OneDrive is where the working copy lives — the draft before it goes to the team, the spreadsheet that never got moved to SharePoint, the folder of client material from a project that ended. It is personal, so nobody curates it, and after a few years it is a filing cabinet you can only search by filename. The OneDrive connector is part of askFinz Knowledge, which is still rolling out; here is what it will do, and what it will not.
Find your own work by describing it
Ask for the analysis you wrote about a supplier, and get the file, even when it is called "notes v2 final".
Read Word, Excel and PowerPoint as content
The number in a spreadsheet cell and the argument on slide 14 are searched as text, so a deck is as findable as a document.
Use your files without publishing them
A personal drive stays personal. Nothing you connect becomes visible to a colleague unless you had already shared it with them.
What is copied, and what is not
What crosses, and what stays in OneDrive
Read
the text of documents in the folders you select.
Written back
nonenothing. No files created, edited, moved or shared.
Stored
a searchable copy of that text, plus a link back to the file.
Never read
folders you did not select, and files you do not have access to.
What you will be granting
Read-only access to the folders you pick in your own OneDrive, with no permission to change or share anything in it.
Setting it up
Planned — not available yetWhat connecting it will look like once the connector arrives.
- 01
Sign in with your Microsoft account from Knowledge.
- 02
Pick the folders to include. Nothing outside them is requested.
- 03
Choose who the results are visible to — for a personal drive, that is normally just you.
- 04
Set the refresh interval.
Limits, honestly
- One-way and read-only.
- Answers reflect the last refresh, not the edit you made a minute ago.
- Large media files are skipped; documents around them are read.
- Recycle bin and version history are out of scope.
- Team libraries live in SharePoint — connect that separately.
- Files shared with you from someone else's drive are not included unless you copy them into a folder you have selected.