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OneDrive Integration

Import documents from Microsoft OneDrive to train your SiteGPT chatbot. Ideal for teams using Microsoft 365 for document management, especially those with Word docs, Excel sheets, and PowerPoint presentations.

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Prerequisites

  • A Microsoft account with OneDrive access (personal or Microsoft 365)
  • Files you want to import must be accessible to your account
  • Owner or Editor permissions on the SiteGPT chatbot

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Connecting OneDrive

1

Navigate to Training

Go to your chatbot dashboard and click the Training tab
2

Add Data Source

Click Add Data Source and select OneDrive
3

Authenticate

Click Connect OneDrive and sign in with your Microsoft account. Grant SiteGPT permission to read your files.
4

Select Content

Browse your OneDrive and select the files or folders you want to import:
  • Individual files
  • Entire folders
  • Shared folders (files shared with you)
5

Start Training

Click Import Selected to begin training. SiteGPT will process each file and add the content to your chatbot’s knowledge base.

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Supported File Types

Microsoft FormatAlso Supports
Word (.docx).doc, .txt, .rtf
Excel (.xlsx).xls, .csv
PowerPoint (.pptx).ppt
-.pdf, .html, .md
Microsoft Office Online documents are automatically converted to their equivalent desktop formats for processing.

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Best Practices

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Folder Organization

Create a dedicated folder for chatbot training content: 
📁 Chatbot Knowledge Base/
  ├── 📄 Company FAQ.docx
  ├── 📄 Product Overview.pptx
  ├── 📁 Support Docs/
  │   ├── 📄 Getting Started.docx
  │   ├── 📄 Advanced Features.docx
  │   └── 📄 Troubleshooting.pdf
  └── 📁 Policies/
      ├── 📄 Terms of Service.docx
      └── 📄 Privacy Policy.docx

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Content Management

  • Regular syncs: Re-import folders periodically to capture document updates
  • Clear naming: Use descriptive file names to keep training data organized
  • Version control: OneDrive keeps version history — always import the latest

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What to Include

  • Customer-facing documentation
  • Product guides and tutorials
  • FAQ documents
  • Support articles and knowledge base content
  • Onboarding materials
  • Confidential or internal-only documents
  • Outdated versions of documents
  • Files with mostly images (minimal text value)
  • Sensitive personal or financial data

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Microsoft 365 Business

For Microsoft 365 Business accounts:
  • SharePoint integration: See our SharePoint documentation for SharePoint sites
  • Shared drives: Access team drives and shared folders
  • Permissions: Only content you have read access to will appear
OneDrive for Business is tightly integrated with SharePoint. For team sites and shared libraries, consider using the SharePoint integration directly.

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Troubleshooting

  • Verify you have read access to the files
  • Check that files are in supported formats
  • Ensure files aren’t in a restricted or compliance-hold folder
  • Try signing out and reconnecting your Microsoft account
  • Ensure your organization allows third-party app access
  • Check with your IT admin if using a corporate account
  • Import very large files individually
  • Split large documents into smaller sections if possible
  • Consider extracting key content into a summary document

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Data Privacy

SiteGPT only reads the content of files you explicitly select for import. We do not:
  • Access files you haven’t selected
  • Store your Microsoft credentials
  • Modify any files in your OneDrive
Your data is processed securely and used only to train your chatbot.