The agent reads your files
Ask about the scope or the price list and the agent searches your OneDrive, reads the Word, Excel or text file and uses it in its answer.
Integrations
OneDrive Integration for Trades Businesses
CREW25 AI reads the files you keep in OneDrive, and every job’s files, quotes and invoices are copied to OneDrive or SharePoint.
14-day free trial, no credit card required.
CREW25 + OneDrive
- The agent finds and reads your files
- A folder for every job in OneDrive or SharePoint
- Sent quotes and issued invoices as PDFs
- Version history kept as documents change
OneDrive
A second copy in Microsoft 365.
A copy of every job
Drive sync gives each job a folder in OneDrive or a SharePoint library, with its files, sent quotes, issued invoices and filed emails.
Kept current
When a quote is accepted or an invoice is paid, the PDF in its folder is rewritten in place, so OneDrive keeps its version history.
How it works
How does the OneDrive integration work?
Connect for the agent
Anyone can connect their own OneDrive in Settings → Agent, so the agent can read their files.
Turn on drive sync
An owner or admin connects OneDrive in Settings → Integrations, picks a folder in My files or a shared library, and chooses which jobs to copy.
Work as usual
Files, quotes and invoices on a job appear in its folder, and changes follow. Each file shows whether it has synced.
CREW25 + OneDrive
- The agent finds and reads your files
- A folder for every job in OneDrive or SharePoint
- Sent quotes and issued invoices as PDFs
- Version history kept as documents change
What’s included
Everything CREW25 does with OneDrive.
CREW25 AI in your OneDrive
- Search your files by name or by the words inside
- Read Word, Excel and text files
- Read only: it never changes or deletes anything
Drive sync
- A folder for each job in OneDrive or a SharePoint library: every job, active jobs or new jobs
- The job’s Files tab, folders and all, including photos
- Sent, accepted or declined quotes and variations, and issued invoices, as PDFs kept current
- Filed customer emails with their attachments, when Email sync is on
- Renames, moves and deletions follow; deleted files go to the recycle bin
- Copy existing jobs in one go, pause, resume and retry
Good to know
- Drive sync copies from CREW25 to OneDrive only: files added there aren’t brought back into CREW25.
- The agent can’t read PDFs or images, or search SharePoint and shared libraries, yet.
- Many Microsoft 365 businesses need an administrator to approve CREW25 once.
- Draft quotes and invoices, supplier bills and private emails aren’t copied.
Frequently asked questions
Last updated October 2026
Yes, for drive sync. Choose a folder in a shared library, or paste a link to it, and every job is copied there. The agent reads files in your own OneDrive.
No. It copies from CREW25 to OneDrive or SharePoint and keeps that copy current. Files added or changed there aren’t brought back.
Anyone who can open the folder you pick sees every job copied there. CREW25’s own access rules don’t apply inside OneDrive, so pick a folder only the right people can open.
No. A OneDrive connection belongs to the person who connected it. Only their own chats, texts and calls with CREW25 AI use it; nobody else in the business can, owners included. Each person connects their own.
Works well with
More integrations.
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