflow editor, the connected account now appears as a selectable credential on **OneDrive Trigger** and **OneDrive** nodes.

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## What Lido can and can't do with the connection

**Can:**

- Watch a OneDrive folder for new files.
- Download files for processing.
- List files in a folder.
- Upload files Lido creates (exports, generated PDFs) to a folder.

**Can't (without explicit configuration):**

- Read your entire OneDrive. Lido only accesses what you point it at via folder selection.
- Modify file permissions.
- Delete files unless you explicitly configure a deletion action.

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## Using the connection in workflows

### Watch a folder

Add a **OneDrive Trigger** node. Pick the connected credential, pick the folder, set file types. The workflow fires on every new file.

### List files in a folder

Add a **OneDrive** node with operation `List`. Returns one item per file. Useful for batch processing.

### Download a file

Add a **OneDrive** node with operation `Download`. Pass a file URL or ID; returns content for downstream processing.

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## Microsoft 365 vs. personal OneDrive

Both work. Differences:

- **Microsoft 365 work/school account** — admin may need to approve Lido in your tenant's app management. If approval is required, you'll see a notification during OAuth.
- **Personal Microsoft account** — no tenant approval; just sign in.
- **SharePoint document libraries** — accessible if your work account has rights. Lido treats them as folders within the OneDrive connection.

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## Tips

- **Use a service account for production workflows.** When an employee leaves, their personal connection breaks.
- **Connect with the least-privileged account that still has access to the target folder.**
- **Test with a non-production folder first.**
- **For SharePoint:** confirm the connected account has access to the specific document library, not just the parent SharePoint site.

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## Common mistakes

- **Connecting an account that doesn't have folder access.** OAuth only grants what the user has.
- **Personal vs. work account confusion.** A user's personal Microsoft account and their Microsoft 365 account are different — make sure the right one is connected.
- **Watch mode set to "all changes".** Re-fires on every edit; use "new files only".
- **Personal account used for production.** Same problem as Google: account disabled, workflows break.
- **Tenant admin hasn't approved Lido.** OAuth fails partway through; ask your IT admin to allowlist Lido in your Microsoft 365 tenant.

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## Disconnecting

Open workspace settings → Integrations → find the OneDrive credential → **Remove**. Workflows using the credential will fail until you reconnect.

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## Related articles

- Build your first workflow
- Triggers: how workflows start (OneDrive Trigger)
- Connect Google Drive
- Automate extraction with workflows

## Troubleshooting OneDrive connections

**"The folder is empty" (but it is not):**

1. Share the folder **directly with files@lido.app** and grant **Editor** permission. Link-based sharing ("anyone with the link can edit") is not sufficient - Lido needs direct access.
2. Paste the **folder URL** into Lido (OneDrive requires the URL; there is no folder browser).
3. **Work or school (Microsoft 365) accounts:** your IT admin may need to approve/allowlist Lido in your organization's Microsoft 365 tenant before the connection works.
4. **SharePoint-backed folders:** folders that live in (or sync through) SharePoint can fail to list even when shared correctly. Test with a small folder in personal OneDrive to isolate the cause, then contact chat support with both folder links.
5. **Very large folders** (thousands of files) can fail to load. Split contents into smaller folders, or ask in chat about a workflow-based setup for high-volume folders.

**Files are processed but not moved afterward:** there is a known issue where the "move file after processing" step may not move files on OneDrive. If you hit it, report it in chat with your sheet URL - our team is tracking these reports.