OneDrive is where a lot of real work ends up — Word docs, Excel models, PDFs, presentation decks. Most of that material is valuable long after the project that created it closes. The difficulty is getting back to it quickly, in context, without breaking the flow of whatever you're doing right now.
Your files, available in the moment you need them
When you connect OneDrive to askFinz Knowledge, the content stored there becomes part of your searchable workspace. Ask a question in Chat and the answer can draw on a Word document, an Excel workbook, or a PDF sitting in your OneDrive — with the source cited, so you know exactly where the information came from.
What this looks like in practice
You're working through a client proposal and need to pull in figures from a financial model your team built three months ago. Rather than opening OneDrive, finding the workbook, and copying numbers across, you ask askFinz. It finds the relevant data, names the file, and surfaces it inside your current workflow.
Or you're running a Research thread and want to check your conclusions against an internal report you know exists somewhere. With OneDrive connected, that report is already part of your context — you search once, and the material is there.
The content that benefits most
- Financial models and workbooks your team returns to across projects
- Internal reports and white papers that inform ongoing strategy
- Proposal templates and client-facing documents with reusable structure
- PDFs — contracts, research downloads, vendor documents — that rarely get searched
Coming to askFinz Knowledge
OneDrive integration is on the roadmap for askFinz Knowledge. When it ships, the gap between "I know we have something on this" and actually using it disappears. Your OneDrive content becomes a live layer in every conversation and research thread you run in askFinz.
Request access to be notified when OneDrive connects.