Using OneDrive with ZoomMate and Zoom Virtual Agent

The Microsoft OneDrive connector allows you to seamlessly access, create, and share Microsoft 365 documents without leaving Zoom. You can quickly create Word, PowerPoint, and Excel documents, manage sharing permissions, and access your files stored in OneDrive or SharePoint.  Additionally, admins can connect OneDrive to Zoom Virtual Agent via the Zoom web portal, enabling voice or chat agents to access supported tools.

You can also use OneDrive with Zoom Chat.

Requirements for using OneDrive with ZoomMate and Zoom Virtual Agent

ZoomMate requirements

Zoom Virtual Agent requirements

Table of Contents

How to connect OneDrive with ZoomMate

Windows | macOS | Linux
  1. Sign in to the Zoom desktop app.
  2. In the navigation bar, click the ZoomMate tab .
    Note: If you do not see the ZoomMate tab , click the More tab, then click ZoomMate .
  3. In the chat box, click the add icon  .
  4. Under Connectors, search for or enable OneDrive.
Web
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click AI Companion.
    AI Companion will open in a new browser tab.
  4. Under Connectors, search for or enable OneDrive.
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Authorizing the OneDrive app allows ZoomMate to access your OneDrive folders, pages and content.

How to disconnect the OneDrive app

  1. Sign in to the Zoom App Marketplace as an account admin or owner.
  2. In the top-right corner, click Manage.
  3. In the navigation menu, click Added apps, then OneDrive.
  4. Click Connections.
  5. Click the ellipsis icon , then Disconnect.

Note: OneDrive app configuration data is deleted automatically when you remove the OneDrive app from the Zoom App Marketplace.

How to manage files and documents

 
OneDrive skillsCommand
Browse documents"List all files in my [name of the folder] folder"
Get file metadata

"Get the details of [file name] in Documents/Reports"

Download a file"Download the [file name] from my OneDrive"
Upload a file"Upload this report to my [folder name] on OneDrive"
Replace file content"Overwrite the contents of [file name] with this updated version"
Append to a file

Append today's log entry to [log file name]"

Create a folder"Create a folder called [folder name] inside [folder name]"
Move a file"Move [file name] into the [folder name]"
Copy a file"Copy the [file name] to the [folder name]"
Create a share link"Generate a view-only share link for [file name]"
Update documents
  • "Change the name of [current title] to [new title]"
  • "Update the content of [document title] to [new content]"

 

Search and read documents
  • "Find me all documents with [keyword] in the title"
  • "What are the contents of [document title]"
  • "Provide a summary of [document title]"
  • "What is [specific information] in [document title]"
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Content extraction is limited to 300 characters. For longer documents, consider requesting a summary instead.

How to enable Zoom Virtual Agent Microsoft OneDrive integration

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration.
  4. Click AI Studio, then Integrations.
  5. In the Integrations section, search for Microsoft OneDrive, then click Connect.
    A new tab will open to begin the authentication process.
  6. When OneDrive requests access to your account, click Accept, then Confirm to complete the connection.
  7. Once authentication is successful, the integration will appear on your Integrations page.
  8. In the navigation menu, click AI Studio then Integrations.
    You will see the OneDrive application with a Connected status.

How to reconnect the Microsoft OneDrive integration

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration.
  4. Click AI Studio, then Integrations.
  5. In the upper right corner, click the four horizontal lines.
  6. In the Status column of the disconnected integration, click Re-connect.
    You will be taken to the page where you can edit the integration details.
  7. (Optional) Edit the integration details.
  8. Click Save.
    A new tab will open to begin the authentication process.
  9. In the navigation menu, click AI Studio then Integrations.
    You will see the application with a Connected status.

How to use Microsoft OneDrive integration with ZVA voice or chat agents

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration.
  4. Click AI Studio, then Tool Templates.
  5. Click the Marketplace tab.
  6. Expand Microsoft OneDrive for Zoom to view the list of supported tools:
  7. Create a voice or chat agent and use the desired OneDrive tools accordingly.

How your data is used

Zoom's OneDrive marketplace app allows Zoom Communications Inc. access to your OneDrive folders, pages and content. To do so, you'll need to share OneDrive permissions. The permissions you'll share with Zoom Communications Inc. include:

By authorizing this connection, the OneDrive app maintains ongoing access to your information.