# OneDrive & SharePoint and Volty

> Volty finds and reads the files your team keeps in OneDrive and SharePoint during a conversation.

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

Talk to Volty · Free trial

Updated 2 Nov 2026

## 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 SharePoint · Lakewood Residence / Drawings / S-201 Rev C.pdf

Volty Hi 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.

Connects with

One Microsoft sign-in

Volty reads

Files and folders

Volty can change

Off unless an admin turns them on

Setup

A few minutes

Category

Files & storage

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 file · Site inspection checklist · Rebar

Volty Please 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

- When · A client emails · About a drawing
- Step 1 · Volty finds the file · The latest revision
- Step 2 · Drafts the reply · Checked by the engineer
- Step 3 · Sends it · In the same thread

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.

- 01 · Sign in to Microsoft · With the user whose folders Volty should read.
- 02 · Turn on the reads · Searching and reading files.
- 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 files · Reads
- Read a file · Reads
- List a folder · Reads
- Upload a file · Changes

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.

## Related integrations

- Microsoft 365 Docs & knowledge
- Outlook Email
- Microsoft Teams Team chat
- Google Drive Files & storage
- Box Files & storage

All integrations

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## Links

- [Files & storage](https://voltade.com/integrations?category=files)
- [Microsoft 365Docs & knowledge](https://voltade.com/integrations/microsoft-365)
- [OutlookEmail](https://voltade.com/integrations/outlook)
- [Microsoft TeamsTeam chat](https://voltade.com/integrations/microsoft-teams)
- [Google DriveFiles & storage](https://voltade.com/integrations/google-drive)
- [BoxFiles & storage](https://voltade.com/integrations/box)
- [All integrations](https://voltade.com/integrations)
