Skip to main content
Connect Microsoft 365 to Exec to import OneDrive and SharePoint documents as Knowledge Hub sources. Imported files are searchable, available to the AI agent, and can be referenced from scenarios and programs like any other source. OneDrive and SharePoint share a single Microsoft 365 connection at the workspace level. Connecting one enables the other, and the same connection also powers Microsoft Teams call sync if you use Exec for calls.

​
Connection modes

You can connect Microsoft 365 in one of two ways. Pick the mode that matches how you want Exec to see content across your tenant. Choose organization-wide if you want to pull documents from anyone in the company. Choose single user if you only need content one person owns or curates.

​
Connecting as a single user

1

Open Integrations

Go to Settings → Integrations and scroll to the Content section.
2

Connect OneDrive or SharePoint

Click the + button on the OneDrive or SharePoint card, then click Connect. Sign in to Microsoft and approve the requested permissions.
3

Return to Exec

Microsoft sends you back to Exec. Both OneDrive and SharePoint now show as connected — one credential powers both surfaces.

​
Connecting organization-wide

Organization-wide connections use a Microsoft Entra app registration that your IT admin creates in your own tenant. This lets Exec read documents from every user without each person signing in.
1

Create the app registration

In the Microsoft Entra admin center, create a new app registration for Exec.
2

Add Microsoft Graph application permissions

Add these application permissions and grant admin consent for your organization:
  • User.Read.All
  • Sites.Read.All (for SharePoint)
  • Files.Read.All (for OneDrive)
3

Create a client secret

Under Certificates & secrets, create a client secret and copy its value. Save the tenant ID and application (client) ID as well.
4

Enter credentials in Exec

In Settings → Integrations, open the OneDrive or SharePoint card and click Connect organization-wide. Paste the Directory (tenant) ID, Application (client) ID, and Client secret, then click Connect.
Exec validates the credentials against Microsoft Graph before saving. If a required permission is missing or admin consent has not been granted, the connect step surfaces the error so you can fix it in Entra and retry.
Only a Microsoft Entra admin can create the app registration and grant admin consent. A workspace admin then pastes the credentials in Exec — no personal Microsoft sign-in is used.

​
Importing files

1

Open a hub

Navigate to the Knowledge Hub and open the hub where the imported files should live.
2

Add a file

Click + Add → New File, then choose the Microsoft 365 tab.
3

Browse OneDrive or SharePoint

Switch between the OneDrive and SharePoint tabs. For organization-wide connections, an account sidebar lets you pick which tenant user’s OneDrive to browse, or which SharePoint site.
4

Select files or folders

Click into a folder to browse it, or use search to jump to a file by name. Select individual files, or select a folder to import every supported file inside it (up to 500 files per folder on import). Selected items appear in the chips footer.
5

Import

Click Import. The picker shows a done screen once the sources are queued, and each file goes through the normal Knowledge Hub processing pipeline. See Sources for what happens after upload.

​
Keeping content in sync

Imported files keep a reference back to Microsoft 365 and Exec checks each connected file for changes on a 15 minute cron. When the OneDrive or SharePoint file changes, the Knowledge Hub picks up the update on the next cron run — no action needed on your side. If you want the latest content immediately, open the source and click Resync to pull it right away. Because Microsoft 365 remains the source of truth, the Knowledge Hub does not keep a version history for OneDrive or SharePoint sources — it always mirrors the current state of the original file. (Version history is available for Knowledge Hub pages.)

​
Disabling a service

Each service can be turned on or off independently from its integration card:
  • Open the OneDrive or SharePoint card in Settings → Integrations.
  • Use the ⋯ menu on the connected instance to Disable OneDrive Sync or Disable SharePoint Sync.
Disabling stops future syncing for that service. Previously imported sources stay in your Knowledge Hub. Re-enabling the service resumes syncing on the next cron run.

​
Getting help

Questions about the Microsoft 365 integration? Contact us at [email protected].