Integration

    OneDrive & SharePoint and Volty

    Volty finds and reads the files your team keeps in OneDrive and SharePoint, so a client hears which revision is current without waiting.

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    Updated

    Which revision is current

    Volty searches the project folder and names the latest revision.

    GY

    Grace Young

    Email · Client

    Hi, which revision of the structural drawing S-201 should our contractor build from?
    Searched SharePointLakewood Residence / Drawings / S-201 Rev C.pdf
    VoltyHi Grace, the current revision is S-201 Rev C, issued on 28 October. Henry will send the PDF to you and your contractor this afternoon.

    SharePoint file

    S-201 Rev C

    Issued
    Project
    Lakewood Residence
    Folder
    Drawings
    Modified by
    Henry Walsh
    Modified
    28 Oct

    Read from SharePoint during the conversation

    What Volty does with OneDrive & SharePoint

    OneDrive and SharePoint hold the files of many Microsoft offices, from drawings to checklists. Volty connects to them with one Microsoft sign-in from the Sources page. During a conversation it can search the folders that sign-in can see and read a file, so it can tell a client which revision is current or answer from a checklist.

    • Find the right file

      Volty searches the folders the signed-in user can open.

    • Read what it says

      Volty reads a file's details and contents before it answers.

    • Sharing waits for a person

      Uploading and sharing start Off, and can wait for approval.

    • Microsoft access rules

      Volty sees only what the sign-in can see.

    A woman leaning over printed plans at a drafting desk, rolled drawings beside her and colleagues at monitors behind.
    Volty finds the file a question needs.

    A checklist from OneDrive

    A site supervisor asks what the inspection covers.

    LN

    Luis Navarro

    WhatsApp · Contractor

    What do I need ready for the rebar inspection on Monday?
    Read OneDrive fileSite inspection checklist · Rebar
    VoltyPlease have the rebar schedule, the mill certificates for this batch, and the cover blocks in place for checking. The engineer arrives at 9am.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Drawing question to reply

    1. When

      A client emails

      About a drawing

    2. Step 1

      Volty finds the file

      The latest revision

    3. Step 2

      Drafts the reply

      Checked by the engineer

    4. Step 3

      Sends it

      In the same thread

    A construction worker in a worn hard hat and safety vest reading a tablet on a site, a steel frame going up behind him.
    The latest revision, named in the reply.

    How Volty connects to OneDrive & SharePoint

    An admin signs in to Microsoft from the Sources page. The sign-in decides which folders Volty can see, and the tool switches decide what it may do.

    1. 01

      Sign in to Microsoft

      With the user whose folders Volty should read.

    2. 02

      Turn on the reads

      Searching and reading files.

    3. 03

      Leave changes Off

      Or turn one on, with approval.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search filesReads
    • Read a fileReads
    • List a folderReads
    • Upload a fileChanges

    Reading tools can be turned on straight away. Anything that changes OneDrive & SharePoint starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Which files can Volty see in SharePoint?

    The files and folders the Microsoft user who signed in can open, and nothing else.

    Can Volty change records in OneDrive and SharePoint?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    How much does it cost to connect OneDrive and SharePoint with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

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    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026