The One Drive integration allows you to sync folders and upload individual files from your One Drive to your AI’s memory.

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How to start

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1. Connect to Your OneDrive Account

To get to the One Drive Integration screen, click on your Persona -> Memory Integration -> OneDrive.

  • Open the Personal AI application and navigate to the Integrations page

  • Look for the OneDrive integration option

  • Click on “Connect” to initiate the connection process

  • You will be redirected to sign in to your Microsoft account

  • Grant the necessary permissions for Personal AI to access your OneDrive

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How to Upload

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2. Select Files and Folders

  • Once connected, you’ll see a file picker interface

  • Browse through your OneDrive contents

  • Select the files and folders you want to upload to Personal AI

  • You can select multiple items and folders.

  • After selection, click “Upload” or a similar button to start the process

  • A progress indicator will show the status of your upload

  • Wait for the upload to complete - this may take some time depending on the volume of data

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3. How to Manage

3.1 Review the uploaded folders

  • Navigate to the Files View in the OneDrive integration⁠⁠

  • Click on the “Synced Folders” tab

  • Review the uploaded labels

3.2 Assign to Persona

  • Navigate to the Files View in the OneDrive integration⁠⁠

  • Click on the “More” button at the end of the card

  • Select the “Assign to Personas” option⁠⁠

  • A drop-down menu will appear, click “personas” you want to sync

  • Support multiple select

3.2 Edit file

  • Navigate to the Files View in the OneDrive integration⁠⁠

  • Click on the Edit button or click the File card

  • The page will change to a file editor

3.3 Delete file

  • Navigate to the Files View in the Outlook integration⁠⁠

  • Click on the “More” button to open the menu⁠⁠

  • Select the “Delete” option⁠⁠

  • A confirmation popup will appear; click “Confirm” to delete the email⁠

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4. OneDrive Account

4.1 Add a New Account

  • Click the email account on the top

  • Click “Connect to a new account” on the bottom

  • You will be redirected to sign in to your Microsoft account

  • Grant the necessary permissions for Personal AI to access your OneDrive

4.2 Switch the Account

  • Click the account you want to switch

  • The account will be replaced with the the new selected account

4.3 Switch the Account

  • Click the garbage can icon beside the email account Comment

  • A confirmation popup will appear; click “Delete” to delete the account

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5. Sync

5.1 Manually Sync

  • Enter Synced Labels

  • Click the 3-dots button (More button) to open the menu

  • Select “Manually Sync Label”

5.2 Auto Sync

By default, Personal AI automatically syncs your uploaded OneDrive folders every 24 hours

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6. Troubleshooting

  • If you encounter connection issues, look for a “Reconnect” button near your email account Comment

  • If you see a warning icon near your email account, it indicates an expired background account. Click the email to open the menu and reconnect.

  • For persistent problems, you may need to disconnect and reconnect your account

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