Unleash Your Productivity: A Guide to the OneDrive and SharePoint Integration with Hatz AI

The integration of Microsoft OneDrive and SharePoint with Hatz AI unlocks a wealth of opportunities for users looking to supercharge their workflow. Whether you're managing personal documents, collaborating on team projects, or automating file-based workflows across your organization, this fusion brings the power of AI to your fingertips.

What is the OneDrive and SharePoint Integration?

This feature-rich integration allows Hatz AI to connect directly with your Microsoft 365 environment. It provides tools for managing files and folders, sharing content, and searching your cloud storage across both your personal OneDrive and your team's SharePoint sites. With Hatz AI connected, you can automate tasks, gain instant access to your documents, and perform intelligent operations on all your cloud data.

Secure and Compliant Access

Each user connects their individual Microsoft account through our secure integration, following Microsoft's standard authentication process. This ensures that the integration strictly complies with all security protocols and respects the access permissions assigned to each user.

The Hatz AI integration will never have more access than what is granted to the user within their Microsoft 365 account, guaranteeing alignment with your organization's governance policies.

How to Connect

Log in to your Hatz AI dashboard.
Navigate to the "Workshop" tab and click on "Integrations".
Click "Add Integration" and find "OneDrive & SharePoint".
Click "Add" and then "Connect with OneDrive".
Follow the prompts to log in to your Microsoft Account. This single connection will enable access to both OneDrive and SharePoint.

Core Features of the Integration

1. Unified Search Across Platforms

Graph Search: Perform powerful, intelligent searches across all your OneDrive files and SharePoint sites simultaneously. Use natural language to find exactly what you need in seconds, without needing to know where a file is stored.

2. Seamless File and Folder Management

List Items: Navigate your OneDrive or any SharePoint document library by listing the contents of a folder.
Download Files: Directly download files from both OneDrive and SharePoint.
Update Metadata: Modify the metadata of your files and folders, such as renaming them, regardless of where they are located.

3. Advanced Sharing and Collaboration

Create Sharing Links: Generate secure links to share files and folders from either OneDrive or SharePoint with colleagues and collaborators.
Access Recent & Shared Items: Quickly find files you've recently worked on or view a list of all files and folders that have been shared with you from across your organization.

4. Powerful SharePoint-Specific Tools

Get SharePoint List Items: Access and retrieve items directly from your SharePoint lists. This allows you to work with structured data like project tasks, client directories, or inventory logs without leaving the chat.
Download Shared Files: Effortlessly download files located in SharePoint document libraries that have been shared with you.

Why Use This Integration with Hatz AI?

Reduce Manual Work: Automate repetitive tasks like finding, sharing, and organizing documents across different platforms.
Drive Data-Driven Decisions: Use AI-powered search to quickly find the information you need from both personal and team storage.
Enhance Productivity: Let intelligent automation handle complex workflows so your team can focus on high-value activities.
Streamline Collaboration: Ensure all your OneDrive and SharePoint files are easily accessible and actionable, making teamwork more efficient.

Scenario 1: Automated Document Distribution

With the OneDrive toolkit, you can automatically find a specific report using the powerful Graph Search, generate a sharing link for it, and then pass that link to another tool to be sent to your team via email or a messaging platform.

Scenario 2: Quick Access to Project Files

When starting your day, you can ask Hatz AI to list your most recent files. This allows you to quickly pick up where you left off without having to manually navigate through your folder structure.

Scenario 3: AI-Powered Information Discovery

Imagine you need to find all documents related to a specific project from the last quarter. By using the Graph Search capability, Hatz AI can perform a targeted search and provide you with a list of relevant files, which you can then choose to download or share.

OneDrive & Hatz AI: Use Case List

This list outlines practical applications of the Hatz AI and OneDrive integration. It is categorized by the core features available through the tool, providing examples of direct Chat Prompts for quick, ad-hoc tasks and Workflow Automations for more structured, repeatable processes.

Use Case	Description	Chat Prompt Example
Cross-Platform Search	Find a file no matter where it's stored—your personal OneDrive or a team SharePoint site.	`Find the presentation named 'Q4 Marketing Strategy' across all my files.`
Retrieve SharePoint Data	Pull information directly from a SharePoint list to get status updates or data.	`Show me all 'In Progress' tasks from the 'Project Phoenix' list on the Marketing SharePoint site.`
Automated Report Sharing	Find the latest version of a report on a SharePoint site and create a sharing link for it.	`Get the latest 'Weekly Sales Report' from the Sales Team site and create a sharing link.`
Quick Access to Recent Work	Instantly see a list of your most recently accessed or modified files from both OneDrive and SharePoint.	`What were the last 5 documents I worked on?`
Direct File Download	Find and download a specific file from a SharePoint library in a single command.	`Find and download the 'Employee Handbook.pdf' from the HR SharePoint site.`

1. File and Folder Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Quick File Navigation	List the contents of a specific folder to find a file without manually opening OneDrive.	`Show me the files in my 'Project Alpha/Q4 Proposals' folder.`	Daily Project Stand-up Prep: 1. Prompts the user for the project folder name. 2. Lists the contents of that folder. 3. Also accesses recent items to show files related to the project that were modified recently. 4. Presents a combined list of folder contents and recent project files.
Direct File Download	Find and download a specific file from OneDrive to your local machine in a single step.	`Find and download the file named '2025_Marketing_Budget_Final.xlsx'.`	New Employee Onboarding Kit: 1. The workflow lists the contents of the 'Onboarding Documents' folder. 2. Downloads key files like 'Employee Handbook.pdf', 'IT Policy.docx', and 'Org Chart.pptx' for the new hire.
File & Folder Renaming	Correct or update the names of files and folders to maintain organizational standards.	`Rename the file 'meetingnotes_sept25.docx' to '2025-09-25_Project_Sync_Notes.docx'.`	Monthly Archive Standardization: 1. User specifies a month and year (e.g., "August 2025"). 2. The workflow searches for all files in the 'Archive' folder from that month. 3. For each file, it suggests a standardized name (e.g., `YYYY-MM-DD_OriginalName`). 4. Upon user approval, it renames all the files in the batch.

2. Sharing and Collaboration

Use Case	Description	Chat Prompt Example	Workflow for Automation
Instant File Sharing	Quickly generate a secure sharing link for a file to send to colleagues.	`Create a sharing link for the presentation 'Q3 Business Review.pptx' located in my 'Reports' folder.`	Automated Report Distribution: 1. User provides the name of a recurring report (e.g., "Weekly Analytics Summary"). 2. The workflow uses Graph Search to find the most recent version of the file. 3. It creates a secure sharing link for the file. 4. Presents the link to the user to paste into an email or team chat.
Review Shared Items	Get a quick overview of all the files and folders that have been shared with you.	`Show me the most recent files shared with me.`	Project Onboarding Review: 1. User provides a project name (e.g., "Project Titan"). 2. The workflow views all items shared with the user. 3. It then filters the list to show only files and folders containing the project name. 4. Presents a clean list of all relevant project materials shared with the user.

3. Effortless Information Retrieval

Use Case	Description	Chat Prompt Example	Workflow for Automation
AI-Powered Search	Use natural language to find files across your entire OneDrive, even if you don't know the exact name or location.	`Find all spreadsheets related to 'Q3 budget' that I modified in the last month.`	Quarterly Review Preparation: 1. User enters a project name and a timeframe (e.g., "Project Phoenix", "last quarter"). 2. The workflow performs a Graph Search for all documents, presentations, and spreadsheets matching the criteria. 3. Hatz AI organizes the results by file type. 4. Presents the structured list of relevant files to the user.
Quick Access to Recent Work	Instantly retrieve a list of your most recently accessed or modified files to resume your work.	`What were the last 5 documents I worked on?`	End-of-Day Handover: 1. The workflow retrieves the list of recent files accessed during the day. 2. Hatz AI creates a summary of the day's file activities. 3. Prompts the user to add a brief note about the status of each. 4. Presents a formatted summary that can be saved or shared.
Check Storage Status	Get a quick report on your total OneDrive storage capacity and current usage.	`How much space am I using in my OneDrive?`	Storage Usage Alert: 1. The workflow gets the user's drive information (total quota and used space). 2. It calculates the percentage of storage used. 3. If usage is over 90%, it performs a Graph Search for files larger than 100MB to suggest candidates for cleanup. 4. Presents the usage summary and the list of large files.

4. SharePoint Integration

Use Case	Description	Chat Prompt Example	Workflow for Automation
Retrieve SharePoint List Data	Pull information directly from a SharePoint list to get status updates or data without navigating to the site.	`Get the 3 most recent items from the 'Client Issues' list on the 'Support Team' SharePoint site.`	My Open Tasks Report: 1. User specifies a SharePoint site and task list name. 2. The workflow retrieves all items from the specified SharePoint list. 3. Hatz AI filters the items to show only those assigned to the current user with a status of 'Not Started' or 'In Progress'. 4. Presents a consolidated to-do list to the user.

OneDrive & SharePoint Integration