Synced, the AI inbox assistant, connects to OneDrive with read-only file access through Microsoft's sign-in. When a message in Outlook, Teams, Gmail, or another connected Inbox asks for a document, Synced searches OneDrive, reads Word, Excel, PowerPoint, and PDF files for context, and attaches the right one to a reply you approve. OneDrive is included on the Free plan and connects separately from Outlook.
What Synced does with OneDrive when a client asks for documents
A client of a small accounting practice asks for two things by email: a signed letter and a number buried in a spreadsheet. The first is a straight attachment. The second needs someone to open the file.
Synced reads the spreadsheet to answer the question. The spreadsheet itself stays untouched in OneDrive.
You compare the number against the file if you want to, then approve. The reply goes out from your connected email account with the PDF attached.
What Synced can do with your OneDrive files
Search by what people call things
"The signed letter" or "last quarter's summary" turns into a OneDrive search, even when the sender doesn't know the file name.
Read Office files and PDFs
Synced reads text from .docx, .xlsx, .pptx, and PDF files: paragraphs, table cells, sheet rows, and slide text.
Attach the original
When a message just asks for the file, Synced attaches your existing file exactly as it is.
Build something new from it
Asked for a short summary of a long report, Synced reads the OneDrive file and creates the new document in Synced, ready to attach.
What Synced can't do in OneDrive
Access is read-only. Synced can't upload, edit, rename, move, share, or delete OneDrive files. New documents Synced creates stay in Synced and are sent as attachments you approve, not saved to OneDrive.
How to connect OneDrive to Synced
- 1Open Settings in Synced
In the web app or on iOS, find OneDrive in the connectors section of Settings.
- 2Review the permissions sheet
Synced lists what it does automatically: search your files when relevant to a task, and read file contents to use in a document.
- 3Sign in with Microsoft
Pick the Microsoft account whose files you want searched. It doesn't need to be the same account as your Outlook or Teams connection.
- 4Confirm it in Settings
OneDrive shows as connected. Disconnecting it later doesn't affect Outlook mail or calendar.
Microsoft permissions Synced requests for OneDrive
| Access | What Synced uses it for |
|---|---|
| Read your files | Search OneDrive, read file contents for context, and attach existing files to approved replies. |
| Sign you in and read your profile | Identify which Microsoft account's OneDrive is connected. |
| Maintain access to data you've given it access to | Stay connected until you disconnect, without signing in again each session. |
Microsoft shows these on its consent screen. Nothing on the list allows writing to your files.
Which Synced plan includes OneDrive
OneDrive is included on Free, Pro, and Enterprise. On Free, it pairs with Gmail as your Inbox. Outlook and Microsoft Teams are Pro integrations. Opening files doesn't count against anything: Action Plans are counted per incoming message. See pricing.